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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
2025
Q3 		– Sell
-1,000,000
Closed -$160M – 26
2025
Q2 		$160M Hold
1,000,000
– – 4.26% 13
2025
Q1 		$130M Buy
1,000,000
+300,000
+43% +$37.2M 3.99% 13
2024
Q4 		$74.3M Buy
700,000
+200,000
+40% +$21M 1.76% 24
2024
Q3 		$47.1M Buy
+500,000
New +$37.7M 1.46% 20

Other funds holding SE

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Dorsal Capital Management's SE Position: Q1 2026 in Review

Dorsal Capital Management increased its Sea Limited (SE) stake by 23% in Q1 2026, buying an estimated $26.8M and bringing the position to 1,325,000 shares worth $110M. The position accounts for 4.27% of the portfolio, ranked #10.

Dorsal Capital Management first reported a position in SE in Q3 2024 and has held it in 7 quarters since. The position peaked at $296M in Q2 2025. 746 funds tracked by Wall St. Rank hold SE as of Q1 2026.

  • Dorsal Capital Management held 1,325,000 shares of Sea Limited worth $110M as of Q1 2026.
  • Dorsal Capital Management bought 250,000 Sea Limited shares in Q1 2026, an estimated $26.8M.
  • Sea Limited made up 4.27% of Dorsal Capital Management's portfolio in Q1 2026, its #10 holding.
  • Dorsal Capital Management first reported a position in Sea Limited in Q3 2024 and has held it in 7 quarters since.
  • Dorsal Capital Management's Sea Limited position peaked at $296M in Q2 2025.
  • 746 funds tracked by Wall St. Rank held Sea Limited as of Q1 2026.

Based on Dorsal Capital Management's 13F filing for Q1 2026, filed 15 May 2026.