STOCK

SE SEA LTD

Held by 15 of 73 curated managers · 15 total holders in our 13F universe.

FUNDAMENTALS
Market Cap $65.1B
P/E (Trailing) 41.50
P/E (Forward) 20.47
PEG Ratio 1.05
Price/Book 5.24
Profit Margin 5.9%
Gross Margin 44.3%
Revenue Growth YoY 48.1%
Earnings Growth YoY 7.7%
Dividend Yield 0.0%
52-Week Range $77.05 – $197.74

Fundamentals: Yahoo Finance · cached · Sep 12, 2026

QUARTERLY FINANCIALS

Revenue & Net Margin — SE

$4.4B$8.7B+0%+10%Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26RevenueNet Margin

Source: Yahoo Finance (yfinance) · 6 quarters

SMART MONEY HOLDERS · from our curated set

Top managers holding SE

  1. Thematic Mega
    5.2% of portfolio
  2. Duquesne Family Office LLC Druckenmiller — macro generalist.
    Name to know
    2.4% of portfolio
  3. Viking Global Investors LP Global compounder with flat recent alpha.
    Name to know Mega
    1.6% of portfolio
  4. Aigen Investment Management, LP Fifty percent alpha on fifty-two positions.
    Top performer
    0.8% of portfolio
  5. Bridgewater Associates, LP Macro long-term framework.
    Thematic Mega
    0.5% of portfolio
  6. Lone Pine Capital LLC Growth equity concentrated on semiconductor exposure.
    Thematic Mega
    0.3% of portfolio
  7. Two Sigma Investments, LP Quantitative arbitrage. Zero alpha. Known entity.
    Name to know Mega
    0.2% of portfolio
  8. ARK Investment Management LLC Cathie Wood — innovation thesis writ large.
    Name to know
    0.1% of portfolio
  9. Renaissance Technologies LLC Quant. Different beast — opt in or out.
    Thematic Mega
    0.1% of portfolio
  10. Citigroup Inc. Tech mega-cap concentration. Outperformance through concentration.
    Top performer
    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.