Whitebark Investors LP
CIK 0002042091 · INCLINE VILLAGE, NV · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
Whitebark Investors LP reported 10 positions worth $129.5M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: GLBE (16.0%).
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$129.5M
2026 Q2
Positions
10
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
100.0%
Est. Net Flow (Q)
—
2026 Q2
10 positions shown
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | GLBE | SH | $20.7M | 15.97% | 595,432 | — | — | |
| ▸ 2 | CPNG | SH | $18.7M | 14.46% | 1,078,020 | — | — | |
| ▸ 3 | GO | SH | $16.2M | 12.48% | 1,619,274 | — | — | |
| ▸ 4 | MSFT | SH | $15.6M | 12.07% | 41,893 | — | — | |
| ▸ 5 | KLAR | SH | $14.0M | 10.79% | 690,366 | — | — | |
| ▸ 6 | FLUT | SH | $13.8M | 10.63% | 134,766 | — | — | |
| ▸ 7 | GSHD | SH | $13.1M | 10.09% | 269,322 | — | — | |
| ▸ 8 | BLND | SH | $10.8M | 8.38% | 6,343,497 | — | — | |
| ▸ 9 | TSM | SH | $4.1M | 3.17% | 8,595 | — | — | |
| ▸ 10 | SHEN | SH | $2.5M | 1.95% | 167,153 | — | — |
Read the 2026-Q2 quarterly report · 13F Filing Calendar
Frequently Asked Questions
What stocks does Whitebark Investors LP hold as of Q2 2026?
Whitebark Investors LP reported 10 positions worth $129.5M in its Q2 2026 13F filing. Largest positions: GLBE (16.0%), CPNG (14.5%), GO (12.5%), MSFT (12.1%) and KLAR (10.8%).
What did Whitebark Investors LP buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Whitebark Investors LP sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.