Kerrisdale Advisers’s Sea Limited SE Stock Holding History

Kerrisdale Advisers’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	$707K	Hold	7,380	–	–	0.18%	89
2026 Q1	$611K	Buy	+7,380	New	+$791K	0.23%	83
2022 Q1	–	Sell	-5,046	Closed	-$1.13M	–	54
2021 Q4	$1.13M	Hold	5,046	–	–	0.23%	32
2021 Q3	$1.61M	Sell	5,046 -121,262	-96%	-$37.2M	0.17%	47
2021 Q2	$34.7M	Sell	126,308 -152,480	-55%	-$38.7M	3.11%	12
2021 Q1	$62.2M	Buy	278,788 +88,741	+47%	+$20.6M	4.77%	5
2020 Q4	$37.8M	Hold	190,047	–	–	2.93%	11
2020 Q3	$29.3M	Sell	190,047 -6,200	-3%	-$837K	2.19%	19
2020 Q2	$21M	Sell	196,247 -216,674	-52%	-$15.7M	2.37%	15
2020 Q1	$18.3M	Sell	412,921 -497,086	-55%	-$22.3M	3.5%	11
2019 Q4	$36.6M	Sell	910,007 -100,000	-10%	-$3.37M	12.94%	2
2019 Q3	$31.3M	Sell	1,010,007 -270,000	-21%	-$9.07M	19.6%	1
2019 Q2	$42.5M	Sell	1,280,007 -563,936	-31%	-$15.3M	15.22%	2
2019 Q1	$43.4M	Buy	1,843,943 +377,383	+26%	+$6.61M	8.37%	4
2018 Q4	$16.6M	Buy	1,466,560 +1,366,560	+1,367%	+$17.1M	10.29%	3
2018 Q3	$1.38M	Buy	+100,000	New	+$1.44M	1.36%	12

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

Kerrisdale Advisers's SE Position: Q2 2026 in Review

Kerrisdale Advisers held its Sea Limited (SE) position steady in Q2 2026 at 7,380 shares worth $707K. The position accounts for 0.18% of the portfolio, ranked #89.

Kerrisdale Advisers first reported a position in SE in Q3 2018 and has held it in 16 quarters since. The position peaked at $62.2M in Q1 2021. 774 funds tracked by Wall St. Rank hold SE as of Q2 2026.

Kerrisdale Advisers held 7,380 shares of Sea Limited worth $707K as of Q2 2026.
Kerrisdale Advisers left its Sea Limited share count unchanged in Q2 2026.
Sea Limited made up 0.18% of Kerrisdale Advisers's portfolio in Q2 2026, its #89 holding.
Kerrisdale Advisers first reported a position in Sea Limited in Q3 2018 and has held it in 16 quarters since.
Kerrisdale Advisers's Sea Limited position peaked at $62.2M in Q1 2021.
774 funds tracked by Wall St. Rank held Sea Limited as of Q2 2026.

Based on Kerrisdale Advisers's 13F filing for Q2 2026, filed 14 Aug 2026.