Whitebark Investors LP: 13F holdings
CIK 20420912026Q2
| Positions | 10 |
|---|
| Reported value | $129.5m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 10 (+1 vs prior quarter) |
|---|
| Reported value | $129.5m (+3.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GLOBAL E ONLINE LTD | 595,432 | $20.7m | 16.0% |
| CPNG COUPANG INC | 1,078,020 | $18.7m | 14.5% |
| GO GROCERY OUTLET HLDG CORP | 1,619,274 | $16.2m | 12.5% |
| MSFT MICROSOFT CORP | 41,893 | $15.6m | 12.1% |
| KLARNA GROUP PLC | 690,366 | $14.0m | 10.8% |
| FLUTTER ENTMT PLC | 134,766 | $13.8m | 10.6% |
| GSHD GOOSEHEAD INS INC | 269,322 | $13.1m | 10.1% |
| BLND BLEND LABS INC | 6,343,497 | $10.8m | 8.4% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 8,595 | $4.1m | 3.2% |
| SHEN SHENANDOAH TELECOMMUNICATION | 167,153 | $2.5m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2042091")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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