Contrarius Investment Management’s Sea Limited SE Stock Holding History

Contrarius Investment 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
2024 Q3	$36.6M	Buy	387,768 +56,791	+17%	+$4.29M	2.08%	18
2024 Q2	$23.6M	Sell	330,977 -11,412	-3%	-$754K	1.48%	18
2024 Q1	$18.4M	Sell	342,389 -68,649	-17%	-$3.16M	1.06%	22
2023 Q4	$16.6M	Buy	411,038 +30,425	+8%	+$1.24M	0.9%	27
2023 Q3	$16.7M	Buy	380,613 +165,738	+77%	+$8.1M	0.94%	26
2023 Q2	$12.5M	Buy	+214,875	New	+$15.3M	0.67%	31

Other funds holding SE

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

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

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

Norges Bank Oslo, Norway $1T AUM

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

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

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

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

Contrarius Investment Management's SE Position: Q3 2024 in Review

Contrarius Investment Management increased its Sea Limited (SE) stake by 17% in Q3 2024, buying an estimated $4.29M and bringing the position to 387,768 shares worth $36.6M. The position accounts for 2.08% of the portfolio, ranked #18.

Contrarius Investment Management first reported a position in SE in Q2 2023 and has held it in 6 quarters since. 612 funds tracked by Wall St. Rank hold SE as of Q3 2024.

Contrarius Investment Management held 387,768 shares of Sea Limited worth $36.6M as of Q3 2024.
Contrarius Investment Management bought 56,791 Sea Limited shares in Q3 2024, an estimated $4.29M.
Sea Limited made up 2.08% of Contrarius Investment Management's portfolio in Q3 2024, its #18 holding.
Contrarius Investment Management first reported a position in Sea Limited in Q2 2023 and has held it in 6 quarters since.
612 funds tracked by Wall St. Rank held Sea Limited as of Q3 2024.

Based on Contrarius Investment Management's 13F filing for Q3 2024, filed 8 Nov 2024.