Position in SE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$160,097,978
-$126,471,567 QoQ
Shares Held
1,933,317
-13.9% QoQ
Ownership
0.341%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 63.565468053092175.ToString("F0")%
Shared 36.434531946907825.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SE Over Time
Shares Held
Position Value (USD)
Derivatives in SE
reported options exposure · as of Mar 31, 2026CallValue
$16,976,050
CallShares
205,000
PutValue
$1,656,200
PutShares
20,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Internet Retail
Consumer Cyclical · as of Mar 31, 2026BARCLAYS PLC holds $8,408,383,362 across 22 Internet Retail names. SE ranks #7 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
|
31,000,069 | $6,456,384,367 | |
| 2 | BABA |
Alibaba Group Holding Ltd
|
4,740,973 | $594,802,471 | |
| 3 | MELI |
Mercadolibre Inc
|
194,942 | $337,058,614 | |
| 4 | ETSY |
Etsy Inc
|
4,833,715 | $241,589,074 | |
| 5 | PDD |
PDD Holdings Inc.
|
2,259,963 | $230,923,018 | |
| 6 | EBAY |
Ebay Inc
|
1,797,249 | $163,585,603 | |
| 7 | SE |
Sea Ltd
This page
|
1,933,317 | $160,097,978 | |
| 8 | DASH |
DoorDash, Inc.
|
945,472 | $141,962,620 |
All Filings in SE
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,656,200 | 20,000 | Put | Defined | 2026-05-15 | |
| 2026-03-31 | $160,097,978 | 1,933,317 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $16,976,050 | 205,000 | Call | Defined | 2026-05-15 | |
| 2025-12-31 | $5,829,949 | 45,700 | Put | Sole | 2026-02-13 | |
| 2025-12-31 | $286,569,545 | 2,246,371 | Shares | Sole | 2026-02-13 | |
| 2025-12-31 | $66,145,045 | 518,500 | Call | Sole | 2026-02-13 | |
| 2025-09-30 | $10,670,181 | 59,700 | Put | Sole | 2026-03-31 | |
| 2025-09-30 | $309,044,899 | 1,729,116 | Shares | Defined | 2026-03-31 | |
| 2025-09-30 | $47,810,275 | 267,500 | Call | Sole | 2026-03-31 | |
| 2025-06-30 | $37,345,990 | 233,500 | Call | Sole | 2026-02-27 | |
| 2025-06-30 | $141,299,311 | 883,452 | Shares | Sole | 2026-02-27 | |
| 2025-06-30 | $20,280,392 | 126,800 | Put | Sole | 2026-02-27 | |
| 2025-03-31 | $13,049 | 100 | Put | Sole | 2026-03-17 | |
| 2025-03-31 | $151,698,930 | 1,162,533 | Shares | Sole | 2026-03-17 | |
| 2024-12-31 | $99,700,470 | 939,684 | Shares | Sole | 2026-03-19 | |
| 2024-12-31 | $7,437,610 | 70,100 | Put | Sole | 2026-03-19 | |
| 2024-09-30 | $82,150,217 | 871,343 | Shares | Defined | 2026-03-31 | |
| 2024-09-30 | $7,448,120 | 79,000 | Put | Sole | 2026-03-31 | |
| 2024-06-30 | $3,571,000 | 50,000 | Call | Sole | 2026-03-23 | |
| 2024-06-30 | $31,625,060 | 442,804 | Shares | Defined | 2026-03-23 | |
| 2024-03-31 | $6,713,750 | 125,000 | Put | Sole | 2026-03-24 | |
| 2024-03-31 | $24,992,656 | 465,326 | Shares | Defined | 2026-03-24 | |
| 2023-12-31 | $23,155,306 | 571,736 | Shares | Sole | 2026-03-24 | |
| 2023-12-31 | $4,455,000 | 110,000 | Put | Sole | 2026-03-24 | |
| 2023-12-31 | $7,087,500 | 175,000 | Call | Sole | 2026-03-24 | |
| 2023-09-30 | $35,844,958 | 815,585 | Shares | Sole | 2026-03-26 | |
| 2023-06-30 | $13,873,646 | 239,036 | Shares | Defined | 2026-03-27 | |
| 2023-03-31 | $11,969,865 | 138,300 | Put | Sole | 2026-03-30 | |
| 2023-03-31 | $7,936,635 | 91,700 | Call | Sole | 2026-03-30 | |
| 2023-03-31 | $10,234,794 | 118,253 | Shares | Defined | 2026-03-30 | |
| 2022-12-31 | $34,456,813 | 662,249 | Shares | Defined | 2026-03-30 | |
| 2022-12-31 | $2,081,200 | 40,000 | Call | Sole | 2026-03-30 | |
| 2022-12-31 | $5,203,000 | 100,000 | Put | Sole | 2026-03-30 | |
| 2022-09-30 | $41,979,430 | 748,964 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $39,532,309 | 591,270 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $64,355,138 | 537,233 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $91,832,955 | 410,500 | Put | Sole | 2022-02-23 | |
| 2021-12-31 | $118,077,491 | 527,815 | Shares | Sole | 2022-02-23 | |
| 2021-12-31 | $115,277,763 | 515,300 | Call | Sole | 2022-02-23 | |
| 2021-09-30 | $91,124,907 | 285,900 | Put | Sole | 2021-11-09 | |
| 2021-09-30 | $121,263,376 | 380,458 | Shares | Defined | 2021-11-09 | |
| 2021-09-30 | $116,017,720 | 364,000 | Call | Sole | 2021-11-09 | |
| 2021-06-30 | $79,759,765 | 290,458 | Shares | Sole | 2021-08-13 | |
| 2021-06-30 | $80,457,800 | 293,000 | Call | Sole | 2021-08-13 | |
| 2021-06-30 | $89,409,760 | 325,600 | Put | Sole | 2021-08-13 | |
| 2021-03-31 | $73,063,179 | 327,300 | Call | Sole | 2021-05-13 | |
| 2021-03-31 | $75,237,438 | 337,040 | Shares | Sole | 2021-05-13 | |
| 2021-03-31 | $30,738,771 | 137,700 | Put | Sole | 2021-05-13 | |
| 2020-12-31 | $140,529,300 | 706,000 | Put | Sole | 2021-02-11 | |
| 2020-12-31 | $51,530,063 | 258,880 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||