General Equity Holdings LP
Brooklyn NY · SEC CIK 0001700362
$1.35亿2026Q1 申报市值
11持仓数
99.1%前十大占比 · 第一大 58.0%
1 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
APP 加仓+$1,170.92万
CVNA 加仓+$1,149.06万
SE 加仓+$269.13万
AFRM 新建仓+$180.08万
JMIA 加仓+$131.83万
2026Q1 卖出最多 按季末市值估算
CPNG 清仓-$880.58万
AMZN 清仓-$565.51万
FTAI 减仓-$350.11万
NU 减仓-$89.09万
OSCR 减仓-$5.74万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| CPNG | COUPANG INC | $0 | 0.00% | 0 | -373,285 | -100.0% | -$880.58万 | 清仓 |
| AMZN | AMAZON COM INC | $0 | 0.00% | 0 | -24,500 | -100.0% | -$565.51万 | 清仓 |
| — | THE ONE GROUP HOSPITALITY INC | $115.54万 | 0.86% | 649,126 | 55,505 | 9.4% | $9.88万 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $180.08万 | 1.34% | 39,301 | 39,301 | — | $180.08万 | 新建仓 |
| FTAI | FTAI AVIATION LTD | $196.25万 | 1.46% | 8,010 | -14,290 | -64.1% | -$350.11万 | 减仓 |
| OSCR | OSCAR HEALTH INC | $275.28万 | 2.04% | 240,000 | -5,000 | -2.0% | -$5.74万 | 减仓 |
| DASH | DOORDASH INC | $321.50万 | 2.39% | 21,412 | 2,500 | 13.2% | $37.54万 | 加仓 |
| JMIA | JUMIA TECHNOLOGIES AG | $582.42万 | 4.32% | 844,086 | 191,057 | 29.3% | $131.83万 | 加仓 |
| ONEW | ONEWATER MARINE INC | $599.53万 | 4.45% | 634,421 | 70,587 | 12.5% | $66.70万 | 加仓 |
| NU | NU HLDGS LTD | $750.69万 | 5.57% | 522,400 | -62,000 | -10.6% | -$89.09万 | 减仓 |
| SE | SEA LTD | $1,217.87万 | 9.04% | 147,068 | 32,500 | 28.4% | $269.13万 | 加仓 |
| APP | APPLOVIN CORP | $1,417.68万 | 10.52% | 35,620 | 29,420 | 474.5% | $1,170.92万 | 加仓 |
| CVNA | CARVANA CO | $7,816.93万 | 58.02% | 248,646 | 36,550 | 17.2% | $1,149.06万 | 加仓 |