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John Overdeck’s Sea Limited SE Stock Holding History

John Overdeck’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 		$225M Sell
2,345,857
-957,791
-29% -$84.2M 0.16% 134
2026
Q1 		$274M Buy
3,303,648
+1,592,962
+93% +$171M 0.22% 99
2025
Q4 		$218M Buy
1,710,686
+478,700
+39% +$70.9M 0.31% 52
2025
Q3 		$220M Sell
1,231,986
-409,427
-25% -$70.2M 0.33% 64
2025
Q2 		$263M Buy
1,641,413
+602,208
+58% +$87.2M 0.46% 20
2025
Q1 		$136M Buy
1,039,205
+86,089
+9% +$10.7M 0.29% 73
2024
Q4 		$101M Sell
953,116
-867,354
-48% -$91.2M 0.22% 108
2024
Q3 		$172M Buy
1,820,470
+1,445,854
+386% +$109M 0.38% 59
2024
Q2 		$26.8M Sell
374,616
-501,904
-57% -$33.2M 0.06% 363
2024
Q1 		$47.1M Buy
876,520
+338,720
+63% +$15.6M 0.11% 239
2023
Q4 		$21.8M Buy
+537,800
New +$21.9M 0.05% 403
2022
Q2 		– Sell
-6,300
Closed -$755K – 2887
2022
Q1 		$755K Sell
6,300
-28,443
-82% -$4.01M ﹤0.01% 1824
2021
Q4 		$7.77M Buy
+34,743
New +$10.4M 0.02% 928
2021
Q2 		– Sell
-12,193
Closed -$3.09M – 4501
2021
Q1 		$2.72M Buy
+12,193
New +$2.83M 0.01% 1469
2020
Q2 		– Sell
-182,166
Closed -$13.2M – 3460
2020
Q1 		$8.07M Sell
182,166
-436,140
-71% -$19.6M 0.07% 320
2019
Q4 		$24.9M Buy
618,306
+459,464
+289% +$15.5M 0.07% 307
2019
Q3 		$4.92M Buy
+158,842
New +$5.33M 0.02% 868
2019
Q2 		– Sell
-635,180
Closed -$17.2M – 3625
2019
Q1 		$14.9M Buy
+635,180
New +$11.1M 0.05% 506

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

John Overdeck's SE Position: Q2 2026 in Review

John Overdeck reduced its Sea Limited (SE) stake by 29% in Q2 2026, selling an estimated $84.2M and leaving 2,345,857 shares worth $225M. The position accounts for 0.16% of the portfolio, ranked #134.

John Overdeck first reported a position in SE in Q1 2019 and has held it in 18 quarters since. The position peaked at $274M in Q1 2026. 773 funds tracked by Wall St. Rank hold SE as of Q2 2026.

  • John Overdeck held 2,345,857 shares of Sea Limited worth $225M as of Q2 2026.
  • John Overdeck sold 957,791 Sea Limited shares in Q2 2026, an estimated $84.2M.
  • Sea Limited made up 0.16% of John Overdeck's portfolio in Q2 2026, its #134 holding.
  • John Overdeck first reported a position in Sea Limited in Q1 2019 and has held it in 18 quarters since.
  • John Overdeck's Sea Limited position peaked at $274M in Q1 2026.
  • 773 funds tracked by Wall St. Rank held Sea Limited as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.