Position in SE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$148,536,500
+$38,813,250 QoQ
Shares Held
1,550,000
+17.0% QoQ
Ownership
0.253%
of shares outstanding
% of Portfolio
5.34%
of 13F equity value
Holder Rank
#50
of 774 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)
Derivatives in SE
reported options exposure · as of Jun 30, 2025CallValue
$159,940,000
CallShares
1,000,000
PutValue
$0
PutShares
0
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 Jun 30, 2026Dorsal Capital Management, LP holds $594,612,238 across 3 Internet Retail names. SE ranks #2 (25.0% of the industry book) .
All Filings in SE
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $148,536,500 | 1,550,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $109,723,250 | 1,325,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $137,137,750 | 1,075,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $290,436,250 | 1,625,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $159,940,000 | 1,000,000 | Call | Sole | 2025-08-14 | |
| 2025-06-30 | $295,889,000 | 1,850,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $130,490,000 | 1,000,000 | Call | Sole | 2025-05-15 | |
| 2025-03-31 | $195,735,000 | 1,500,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $74,270,000 | 700,000 | Call | Sole | 2025-02-14 | |
| 2024-12-31 | $151,192,500 | 1,425,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $47,140,000 | 500,000 | Call | Sole | 2024-11-14 | |
| 2024-09-30 | $94,280,000 | 1,000,000 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||