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Blue Grotto Capital, LLC

Position in SE — Sea Ltd

CIK 1764725 ATLANTA, GA

Position in SE

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$57,726,362
+$45,785,823 QoQ
Shares Held
602,383
+317.8% QoQ
Ownership
0.098%
of shares outstanding
% of Portfolio
4.82%
of 13F equity value
Holder Rank
#88
of 770 holders
Holding Since
Mar 2020
20 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, 2026

Blue Grotto Capital, LLC holds $81,560,362 across 2 Internet Retail names. SE ranks #1 (70.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 SE
Sea Ltd
This page
602,383 $57,726,362

All Filings in SE

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20 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $57,726,362 602,383
2026-03-31 $11,940,539 144,192
2025-12-31 $65,060,700 510,000
2025-09-30 $64,640,206 361,664
2025-06-30 $75,731,590 473,500
2025-03-31 $41,756,800 320,000
2024-12-31 $40,318,000 380,000
2024-09-30 $28,284,000 300,000
2024-06-30 $45,296,492 634,227
2024-03-31 $39,104,693 728,071
2023-12-31 $28,350,040 700,001
2023-09-30 $8,790,000 200,000
2023-06-30 $15,670,800 270,000
2021-09-30 $9,206,516 28,885
2021-06-30 $7,533,101 27,433
2021-03-31 $6,505,145 29,141
2020-12-31 $6,708,980 33,705
2020-09-30 $9,598,694 62,313
2020-06-30 $6,434,400 60,000
2020-03-31 $5,523,861 124,664