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Whitebark Investors Lp Top Holdings and 13F Report (2025)

About Whitebark Investors Lp

Investment Activity

  • Whitebark Investors Lp has $158.56 million in total holdings as of June 30, 2025.
  • Whitebark Investors Lp owns shares of 7 different stocks, but just 4 companies or ETFs make up 80% of its holdings.
  • Approximately 11.59% of the portfolio was purchased this quarter.
  • About 44.86% of the portfolio was sold this quarter.
  • This quarter, Whitebark Investors Lp has purchased 9 new stocks and bought additional shares in 4 stocks.
  • Whitebark Investors Lp sold shares of 2 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

FLUTTER ENTMT PLC
$42,130,740
Microsoft
$32,898,200
Coupang
$26,015,586
Blend Labs
$16,017,814

Largest Purchases this Quarter

Coupang
249,000 shares (about $7.46M)
Global-e Online
152,600 shares (about $5.12M)
Telephone and Data Systems
143,249 shares (about $5.10M)
Blend Labs
214,609 shares (about $708.21K)

Largest Sales this Quarter

Microsoft
6,000 shares (about $2.98M)
FLUTTER ENTMT PLC
10,000 shares (about $2.86M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofWhitebark Investors Lp

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
FLUTTER ENTMT PLC
$42,130,740$2,857,600 -6.4%147,43426.6%SHS
Microsoft Corporation stock logo
MSFT
Microsoft
$32,898,200$2,984,460 -8.3%66,13920.7%Computer and Technology
Coupang, Inc. stock logo
CPNG
Coupang
$26,015,586$7,460,040 40.2%868,34416.4%Retail/Wholesale
Telephone and Data Systems, Inc. stock logo
TDS
Telephone and Data Systems
$25,944,723$5,096,800 24.4%729,19416.4%Utilities
Blend Labs, Inc. stock logo
BLND
Blend Labs
$16,017,814$708,210 4.6%4,853,88310.1%Computer and Technology
Grocery Outlet Holding Corp. stock logo
GO
Grocery Outlet
$8,073,0000.0%650,0005.1%Consumer Staples
Global-e Online Ltd. stock logo
GLBE
Global-e Online
$7,482,774$5,118,204 216.5%223,1004.7%Retail/Wholesale
Goosehead Insurance stock logo
GSHD
Goosehead Insurance
$0$40,023,284 -100.0%00.0%Finance
DOORDASH INC
$0$25,272,339 -100.0%00.0%CL A

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data