Industry deep-dive
Internet Retail
Every super-investor and insider move tracked across 19 tickers in this industry.
Tickers
19
Combined value
$34.06T
Insider net (30d)
−$75.4M
Congress trades (30d)
3
Sector consensus moves
Latest 13F · 2025Q4
Most bought
Tracked managers added or opened
Most sold
Tracked managers trimmed or exited
Biggest internet retail books
Top 12 super-investors · 2025Q4
| # | Manager | Sector value |
|---|---|---|
| 1 | Norges Bank Norway SWF | $37.82B |
| 2 | Baillie Gifford & Co | $28.02B |
| 3 | Ken Griffin Citadel Advisors | $20.67B |
| 4 | Wellington Management | $17.91B |
| 5 | Ken Fisher Fisher Asset Mgmt | $8.84B |
| 6 | Dodge & Cox | $7.00B |
| 7 | Izzy Englander Millennium Mgmt | $5.65B |
| 8 | D.E. Shaw & Co. | $5.23B |
| 9 | Chase Coleman Tiger Global | $4.96B |
| 10 | Sands Capital Management | $4.71B |
| 11 | Boykin Curry Eagle Capital | $3.59B |
| 12 | AQR Capital Management | $3.29B |
Internet Retail valuation
Per-ticker scatter · medians from 1 covered tickers
P/E TTM
1 tickers
34.5×
median multiple
34.5×Internet Retail cohort35.5×
P/S TTM
1 tickers
3.8×
median multiple
3.8×Internet Retail cohort4.8×
P/B TTM
1 tickers
6.5×
median multiple
6.5×Internet Retail cohort7.5×
Gross margin
1 tickers
50.3%
median TTM
50.3%Internet Retail cohort150.3%
Operating margin
1 tickers
11.2%
median TTM
11.2%Internet Retail cohort111.2%
ROE
1 tickers
21.9%
median TTM
21.9%Internet Retail cohort121.9%
ROIC
1 tickers
10.7%
median TTM
10.7%Internet Retail cohort110.7%
Cohort detail · top 1 by data coverage
| Ticker | P/E | P/S | P/B |
|---|---|---|---|
| AMZN | 34.5× | 3.8× | 6.5× |
Constituent tickers
| # | Ticker | Company | Value |
|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | $28.44T |
| 2 | BABA | ALIBABA GROUP HLDG LTD | $1.34T |
| 3 | SE | SEA LTD | $844.88B |
| 4 | MELI | MERCADOLIBRE INC | $829.56B |
| 5 | PDD | PINDUODUO INC | $690.10B |
| 6 | EBAY | EBAY INC. | $430.17B |
| 7 | DASH | DOORDASH INC | $362.51B |
| 8 | CPNG | COUPANG INC | $313.20B |
| 9 | JD | JD.COM INC | $250.34B |
| 10 | ETSY | ETSY INC | $232.38B |
| 11 | W | WAYFAIR INC | $185.81B |
| 12 | VIPS | VIPSHOP HOLDINGS LIMITED | $80.79B |
| 13 | CHWY | CHEWY INC | $28.42B |
| 14 | CART | MAPLEBEAR INC | $15.16B |
| 15 | JMIA | JUMIA TECHNOLOGIES AG | $3.70B |
| 16 | RVLV | REVOLVE GROUP INC | $3.20B |
| 17 | LQDT | LIQUIDITY SVCS INC | $2.48B |
| 18 | RERE | ATRENEW INC | $2.06B |
| 19 | TDUP | THREDUP INC | $590.9M |