Infinitum Asset Management’s Sea Limited SE Stock Holding History

Infinitum Asset 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	$192M	Hold	2,006,500	–	–	19.56%	1
2026 Q1	$166M	Buy	2,006,500 +1,000,000	+99%	+$107M	20.75%	1
2025 Q4	$128M	Buy	1,006,500 +498,412	+98%	+$73.8M	19%	1
2025 Q3	$90.8M	Sell	508,088 -50,000	-9%	-$8.57M	16.7%	1
2025 Q2	$89.3M	Buy	558,088 +51,588	+10%	+$7.47M	19.77%	1
2025 Q1	$66.1M	Hold	506,500	–	–	21.13%	1
2024 Q4	$53.7M	Buy	+506,500	New	+$53.2M	28.4%	1

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

Infinitum Asset Management's SE Position: Q2 2026 in Review

Infinitum Asset Management held its Sea Limited (SE) position steady in Q2 2026 at 2,006,500 shares worth $192M. The position accounts for 19.56% of the portfolio, ranked #1.

Infinitum Asset Management first reported a position in SE in Q4 2024 and has held it in 7 quarters since. 776 funds tracked by Wall St. Rank hold SE as of Q2 2026.

Infinitum Asset Management held 2,006,500 shares of Sea Limited worth $192M as of Q2 2026.
Infinitum Asset Management left its Sea Limited share count unchanged in Q2 2026.
Sea Limited made up 19.56% of Infinitum Asset Management's portfolio in Q2 2026, its #1 holding.
Infinitum Asset Management first reported a position in Sea Limited in Q4 2024 and has held it in 7 quarters since.
776 funds tracked by Wall St. Rank held Sea Limited as of Q2 2026.

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