Position in SE
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$2,794,545,593
-$504,735,317 QoQ
Shares Held
33,746,475
+30.5% QoQ
Ownership
5.51%
of shares outstanding
% of Portfolio
6.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in SE Over Time
Shares Held
Position Value (USD)
Position in Internet Retail
Consumer Cyclical · as of Mar 31, 2026WCM INVESTMENT MANAGEMENT, LLC holds $4,182,696,526 across 7 Internet Retail names. SE ranks #1 (66.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SE |
Sea Ltd
This page
|
33,746,475 | $2,794,545,593 | |
| 2 | AMZN |
Amazon Com Inc
|
6,166,656 | $1,284,329,445 | |
| 3 | CPNG |
Coupang, Inc.
|
1,938,201 | $36,593,234 | |
| 4 | PDD |
PDD Holdings Inc.
|
341,815 | $34,926,656 | |
| 5 | BABA |
Alibaba Group Holding Ltd
|
249,736 | $31,331,878 | |
| 6 | EBAY |
Ebay Inc
|
5,525 | $502,885 | |
| 7 | MELI |
Mercadolibre Inc
|
270 | $466,835 |
All Filings in SE
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,794,545,593 | 33,746,475 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $3,299,280,910 | 25,862,514 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $4,656,484,146 | 26,053,176 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $4,127,606,127 | 25,807,216 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $3,281,127,727 | 25,144,668 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $2,722,915,068 | 25,663,667 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,970,676,197 | 20,902,378 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,098,783,772 | 15,384,819 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||