SE in the 13F filings
Sea LTD · CUSIP 81141R100
- Quarter end
- 31 Mar 2026
- the date the book describes
- Filed
- 27 Oct 2026
- latest of these filings; the earliest 8 May 2026
- Managers listing it
- 38
- at least, of 95 tracked, among listed positions
- Comparable managers
- 91
- filed both Q4 2025 and Q1 2026; 21 listed it in both
- Shares listed
- 138,267,885
- combined, among listed positions
- Reported value
- $11.5bn
- combined, at the quarter end
AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.
Among the 91 comparable managers: 23 buyers (opened or added shares) and 19 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +8,264,259.
Managers listing SE in Q1 2026
38 of 38 holders
Largest increases and reductions, by shares
Increases
- T. Rowe Price Associates Incexisting position · 33,410,683 shares now+12,893,305
- Marshall Wace LLPexisting position · 2,472,402 shares now+2,170,051
- Two Sigma Investments LPexisting position · 3,303,648 shares now+1,592,962
- Viking Global Investors LPexisting position · 4,737,196 shares now+1,065,651
- Invesco Ltdexisting position · 1,871,359 shares now+1,040,401
Reductions
- Fidelity (FMR LLC)existing position · 14,041,735 shares now-3,462,670
- Point72 Asset Management LPexisting position · 1,871,609 shares now-3,031,465
- Capital Research Global Investorsexisting position · 2,268,047 shares now-1,747,018
- Balyasny Asset Management LLCexisting position · 5,381 shares now-1,091,721
- Wellington Management Group LLPexisting position · 121,343 shares now-706,826
New positions and exits
New (3)
Exited (6)
- Arrowstreet Capital LPwas $573m
- Steadfast Capital Management LPwas $37m
- MFS Investment Managementwas $2.5m
- Brevan Howard Capital Management LPwas $1.1m
- Caxton Associates LLPwas $554k
- First Eagle Investment Management LLCwas $4k
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q4 2017 | 4 | $266m | n.a. | n.a. |
| Q1 2018 | 3 | $114m | n.a. | n.a. |
| Q2 2018 | 6 | $469m | n.a. | n.a. |
| Q3 2018 | 5 | $480m | n.a. | n.a. |
| Q4 2018 | 4 | $242m | n.a. | n.a. |
| Q1 2019 | 15 | $1.7bn | n.a. | n.a. |
| Q2 2019 | 20 | $2.5bn | n.a. | n.a. |
| Q3 2019 | 18 | $2.0bn | n.a. | n.a. |
| Q4 2019 | 22 | $3.0bn | n.a. | n.a. |
| Q1 2020 | 25 | $3.1bn | n.a. | n.a. |
| Q2 2020 | 29 | $10.6bn | n.a. | n.a. |
| Q3 2020 | 27 | $15.3bn | n.a. | n.a. |
| Q4 2020 | 29 | $21.8bn | n.a. | n.a. |
| Q1 2021 | 32 | $24.7bn | n.a. | n.a. |
| Q2 2021 | 33 | $28.9bn | n.a. | n.a. |
| Q3 2021 | 36 | $36.1bn | n.a. | n.a. |
| Q4 2021 | 35 | $24.0bn | n.a. | n.a. |
| Q1 2022 | 14 | $11.9bn | n.a. | n.a. |
| Q2 2022 | 15 | $5.4bn | n.a. | n.a. |
| Q3 2022 | 14 | $6.2bn | n.a. | n.a. |
| Q4 2022 | 12 | $6.1bn | n.a. | n.a. |
| Q1 2023 | 21 | $10.3bn | n.a. | n.a. |
| Q2 2023 | 18 | $5.9bn | n.a. | n.a. |
| Q3 2023 | 17 | $4.2bn | n.a. | n.a. |
| Q4 2023 | 14 | $4.2bn | 10 | 7 |
| Q1 2024 | 15 | $5.7bn | 11 | 5 |
| Q2 2024 | 16 | $7.1bn | 6 | 9 |
| Q3 2024 | 19 | $10.3bn | 12 | 6 |
| Q4 2024 | 22 | $11.6bn | 13 | 7 |
| Q1 2025 | 26 | $15.2bn | 15 | 12 |
| Q2 2025 | 33 | $19.1bn | 20 | 13 |
| Q3 2025 | 34 | $21.9bn | 16 | 17 |
| Q4 2025 | 26 | $16.3bn | 23 | 26 |
| Q1 2026 | 20 | $10.9bn | 23 | 19 |
| Q2 2026 | 22 | $12.7bn | 21 | 19 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
SE and GOOGL →SE and AMZN →SE and GOOG →Choose a stock to compare with SE →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own SE, latest filings →Back to the 13F Explorer →