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Whitebark Investors LP - Portfolio Stock Holdings

Whitebark Investors LP disclosed 9 stock positions in a recent SEC 13F filing. $124,790,791 of stock holdings were filed, with the largest holdings including CPNG, MSFT, and GLBE. This filing represented positions held on March 31, 2026, and was filed on May 15, 2026.

We estimate the fund has a total AUM of $292,445,448 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.

Report Period:

March 31, 2026

No. of Stocks:

9

Est. Stock Holding Value:

$124,790,791

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Whitebark Investors LP

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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