Position in SE
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$633,436
+$1,182 QoQ
Shares Held
6,610
-13.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#453
of 770 holders
Holding Since
Mar 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SE Over Time
Shares Held
Position Value (USD)
Derivatives in SE
reported options exposure · as of Jun 30, 2026CallValue
$191,660
CallShares
2,000
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, 2026Sequoia Financial Advisors, LLC holds $275,042,346 across 12 Internet Retail names. SE ranks #9 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
|
1,093,333 | $260,584,987 | |
| 2 | EBAY |
Ebay Inc
|
32,701 | $3,654,336 | |
| 3 | MELI |
Mercadolibre Inc
|
1,409 | $2,391,622 | |
| 4 | BABA |
Alibaba Group Holding Ltd
|
21,874 | $2,099,466 | |
| 5 | CPNG |
Coupang, Inc.
|
89,534 | $1,555,205 | |
| 6 | DASH |
DoorDash, Inc.
|
8,421 | $1,553,927 | |
| 7 | VIPS |
Vipshop Holdings Ltd
|
65,342 | $866,434 | |
| 8 | JD |
JD.com, Inc.
|
28,578 | $728,167 |
All Filings in SE
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $633,436 | 6,610 | Shares | Sole | 2026-07-17 | |
| 2026-06-30 | $191,660 | 2,000 | Call | Sole | 2026-07-17 | |
| 2026-03-31 | $632,254 | 7,635 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $688,878 | 5,400 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,037,885 | 5,807 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $734,764 | 4,594 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $461,412 | 3,536 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $345,567 | 3,257 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $290,476 | 3,081 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $207,189 | 2,901 | Shares | Sole | 2024-07-15 | |
| 2023-06-30 | $204,358 | 3,521 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $278,085 | 3,213 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||