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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 		$546K Buy
5,700
+800
+16% +$70.3K ﹤0.01% 4094
2026
Q1 		$406K Sell
4,900
-3,100
-39% -$332K ﹤0.01% 3873
2025
Q4 		$1.02M Buy
+8,000
New +$1.18M ﹤0.01% 2899
2022
Q1 		– Sell
-139,500
Closed -$31.2M – 4116
2021
Q4 		$31.2M Buy
139,500
+103,300
+285% +$30.8M 0.07% 339
2021
Q3 		$11.5M Sell
36,200
-6,400
-15% -$1.96M 0.03% 709
2021
Q2 		$11.7M Sell
42,600
-58,200
-58% -$14.8M 0.03% 707
2021
Q1 		$22.5M Sell
100,800
-5,000
-5% -$1.16M 0.06% 384
2020
Q4 		$21.1M Sell
105,800
-35,900
-25% -$6.39M 0.06% 349
2020
Q3 		$21.8M Buy
141,700
+126,700
+845% +$17.1M 0.08% 275
2020
Q2 		$1.61M Sell
15,000
-62,200
-81% -$4.5M 0.01% 1215
2020
Q1 		$3.42M Buy
77,200
+25,300
+49% +$1.13M 0.03% 680
2019
Q4 		$2.09M Sell
51,900
-22,000
-30% -$741K 0.01% 1550
2019
Q3 		$2.29M Buy
73,900
+40,500
+121% +$1.36M 0.01% 1327
2019
Q2 		$1.11M Buy
+33,400
New +$905K ﹤0.01% 1864

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.