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Disclosed positions
Incision Capital Management LP: source evidence dated 2026-08-15T03:59:59.999Z.
- Issuer
- SEA LTD-ADR
- Ticker
- SE
- Class
- ADRS
- Reported value
- $31,144,750
- Reported amount
- 325,000
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001104659-26-096756Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| SEA LTD-ADR | SE | ADRS | $31,144,750 | 325,000 | SH | None |
| CROCS INC | CROX | COMM | $25,334,400 | 210,000 | SH | None |
| TECK RESOURCES LTD-CL B | TECK | COMM | $19,324,500 | 325,000 | SH | None |
| ELDORADO GOLD CORP | EGO | COMM | $15,545,000 | 500,000 | SH | None |
| EXPAND ENERGY CORPORATION | EXE | COMM | $11,854,700 | 130,000 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.