General Partner, Inc.
SEC Form 13F institutional filer · CIK 0001800508
13F-HR · 119 reported holdings · 2026-03-31
Reported long-US-equity value
$0.14B
Top-10 concentration
56.6%
General Partner, Inc. — $141M AUM allocation strategy
General Partner, Inc. files SEC Form 13F and reports $141M of long US equity value across 119 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 18.5%, followed by Industrials 16.8% and Communication Services 8.1%.
The top 10 holdings account for 57% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
General Partner, Inc. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$141M
total across 119 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
57% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$NVDA +5.22K sh · +$794K+$MDLZ +4.09K sh · +$240K+$IVV +10 sh · +$125K
Biggest trims (shares)
−$AAPL −3.27K sh · −$1.93M−$GOOGL −2.55K sh · −$1.68M−$NEE −2.5K sh · +$166K
Added from nil (new positions)
None this quarter
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Aerospace & Defense16.8%—
- Technology Hardware, Storage & Peripherals10.3%—
- Interactive Media & Services8.1%—
- Systems Software4.9%—
- Semiconductors3.2%—
- Transaction & Payment Processing Services2.8%—
- Multi-Sector Holdings2.5%—
- Broadline Retail2.1%—
- Other holdings49.3%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $HONA | Honeywell Aerospace Inc | 33 | $23.7M | +0 | 16.8% |
| $AAPL | Apple Inc | 57.4K | $14.6M | -3.27K | 10.3% |
| $GOOGL | Alphabet Inc | 32.5K | $9.33M | -2.55K | 6.6% |
| $MSFT | Microsoft Corporation | 18.9K | $6.98M | -1.6K | 4.9% |
| $MA | Mastercard Incorporated | 7.9K | $3.95M | -700 | 2.8% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 7.36K | $3.53M | -700 | 2.5% |
| $AMZN | Amazon.com Inc | 14.1K | $2.93M | -250 | 2.1% |
…and 112 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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