Position in SE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,404,374
-$193,872 QoQ
Shares Held
25,090
-20.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#323
of 770 holders
Holding Since
Dec 2025
3 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, 2026Havemeyer Place LP holds $32,974,954 across 8 Internet Retail names. SE ranks #6 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
|
37,694 | $8,983,987 | |
| 2 | EBAY |
Ebay Inc
|
57,014 | $6,371,314 | |
| 3 | MELI |
Mercadolibre Inc
|
2,894 | $4,912,246 | |
| 4 | ETSY |
Etsy Inc
|
50,695 | $3,818,854 | |
| 5 | CPNG |
Coupang, Inc.
|
176,533 | $3,066,378 | |
| 6 | SE |
Sea Ltd
This page
|
25,090 | $2,404,374 | |
| 7 | PDD |
PDD Holdings Inc.
|
24,124 | $1,840,178 | |
| 8 | BABA |
Alibaba Group Holding Ltd
|
16,437 | $1,577,623 |
All Filings in SE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,404,374 | 25,090 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,598,246 | 31,376 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,256,436 | 9,849 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||