Guru Ownership Trend
Guru Analysis for Sea Limited (SE)
Sea Limited (SE), a key player in the Consumer Discretionary sector, continues to attract institutional attention.
As of Q1 2026, a total of 16 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.83 B.
Top institutional holders include Chase Coleman and Andreas Halvorsen.
Notably, Chase Coleman has expressed high conviction in this stock, allocating 5.59% of their equity portfolio to it.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $13.87 M net outflow during the quarter.
Recent activity highlights Cliff Asness who dramatically increased their stake. Conversely, Louis Moore Bacon reduced exposure by 97.9%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Sea Limited (SE)
Major holders include Chase Coleman ($1.28 B), Andreas Halvorsen ($392.29 M), Frank Sands ($391.57 M). According to the latest reported data, 16 tracked investment managers collectively hold approximately 34.12 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $13.87 M, with 9 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited SE. The total reported sell value was $345.38 M.
Yes, 1 managers opened new positions in SE, and 8 increased their existing holdings. The total reported buy value was $331.51 M.
