InvestorLens

SE — SEA LTD

Communication Services

Sign in to save7 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying SE?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
50
Institutional Conviction
Mixed · 3 buying vs 3 selling last quarter
45
Macro Tailwind
Macro conditions are mixed for this sector
56
Why? — Evidence & Confidence ▾

Of 6 tracked investors who changed their SE position last quarter, 3 bought and 3 sold (50% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 56/100 in a Overheat regime).

Supporting evidence
  • +3 tracked investors added or increased positions last quarter (Steve Mandel, Andreas Halvorsen, Howard Marks)
  • +7 tracked investors reported holding SE at their latest filing
  • +Macro Health is 56/100 in a Overheat regime — historically acceptable for Communication Servicessource
Contradicting evidence — always shown
  • −3 tracked investors reduced or exited last quarter (3 reduced, 0 sold out)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/18/2026.

About SEA LTD (SE)

SEA LTD (SE) appears in the most recent 13F filings of 7 tracked institutional investors. SEA LTD is classified in the Communication Services sector. The largest disclosed position is held by Chase Coleman (Tiger Global Management), valued at $2.9B. Across recent filings, tracked investors recorded 14 new positions, 20 increased, 19 reduced, and 7 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in SE

57
/100
Mixed Activity
Added / Increased34
Reduced19
Exited7
BearishBullish
Crowded Trade Score™

How many top investors track SE

47
/100
Moderate Interest
7investors

Several tracked investors have exposure.

UndiscoveredCrowded
151015+

SE Ownership Composition

How SEA LTD is held across tracked investor types, based on reported 13F positions.

Dominant Type
Growth & Innovation
38% of tracked value
Institutions
7
tracked investors
Total Reported
$3.1B
combined 13F value
Types4
  • Growth & Innovation38.3%
  • Multi-Strategy / Quant37.4%
  • Other17.3%
  • Macro7.0%
Growth & Innovation(1)
38.3%
Multi-Strategy / Quant(3)
37.4%
Other(1)
17.3%
Macro(2)
7.0%

Tracked investors currently reporting SE

2 tracked investors have since exited this position — listed separately below.

  • Chase ColemanJun 30, 2026
    Tiger Global Management
    Shares
    12.6M
    Value
    $1.2B
    % Portfolio
    5.02%
  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    7.5M
    Value
    $717.5M
    % Portfolio
    0.08%
  • Steve CohenJun 30, 2026
    Point72 Asset Management
    Shares
    3.2M
    Value
    $302.3M
    % Portfolio
    0.33%
  • Andreas HalvorsenJun 30, 2026
    Viking Global Investors
    Shares
    5.7M
    Value
    $543.3M
    % Portfolio
    1.55%
  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    1.6M
    Value
    $154.8M
    % Portfolio
    0.06%
  • Ray DalioJun 30, 2026
    Bridgewater Associates
    Shares
    1.2M
    Value
    $115.4M
    % Portfolio
    0.47%
  • Stanley DruckenmillerJun 30, 2026
    Duquesne Family Office
    Shares
    1.1M
    Value
    $105.4M
    % Portfolio
    2.02%

Previously held SE

These investors reported SE in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Steve MandelLone Pine Capital1.9M$334.1MSep 30, 2025
Philippe LaffontCoatue Management666.3K$119.1MSep 30, 2025

Recent activity

Frequently asked questions

How many institutional investors hold SE?
7 tracked institutional investors disclosed a position in SE (SEA LTD) in their most recent 13F filing.
Who is the largest institutional holder of SE?
Chase Coleman, Tiger Global Management, holds the largest disclosed position in SE, valued at $2.9B.
Did institutional ownership of SE increase or decrease?
Across recent 13F filings, tracked investors recorded 14 new positions, 20 increased, 19 reduced, and 7 fully exited SE.
What sector is SE in?
SEA LTD is classified in the Communication Services GICS sector.
Where does this SE ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.
SE (SEA LTD) — Institutional Holders & 13F History — InvestorLens