Bienville Capital Management’s Sea Limited SE Stock Holding History

Bienville Capital 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	$39.4M	Buy	411,240 +151,093	+58%	+$13.3M	5.26%	4
2026 Q1	$21.5M	Sell	260,147 -57,672	-18%	-$6.18M	3.92%	8
2025 Q4	$40.5M	Buy	317,819 +209,881	+194%	+$31.1M	6.44%	2
2025 Q3	$19.3M	Buy	+107,938	New	+$18.5M	3.68%	9
2025 Q1	–	Sell	-83,310	Closed	-$8.84M	–	80
2024 Q4	$8.84M	Sell	83,310 -9,755	-10%	-$1.03M	2.17%	18
2024 Q3	$8.77M	Buy	93,065 +16,265	+21%	+$1.23M	2.27%	13
2024 Q2	$5.49M	Buy	+76,800	New	+$5.08M	1.32%	27
2024 Q1	–	Sell	-151,732	Closed	-$6.15M	–	89
2023 Q4	$6.15M	Buy	151,732 +53,900	+55%	+$2.2M	1.67%	17
2023 Q3	$4.3M	Buy	+97,832	New	+$4.78M	1.19%	22
2023 Q2	–	Sell	-2,400	Closed	-$208K	–	94
2023 Q1	$208K	Buy	+2,400	New	+$164K	0.08%	85
2022 Q2	–	Sell	-2,959	Closed	-$354K	–	157
2022 Q1	$354K	Buy	2,959 +1,350	+84%	+$190K	0.17%	105
2021 Q4	$360K	Buy	1,609 +500	+45%	+$149K	0.26%	72
2021 Q3	$353K	Sell	1,109 -9,114	-89%	-$2.8M	0.2%	74
2021 Q2	$2.81M	Buy	10,223 +3,740	+58%	+$949K	0.23%	46
2021 Q1	$1.45M	Sell	6,483 -8,686	-57%	-$2.02M	0.18%	57
2020 Q4	$3.02M	Sell	15,169 -11,390	-43%	-$2.03M	0.31%	38
2020 Q3	$4.09M	Sell	26,559 -22,991	-46%	-$3.1M	0.46%	27
2020 Q2	$5.32M	Buy	+49,550	New	+$3.59M	0.49%	25

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

Bienville Capital Management's SE Position: Q2 2026 in Review

Bienville Capital Management increased its Sea Limited (SE) stake by 58% in Q2 2026, buying an estimated $13.3M and bringing the position to 411,240 shares worth $39.4M. The position accounts for 5.26% of the portfolio, ranked #4.

Bienville Capital Management first reported a position in SE in Q2 2020 and has held it in 18 quarters since. The position peaked at $40.5M in Q4 2025. 777 funds tracked by Wall St. Rank hold SE as of Q2 2026.

Bienville Capital Management held 411,240 shares of Sea Limited worth $39.4M as of Q2 2026.
Bienville Capital Management bought 151,093 Sea Limited shares in Q2 2026, an estimated $13.3M.
Sea Limited made up 5.26% of Bienville Capital Management's portfolio in Q2 2026, its #4 holding.
Bienville Capital Management first reported a position in Sea Limited in Q2 2020 and has held it in 18 quarters since.
Bienville Capital Management's Sea Limited position peaked at $40.5M in Q4 2025.
777 funds tracked by Wall St. Rank held Sea Limited as of Q2 2026.

Based on Bienville Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.