Position in SE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$31,144,750
+$5,473,650 QoQ
Shares Held
325,000
+4.8% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
30.18%
of 13F equity value
Holder Rank
#113
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, 2026Incision Capital Management LP holds $31,144,750 across 1 Internet Retail name. SE ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SE |
Sea Ltd
This page
|
325,000 | $31,144,750 |
All Filings in SE
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,144,750 | 325,000 | Shares | Sole | 2026-08-14 | |
| 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 filing history on record for this holder in this stock. | ||||||