Position in SE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$114,455,135
+$10,764,097 QoQ
Shares Held
1,194,356
-4.6% QoQ
Ownership
0.195%
of shares outstanding
% of Portfolio
2.73%
of 13F equity value
Holder Rank
#62
of 770 holders
Holding Since
Dec 2023
10 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, 2026Kinetic Partners Management, LP holds $325,377,821 across 3 Internet Retail names. SE ranks #2 (35.2% of the industry book) .
All Filings in SE
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $114,455,135 | 1,194,356 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $103,691,038 | 1,252,156 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $120,050,513 | 941,056 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $109,357,022 | 611,856 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $111,487,136 | 697,056 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $64,514,256 | 494,400 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $14,907,050 | 140,500 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $29,817,850 | 417,500 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $26,479,030 | 493,000 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,480,000 | 160,000 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||