Ardmore Road Asset Management’s Sea Limited SE Stock Holding History

Ardmore Road Asset Management’s Portfolio SE Stock Details SE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-151,000	Closed	-$12.5M	–	82
2026 Q1	$12.5M	Buy	151,000 +97,845	+184%	+$10.5M	0.82%	49
2025 Q4	$6.78M	Sell	53,155 -147,845	-74%	-$21.9M	0.51%	52
2025 Q3	$35.9M	Buy	+201,000	New	+$34.4M	2.32%	15
2025 Q2	–	Sell	-200,000	Closed	-$26.1M	–	53
2025 Q1	$26.1M	Buy	+200,000	New	+$24.8M	2.68%	16
2024 Q3	–	Sell	-51,000	Closed	-$3.64M	–	57
2024 Q2	$3.64M	Buy	51,000 +50,000	+5,000%	+$3.3M	0.55%	38
2024 Q1	$53.7K	Buy	+1,000	New	+$46K	0.01%	36
2023 Q4	–	Sell	-80,000	Closed	-$3.52M	–	40
2023 Q3	$3.52M	Buy	+80,000	New	+$3.91M	1.19%	22

Other funds holding SE

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Ardmore Road Asset Management's SE Position: Q2 2026 in Review

Ardmore Road Asset Management sold out of Sea Limited (SE) in Q2 2026, closing a stake of 151,000 shares — an estimated $12.5M sold.

Ardmore Road Asset Management first reported a position in SE in Q3 2023 and held it in 7 quarters. The position peaked at $35.9M in Q3 2025. 775 funds tracked by Wall St. Rank hold SE as of Q2 2026.

Ardmore Road Asset Management reported no remaining Sea Limited position as of Q2 2026 after selling out during the quarter.
Ardmore Road Asset Management sold 151,000 Sea Limited shares in Q2 2026, an estimated $12.5M.
Ardmore Road Asset Management first reported a position in Sea Limited in Q3 2023 and held it in 7 quarters.
Ardmore Road Asset Management's Sea Limited position peaked at $35.9M in Q3 2025.
775 funds tracked by Wall St. Rank held Sea Limited as of Q2 2026.

Based on Ardmore Road Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.