Davis Selected Advisers’s Sea Limited SE Stock Holding History

Davis Selected Advisers’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	$193M	Buy	2,011,812 +161,981	+9%	+$14.2M	0.83%	32
2026 Q1	$153M	Buy	1,849,831 +1,413,297	+324%	+$151M	0.7%	35
2025 Q4	$55.7M	Sell	436,534 -4,060	-0.9%	-$601K	0.25%	51
2025 Q3	$78.7M	Sell	440,594 -7,711	-2%	-$1.32M	0.41%	43
2025 Q2	$71.7M	Sell	448,305 -66,323	-13%	-$9.6M	0.38%	46
2025 Q1	$67.2M	Sell	514,628 -123,386	-19%	-$15.3M	0.39%	42
2024 Q4	$67.7M	Sell	638,014 -11,014	-2%	-$1.16M	0.39%	40
2024 Q3	$61.2M	Sell	649,028 -3,288	-0.5%	-$248K	0.34%	41
2024 Q2	$46.6M	Buy	+652,316	New	+$43.1M	0.27%	42

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

Davis Selected Advisers's SE Position: Q2 2026 in Review

Davis Selected Advisers increased its Sea Limited (SE) stake by 8.8% in Q2 2026, buying an estimated $14.2M and bringing the position to 2,011,812 shares worth $193M. The position accounts for 0.83% of the portfolio, ranked #32.

Davis Selected Advisers first reported a position in SE in Q2 2024 and has held it in 9 quarters since. 775 funds tracked by Wall St. Rank hold SE as of Q2 2026.

Davis Selected Advisers held 2,011,812 shares of Sea Limited worth $193M as of Q2 2026.
Davis Selected Advisers bought 161,981 Sea Limited shares in Q2 2026, an estimated $14.2M.
Sea Limited made up 0.83% of Davis Selected Advisers's portfolio in Q2 2026, its #32 holding.
Davis Selected Advisers first reported a position in Sea Limited in Q2 2024 and has held it in 9 quarters since.
775 funds tracked by Wall St. Rank held Sea Limited as of Q2 2026.

Based on Davis Selected Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.