Arohi Asset Management’s Sea Limited SE Stock Holding History

Arohi 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	$126M	Buy	1,311,760 +47,738	+4%	+$4.2M	46.01%	1
2026 Q1	$105M	Buy	1,264,022 +132,222	+12%	+$14.2M	38%	2
2025 Q4	$144M	Sell	1,131,800 -119,441	-10%	-$17.7M	43.32%	2
2025 Q3	$224M	Sell	1,251,241 -202,738	-14%	-$34.7M	56.58%	1
2025 Q2	$233M	Buy	1,453,979 +42,385	+3%	+$6.14M	62.47%	1
2025 Q1	$184M	Sell	1,411,594 -450,164	-24%	-$55.8M	61.83%	1
2024 Q4	$198M	Sell	1,861,758 -126,200	-6%	-$13.3M	53.86%	1
2024 Q3	$187M	Sell	1,987,958 -4,300	-0.2%	-$324K	61.84%	1
2024 Q2	$142M	Sell	1,992,258 -437,296	-18%	-$28.9M	58.51%	1
2024 Q1	$130M	Buy	2,429,554 +213,432	+10%	+$9.82M	56.59%	1
2023 Q4	$89.8M	Buy	+2,216,122	New	+$90.4M	43.15%	2

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

Arohi Asset Management's SE Position: Q2 2026 in Review

Arohi Asset Management increased its Sea Limited (SE) stake by 3.8% in Q2 2026, buying an estimated $4.2M and bringing the position to 1,311,760 shares worth $126M. The position accounts for 46.01% of the portfolio, ranked #1.

Arohi Asset Management first reported a position in SE in Q4 2023 and has held it in 11 quarters since. The position peaked at $233M in Q2 2025. 778 funds tracked by Wall St. Rank hold SE as of Q2 2026.

Arohi Asset Management held 1,311,760 shares of Sea Limited worth $126M as of Q2 2026.
Arohi Asset Management bought 47,738 Sea Limited shares in Q2 2026, an estimated $4.2M.
Sea Limited made up 46.01% of Arohi Asset Management's portfolio in Q2 2026, its #1 holding.
Arohi Asset Management first reported a position in Sea Limited in Q4 2023 and has held it in 11 quarters since.
Arohi Asset Management's Sea Limited position peaked at $233M in Q2 2025.
778 funds tracked by Wall St. Rank held Sea Limited as of Q2 2026.

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