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General Equity Holdings LP

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13F filer, CIK 1700362, Brooklyn, NY

General Equity Holdings LP reported $167,491,497 across 13 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 93.37% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001999371-26-017950

Period
2026-06-30
Reported value
$167M
Holdings
13
Top 10 weight
93.37%
New
3
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CVNAadded+836,519$55.1M
NVDAnew+37,500$7.5M
Unew+167,600$4.79M
SEadded+49,900$4.78M
HLFnew+355,121$4.67M

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
APPreduced-4,702-$2.42M
AFRMexited-39,301-$1.8M

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, Q2 2026

Share positions as resolved from 13F-HR 0001999371-26-017950, largest first. % of portfolio is the value over $167,491,497, 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; 2024Q3: 662,463 shares; 2024Q4: 496,423 shares; 2025Q1: 401,371 shares; 2025Q2: 236,080 shares; 2025Q3: 260,002 shares; 2025Q4: 212,096 shares; 2026Q1: 248,646 shares; 2026Q2: 1,085,165 shares 1,085,165$71.4M42.64%+836,519Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,000 shares; 2024Q4: 105,000 shares; 2025Q1: 90,000 shares; 2025Q2: 93,500 shares; 2025Q3: 42,250 shares; 2025Q4: 114,568 shares; 2026Q1: 147,068 shares; 2026Q2: 196,968 shares 196,968$18.9M11.27%+49,900Timeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,750 shares; 2025Q4: 6,200 shares; 2026Q1: 35,620 shares; 2026Q2: 30,918 shares 30,918$15.9M9.51%-4,702Timeline
JMIAJUMIA TECHNOLOGIES AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 363,100 shares; 2025Q4: 653,029 shares; 2026Q1: 844,086 shares; 2026Q2: 1,163,922 shares 1,163,922$8.21M4.9%+319,836Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 634,400 shares; 2025Q4: 584,400 shares; 2026Q1: 522,400 shares; 2026Q2: 582,400 shares 582,400$7.78M4.65%+60,000Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,912 shares; 2026Q1: 21,412 shares; 2026Q2: 40,852 shares 40,852$7.54M4.5%+19,440Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 37,500 shares 37,500$7.5M4.48%newTimeline
ONEWONEWATER MARINE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 348,139 shares; 2024Q4: 398,811 shares; 2025Q1: 398,811 shares; 2025Q2: 470,246 shares; 2025Q3: 546,365 shares; 2025Q4: 563,834 shares; 2026Q1: 634,421 shares; 2026Q2: 634,421 shares 634,421$7.15M4.27%0Timeline
OSCROSCAR HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 230,000 shares; 2024Q4: 270,000 shares; 2025Q1: 270,000 shares; 2025Q2: 270,000 shares; 2025Q3: 260,000 shares; 2025Q4: 245,000 shares; 2026Q1: 240,000 shares; 2026Q2: 240,000 shares 240,000$6.84M4.09%0Timeline
FTAIFTAI AVIATION LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,300 shares; 2025Q4: 22,300 shares; 2026Q1: 8,010 shares; 2026Q2: 18,973 shares 18,973$5.13M3.06%+10,963Timeline
UUNITY SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 167,600 shares 167,600$4.79M2.86%newTimeline
HLFHERBALIFE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 355,121 shares 355,121$4.67M2.79%newTimeline
STKSTHE ONE GROUP HOSPITALITY INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 318,943 shares; 2025Q2: 439,107 shares; 2025Q3: 583,649 shares; 2025Q4: 593,621 shares; 2026Q1: 649,126 shares; 2026Q2: 818,390 shares 818,390$1.64M0.98%+169,264Timeline

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
AFRMAFFIRM HLDGS INC39,301$1.8Mshares

How Q2 2026 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 0001999371-26-017950 base2026-08-14acceptance time not in the bulk data set