Elizabeth Kostolansky
General Equity Holdings Lp
Assets Managed
$134.738M
Holdings
11
Last Quarter
2026 - Q1
Filed Date
2d ago
Growth Rate
-15.8%(2Q avg: -9.22%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in General Equity Holdings Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 11 positions.
Assets under management
The assets under management (AUM) of General Equity Holdings Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 134.738M in assets, with a quarterly growth rate of -15.8% and a 2-quarter average growth rate of -9.22%. The portfolio is managed by Elizabeth Kostolansky, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
CVNA Carvana Co
| 58.02% | $78.169M 248,646 shares@ $314.38 avg price | Increased 17.24% |
APP Applovin Corp-class A
| 10.53% | $14.177M 35,620 shares@ $398.0 avg price | Increased 474.52% |
SE Sea Ltd-adr
| 9.04% | $12.179M 147,068 shares@ $82.81 avg price | Increased 28.37% |
NU Nu Holdings Ltd Cayman Isl-a
| 5.58% | $7.507M 522,400 shares@ $14.37 avg price | Decreased -10.6% |
ONEW Onewater Marine Inc-cl A
| 4.45% | $5.995M 634,421 shares@ $9.45 avg price | Increased 12.52% |
JMIA Jumia Technologies Ag-adr
| 4.33% | $5.824M 844,086 shares@ $6.9 avg price | Increased 29.26% |
DASH Doordash Inc - A
| 2.39% | $3.215M 21,412 shares@ $150.16 avg price | Increased 13.22% |
OSCR Oscar Health Inc - Class A
| 2.05% | $2.753M 240,000 shares@ $11.47 avg price | Decreased -2.04% |
FTAI Ftai Aviation Ltd
| 1.46% | $1.962M 8,010 shares@ $245.0 avg price | Decreased -64.08% |
AFRM Affirm Holdings Inc
| 1.34% | $1.801M 39,301 shares@ $45.83 avg price | New Position |
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