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Marcho Partners LLP

Position in SE — Sea Ltd

CIK 1782974 LONDON, X0

Position in SE

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$28,332,810
+$14,219,005 QoQ
Shares Held
295,657
+73.5% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
17.73%
of 13F equity value
Holder Rank
#117
of 770 holders
Holding Since
Mar 2020
23 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

Marcho Partners LLP holds $75,659,437 across 2 Internet Retail names. SE ranks #2 (37.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 SE
Sea Ltd
This page
295,657 $28,332,810

All Filings in SE

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23 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $28,332,810 295,657
2026-03-31 $14,113,805 170,436
2025-12-31 $19,976,441 156,592
2025-09-30 $24,415,590 136,606
2025-06-30 $25,296,910 158,165
2025-03-31 $22,608,044 173,255
2024-12-31 $14,351,934 135,268
2024-09-30 $5,249,321 55,678
2023-09-30 $21,603,358 491,544
2023-06-30 $21,011,176 362,012
2023-03-31 $25,103,308 290,044
2022-12-31 $15,156,443 291,302
2022-09-30 $17,600,260 314,010
2022-06-30 $15,829,105 236,750
2022-03-31 $34,743,412 290,036
2021-12-31 $75,321,367 336,692
2021-09-30 $134,788,367 422,892
2021-06-30 $112,611,263 410,092
2021-03-31 $146,210,738 654,978
2020-12-31 $108,676,920 545,978
2020-09-30 $78,449,183 509,278
2020-06-30 $30,743,348 286,678
2020-03-31 $6,144,822 138,678