Position in SE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$39,165,721
-$24,440,640 QoQ
Shares Held
408,700
-46.8% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#103
of 770 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, 2026KENSICO CAPITAL MANAGEMENT CORP holds $272,286,075 across 2 Internet Retail names. SE ranks #2 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
|
978,100 | $233,120,354 | |
| 2 | SE |
Sea Ltd
This page
|
408,700 | $39,165,721 |
All Filings in SE
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,165,721 | 408,700 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $63,606,361 | 768,100 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $239,882,628 | 1,880,400 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $235,923,600 | 1,320,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $257,311,472 | 1,608,800 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $217,944,398 | 1,670,200 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $131,935,350 | 1,243,500 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $85,323,400 | 905,000 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||