Quarterly Activity Chart
Adds vs. Reduces by Quarter
PaperPanda Equity Terminal
SE —
SEA LTD
CUSIP: 81141R100 · Held by 9 superinvestors · Combined value: $3,440,169,880
Latest News
Loading financials…
| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Chase Coleman | 6.6% | $1,966,598,071 | 15,415,835 | REDUCE | -625,500 |
| 2 | Ken Griffin | 0.1% | $480,820,898 | 3,769,075 | REDUCE | -1,188,552 |
| 3 | Andreas Halvorsen | 1.2% | $468,378,996 | 3,671,545 | ADD | +632,342 |
| 4 | Ray Dalio | 0.7% | $195,599,126 | 1,533,269 | REDUCE | -72,355 |
| 5 | Jim Simons | 0.2% | $147,190,266 | 1,153,800 | ADD | +461,100 |
| 6 | Stanley Druckenmiller | 2.7% | $120,441,000 | 944,120 | ADD | +669,920 |
| 7 | Christopher Davis | 0.2% | $55,689,027 | 436,534 | REDUCE | -4,060 |
| 8 | Polen Capital | 0.0% | $5,448,541 | 42,710 | REDUCE | -27,523 |
| 9 | First Eagle Investment Mgmt | 0.0% | $3,955 | 31 | NEW BUY | +31 |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| First Eagle Investment Mgmt | NEW BUY | +31 | New |
| Andreas Halvorsen | ADD | +632,342 | +20.8% |
| Jim Simons | ADD | +461,100 | +66.6% |
| Stanley Druckenmiller | ADD | +669,920 | +244.3% |
| Chase Coleman | REDUCE | -625,500 | -3.9% |
| Christopher Davis | REDUCE | -4,060 | -0.9% |
| Ken Griffin | REDUCE | -1,188,552 | -24.0% |
| Polen Capital | REDUCE | -27,523 | -39.2% |
| Ray Dalio | REDUCE | -72,355 | -4.5% |
| Howard Marks | SOLD | -141,368 | Exit |
| Philippe Laffont | SOLD | -666,305 | Exit |
| Sarah Ketterer | SOLD | -153,370 | Exit |
| Steve Mandel | SOLD | -1,869,501 | Exit |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Steve Mandel | NEW BUY | +1,869,501 | New |
| Howard Marks | ADD | +57,855 | +69.3% |
| Ray Dalio | ADD | +732,692 | +83.9% |
| Andreas Halvorsen | REDUCE | -497,784 | -14.1% |
| Christopher Davis | REDUCE | -7,711 | -1.7% |
| Jim Simons | REDUCE | -118,400 | -14.6% |
| Ken Griffin | REDUCE | -572,463 | -10.4% |
| Polen Capital | REDUCE | -13,699 | -16.3% |
| Sarah Ketterer | REDUCE | -58,961 | -27.8% |
| Stanley Druckenmiller | REDUCE | -35,530 | -11.5% |
| Dan Loeb | SOLD | -50,000 | Exit |
Who Owns SE? Superinvestor Holdings
SEA LTD is held by 9 tracked superinvestors, with a combined position value of $3.4 billion . The largest positions are held by Chase Coleman (6.6% of portfolio), Ken Griffin (0.1% of portfolio), Andreas Halvorsen (1.2% of portfolio).
In the most recent quarter, 4 superinvestors added or initiated positions while 5 reduced or exited.