SE fund manager activity
Sea Limited · NYSE. Reported by 23 tracked fund managers in their 13F filings, Q4 2017 to Q2 2026.
Q4 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| Gavin Baker - Atreides Management | Added | 275,439 | $35,137,753 | 0.75% | Feb 17, 2026 |
| Sarah Ketterer - Causeway Capital Management | Sold out | — | — | 0.00% | Feb 13, 2026 |
| Philippe Laffont - Coatue Management | Sold out | — | — | 0.00% | May 15, 2026 |
| Dan Sundheim - D1 Capital Partners | Added | 3,485,043 | $444,586,936 | 4.15% | Feb 17, 2026 |
| Christopher Davis - Davis Advisors | Trimmed | 436,534 | $55,689,027 | 0.25% | Feb 2, 2026 |
| Stanley Druckenmiller - Duquesne Family Office | Added | 944,120 | $120,441,000 | 2.85% | Feb 17, 2026 |
| First Eagle Investment Management | New | 31 | $3,955 | 0.00% | Feb 4, 2026 |
| Leon Cooperman | No change | 326,058 | $41,595,219 | 1.38% | Feb 17, 2026 |
| Stephen Mandel - Lone Pine Capital | Sold out | — | — | 0.00% | Feb 17, 2026 |
| Howard Marks - Oaktree Capital Management | Sold out | — | — | 0.00% | Feb 17, 2026 |
| Polen Capital Management | Trimmed | 42,710 | $5,448,541 | 0.02% | Feb 12, 2026 |
| Chase Coleman - Tiger Global Management | Trimmed | 15,415,835 | $1,966,598,071 | 6.62% | Feb 17, 2026 |
| Viking Global Investors | Added | 3,671,545 | $468,378,996 | 1.24% | Feb 17, 2026 |
| Alex Sacerdote - Whale Rock Capital Management | Sold out | — | — | 0.00% | Feb 17, 2026 |
Q3 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| Gavin Baker - Atreides Management | Trimmed | 270,173 | $48,288,020 | 1.25% | Nov 14, 2025 |
| Sarah Ketterer - Causeway Capital Management | Trimmed | 153,370 | $27,411,820 | 0.36% | Nov 13, 2025 |
| Philippe Laffont - Coatue Management | No change | 666,305 | $119,088,693 | 0.29% | Nov 14, 2025 |
| Dan Sundheim - D1 Capital Partners | New | 1,292,643 | $231,034,083 | 2.65% | Nov 14, 2025 |
| Christopher Davis - Davis Advisors | Trimmed | 440,594 | $78,747,366 | 0.41% | Dec 29, 2025 |
| Stanley Druckenmiller - Duquesne Family Office | Trimmed | 274,200 | $49,008,000 | 1.25% | Nov 14, 2025 |
| Leon Cooperman | No change | 326,058 | $58,276,346 | 1.82% | Nov 14, 2025 |
| Stephen Mandel - Lone Pine Capital | New | 1,869,501 | $334,135,914 | 2.43% | Nov 14, 2025 |
| Howard Marks - Oaktree Capital Management | Added | 141,368 | $25,266,702 | 0.53% | Nov 13, 2025 |
| Polen Capital Management | Trimmed | 70,233 | $12,552,732 | 0.04% | Nov 12, 2025 |
| Daniel Loeb - Third Point | Sold out | — | — | 0.00% | Nov 14, 2025 |
| Chase Coleman - Tiger Global Management | No change | 16,041,335 | $2,867,067,805 | 8.86% | Nov 14, 2025 |
| Viking Global Investors | Trimmed | 3,039,203 | $543,196,752 | 1.41% | Nov 14, 2025 |
| Alex Sacerdote - Whale Rock Capital Management | Trimmed | 1,160,795 | $207,468,890 | 2.44% | Nov 14, 2025 |