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Gavin Baker’s Sea Limited SE Stock Holding History

Gavin Baker’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
Q1 		– Sell
-275,439
Closed -$35.1M – 70
2025
Q4 		$35.1M Buy
275,439
+5,266
+2% +$780K 0.43% 44
2025
Q3 		$48.3M Sell
270,173
-70,910
-21% -$12.2M 0.94% 32
2025
Q2 		$54.6M Buy
+341,083
New +$49.4M 1.51% 26
2024
Q4 		– Sell
-1,074,456
Closed -$101M – 55
2024
Q3 		$101M Sell
1,074,456
-664,763
-38% -$50.2M 2.58% 13
2024
Q2 		$124M Sell
1,739,219
-3,164,393
-65% -$209M 4.06% 11
2024
Q1 		$263M Sell
4,903,612
-2,631,860
-35% -$121M 5.98% 3
2023
Q4 		$305M Buy
7,535,472
+450,538
+6% +$18.4M 10.02% 2
2023
Q3 		$311M Buy
7,084,934
+4,978,502
+236% +$243M 10.18% 2
2023
Q2 		$122M Buy
+2,106,432
New +$150M 3.14% 12

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
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Gavin Baker's SE Position: Q1 2026 in Review

Gavin Baker sold out of Sea Limited (SE) in Q1 2026, closing a stake of 275,439 shares — an estimated $35.1M sold.

Gavin Baker first reported a position in SE in Q2 2023 and held it in 9 quarters. The position peaked at $311M in Q3 2023. 751 funds tracked by Wall St. Rank hold SE as of Q1 2026.

  • Gavin Baker reported no remaining Sea Limited position as of Q1 2026 after selling out during the quarter.
  • Gavin Baker sold 275,439 Sea Limited shares in Q1 2026, an estimated $35.1M.
  • Gavin Baker first reported a position in Sea Limited in Q2 2023 and held it in 9 quarters.
  • Gavin Baker's Sea Limited position peaked at $311M in Q3 2023.
  • 751 funds tracked by Wall St. Rank held Sea Limited as of Q1 2026.

Based on Atreides Management's 13F filing for Q1 2026, filed 18 May 2026.