General Equity Holdings LP holds a concentrated book of 11 stocks worth $134.7M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Affirm Holdings Inc and trimmed Nu Holdings Ltd/cayman Isl-A. Their largest long position is Carvana Co at 58% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1700362/holdings"
Use Arkolith to show General Equity Holdings LP's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Carvana Co CL A | $78.2M | 248.6K | 58.0% | ▲+17% Added · +37K sh | |
| 2 | Applovin Corp COM CL A | $14.2M | 35.6K | 10.5% | ▲+475% Added · +29K sh | |
| 3 | Sea Ltd SPONSORD ADS | $12.2M | 147.1K | 9.0% | ▲+28% Added · +33K sh | |
| 4 | Nu Hldgs Ltd ORD SHS CL A | $7.5M | 522.4K | 5.6% | ▼−11% Reduced · −62K sh | |
| 5 | Onewater Marine Inc CL A COM | $6.0M | 634.4K | 4.4% | ▲+13% Added · +71K sh | |
| 6 | Jumia Technologies AG SPONSORD ADS | $5.8M | 844.1K | 4.3% | ▲+29% Added · +191K sh | |
| 7 | Doordash Inc CL A | $3.2M | 21.4K | 2.4% | ▲+13% Added · +3K sh | |
| 8 | Oscar Health Inc CL A | $2.8M | 240.0K | 2.0% | ▼−2.0% Reduced · −5K sh | |
| 9 | Ftai Aviation Ltd SHS | $2.0M | 8.0K | 1.5% | ▼−64% Reduced · −14K sh | |
| 10 | Affirm Hldgs Inc COM CL A | $1.8M | 39.3K | 1.3% | ▲New New position | |
| 11 | The One Group Hospitality Inc COM | $1.2M | 649.1K | 0.9% | ▲+9.3% Added · +56K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.