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 Q4 2025, a total of 16 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.95 B.
Top institutional holders include Chase Coleman and Frank Sands.
Notably, Chase Coleman has expressed high conviction in this stock, allocating 6.62% of their equity portfolio to it.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $238.13 M net inflow during the quarter.
Recent activity highlights Louis Moore Bacon who increased their stake by 624.9%. Conversely, Cliff Asness reduced exposure by 77.3%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Sea Limited (SE)
Major holders include Chase Coleman ($1.97 B), Frank Sands ($701.76 M), Steven Cohen ($625.49 M). According to the latest reported data, 16 tracked investment managers collectively hold approximately 34.27 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $238.13 M, with 10 managers increasing positions and 8 managers reducing holdings.
During the most recent reporting period, 5 managers trimmed their positions, while 3 fully exited SE. The total reported sell value was $498.72 M.
Yes, 3 managers opened new positions in SE, and 7 increased their existing holdings. The total reported buy value was $736.85 M.
