Position in SE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$273,575,090
+$55,342,877 QoQ
Shares Held
3,303,648
+93.1% QoQ
Ownership
0.583%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 97.3877362237139.ToString("F0")%
Shared 0.ToString("F0")%
None 2.6122637762860936.ToString("F0")%
Common Shares in SE Over Time
Shares Held
Position Value (USD)
Derivatives in SE
reported options exposure · as of Mar 31, 2026CallValue
$331,240
CallShares
4,000
PutValue
$405,769
PutShares
4,900
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Internet Retail
Consumer Cyclical · as of Mar 31, 2026TWO SIGMA INVESTMENTS, LP holds $2,100,681,044 across 21 Internet Retail names. SE ranks #2 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
|
6,335,167 | $1,319,425,231 | |
| 2 | SE |
Sea Ltd
This page
|
3,303,648 | $273,575,090 | |
| 3 | W |
Wayfair Inc.
|
2,503,995 | $188,325,463 | |
| 4 | CHWY |
Chewy, Inc.
|
6,212,892 | $167,748,084 | |
| 5 | MELI |
Mercadolibre Inc
|
28,816 | $49,823,440 | |
| 6 | PDD |
PDD Holdings Inc.
|
392,088 | $40,063,551 | |
| 7 | JMIA |
Jumia Technologies AG
|
2,957,600 | $20,407,440 | |
| 8 | VIPS |
Vipshop Holdings Ltd
|
506,401 | $7,960,623 |
All Filings in SE
Export CSV
34 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $273,575,090 | 3,303,648 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $331,240 | 4,000 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $405,769 | 4,900 | Put | Sole | 2026-05-15 | |
| 2025-12-31 | $218,232,213 | 1,710,686 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $1,020,560 | 8,000 | Put | Sole | 2026-02-17 | |
| 2025-12-31 | $1,135,373 | 8,900 | Call | Sole | 2026-02-17 | |
| 2025-09-30 | $220,192,857 | 1,231,986 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $262,527,595 | 1,641,413 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $135,605,860 | 1,039,205 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $101,125,607 | 953,116 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $171,633,911 | 1,820,470 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $26,755,074 | 374,616 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $47,077,889 | 876,520 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $21,780,900 | 537,800 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $754,677 | 6,300 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $31,207,545 | 139,500 | Put | Sole | 2022-02-14 | |
| 2021-12-31 | $7,772,356 | 34,743 | Shares | Sole | 2022-02-14 | |
| 2021-12-31 | $29,731,059 | 132,900 | Call | Sole | 2022-02-14 | |
| 2021-09-30 | $11,538,026 | 36,200 | Put | Sole | 2021-11-15 | |
| 2021-09-30 | $9,243,170 | 29,000 | Call | Sole | 2021-11-15 | |
| 2021-06-30 | $11,368,440 | 41,400 | Call | Sole | 2021-08-16 | |
| 2021-06-30 | $11,697,960 | 42,600 | Put | Sole | 2021-08-16 | |
| 2021-03-31 | $2,721,843 | 12,193 | Shares | Sole | 2021-05-17 | |
| 2021-03-31 | $22,501,584 | 100,800 | Put | Sole | 2021-05-17 | |
| 2021-03-31 | $20,827,359 | 93,300 | Call | Sole | 2021-05-17 | |
| 2020-12-31 | $21,059,490 | 105,800 | Put | Sole | 2021-02-16 | |
| 2020-12-31 | $19,248,135 | 96,700 | Call | Sole | 2021-02-16 | |
| 2020-09-30 | $17,129,248 | 111,200 | Call | Sole | 2020-11-16 | |
| 2020-09-30 | $21,827,468 | 141,700 | Put | Sole | 2020-11-16 | |
| 2020-06-30 | $1,662,220 | 15,500 | Call | Sole | 2020-08-14 | |
| 2020-06-30 | $1,608,600 | 15,000 | Put | Sole | 2020-08-14 | |
| 2020-03-31 | $3,420,732 | 77,200 | Put | Sole | 2020-05-15 | |
| 2020-03-31 | $8,071,775 | 182,166 | Shares | Sole | 2020-05-15 | |
| 2020-03-31 | $2,973,201 | 67,100 | Call | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||