Kerrisdale Advisers, LLC

Position in SE — Sea Ltd

CIK 1569688 Miami, FL

Position in SE

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$707,225

+$96,088 QoQ

Shares Held

7,380

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#441

of 770 holders

Holding Since

Mar 2020

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Kerrisdale Advisers, LLC holds $32,678,031 across 5 Internet Retail names. SE ranks #5 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MELI	Mercadolibre Inc	8,724	$14,808,030
2	AMZN	Amazon Com Inc	55,891	$13,321,060
3	CART	Maplebear Inc.	65,106	$3,082,769
4	CPNG	Coupang, Inc.	43,693	$758,947
5	SE	Sea Ltd This page	7,380	$707,225

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$707,225	7,380	0.0%	Shares	Sole	2026-08-14
2026-03-31	$611,137	7,380	+46.3%	Shares	Sole	2026-05-15
2021-12-31	$1,128,840	5,046	0.0%	Shares	Sole	2022-02-14
2021-09-30	$1,608,311	5,046	-96.0%	Shares	Sole	2021-11-15
2021-06-30	$34,684,176	126,308	-54.7%	Shares	Sole	2021-08-16
2021-03-31	$62,233,845	278,788	+46.7%	Shares	Sole	2021-05-17
2020-12-31	$37,828,855	190,047	0.0%	Shares	Sole	2021-02-16
2020-09-30	$29,274,839	190,047	-3.2%	Shares	Sole	2020-11-16
2020-06-30	$21,045,528	196,247	-52.5%	Shares	Sole	2020-08-14
2020-03-31	$18,296,529	412,921	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.