Carmignac Gestion

Position in SE — Sea Ltd

CIK 1569758 PARIS, I0

Position in SE

as of Mar 31, 2026 · filed Jun 15, 2026 Compact

Position Value

$52,797,668

-$13,082,796 QoQ

Shares Held

637,576

+23.5% QoQ

Ownership

0.112%

of shares outstanding

% of Portfolio

0.81%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

Carmignac Gestion holds $848,173,726 across 4 Internet Retail names. SE ranks #4 (6.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MELI	Mercadolibre Inc	249,455	$431,312,684
2	AMZN	Amazon Com Inc	1,409,850	$293,629,459
3	VIPS	Vipshop Holdings Ltd	4,480,529	$70,433,915
4	SE	Sea Ltd This page	637,576	$52,797,668

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$52,797,668	637,576	+23.5%	Shares	Sole	2026-06-15
2025-12-31	$65,880,464	516,426	+82.2%	Shares	Sole	2026-02-13
2025-09-30	$50,661,912	283,455	0.0%	Shares	Sole	2025-11-13
2025-06-30	$45,335,792	283,455	+4.0%	Shares	Sole	2025-08-13
2025-03-31	$35,577,446	272,645	-3.4%	Shares	Sole	2025-05-14
2024-12-31	$29,936,433	282,153	-14.9%	Shares	Sole	2025-02-13
2024-09-30	$31,244,297	331,399	-6.8%	Shares	Sole	2024-11-13
2024-06-30	$25,399,023	355,629	-68.0%	Shares	Sole	2024-08-13
2024-03-31	$59,672,132	1,111,006	-15.6%	Shares	Sole	2024-05-14
2023-12-31	$53,314,402	1,316,405	-21.2%	Shares	Sole	2024-02-13
2023-09-30	$73,436,846	1,670,918	+16.8%	Shares	Sole	2023-11-29
2023-06-30	$83,022,505	1,430,436	+241.4%	Shares	Sole	2023-08-11
2023-03-31	$36,259,862	418,947	+2.7%	Shares	Sole	2023-05-12
2022-12-31	$21,215,076	407,747	+71.1%	Shares	Sole	2023-02-13
2022-09-30	$13,357,836	238,320	+14.1%	Shares	Sole	2022-11-10
2022-06-30	$13,961,705	208,820	0.0%	Shares	Sole	2022-08-12
2022-03-31	$25,014,547	208,820	+19.3%	Shares	Sole	2022-05-13
2021-12-31	$39,147,460	174,992	+53.8%	Shares	Sole	2022-02-11
2021-09-30	$36,265,418	113,781	-58.5%	Shares	Sole	2021-11-12
2021-06-30	$75,365,617	274,456	-49.3%	Shares	Sole	2021-08-13
2021-03-31	$120,751,134	540,927	-15.9%	Shares	Sole	2021-05-14
2020-12-31	$128,069,765	643,405	-1.6%	Shares	Sole	2021-02-12
2020-09-30	$100,729,528	653,918	-13.9%	Shares	Sole	2020-11-13
2020-06-30	$81,464,866	759,650	-54.8%	Shares	Sole	2020-08-13
2020-03-31	$74,514,974	1,681,674	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.