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 Q2 2026, a total of 17 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $3.47 B.
Top institutional holders include Chase Coleman and Andreas Halvorsen.
Notably, Chase Coleman has expressed high conviction in this stock, allocating 5.02% of their equity portfolio to it.
Institutional sentiment is currently Bearish. This is evidenced by a $141.36 M net outflow during the quarter.
Recent activity highlights Manning & Napier Group who dramatically increased their stake. Conversely, Renaissance Technologies (RenTech) reduced exposure by 47.6%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Sea Limited (SE)
Major holders include Chase Coleman ($1.2 B), Andreas Halvorsen ($543.34 M), Steven Cohen ($289.62 M). According to the latest reported data, 17 tracked investment managers collectively hold approximately 32.67 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $141.36 M, with 8 managers increasing positions and 8 managers reducing holdings.
During the most recent reporting period, 7 managers trimmed their positions, while 1 fully exited SE. The total reported sell value was $524.28 M.
Yes, 2 managers opened new positions in SE, and 6 increased their existing holdings. The total reported buy value was $382.92 M.
