Howard Marks's SE Position Overview
Howard Marks (via Oaktree Capital Management Lp) currently holds 635,443 shares of Sea Limited (SE) worth $60.89 M, representing 0.85% of the portfolio. First purchased in 2025-Q2, this short-term holding has been held for 4 quarters.
Based on 13F filings, Howard Marks has maintained this position in SE for several quarters, showing initial confidence in the investment. Largest addition occurred in Q2 2026, adding 635,443 shares. Largest reduction occurred in Q4 2025, reducing 141,368 shares.
Analysis based on 13F filings available since 2013 Q2
Howard Marks's Sea Limited (SE) Holding Value Over Time
Track share changes against reported price movement
Quarterly Sea Limited (SE) Trades by Howard Marks
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +635,443 | New Buy | 635,443 | $95.83 |
| Q4 2025 | -141,368 | Sold Out | 0 | $0.00 |
| Q3 2025 | +57,855 | Add 69.28% | 141,368 | $178.73 |
| Q2 2025 | +83,513 | New Buy | 83,513 | $159.94 |
Howard Marks's Sea Limited Investment FAQs
Howard Marks first purchased Sea Limited (SE) in Q2 2025, acquiring 83,513 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Howard Marks has held Sea Limited (SE) for 4 quarters since Q2 2025.
Howard Marks's largest addition to Sea Limited (SE) was in Q2 2026, adding 635,443 shares worth $60.89 M.
According to the latest 13F filing for Q2 2026, Howard Marks's firm, Oaktree Capital Management Lp, owns 635,443 shares of Sea Limited (SE), valued at approximately $60.89 M.
As of the Q2 2026 filing, Sea Limited (SE) represents approximately 0.85% of Howard Marks's publicly disclosed stock portfolio, making it one of their key holdings.
Howard Marks's peak holding in Sea Limited (SE) was 635,443 shares, as reported at the end of Q2 2026.