Position in SE
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$585,880
-$429,449 QoQ
Shares Held
7,075
-11.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in SE Over Time
Shares Held
Position Value (USD)
Position in Internet Retail
Consumer Cyclical · as of Mar 31, 2026CWM, LLC holds $365,897,896 across 21 Internet Retail names. SE ranks #10 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
|
1,619,786 | $337,352,830 | |
| 2 | CHWY |
Chewy, Inc.
|
314,795 | $8,499,465 | |
| 3 | EBAY |
Ebay Inc
|
48,331 | $4,399,087 | |
| 4 | MELI |
Mercadolibre Inc
|
1,735 | $2,999,849 | |
| 5 | ETSY |
Etsy Inc
|
50,457 | $2,521,840 | |
| 6 | CPNG |
Coupang, Inc.
|
133,447 | $2,519,479 | |
| 7 | W |
Wayfair Inc.
|
27,855 | $2,094,974 | |
| 8 | BABA |
Alibaba Group Holding Ltd
|
11,304 | $1,418,199 |
All Filings in SE
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $585,880 | 7,075 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,015,329 | 7,959 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $972,648 | 5,442 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $743,721 | 4,650 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $617,609 | 4,733 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $523,179 | 4,931 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $493,650 | 5,236 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $461,801 | 6,466 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $343,529 | 6,396 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $247,050 | 6,100 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $189,292 | 4,307 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $95,243 | 1,641 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $92,608 | 1,070 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $54,787 | 1,053 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $46,745 | 834 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $49,275 | 737 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $83,254 | 695 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $173,151 | 774 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $111,762 | 407 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $90,854 | 407 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $81,013 | 407 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $62,694 | 407 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $43,646 | 407 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $18,034 | 407 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||