Sea Ltd-adr (SE) Institutional Buying & Selling Tracker (Q2 2026)

SE ranks #677 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

SE is a disclosed holding of Baillie Gifford (Baillie Gifford & Co.), one of the tracked superinvestors on AlphaSMO — it makes up 3.3% of that fund's own 13F portfolio.

SE is a top-conviction position for Charles-Lim Capital Ltd — at 51.2% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in SE belongs to Baillie Gifford & Co, but the position matters far more to Charles-Lim Capital Ltd, who has 51.2% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Price T Rowe Associates Inc /md/ has added to its SE position for two straight quarters, increasing it by $797.8M to reach $3.4B today.

Chase Coleman has trimmed its SE position for two straight quarters, cutting it by $763.1M while still holding $1.2B.

SE is up 0.9% today, and institutions have been net buyers of $4.7B this quarter — today's price move and the underlying institutional flow are pointing the same direction.

SE closed its latest fiscal year with net income of $1.6B, and currently trades at a P/E of 48.3.

• Profitable — net income of $1.6B in the latest fiscal year
• Revenue grew 36.4% year over year
• Net income improved year over year, from $444.3M to $1.6B
• Generated $5.0B in positive operating cash flow
• Current ratio of 1.58x — enough short-term assets to cover short-term liabilities
• Liabilities run 1.33x equity — within a conventional range