GENERAL EQUITY HOLDINGS LP 13F Portfolio
GENERAL EQUITY HOLDINGS LP runs GENERAL EQUITY HOLDINGS LP and currently holds 13 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $167.49M. Their top holdings are CVNA, SE, APP, JMIA, NU. The top five represent 73.0% of reported portfolio weight. GENERAL EQUITY HOLDINGS LP ranks #21 out of 1000 investors tracked by Alpha Score. In the most recent quarter, GENERAL EQUITY HOLDINGS LP initiated 3 new positions. They added to 6 existing positions. They trimmed 1 position. Their current best-performing preview position is OSCR with returns of +148.65%.
Portfolio Value
$167.49M
Alpha Score
289.9
#21 of 1000
Holdings
13
GENERAL EQUITY HOLDINGS LP Current 13F Holdings
Reported holdings from GENERAL EQUITY HOLDINGS LP's latest SEC 13F filing, ranked by portfolio weight.
13 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 CVNA CARVANA CO | 42.64% | $19.50 | $63.73 | +226.82% | Added +336.43% |
 SE SEA LTD | 11.27% | $105.53 | $95.24 | -9.76% | Added +33.93% |
 APP APPLOVIN CORP | 9.51% | $453.79 | $277.04 | -38.95% | Trimmed -13.20% |
 JMIA JUMIA TECHNOLOGIES AG | 4.90% | $9.80 | $6.29 | -35.82% | Added +37.89% |
 NU NU HLDGS LTD | 4.65% | $15.74 | $16.12 | +2.38% | Added +11.49% |
 DASH DOORDASH INC | 4.50% | $201.85 | $196.50 | -2.65% | Added +90.79% |
 NVDA NVIDIA CORPORATION | 4.48% | $200.09 | $229.28 | +14.59% | New Buy |
 ONEW ONEWATER MARINE INC | 4.27% | $26.41 | $9.35 | -64.60% | Held |
 OSCR OSCAR HEALTH INC | 4.09% | $20.06 | $33.37 | +66.33% | Held |
 FTAI FTAI AVIATION LTD | 3.06% | $226.76 | $169.97 | -25.05% | Added +136.87% |
Showing 1-10 of 13