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Marcho Partners’s Sea Limited SE Stock Holding History

Marcho Partners’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 		$28.3M Buy
295,657
+125,221
+73% +$11M 16.11% 3
2026
Q1 		$14.1M Buy
170,436
+13,844
+9% +$1.48M 11.4% 5
2025
Q4 		$20M Buy
156,592
+19,986
+15% +$2.96M 12.13% 3
2025
Q3 		$24.4M Sell
136,606
-21,559
-14% -$3.69M 9.31% 6
2025
Q2 		$25.3M Sell
158,165
-15,090
-9% -$2.18M 8.96% 5
2025
Q1 		$22.6M Buy
173,255
+37,987
+28% +$4.71M 8.31% 6
2024
Q4 		$14.4M Buy
135,268
+79,590
+143% +$8.36M 3.85% 10
2024
Q3 		$5.25M Buy
+55,678
New +$4.2M 1.4% 12
2023
Q4 		– Sell
-491,544
Closed -$21.6M – 9
2023
Q3 		$21.6M Buy
491,544
+129,532
+36% +$6.33M 6.7% 9
2023
Q2 		$21M Buy
362,012
+71,968
+25% +$5.13M 4.8% 11
2023
Q1 		$25.1M Sell
290,044
-1,258
-0.4% -$85.9K 5.94% 9
2022
Q4 		$15.2M Sell
291,302
-22,708
-7% -$1.22M 3.57% 11
2022
Q3 		$17.6M Buy
314,010
+77,260
+33% +$5.37M 3.96% 10
2022
Q2 		$15.8M Sell
236,750
-53,286
-18% -$4.54M 3.8% 10
2022
Q1 		$34.7M Sell
290,036
-46,656
-14% -$6.58M 4.22% 9
2021
Q4 		$75.3M Sell
336,692
-86,200
-20% -$25.7M 5.44% 9
2021
Q3 		$135M Buy
422,892
+12,800
+3% +$3.93M 8.46% 7
2021
Q2 		$113M Sell
410,092
-244,886
-37% -$62.2M 7.54% 8
2021
Q1 		$146M Buy
654,978
+109,000
+20% +$25.3M 12.13% 2
2020
Q4 		$109M Buy
545,978
+36,700
+7% +$6.53M 9.79% 3
2020
Q3 		$78.4M Buy
509,278
+222,600
+78% +$30M 15.05% 1
2020
Q2 		$30.7M Buy
286,678
+148,000
+107% +$10.7M 18.5% 4
2020
Q1 		$6.14M Sell
138,678
-304,000
-69% -$13.6M 2.69% 10
2019
Q4 		$17.8M Buy
+442,678
New +$14.9M 12.17% 2

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

Marcho Partners's SE Position: Q2 2026 in Review

Marcho Partners increased its Sea Limited (SE) stake by 73% in Q2 2026, buying an estimated $11M and bringing the position to 295,657 shares worth $28.3M. The position accounts for 16.11% of the portfolio, ranked #3.

Marcho Partners first reported a position in SE in Q4 2019 and has held it in 24 quarters since. The position peaked at $146M in Q1 2021. 775 funds tracked by Wall St. Rank hold SE as of Q2 2026.

  • Marcho Partners held 295,657 shares of Sea Limited worth $28.3M as of Q2 2026.
  • Marcho Partners bought 125,221 Sea Limited shares in Q2 2026, an estimated $11M.
  • Sea Limited made up 16.11% of Marcho Partners's portfolio in Q2 2026, its #3 holding.
  • Marcho Partners first reported a position in Sea Limited in Q4 2019 and has held it in 24 quarters since.
  • Marcho Partners's Sea Limited position peaked at $146M in Q1 2021.
  • 775 funds tracked by Wall St. Rank held Sea Limited as of Q2 2026.

Based on Marcho Partners's 13F filing for Q2 2026, filed 6 Aug 2026.