Incision Capital Management LP
Top Portfolio Positions
4 positions ·
$90,601,350 total
· as of Mar 31, 2026
Portfolio Trend
2 quarters · across all stocks
Holdings in SE
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,671,100 | 310,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $17,859,800 | 140,000 | Shares | Sole | 2026-02-17 | |
| No 13F history on record for this holder in this stock. | ||||||