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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 $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Temasek Holdings
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. 778 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.
  • 778 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.