13F Portfolios

DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP: GLOBAL E ONLINE LTD (GLBE): Quarterly 13F Position History

As of Q2 2026, DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP reported 6,961,820 shares of GLOBAL E ONLINE LTD (GLBE), worth $241.8M and representing 10.7% of its 13F equity book. The position first appeared in Q4 2025 and has been disclosed across 3 13F-HR filings in Pactolio's tracked window.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 3 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q2 2026 6,961,820 0 $241.8M 10.7% $34.7
Q1 2026 6,961,820 +3,201,541 +85.1% $214.8M 9.6% $30.9
Q4 2025 3,760,279 $147.8M 5.9% $39.3

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.

When did DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP first disclose a GLBE position in 13F-HR filings?

DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP first reported GLOBAL E ONLINE LTD (GLBE) on its 13F-HR filing for the period ending 2025-12-31 (Q4 2025). The position has appeared on 3 reported quarters within Pactolio's tracked window.

What was DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP's most recent quarter-over-quarter share-count change in GLBE?

DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP held the same 6,961,820 shares of GLBE between Q1 2026 and Q2 2026, so the reported share count was unchanged quarter-over-quarter.

Does the implied price-per-share represent DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP's cost basis in GLBE?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.