Oakum Bay Capital LLC

Position in SE — Sea Ltd

CIK 1571727 WESTPORT, CT

Position in SE

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

Position Value

$1,391,208

New position

Shares Held

16,800

first reported quarter

Ownership

0.003%

of shares outstanding

% of Portfolio

0.75%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Mar 31, 2026

Oakum Bay Capital LLC holds $2,775,855 across 6 Internet Retail names. SE ranks #1 (50.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SE	Sea Ltd This page	16,800	$1,391,208
2	AMZN	Amazon Com Inc	2,707	$563,786
3	PDD	PDD Holdings Inc.	2,900	$296,322
4	JD	JD.com, Inc.	9,200	$272,044
5	CPNG	Coupang, Inc.	12,000	$226,560
6	MELI	Mercadolibre Inc	15	$25,935

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,391,208	16,800	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.