Whitebark Investors LP Q1 2025 Filing

Filed May 12, 2025

Portfolio Value

$190.7B

Holdings

9

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (9 positions)

#StockSharesValue% PortfolioType
1
GSHDGOOSEHEAD INS INC
339,008$40.0B20.99%
2
FLUTFLUTTER ENTMT PLC
157,434$34.9B18.29%
3
MSFTMICROSOFT CORP
72,139$27.1B14.20%
4
DASHDOORDASH INC
138,274$25.3B13.25%
5
TDSTELEPHONE & DATA SYS INC
585,945$22.7B11.90%
6
BLNDBLEND LABS INC
4,639,274$15.5B8.15%
7
CPNGCOUPANG INC
619,344$13.6B7.12%
8
GOGROCERY OUTLET HLDG CORP
650,000$9.1B4.77%
9
GLBEGLOBAL E ONLINE LTD
70,500$2.5B1.32%