moatshark My

All holdings

Sea

SE

Source: the SEC Form 13F filings of the managers we follow, latest for Q3 2026. How we use them

Managers holding
5
In their latest 13F (Q3 2026)
See who
Value held
$289m
Combined value at quarter end
Last quarter
3 bought
1 sold or trimmed
Fund portfolios
3
Funds holding it
See which
Price at Q2 ’26 end
$95.83
+15.7% in the quarter

Prices here are quarter-end prices implied by the 13F filings. Today’s price on Yahoo Finance

Share price change by quarter

+32.0%Q3 ’24
+12.5%Q4 ’24
+23.0%Q1 ’25
+22.6%Q2 ’25
+11.7%Q3 ’25
-28.6%Q4 ’25
-35.1%Q1 ’26
+15.7%Q2 ’26
Q3 ’24: +32.0%; Q4 ’24: +12.5%; Q1 ’25: +23.0%; Q2 ’25: +22.6%; Q3 ’25: +11.7%; Q4 ’25: -28.6%; Q1 ’26: -35.1%; Q2 ’26: +15.7%

Change in the quarter-end price implied by managers’ 13F filings, adjusted for stock splits. Excludes dividends.

Managers holding it, by quarter

0Q4 ’23
1Q1 ’24
2Q2 ’24
2Q3 ’24
2Q4 ’24
2Q1 ’25
4Q2 ’25
4Q3 ’25
4Q4 ’25
3Q1 ’26
5Q2 ’26
0Q3 ’26
Q4 ’23: 0; Q1 ’24: 1; Q2 ’24: 2; Q3 ’24: 2; Q4 ’24: 2; Q1 ’25: 2; Q2 ’25: 4; Q3 ’25: 4; Q4 ’25: 4; Q1 ’26: 3; Q2 ’26: 5; Q3 ’26: 0

Counts the managers on this site whose 13F for that quarter includes Sea.

Who holds it

Each manager’s latest 13F, sorted by how much of their portfolio it is. Changes are against their previous quarter.

Managers holding Sea
Omega Family Office (Leon Cooperman)0.9%$31.2m$31.2mUnchanged10 qtrs
Oaktree Capital Management0.8%$60.9m$60.9mNew1 qtr
Davis Selected Advisers0.8%$193m$193mAdded +8.8%9 qtrs
Polen Capital Management0.0%$2.2m$2.2mTrimmed -30%5 qtrs
Dodge & Cox0.0%$2.2m$2.2mNew1 qtr

Download the holders: CSV · JSON · Markdown

Directors buying and selling

Open-market trades by directors, officers and 10% holders over the last 12 months. How this works
From their Form 4 filings with the SEC. Grants, option exercises and shares sold to pay tax are left out.
Insider purchases and sales of Sea
Bought or soldFiling
16 Oct 2026Wang YanjunCCO and GC▼ Sold411$94.12$39kForm 4
16 Oct 2026Wang YanjunCCO and GC▼ Sold268$96.09$26kForm 4
16 Oct 2026Wang YanjunCCO and GC▼ Sold133$97.04$13kForm 4
16 Oct 2026Wang YanjunCCO and GC▼ Sold134$95.24$13kForm 4
16 Oct 2026Wang YanjunCCO and GC▼ Sold32$98.24$3kForm 4
16 Oct 2026Wang YanjunCCO and GC▼ Sold22$99.20$2kForm 4
15 Oct 2026Wang YanjunCCO and GC▼ Sold613$96.83$59kForm 4
15 Oct 2026Wang YanjunCCO and GC▼ Sold235$97.62$23kForm 4
15 Oct 2026Wang YanjunCCO and GC▼ Sold152$95.87$15kForm 4
14 Oct 2026Wang YanjunCCO and GC▼ Sold637$95.01$61kForm 4
14 Oct 2026Wang YanjunCCO and GC▼ Sold230$95.91$22kForm 4
14 Oct 2026Wang YanjunCCO and GC▼ Sold81$96.79$8kForm 4
14 Oct 2026Wang YanjunCCO and GC▼ Sold52$97.55$5kForm 4
13 Oct 2026Wang YanjunCCO and GC▼ Sold563$96.64$54kForm 4
13 Oct 2026Wang YanjunCCO and GC▼ Sold437$95.87$42kForm 4
12 Oct 2026Wang YanjunCCO and GC▼ Sold668$96.10$64kForm 4
12 Oct 2026Wang YanjunCCO and GC▼ Sold312$95.32$30kForm 4
12 Oct 2026Wang YanjunCCO and GC▼ Sold20$96.87$2kForm 4
9 Oct 2026Wang YanjunCCO and GC▼ Sold757$95.47$72kForm 4
9 Oct 2026Wang YanjunCCO and GC▼ Sold204$94.82$19kForm 4

About the company

Sector
Industrials · Services-Miscellaneous Business Services
Incorporated in
Cayman Islands
Financial year ends
31 December
SEC filings
Annual reports and other filings on EDGAR

Revenue and profit

$292m2015
$346m2016
$414m2017
$827m2018
$2.2bn2019
$4.4bn2020
$10.0bn2021
$12bn2022
$13bn2023
$17bn2024
$23bn2025
2015: $292m; 2016: $346m; 2017: $414m; 2018: $827m; 2019: $2.2bn; 2020: $4.4bn; 2021: $10.0bn; 2022: $12bn; 2023: $13bn; 2024: $17bn; 2025: $23bn
Sea revenue and net income by year
YearRevenueNet income
2025$23bn$1.6bn
2024$17bn$444m
2023$13bn$151m
2022$12bn−$1.7bn
2021$10.0bn−$2.0bn
2020$4.4bn−$1.6bn
2019$2.2bn−$1.5bn
2018$827m−$961m
2017$414m−$560m
2016$346m−$223m
2015$292m−$103m

From the company’s XBRL financial statements filed with the SEC, for each financial year. Gaps mean the company didn’t report that figure in a standard form.

In fund portfolios

US-registered funds run by these managers that hold Sea, from their latest N-PORT filings.

Funds holding Sea
Davis International FundDavis Selected Advisers5.8%$15.8m31 Jul 2026
Davis Global FundDavis Selected Advisers4.7%$44.0m31 Jul 2026
Polen International Growth FundPolen Capital Management1.4%$348k31 Jul 2026