Whitebark Investors LP 13F Holdings · Q2 2026
Whitebark Investors LP reported 10 securities worth $129.47M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: GLBE (15.97%), CPNG (14.46%), GO (12.48%). Among its top 25 positions this quarter: 1 new, 1 added, 2 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GLBE | GLOBAL E ONLINE LTD | $20.7M | 15.97% | 595,432 | Hold |
| 2 | CPNG | COUPANG INC | $18.7M | 14.46% | 1.1M | Added |
| 3 | GO | GROCERY OUTLET HLDG CORP | $16.2M | 12.48% | 1.6M | Hold |
| 4 | MSFT | MICROSOFT CORP | $15.6M | 12.07% | 41,893 | Trimmed |
| 5 | KLAR | KLARNA GROUP PLC | $14.0M | 10.79% | 690,366 | Hold |
| 6 | FLUT | FLUTTER ENTMT PLC | $13.8M | 10.64% | 134,766 | Hold |
| 7 | GSHD | GOOSEHEAD INS INC | $13.1M | 10.09% | 269,322 | Hold |
| 8 | BLND | BLEND LABS INC | $10.8M | 8.38% | 6.3M | Hold |
| 9 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $4.1M | 3.17% | 8,595 | New |
| 10 | SHEN | SHENANDOAH TELECOMMUNICATION | $2.5M | 1.95% | 167,153 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR