SEA LTD

$SE

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Smart money positioned

17 of the Top-200 alpha managers hold $SE as of the latest 13F snapshot.

13F holders

743

Insider buys · 90d

Congress · 90d

1trades

Smart Money · top-200 alpha cohort

17 holders · Q1 2026

$SE is held by 17 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 11.40%, with an average of 1.18% of portfolio. Largest holder: Marcho Partners LLP at 11.40%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

Marcho Partners LLP

11.40% ↓ 0.7pp

α +13.5pts

Duquesne Family Office LLC Stanley Druckenmiller

Blue Grotto Capital, LLC

1.38% ↓ 5.3pp

α +12.7pts

Nikko Asset Management Americas, Inc.

0.31% held

α +22.1pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 743 · Source: 13F-HR

TB Capital Gestao de Recursos Ltda.

0.06% of portfolio

16,970,364 sh

Bridger Management, LLC

5.59% of portfolio

15,415,835 sh

Brightline Capital Management, LLC

0.04% of portfolio

13,638,000 sh

Poplar Forest Capital LLC

0.78% of portfolio

10,708,926 sh

Solus Alternative Asset Management LP

OVERSEA-CHINESE BANKING Corp Ltd

6.31% of portfolio

5,684,430 sh

Brooktree Capital Management

1.44% of portfolio

5,282,861 sh

Gladwyn Financial Advisors, Inc.

0.21% of portfolio

4,970,862 sh

See all 743 13F holders · Pro →

Insider activity · last 90 days

4 transactions · 1 filers

19 Mar 2026

Ye Gang —

▼ SOLD

10,000

$81.72

18 Mar 2026

Ye Gang —

▼ SOLD

242

$86.50

18 Mar 2026

Ye Gang —

▼ SOLD

2,058

$85.76

18 Mar 2026

Ye Gang —

▼ SOLD

7,700

$84.97

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.