Andreas Halvorsen's SE Position Overview
Andreas Halvorsen (via Viking Global Investors Lp) currently holds 3.04 M shares of Sea Limited (SE) worth $543.2 M, representing 1.41% of the portfolio. First purchased in 2019-Q4, this medium-term investment has been held for 14 quarters.
Based on 13F filings, Andreas Halvorsen has maintained a strategic position in SE, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2025, adding 4.16 M shares. Largest reduction occurred in Q4 2022, reducing 2.36 M shares.
Analysis based on 13F filings available since 2013 Q2
Andreas Halvorsen's Sea Limited (SE) Holding Value Over Time
Track share changes against reported price movement
Quarterly Sea Limited (SE) Trades by Andreas Halvorsen
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2019 | +1.25 M | New Buy | 1.25 M | $40.22 |
| Q1 2020 | +77,204 | Add 6.19% | 1.32 M | $44.31 |
| Q2 2020 | +403,516 | Add 30.48% | 1.73 M | $107.24 |
| Q3 2020 | -907,834 | Reduce 52.56% | 819,546 | $154.04 |
| Q4 2020 | +1.09 M | Add 132.45% | 1.91 M | $199.05 |
| Q1 2021 | -641,809 | Reduce 33.69% | 1.26 M | $223.23 |
| Q2 2021 | -1.26 M | Sold Out | 0 | $0.00 |
| Q4 2021 | +440,129 | New Buy | 440,129 | $223.71 |
| Q1 2022 | -440,129 | Sold Out | 0 | $0.00 |
| Q3 2022 | +2.36 M | New Buy | 2.36 M | $56.05 |
| Q4 2022 | -2.36 M | Sold Out | 0 | $0.00 |
| Q1 2025 | +4.16 M | New Buy | 4.16 M | $130.49 |
| Q2 2025 | -623,109 | Reduce 14.98% | 3.54 M | $159.94 |
| Q3 2025 | -497,784 | Reduce 14.07% | 3.04 M | $178.73 |
Andreas Halvorsen's Sea Limited Investment FAQs
Andreas Halvorsen first purchased Sea Limited (SE) in Q4 2019, acquiring 1,246,660 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Andreas Halvorsen has held Sea Limited (SE) for 14 quarters since Q4 2019.
Andreas Halvorsen's largest addition to Sea Limited (SE) was in Q1 2025, adding 4,160,096 shares worth $542.85 M.
According to the latest 13F filing for Q3 2025, Andreas Halvorsen's firm, Viking Global Investors Lp, owns 3,039,203 shares of Sea Limited (SE), valued at approximately $543.2 M.
As of the Q3 2025 filing, Sea Limited (SE) represents approximately 1.41% of Andreas Halvorsen's publicly disclosed stock portfolio, making it one of their key holdings.
Andreas Halvorsen's peak holding in Sea Limited (SE) was 4,160,096 shares, as reported at the end of Q1 2025.