Whitebark Investors LP Q2 2025 Filing

Filed July 18, 2025

Portfolio Value

$158.6B

Holdings

7

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (7 positions)

#StockSharesValue% PortfolioType
1
FLUTFLUTTER ENTMT PLC
147,434$42.1B26.57%
2
MSFTMICROSOFT CORP
66,139$32.9B20.75%
3
CPNGCOUPANG INC
868,344$26.0B16.41%
4
TDSTELEPHONE & DATA SYS INC
729,194$25.9B16.36%
5
BLNDBLEND LABS INC
4,853,883$16.0B10.10%
6
GOGROCERY OUTLET HLDG CORP
650,000$8.1B5.09%
7
GLBEGLOBAL E ONLINE LTD
223,100$7.5B4.72%