Guru Ownership Over Time
Guru Analysis for Sea Limited (SE)
Sea Limited (SE), a key player in the Consumer Discretionary sector, continues to attract institutional attention.
As of Q3 2025, a total of 16 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $3.91 B.
Top institutional holders include Chase Coleman and Frank Sands.
Notably, Chase Coleman has expressed high conviction in this stock, allocating 8.86% of their equity portfolio to it.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $17.22 M net outflow during the quarter.
Recent activity highlights Jefferies Group who increased their stake by 162.3%. Conversely, Steven Cohen reduced exposure by 38.6%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 8.86% | 16,041,335 | $2.87 B | Q3 2025 | ||
| 2.41% | Reduce -14.0% | 4,883,167 | $872.77 M | Q3 2025 | |
| 1.41% | Reduce -14.1% | 3,039,203 | $543.2 M | Q3 2025 | |
| 2.43% | New Buy | 1,869,501 | $334.14 M | Q3 2025 | |
| 0.50% | Reduce -38.6% | 1,663,627 | $297.34 M | Q3 2025 | |
| 1.12% | Add 83.9% | 1,605,624 | $286.97 M | Q3 2025 | |
| 0.16% | Reduce -14.6% | 692,700 | $123.81 M | Q3 2025 | |
| 0.41% | Reduce -1.7% | 440,594 | $78.75 M | Q3 2025 | |
| 1.82% | 326,058 | $58.28 M | Q3 2025 | ||
| 1.21% | Reduce -11.5% | 274,200 | $49.01 M | Q3 2025 | |
| 0.02% | Add 30.5% | 215,118 | $38.45 M | Q3 2025 | |
| 0.17% | Add 1.3% | 157,132 | $28.08 M | Q3 2025 | |
| 0.36% | Reduce -27.8% | 153,370 | $27.41 M | Q3 2025 | |
| 0.39% | Add 69.3% | 141,368 | $25.27 M | Q3 2025 | |
| 0.06% | Reduce -34.3% | 24,183 | $4.32 M | Q3 2025 | |
| 0.01% | Add 162.3% | 10,338 | $1.85 M | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Sea Limited (SE)
Top Guru holders include Chase Coleman ($2.87 B), Frank Sands ($872.77 M), Andreas Halvorsen ($543.2 M). Collectively, tracked Gurus hold 31.54 M shares.
Based on recent 13F filings, the sentiment is **Negative (Net Sell)**. There was a net outflow of $17.22 M, with 6 Gurus buying and 10 Gurus selling.
In the recent quarter, 8 Gurus reduced their positions, and 2 Gurus sold out of SE completely. Total sell value was $503.14 M.
Yes, 1 Gurus opened new positions in SE, and 5 added to their existing holdings. Total buy value was $485.92 M.