1y return−5.4%S&P 500 +20.9%
3y return+477.0%S&P 500 +68.5%
5y return+333.9%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2017: $745 against $280 in the S&P 500.2
General Equity Holdings LPS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| CVNACarvana Co | $71.4M | 42.6% | −12.7% |
| SESea Ltd | $18.9M | 11.3% | +33.9% |
| APPApplovin Corp | $15.9M | 9.5% | −13.2% |
| JMIAJumia Technologies Ag | $8.2M | 4.9% | +37.9% |
| Nu Hldgs LtdCUSIP G6683N103 | $7.8M | 4.6% | +11.5% |
| DASHDoordash Inc | $7.5M | 4.5% | +90.8% |
| NVDANvidia Corporation | $7.5M | 4.5% | New |
| ONEWOnewater Marine Inc | $7.1M | 4.3% | |
| OSCROscar Health Inc | $6.8M | 4.1% | |
| Ftai Aviation LtdCUSIP G3730V105 | $5.1M | 3.1% | +136.9% |
| UUnity Software Inc | $4.8M | 2.9% | New |
| Herbalife LtdCUSIP G4412G101 | $4.7M | 2.8% | New |
| STKSThe One Group Hospitality Inc | $1.6M | 1.0% | +26.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| Ftai Aviation LtdCUSIP G3730V105 | September 30, 2025 | +62.1% | $5.1M |
| OSCROscar Health Inc | September 30, 2024 | +34.5% | $6.8M |
| SESea Ltd | September 30, 2024 | +1.6% | $18.9M |
| Nu Hldgs LtdCUSIP G6683N103 | September 30, 2025 | −16.6% | $7.8M |
| DASHDoordash Inc | December 31, 2025 | −18.5% | $7.5M |
| APPApplovin Corp | September 30, 2025 | −28.3% | $15.9M |
| STKSThe One Group Hospitality Inc | March 31, 2025 | −32.8% | $1.6M |
| JMIAJumia Technologies Ag | September 30, 2025 | −39.3% | $8.2M |
| ONEWOnewater Marine Inc | December 31, 2020 | −61.3% | $7.1M |
Sold off last quarter
- AFRMAffirm Hldgs Inc was $1.8M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.7% | +14.8% |
| March 31, 2026 | −24.3% | −4.6% |
| December 31, 2025 | +3.2% | +2.4% |
| September 30, 2025 | +7.4% | +7.8% |
| June 30, 2025 | +52.0% | +10.5% |
| March 31, 2025 | +3.3% | −4.6% |
| December 31, 2024 | +14.9% | +2.1% |
| September 30, 2024 | +26.7% | +5.4% |
| June 30, 2024 | +31.7% | +4.0% |
| March 31, 2024 | +45.1% | +10.0% |
| December 31, 2023 | +12.9% | +11.2% |
| September 30, 2023 | +23.8% | −3.6% |
| June 30, 2023 | +62.9% | +8.3% |
| March 31, 2023 | +20.3% | +7.0% |
| December 31, 2022 | −8.0% | +7.1% |
| September 30, 2022 | −7.6% | −5.3% |
| June 30, 2022 | −30.4% | −16.5% |
| March 31, 2022 | −24.3% | −4.9% |
| December 31, 2021 | −6.0% | +10.7% |
| September 30, 2021 | −8.7% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: General Equity Holdings LP Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1700362&type=13F-HR&dateb=&owner=include&count=40CIK 1700362
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1700362/000199937126017950/Filed August 14, 2026 · accession 0001999371-26-017950