General Equity Holdings LP holds a concentrated book of 13 stocks worth $167.5M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Nvidia Corp and trimmed Applovin Corp-Class A. Their largest long position is Carvana Co at 43% of the equity book.
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as General Equity Holdings LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 2 / 13 | $4.4B |
| Larch Capital Partners LLC | 2 / 13 | $478.3M |
| Kora Management LP | 3 / 13 | $434.4M |
| SC US (TTGP), LTD. | 2 / 13 | $5.4B |
| Ghe, LLC | 2 / 13 | $145.8M |
| Spruce House Investment Management LLC | 2 / 13 | $1.4B |
| Selkirk Management LLC | 3 / 13 | $152.2M |
| Kontiki Capital Management (HK) Ltd. | 2 / 13 | $703.2M |
Ranked by the share of each fund's own book sitting in the names it shares with General Equity Holdings LP: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
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 | $71.4M | 1.09M | 42.6% | ▲+336% Added · +837K sh | |
| 2 | Sea Ltd SPONSORD ADS | $18.9M | 197.0K | 11.3% | ▲+34% Added · +50K sh | |
| 3 | Applovin Corp COM CL A | $15.9M | 30.9K | 9.5% | ▼−13% Reduced · −5K sh | |
| 4 | Jumia Technologies AG SPONSORD ADS | $8.2M | 1.16M | 4.9% | ▲+38% Added · +320K sh | |
| 5 | Nu Hldgs Ltd ORD SHS CL A | $7.8M | 582.4K | 4.6% | ▲+11% Added · +60K sh | |
| 6 | Doordash Inc CL A | $7.5M | 40.9K | 4.5% | ▲+91% Added · +19K sh | |
| 7 | Nvidia Corporation COM | $7.5M | 37.5K | 4.5% | ▲New New position | |
| 8 | Onewater Marine Inc CL A COM | $7.1M | 634.4K | 4.3% | —Held | |
| 9 | Oscar Health Inc CL A | $6.8M | 240.0K | 4.1% | —Held | |
| 10 | Ftai Aviation Ltd SHS | $5.1M | 19.0K | 3.1% | ▲+137% Added · +11K sh | |
| 11 | Unity Software Inc COM | $4.8M | 167.6K | 2.9% | ▲New New position | |
| 12 | Herbalife Ltd COM SHS | $4.7M | 355.1K | 2.8% | ▲New New position | |
| 13 | The One Group Hospitality Inc COM | $1.6M | 818.4K | 1.0% | ▲+26% Added · +169K sh |
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.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.