Position in SE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$49,189,539
-$103,525,516 QoQ
Shares Held
513,300
-72.2% QoQ
Ownership
0.084%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#94
of 770 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SE Over Time
Shares Held
Position Value (USD)
Position in Internet Retail
Consumer Cyclical · as of Jun 30, 2026Orbis Allan Gray Ltd holds $505,225,101 across 3 Internet Retail names. SE ranks #2 (9.7% of the industry book) .
All Filings in SE
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,189,539 | 513,300 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $152,715,055 | 1,844,162 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $346,461,622 | 2,715,855 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $555,093,557 | 3,105,766 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $162,744,387 | 1,017,534 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $108,170,729 | 828,958 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $106,794,318 | 1,006,544 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $57,937,134 | 614,522 | Shares | Defined | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||