Thomas McConnon

Whitebark Investors Lp

Assets Managed

$125.062M

Holdings

Last Quarter

2026 - Q1

Filed Date

11d ago

Growth Rate

-24.65%(2Q avg: -22.81%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Whitebark Investors Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 9 positions.

Assets under management

The assets under management (AUM) of Whitebark Investors 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 125.062M in assets, with a quarterly growth rate of -24.65% and a 2-quarter average growth rate of -22.81%. The portfolio is managed by Thomas McConnon, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
CPNG Coupang Inc Recent Activity Increased 1.8%	16.16%	$20.2M 1.07M shares@ $18.88 avg price	Increased 1.8%
MSFT Microsoft Corp Recent Activity	15.06%	$18.826M 50,859 shares@ $370.17 avg price
GLBE Global-e Online Ltd Recent Activity	14.69%	$18.369M 595,432 shares@ $30.85 avg price
FLUT Flutter Entertainment Plc-di Recent Activity	10.99%	$13.739M 134,766 shares@ $101.96 avg price
GSHD Goosehead Insurance Inc -a Recent Activity	9.19%	$11.489M 269,322 shares@ $42.67 avg price
GO Grocery Outlet Holding Corp Recent Activity	9.13%	$11.416M 1.619M shares@ $7.06 avg price
SHEN Shenandoah Telecommunication Recent Activity Increased 71.72%	8.96%	$11.202M 726,445 shares@ $15.43 avg price	Increased 71.72%
BLND Blend Labs Inc-a Recent Activity Increased 25.14%	8.63%	$10.784M 6.343M shares@ $1.71 avg price	Increased 25.14%
KLAR Klarna Group Plc Recent Activity Increased 158.2%	7.23%	$9.037M 690,366 shares@ $13.1 avg price	Increased 158.2%

1-9 of 9