Sector: consumershopping
52-week range: 77.05193.48
Southeast Asia gaming, e-commerce and fintech (Shopee)
7 tracked filer(s) hold this · 1 opened, 2 added, 3 trimmed in 30-JUN-2026
Aggregate 13FScore 67 — mean of 7 scored holder(s) · buyers (new/add) avg 70. Higher = the smart money in this name has the better track record.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|
| Howard Marks / Oaktree | 71 | New buy | 635,443 | $60,894,502 | 0.8% |
| Steve Cohen / Point72 | 76 | Added +53% | 3,154,883 | $302,332,438 | 0.3% |
| Paul Tudor Jones / Tudor | 63 | Added +44% | 297,100 | $28,471,093 | 0.0% |
| Stanley Druckenmiller / Duquesne | 95 | Holds (flat) | 1,099,905 | $105,404 | 2.0% |
| Howard Marks / Oaktree | 71 | Trimmed -56% | 62,567,000 | $62,060,207 | 0.9% |
| Bridgewater | 56 | Trimmed -10% | 1,204,563 | $115,433,272 | 0.5% |
| Ancora | 40 | Trimmed -21% | 23 | $2,204 | 0.0% |
Beyond 13F — activists, insiders, politicians & research
| Filed | Form | Activist | % of class | Conviction | |
|---|
| 2026-01-02 | SCHEDULE 13D/A | Li Xiaodong | 16.1% | Med | filing |
2 disclosed trade(s) by 1 filer(s).
Watching · 1 mention(s), 0 personal-position post(s) · first 2026-07-04 · last 2026-07-04
“@fivepointscap Yep, $SE $MELI $JD $AMZN and the other e-commerce giants are the most obvious beneficiary of physical AI push that I can think of
Given they can optimizing opex immediately with robotics. Names like $META are kinda less clear.” post →
All 1 tweet(s) mentioning this ticker
| Date | Tweet |
|---|
| 2026-07-04 | @fivepointscap Yep, $SE $MELI $JD $AMZN and the other e-commerce giants are the most obvious beneficiary of physical AI push that I can think of
Given they can optimizing opex immediately with robotics. Names like $META are kinda less clear. → · 87 likes · 28,546 views |