Position in SE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$155,915
-$47,963 QoQ
Shares Held
1,627
-33.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#599
of 768 holders
Holding Since
Dec 2024
7 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, 2026Bayforest Capital Ltd holds $1,004,989 across 10 Internet Retail names. SE ranks #3 (15.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETSY |
Etsy Inc
|
3,021 | $227,571 | |
| 2 | W |
Wayfair Inc.
|
1,976 | $182,621 | |
| 3 | SE |
Sea Ltd
This page
|
1,627 | $155,915 | |
| 4 | MELI |
Mercadolibre Inc
|
78 | $132,396 | |
| 5 | VIPS |
Vipshop Holdings Ltd
|
6,603 | $87,555 | |
| 6 | CART |
Maplebear Inc.
|
1,792 | $84,851 | |
| 7 | JD |
JD.com, Inc.
|
2,651 | $67,547 | |
| 8 | AMZN |
Amazon Com Inc
|
159 | $37,896 |
All Filings in SE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $155,915 | 1,627 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $203,878 | 2,462 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $157,038 | 1,231 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $409,291 | 2,290 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $206,802 | 1,293 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $56,893 | 436 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $55,278 | 521 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||