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General Equity Holdings LP

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13F filer, CIK 1700362, Brooklyn, NY

General Equity Holdings LP reported $160,035,065 across 12 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17. Its ten largest share positions make up 97.15% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001999371-26-003382

Period
2025-12-31
Reported value
$160M
Holdings
12
Top 10 weight
97.15%
New
2
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SEadded+72,318$9.23M
AMZNnew+24,500$5.66M
CPNGadded+209,185$4.93M
DASHnew+18,912$4.28M
JMIAadded+289,929$3.62M

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
CVNAreduced-47,906-$20.2M
GOOGexited-25,800-$6.28M
FOURexited-68,800-$5.33M
APPreduced-5,550-$3.74M
NUreduced-50,000-$837K

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, Q4 2025

Share positions as resolved from 13F-HR 0001999371-26-003382, largest first. % of portfolio is the value over $160,035,065, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 662,463 shares; 2024Q4: 496,423 shares; 2025Q1: 401,371 shares; 2025Q2: 236,080 shares; 2025Q3: 260,002 shares; 2025Q4: 212,096 shares 212,096$89.5M55.93%-47,906Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,000 shares; 2024Q4: 105,000 shares; 2025Q1: 90,000 shares; 2025Q2: 93,500 shares; 2025Q3: 42,250 shares; 2025Q4: 114,568 shares 114,568$14.6M9.13%+72,318Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 634,400 shares; 2025Q4: 584,400 shares 584,400$9.78M6.11%-50,000Timeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 254,100 shares; 2025Q3: 164,100 shares; 2025Q4: 373,285 shares 373,285$8.81M5.5%+209,185Timeline
JMIAJUMIA TECHNOLOGIES AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 363,100 shares; 2025Q4: 653,029 shares 653,029$8.16M5.1%+289,929Timeline
ONEWONEWATER MARINE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 348,139 shares; 2024Q4: 398,811 shares; 2025Q1: 398,811 shares; 2025Q2: 470,246 shares; 2025Q3: 546,365 shares; 2025Q4: 563,834 shares 563,834$6.1M3.81%+17,469Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,500 shares 24,500$5.66M3.53%newTimeline
FTAIFTAI AVIATION LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,300 shares; 2025Q4: 22,300 shares 22,300$4.39M2.74%0Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,912 shares 18,912$4.28M2.68%newTimeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,750 shares; 2025Q4: 6,200 shares 6,200$4.18M2.61%-5,550Timeline
OSCROSCAR HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,000 shares; 2024Q4: 270,000 shares; 2025Q1: 270,000 shares; 2025Q2: 270,000 shares; 2025Q3: 260,000 shares; 2025Q4: 245,000 shares 245,000$3.52M2.2%-15,000Timeline
STKSTHE ONE GROUP HOSPITALITY INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 318,943 shares; 2025Q2: 439,107 shares; 2025Q3: 583,649 shares; 2025Q4: 593,621 shares 593,621$1.04M0.65%+9,972Timeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
GOOGALPHABET INC25,800$6.28Mshares
FOURSHIFT4 PMTS INC68,800$5.33Mshares

How Q4 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 0001999371-26-003382 base2026-02-17acceptance time not in the bulk data set