Osbon Capital Management LLC

Position in SE — Sea Ltd

CIK 1784418 BOSTON, MA

Position in SE

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$118,254

+$664 QoQ

Shares Held

1,234

-13.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#612

of 770 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Consumer Cyclical · as of Jun 30, 2026

Osbon Capital Management LLC holds $1,444,344 across 6 Internet Retail names. SE ranks #3 (8.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMZN	Amazon Com Inc	4,428	$1,055,369
2	DASH	DoorDash, Inc.	866	$159,802
3	SE	Sea Ltd This page	1,234	$118,254
4	MELI	Mercadolibre Inc	41	$69,592
5	CPNG	Coupang, Inc.	1,893	$32,881
6	BABA	Alibaba Group Holding Ltd	88	$8,446

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$118,254	1,234	-13.1%	Shares	Sole	2026-08-13
2026-03-31	$117,590	1,420	+3.4%	Shares	Sole	2026-05-15
2025-12-31	$175,153	1,373	—	Shares	Sole	2026-03-16
No filing history on record for this holder in this stock.