Cederberg Capital’s Sea Limited SE Stock Holding History

Cederberg Capital’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	$240K	Sell	2,500 -12,200	-83%	-$1.07M	0.24%	10
2026 Q1	$1.22M	Sell	14,700 -6,000	-29%	-$643K	0.65%	11
2025 Q4	$2.64M	Buy	20,700 +3,100	+18%	+$459K	0.86%	9
2025 Q3	$3.15M	Buy	17,600 +2,500	+17%	+$428K	0.9%	10
2025 Q2	$2.42M	Hold	15,100	–	–	0.89%	8
2025 Q1	$1.97M	Buy	+15,100	New	+$1.87M	0.76%	8
2022 Q2	–	Sell	-13,300	Closed	-$1.59M	–	10
2022 Q1	$1.59M	Sell	13,300 -12,300	-48%	-$1.73M	0.4%	10
2021 Q4	$5.73M	Sell	25,600 -12,400	-33%	-$3.7M	1.13%	10
2021 Q3	$12.1M	Sell	38,000 -8,500	-18%	-$2.61M	1.57%	9
2021 Q2	$12.8M	Sell	46,500 -10,100	-18%	-$2.56M	1.15%	10
2021 Q1	$12.6M	Buy	56,600 +9,000	+19%	+$2.09M	0.93%	11
2020 Q4	$9.47M	Buy	47,600 +25,000	+111%	+$4.45M	0.35%	11
2020 Q3	$3.48M	Sell	22,600 -3,000	-12%	-$405K	0.36%	9
2020 Q2	$2.75M	Sell	25,600 -16,000	-38%	-$1.16M	0.34%	7
2020 Q1	$1.84M	Buy	41,600 +6,400	+18%	+$287K	0.31%	7
2019 Q4	$1.42M	Buy	35,200 +8,700	+33%	+$293K	0.2%	8
2019 Q3	$820K	Buy	26,500 +10,000	+61%	+$336K	0.16%	7
2019 Q2	$548K	Buy	+16,500	New	+$447K	0.14%	7

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

Cederberg Capital's SE Position: Q2 2026 in Review

Cederberg Capital reduced its Sea Limited (SE) stake by 83% in Q2 2026, selling an estimated $1.07M and leaving 2,500 shares worth $240K. The position accounts for 0.24% of the portfolio, ranked #10.

Cederberg Capital first reported a position in SE in Q2 2019 and has held it in 18 quarters since. The position peaked at $12.8M in Q2 2021. 774 funds tracked by Wall St. Rank hold SE as of Q2 2026.

Cederberg Capital held 2,500 shares of Sea Limited worth $240K as of Q2 2026.
Cederberg Capital sold 12,200 Sea Limited shares in Q2 2026, an estimated $1.07M.
Sea Limited made up 0.24% of Cederberg Capital's portfolio in Q2 2026, its #10 holding.
Cederberg Capital first reported a position in Sea Limited in Q2 2019 and has held it in 18 quarters since.
Cederberg Capital's Sea Limited position peaked at $12.8M in Q2 2021.
774 funds tracked by Wall St. Rank held Sea Limited as of Q2 2026.

Based on Cederberg Capital's 13F filing for Q2 2026, filed 14 Aug 2026.