General Equity Holdings as of Sept. 30, 2025
Portfolio Holdings for General Equity Holdings
General Equity Holdings holds 12 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Carvana Cl A (CVNA) | 59.7 | $98M | 260k | 377.24 | |
| Nu Hldgs Ord Shs Cl A (NU) | 6.2 | $10M | 634k | 16.01 | |
| Onewater Marine Cl A Com (ONEW) | 5.3 | $8.7M | 546k | 15.84 | |
| Applovin Corp Com Cl A (APP) | 5.1 | $8.4M | 12k | 718.54 | |
| Sea Sponsord Ads (SE) | 4.6 | $7.6M | 42k | 178.73 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.8 | $6.3M | 26k | 243.55 | |
| Shift4 Pmts Cl A (FOUR) | 3.2 | $5.3M | 69k | 77.40 | |
| Coupang Cl A (CPNG) | 3.2 | $5.3M | 164k | 32.20 | |
| Oscar Health Cl A (OSCR) | 3.0 | $4.9M | 260k | 18.93 | |
| Jumia Technologies Sponsored Ads (JMIA) | 2.6 | $4.2M | 363k | 11.61 | |
| Ftai Aviation SHS (FTAI) | 2.3 | $3.7M | 22k | 166.86 | |
| One Group Hospitality In (STKS) | 1.1 | $1.7M | 584k | 2.96 |
