Position in SE
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$1,656,200
-$257,350 QoQ
Shares Held
20,000
+33.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
13 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SE Over Time
Shares Held
Position Value (USD)
Position in Internet Retail
Consumer Cyclical · as of Mar 31, 2026FLOSSBACH VON STORCH SE holds $1,571,564,409 across 6 Internet Retail names. SE ranks #4 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
|
5,962,801 | $1,241,872,564 | |
| 2 | MELI |
Mercadolibre Inc
|
187,134 | $323,558,428 | |
| 3 | CPNG |
Coupang, Inc.
|
160,000 | $3,020,800 | |
| 4 | SE |
Sea Ltd
This page
|
20,000 | $1,656,200 | |
| 5 | BABA |
Alibaba Group Holding Ltd
|
6,656 | $835,061 | |
| 6 | PDD |
PDD Holdings Inc.
|
6,081 | $621,356 |
All Filings in SE
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,656,200 | 20,000 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,913,550 | 15,000 | Shares | Sole | 2026-01-30 | |
| 2022-09-30 | $840,750 | 15,000 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,175,850 | 47,500 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $5,390,550 | 45,000 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $10,066,950 | 45,000 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $13,546,025 | 42,500 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $11,670,500 | 42,500 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $9,487,275 | 42,500 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $8,459,625 | 42,500 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $5,160,340 | 33,500 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $4,289,600 | 40,000 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,772,400 | 40,000 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||