Position in SE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$335,557,133
-$109,029,802 QoQ
Shares Held
4,052,133
+16.3% QoQ
Ownership
0.715%
of shares outstanding
% of Portfolio
3.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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, 2026D1 Capital Partners L.P. holds $2,638,204,023 across 6 Internet Retail names. SE ranks #4 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CART |
Maplebear Inc.
|
22,558,255 | $845,032,232 | |
| 2 | MELI |
Mercadolibre Inc
|
373,675 | $646,091,548 | |
| 3 | AMZN |
Amazon Com Inc
|
1,807,523 | $376,452,815 | |
| 4 | SE |
Sea Ltd
This page
|
4,052,133 | $335,557,133 | |
| 5 | CPNG |
Coupang, Inc.
|
11,611,741 | $219,229,670 | |
| 6 | DASH |
DoorDash, Inc.
|
1,437,500 | $215,840,625 |
All Filings in SE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $335,557,133 | 4,052,133 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $444,586,935 | 3,485,043 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $231,034,083 | 1,292,643 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||