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

SE ranks #675 out of 37696 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.

Assenagon Asset Management S.A. has added to its SE position for two straight quarters, increasing it by $54.6M to reach $54.9M today.

Sustainable Growth Advisers, LP has trimmed its SE position for two straight quarters, cutting it by $23.0M while still holding $29.2M.

SE is up 2.5% 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 38.5.

• 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