STOCK

SE SEA LTD

Held by 14 of 73 curated managers · 14 total holders in our 13F universe.

FUNDAMENTALS
Market Cap $66.4B
P/E (Trailing) 42.83
P/E (Forward) 20.64
PEG Ratio 1.50
Price/Book 5.16
Profit Margin 6.4%
Gross Margin 44.3%
Revenue Growth YoY 46.6%
Earnings Growth YoY 3.1%
Dividend Yield 0.0%
52-Week Range $77.05 – $199.30

Fundamentals: Yahoo Finance · Jul 30, 2026

QUARTERLY FINANCIALS

Revenue & Net Margin — SE

$4B$7.9B+0%+10%Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26RevenueNet Margin

Source: Yahoo Finance (yfinance) · 5 quarters

SMART MONEY HOLDERS · from our curated set

Top managers holding SE

  1. Thematic Mega
    5.6% of portfolio
  2. Duquesne Family Office LLC Druckenmiller — macro generalist.
    Name to know
    2.9% of portfolio
  3. Viking Global Investors LP Global compounder with flat recent alpha.
    Name to know Mega
    1.1% of portfolio
  4. Bridgewater Associates, LP Macro long-term framework.
    Thematic Mega
    0.5% of portfolio
  5. Two Sigma Investments, LP Quantitative arbitrage. Zero alpha. Known entity.
    Name to know Mega
    0.2% of portfolio
  6. Renaissance Technologies LLC Quant. Different beast — opt in or out.
    Thematic Mega
    0.2% of portfolio
  7. Aigen Investment Management, LP Fifty percent alpha on fifty-two positions.
    Top performer
    0.2% of portfolio
  8. ARK Investment Management LLC Cathie Wood — innovation thesis writ large.
    Name to know
    0.1% of portfolio
  9. Citigroup Inc. Tech mega-cap concentration. Outperformance through concentration.
    Top performer
    0.1% of portfolio
  10. Citadel Advisors LLC Citadel — systematic quantitative dominance.
    Name to know Mega
    0.1% of portfolio
EDITORIAL BRIEF

The editorial brief for SE is being prepared. Stock briefs roll out across Q3 starting with the most-held names.

INSIDER TRADES · recent
  • Ma David Y Apr 20, 2026 SELL $11.45M
  • Ma David Y Apr 16, 2026 SELL $7.51M
  • Ma David Y Apr 17, 2026 SELL $7.04M
  • Ma David Y Apr 10, 2026 SELL $6.47M
  • Ma David Y Mar 18, 2026 SELL $5.45M
CONGRESS TRADES · recent

No STOCK Act trades on file for SE.