General Equity Holdings
General Equity Holdings reported 13 stocks worth $167M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are CVNA (42.6%), SE (11.3%) and APP (9.5%). Compared with Q1 2026, the fund opened new positions in NVDA, U and HLF, added to CVNA, SE and JMIA, trimmed APP and sold out of AFRM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  CVNA Carvana Co | $71.4M | 42.6% | 1.1M | +837K (+336%) | 8 of 8 | |
| 2 |  SE Sea Ltd | $18.9M | 11.3% | 197K | +50K (+34%) | 8 of 8 | |
| 3 |  APP Applovin Corp | $15.9M | 9.5% | 31K | −4,702 (−13%) | 4 of 8 | |
| 4 |  JMIA Jumia Technologies AG | $8.2M | 4.9% | 1.2M | +320K (+38%) | 4 of 8 | |
| 5 |  NU NU Hldgs Ltd | $7.8M | 4.7% | 582K | +60K (+11%) | 4 of 8 | |
| 6 |  DASH Doordash Inc | $7.5M | 4.5% | 41K | +19K (+91%) | 3 of 8 | |
| 7 |  NVDA Nvidia Corporation | $7.5M | 4.5% | 38K | New position | 1 of 8 | |
| 8 |  ONEW Onewater Marine Inc | $7.1M | 4.3% | 634K | No change | 8 of 8 | |
| 9 |  OSCR Oscar Health Inc | $6.8M | 4.1% | 240K | No change | 8 of 8 | |
| 10 |  FTAI Ftai Aviation Ltd | $5.1M | 3.1% | 19K | +11K (+137%) | 4 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 AFRM Affirm Hldgs Inc | $1.8M | 39K |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →General Equity Holdings 13F FAQ
What does General Equity Holdings own?
General Equity Holdings reported 13 stocks worth $167M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are CVNA (42.6%), SE (11.3%) and APP (9.5%). The table above lists every position in the filing (the top 10 without an account).
What did General Equity Holdings buy and sell in Q2 2026?
Compared with Q1 2026: 3 new positions, 7 added to, 1 trimmed and 1 sold out. New positions include NVDA, U and HLF. It sold all of AFRM.
When will General Equity Holdings file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is General Equity Holdings's portfolio worth?
The Q2 2026 filing reports $167M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.