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SE in the 13F filings

Sea LTD · CUSIP 81141R100

Sector · Business and payment servicesTheme · Consumer and digital platforms· L3VLUP-defined
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
30 Sep 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 31 Oct 2025
Managers listing it
34
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q2 2025 and Q3 2025; 29 listed it in both
Shares listed
122,485,522
combined, among listed positions
Reported value
$21.9bn
combined, at the quarter end

Among the 95 comparable managers: 16 buyers (opened or added shares) and 17 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing SE in Q3 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

34 of 34 holders

ActionFiling
Baillie Gifford & Co40,090,290$7.2bn5.31%Trimmed-1,533,00431 Oct 2025 (the filing on sec.gov)
T. Rowe Price Associates Inc16,985,544$3.0bn0.32%Added+1,354,29414 Nov 2025 (the filing on sec.gov)
Tiger Global Management LLC16,041,335$2.9bn8.86%Held014 Nov 2025 (the filing on sec.gov)
Fidelity (FMR LLC)10,807,966$1.9bn0.10%Added+3,479,15213 Nov 2025 (the filing on sec.gov)
Arrowstreet Capital LP6,964,531$1.2bn0.78%Trimmed-103,72113 Nov 2025 (the filing on sec.gov)
Artisan Partners LP5,051,047$903m1.28%Trimmed-200,30612 Nov 2025 (the filing on sec.gov)
Viking Global Investors LP3,039,203$543m1.41%Trimmed-497,78414 Nov 2025 (the filing on sec.gov)
Acadian Asset Management LLC2,477,194$443m0.77%Trimmed-1,603,53213 Nov 2025 (the filing on sec.gov)
Marshall Wace LLP1,964,858$351m0.36%Added+832,15613 Nov 2025 (the filing on sec.gov)
Capital Research Global Investors1,911,679$342m0.06%Trimmed-719,48813 Nov 2025 (the filing on sec.gov)
Lone Pine Capital LLC1,869,501$334m2.43%Newnew14 Nov 2025 (the filing on sec.gov)
D. E. Shaw & Co.1,817,407$325m0.18%Added+452,18614 Nov 2025 (the filing on sec.gov)
Point72 Asset Management LP1,663,627$297m0.50%Trimmed-1,045,01614 Nov 2025 (the filing on sec.gov)
Bridgewater Associates LP1,605,624$287m1.12%Added+732,69213 Nov 2025 (the filing on sec.gov)
D1 Capital Partners LP1,292,643$231m2.65%Newnew14 Nov 2025 (the filing on sec.gov)
Two Sigma Investments LP1,231,986$220m0.33%Trimmed-409,42714 Nov 2025 (the filing on sec.gov)
Two Sigma Advisers LP1,228,100$219m0.44%Trimmed-678,20014 Nov 2025 (the filing on sec.gov)
Whale Rock Capital Management LLC1,160,795$207m2.44%Trimmed-248,70114 Nov 2025 (the filing on sec.gov)
Wellington Management Group LLP772,092$138munder 0.1%Added+14,73814 Nov 2025 (the filing on sec.gov)
AllianceBernstein LP743,485$133munder 0.1%Addedn.a.14 Nov 2025 (the filing on sec.gov)
Millennium Management LLC710,006$127m0.05%New+98,75814 Nov 2025 (the filing on sec.gov)
Renaissance Technologies LLC692,700$124m0.16%Trimmed-118,40013 Nov 2025 (the filing on sec.gov)
Coatue Management LLC666,305$119m0.29%Held014 Nov 2025 (the filing on sec.gov)
Man Group PLC465,861$83m0.14%Added+85,47714 Nov 2025 (the filing on sec.gov)
Holocene Advisors LP314,500$56m0.13%Newnew14 Nov 2025 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q2 2025 to Q3 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (4)

Exited (1)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
19 in Q3 2024 to 22 in Q2 2026

Tracked managers listing it, at least.

010203040201820192020202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
SE by quarter
QuarterHoldersReported valueBuyersSellers
Q4 20174$266mn.a.n.a.
Q1 20183$114mn.a.n.a.
Q2 20186$469mn.a.n.a.
Q3 20185$480mn.a.n.a.
Q4 20184$242mn.a.n.a.
Q1 201915$1.7bnn.a.n.a.
Q2 201920$2.5bnn.a.n.a.
Q3 201918$2.0bnn.a.n.a.
Q4 201922$3.0bnn.a.n.a.
Q1 202025$3.1bnn.a.n.a.
Q2 202029$10.6bnn.a.n.a.
Q3 202027$15.3bnn.a.n.a.
Q4 202029$21.8bnn.a.n.a.
Q1 202132$24.7bnn.a.n.a.
Q2 202133$28.9bnn.a.n.a.
Q3 202136$36.1bnn.a.n.a.
Q4 202135$24.0bnn.a.n.a.
Q1 202214$11.9bnn.a.n.a.
Q2 202215$5.4bnn.a.n.a.
Q3 202214$6.2bnn.a.n.a.
Q4 202212$6.1bnn.a.n.a.
Q1 202321$10.3bnn.a.n.a.
Q2 202318$5.9bnn.a.n.a.
Q3 202317$4.2bnn.a.n.a.
Q4 202314$4.2bn107
Q1 202415$5.7bn115
Q2 202416$7.1bn69
Q3 202419$10.3bn126
Q4 202422$11.6bn137
Q1 202526$15.2bn1512
Q2 202533$19.1bn2013
Q3 202534$21.9bn1617
Q4 202526$16.3bn2326
Q1 202620$10.9bn2319
Q2 202622$12.7bn2119

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 →