Position in SE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,297,250
+$192,648 QoQ
Shares Held
13,537
+1.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#389
of 767 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SE Over Time
Shares Held
Position Value (USD)
Position in Internet Retail
Consumer Cyclical · as of Jun 30, 2026&PARTNERS holds $337,979,385 across 8 Internet Retail names. SE ranks #6 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
|
1,356,188 | $323,233,847 | |
| 2 | EBAY |
Ebay Inc
|
53,377 | $5,964,879 | |
| 3 | DASH |
DoorDash, Inc.
|
13,865 | $2,558,508 | |
| 4 | MELI |
Mercadolibre Inc
|
1,083 | $1,838,273 | |
| 5 | BABA |
Alibaba Group Holding Ltd
|
18,299 | $1,756,338 | |
| 6 | SE |
Sea Ltd
This page
|
13,537 | $1,297,250 | |
| 7 | CHWY |
Chewy, Inc.
|
59,306 | $1,165,362 | |
| 8 | NXH |
Neighborhood Intelligence, Inc.
|
28,485 | $164,928 |
All Filings in SE
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,297,250 | 13,537 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,104,602 | 13,339 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,653,562 | 12,962 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,495,964 | 13,965 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,635,226 | 10,224 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $621,915 | 4,766 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $397,768 | 3,749 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $238,622 | 2,531 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||