Dorsal Capital Management’s Sea Limited SE Stock Holding History

Dorsal 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	$149M	Buy	1,550,000 +225,000	+17%	+$19.8M	5.26%	8
2026 Q1	$110M	Buy	1,325,000 +250,000	+23%	+$26.8M	4.27%	10
2025 Q4	$137M	Sell	1,075,000 -550,000	-34%	-$81.5M	4.77%	11
2025 Q3	$290M	Sell	1,625,000 -225,000	-12%	-$38.6M	7.75%	1
2025 Q2	$296M	Buy	1,850,000 +350,000	+23%	+$50.7M	7.89%	1
2025 Q1	$196M	Buy	1,500,000 +75,000	+5%	+$9.3M	5.98%	5
2024 Q4	$151M	Buy	1,425,000 +425,000	+43%	+$44.7M	3.57%	11
2024 Q3	$94.3M	Buy	+1,000,000	New	+$75.5M	2.92%	16

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

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

Dorsal Capital Management increased its Sea Limited (SE) stake by 17% in Q2 2026, buying an estimated $19.8M and bringing the position to 1,550,000 shares worth $149M. The position accounts for 5.26% of the portfolio, ranked #8.

Dorsal Capital Management first reported a position in SE in Q3 2024 and has held it in 8 quarters since. The position peaked at $296M in Q2 2025. 777 funds tracked by Wall St. Rank hold SE as of Q2 2026.

Dorsal Capital Management held 1,550,000 shares of Sea Limited worth $149M as of Q2 2026.
Dorsal Capital Management bought 225,000 Sea Limited shares in Q2 2026, an estimated $19.8M.
Sea Limited made up 5.26% of Dorsal Capital Management's portfolio in Q2 2026, its #8 holding.
Dorsal Capital Management first reported a position in Sea Limited in Q3 2024 and has held it in 8 quarters since.
Dorsal Capital Management's Sea Limited position peaked at $296M in Q2 2025.
777 funds tracked by Wall St. Rank held Sea Limited as of Q2 2026.

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