General Equity Holdings LP
Brooklyn NY · SEC CIK 0001700362
$1.67亿2026Q2 申报市值
13持仓数
93.4%前十大占比 · 第一大 42.6%
3 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
NVDA 新建仓+$750.34万
U 新建仓+$479.00万
SE 加仓+$478.19万
HLF 新建仓+$466.98万
DASH 加仓+$358.73万
2026Q2 卖出最多 按季末市值估算
CVNA 减仓-$1,040.38万
APP 减仓-$242.26万
AFRM 清仓-$180.08万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| CVNA | CARVANA CO | $7,142.56万 | 42.64% | 1,085,165 | -158,065 | -12.7% | -$1,040.38万 | 减仓 |
| SE | SEA LTD | $1,887.54万 | 11.27% | 196,968 | 49,900 | 33.9% | $478.19万 | 加仓 |
| APP | APPLOVIN CORP | $1,592.99万 | 9.51% | 30,918 | -4,702 | -13.2% | -$242.26万 | 减仓 |
| JMIA | JUMIA TECHNOLOGIES AG | $820.57万 | 4.90% | 1,163,922 | 319,836 | 37.9% | $225.48万 | 加仓 |
| NU | NU HLDGS LTD | $778.09万 | 4.65% | 582,400 | 60,000 | 11.5% | $80.16万 | 加仓 |
| DASH | DOORDASH INC | $753.84万 | 4.50% | 40,852 | 19,440 | 90.8% | $358.73万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $750.34万 | 4.48% | 37,500 | 37,500 | — | $750.34万 | 新建仓 |
| ONEW | ONEWATER MARINE INC | $714.99万 | 4.27% | 634,421 | 0 | 0.0% | — | 不变 |
| OSCR | OSCAR HEALTH INC | $684.48万 | 4.09% | 240,000 | 0 | 0.0% | — | 不变 |
| FTAI | FTAI AVIATION LTD | $513.28万 | 3.06% | 18,973 | 10,963 | 136.9% | $296.58万 | 加仓 |
| U | UNITY SOFTWARE INC | $479.00万 | 2.86% | 167,600 | 167,600 | — | $479.00万 | 新建仓 |
| HLF | HERBALIFE LTD | $466.98万 | 2.79% | 355,121 | 355,121 | — | $466.98万 | 新建仓 |
| — | THE ONE GROUP HOSPITALITY INC | $164.50万 | 0.98% | 818,390 | 169,264 | 26.1% | $34.02万 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $0 | 0.00% | 0 | -39,301 | -100.0% | -$180.08万 | 清仓 |