Whitebark Investors LP holds a concentrated book of 9 stocks worth $125.1M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). Their largest long position is Coupang Inc at 16% 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/2042091/holdings"
Use Arkolith to show Whitebark Investors 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
No trims or exits this quarter.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Coupang Inc CL A | $20.2M | 1.07M | 16.2% | ▲+1.8% Added · +19K sh | |
| 2 | Microsoft Corp COM | $18.8M | 50.9K | 15.1% | —Held | |
| 3 | Global E Online Ltd SHS | $18.4M | 595.4K | 14.7% | —Held | |
| 4 | Flutter Entmt PLC SHS | $13.7M | 134.8K | 11.0% | —Held | |
| 5 | Goosehead Ins Inc COM CL A | $11.5M | 269.3K | 9.2% | —Held | |
| 6 | Grocery Outlet Hldg Corp COM | $11.4M | 1.62M | 9.1% | —Held | |
| 7 | Shenandoah Telecommunication COM | $11.2M | 726.4K | 9.0% | ▲+72% Added · +303K sh | |
| 8 | Blend Labs Inc CL A | $10.8M | 6.34M | 8.6% | ▲+25% Added · +1.3M sh | |
| 9 | Klarna Group PLC SHS | $9.0M | 690.4K | 7.2% | ▲+158% Added · +423K 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.