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General Equity Holdings LP

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13F filer, CIK 1700362, Brooklyn, NY

General Equity Holdings LP reported $164,367,208 across 12 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14. Its ten largest share positions make up 96.69% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001999371-25-017779

Period
2025-09-30
Reported value
$164M
Holdings
12
Top 10 weight
96.69%
New
5
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NUnew+634,400$10.2M
CVNAadded+23,922$9.02M
APPnew+11,750$8.44M
GOOGnew+25,800$6.28M
JMIAnew+363,100$4.22M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SEreduced-51,250-$9.16M
CTRNexited-172,229-$5.75M
CPNGreduced-90,000-$2.9M
ROOTexited-19,700-$2.52M
EYEexited-80,000-$1.84M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001999371-25-017779, largest first. % of portfolio is the value over $164,367,208, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
CVNACARVANA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 662,463 shares; 2024Q4: 496,423 shares; 2025Q1: 401,371 shares; 2025Q2: 236,080 shares; 2025Q3: 260,002 shares 260,002$98.1M59.67%+23,922Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 634,400 shares 634,400$10.2M6.18%newTimeline
ONEWONEWATER MARINE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 348,139 shares; 2024Q4: 398,811 shares; 2025Q1: 398,811 shares; 2025Q2: 470,246 shares; 2025Q3: 546,365 shares 546,365$8.65M5.27%+76,119Timeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,750 shares 11,750$8.44M5.14%newTimeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,000 shares; 2024Q4: 105,000 shares; 2025Q1: 90,000 shares; 2025Q2: 93,500 shares; 2025Q3: 42,250 shares 42,250$7.55M4.59%-51,250Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,800 shares 25,800$6.28M3.82%newTimeline
FOURSHIFT4 PMTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60,800 shares; 2025Q3: 68,800 shares 68,800$5.33M3.24%+8,000Timeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 254,100 shares; 2025Q3: 164,100 shares 164,100$5.28M3.21%-90,000Timeline
OSCROSCAR HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,000 shares; 2024Q4: 270,000 shares; 2025Q1: 270,000 shares; 2025Q2: 270,000 shares; 2025Q3: 260,000 shares 260,000$4.92M2.99%-10,000Timeline
JMIAJUMIA TECHNOLOGIES AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 363,100 shares 363,100$4.22M2.56%newTimeline
FTAIFTAI AVIATION LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,300 shares 22,300$3.72M2.26%newTimeline
STKSTHE ONE GROUP HOSPITALITY INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 318,943 shares; 2025Q2: 439,107 shares; 2025Q3: 583,649 shares 583,649$1.73M1.05%+144,542Timeline

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
CTRNCITI TRENDS INC172,229$5.75Mshares
ROOTROOT INC19,700$2.52Mshares
EYENATIONAL VISION HLDGS INC80,000$1.84Mshares

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001999371-25-017779 base2025-11-14acceptance time not in the bulk data set