Whitebark Investors LP Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$210.0B

Holdings

10

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (10 positions)

#StockSharesValue% PortfolioType
1
FLUTFLUTTER ENTMT PLC
139,834$35.5B16.91%
2
MSFTMICROSOFT CORP
66,139$34.3B16.31%
3
CPNGCOUPANG INC
922,431$29.7B14.14%
4
TDSTELEPHONE & DATA SYS INC
729,194$28.6B13.62%
5
GSHDGOOSEHEAD INS INC
339,008$25.2B12.01%
6
BLNDBLEND LABS INC
5,566,198$20.3B9.67%
7
GLBEGLOBAL E ONLINE LTD
450,100$16.1B7.66%
8
GOGROCERY OUTLET HLDG CORP
650,000$10.4B4.97%
9
TMOTHERMO FISHER SCIENTIFIC INC
15,800$7.7B3.65%
10
KLARKLARNA GROUP PLC
60,000$2.2B1.05%