SRS Investment Management’s Global E Online GLBE Stock Holding History

SRS Investment Management’s Portfolio GLBE Stock Details GLBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$38.2M	Buy	1,236,946 +340,229	+38%	+$12M	0.4%	22
2025 Q4	$35.2M	Buy	896,717 +601,168	+203%	+$22.3M	0.37%	26
2025 Q3	$10.6M	Hold	295,549	–	–	0.12%	25
2025 Q2	$9.91M	Buy	295,549 +132,192	+81%	+$4.46M	0.1%	23
2025 Q1	$5.82M	Hold	163,357	–	–	0.08%	23
2024 Q4	$8.91M	Hold	163,357	–	–	0.13%	20
2024 Q3	$6.28M	Hold	163,357	–	–	0.09%	19
2024 Q2	$5.92M	Sell	163,357 -469,264	-74%	-$15.1M	0.08%	20
2024 Q1	$23M	Hold	632,621	–	–	0.32%	18
2023 Q4	$25.1M	Buy	+632,621	New	+$22.8M	0.3%	18
2022 Q2	–	Sell	-3,989,461	Closed	-$135M	–	26
2022 Q1	$135M	Buy	3,989,461 +596,760	+18%	+$22.5M	1.49%	12
2021 Q4	$215M	Buy	3,392,701 +3,133,164	+1,207%	+$189M	2.54%	10
2021 Q3	$18.6M	Buy	+259,537	New	+$17.5M	0.26%	20

Other funds holding GLBE

DIG

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

DPCM

Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

CAM

Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

AAM

Arohi Asset Management Singapore $275M AUM 20.81% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

SRS Investment Management's GLBE Position: Q1 2026 in Review

SRS Investment Management increased its Global E Online (GLBE) stake by 38% in Q1 2026, buying an estimated $12M and bringing the position to 1,236,946 shares worth $38.2M. The position accounts for 0.4% of the portfolio, ranked #22.

SRS Investment Management first reported a position in GLBE in Q3 2021 and has held it in 13 quarters since. The position peaked at $215M in Q4 2021. 237 funds tracked by Wall St. Rank hold GLBE as of Q1 2026.

SRS Investment Management held 1,236,946 shares of Global E Online worth $38.2M as of Q1 2026.
SRS Investment Management bought 340,229 Global E Online shares in Q1 2026, an estimated $12M.
Global E Online made up 0.4% of SRS Investment Management's portfolio in Q1 2026, its #22 holding.
SRS Investment Management first reported a position in Global E Online in Q3 2021 and has held it in 13 quarters since.
SRS Investment Management's Global E Online position peaked at $215M in Q4 2021.
237 funds tracked by Wall St. Rank held Global E Online as of Q1 2026.

Based on SRS Investment Management's 13F filing for Q1 2026, filed 15 May 2026.