General Equity Holdings LP Portfolio Holdings

General Equity Holdings LP

$164 Million
Q2 2024

General Equity Holdings LP has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $164 Million distributed in 5 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Carvana Co. with a value of $137M, One Water Marine Inc. with a value of $11.2M, Pinduoduo Inc. with a value of $5.32M, Lemonade, Inc. with a value of $5.2M, and Cardlytics, Inc. with a value of $5.12M.

Examining the 13F form we can see an increase of $43.3M in the current position value, from $120M to 164M.

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 $164 Million

Consumer Cyclical: $153 Million

Financial Services: $5.2 Million

Communication Services: $5.12 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
CVNA Carvana Co. Consumer Cyclical	$14.3B	$137 Million 83.59% of portfolio	1,063,062	Q2 2023 Added 9.55%
PDD Pinduoduo Inc. Consumer Cyclical	$171B	$5.32 Million 3.25% of portfolio	40,000	Q2 2024 New

Summary

Portfolio
No. of Stocks 5
Current Value $164 Million
Prior Value $120 Million
Filing
Period Q2 2024
Filing Date August 14, 2024
Form Type 13F-HR
Activity in Q2 2024
New Purchases 2 stocks
Additional Purchases 0 stocks
Sold out of 0 stocks
Reduced holdings in 1 stocks

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General Equity Holdings LP Portfolio Holdings