Institutional Fund
Whitebark Investors LP
Incline Village, NVCIK 20420916 filings on record
Portfolio Value
$125.06M
Q1 2026
Holdings
9
Reported positions
New Buys
0
Opened this quarter
QoQ Change
-24.7%
from $166.00M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Coupang Inc16.2%
- Microsoft Corp15.1%
- Global E Online Ltd14.7%
- Flutter Entmt PLC11.0%
- Goosehead Ins Inc9.2%
- Grocery Outlet Hldg Corp9.1%
- Other24.8%
Portfolio Holdings
9 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Coupang Inc | 1.07M | $20.20M | 16.2% | +18.9K | Added |
| 2 | Microsoft Corp | 50.9K | $18.83M | 15.1% | 0 | Held |
| 3 | Global E Online Ltd | 595.4K | $18.37M | 14.7% | 0 | Held |
| 4 | Flutter Entmt PLC | 134.8K | $13.74M | 11.0% | 0 | Held |
| 5 | Goosehead Ins Inc | 269.3K | $11.49M | 9.2% | 0 | Held |
| 6 | Grocery Outlet Hldg Corp | 1.62M | $11.42M | 9.1% | 0 | Held |
| 7 | Shenandoah Telecommunication | 726.4K | $11.20M | 9.0% | +303.4K | Added |
| 8 | Blend Labs Inc | 6.34M | $10.78M | 8.6% | +1.27M | Added |
| 9 | Klarna Group PLC | 690.4K | $9.04M | 7.2% | +423.0K | Added |