General Equity Holdings LP Portfolio Holdings

General Equity Holdings LP

  • $130 Million
  • Q2 2025

General Equity Holdings LP has filed its 13F form on August 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $130 Million distributed in 10 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Carvana Co. with a value of $79.5M, Sea LTD with a value of $15M, Coupang, Inc. with a value of $7.61M, One Water Marine Inc. with a value of $6.3M, and Shift4 Payments, Inc. with a value of $6.03M.

Examining the 13F form we can see an increase of $19.3M in the current position value, from $110M to 130M.

General Equity Holdings LP is based out at Brooklyn, NY

Below you can find more details about General Equity Holdings LP portfolio as well as his latest detailed transactions.

Portfolio value $130 Million
Consumer Cyclical: $118 Million
Technology: $6.03 Million
Healthcare: $5.79 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$29.2B
$79.5 Million 61.38% of portfolio
236,080
Q2 2025 Reduced 41.18%
$97.8B
$15 Million 11.54% of portfolio
93,500
Q2 2025 Added 3.89%
$44.8B
$7.61 Million 5.87% of portfolio
254,100
Q2 2025 New
$230M
$6.3 Million 4.86% of portfolio
470,246
Q2 2025 Added 17.91%
$4.44B
$6.03 Million 4.65% of portfolio
60,800
Q2 2025 New
$2.65B
$5.79 Million 4.47% of portfolio
270,000
Q4 2024 Added 17.39%
$266M
$5.75 Million 4.44% of portfolio
172,229
Q2 2025 Added 2.05%
$1.82B
$1.84 Million 1.42% of portfolio
80,000
Q2 2025 New
$89.1M
$1.78 Million 1.37% of portfolio
439,107
Q2 2025 Added 37.68%

Summary

  • Portfolio
  • No. of Stocks 10
  • Current Value $130 Million
  • Prior Value $110 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 18, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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