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MCM
Marsico Capital Management’s
Sea Limited
SE
Stock Holding History
Marsico Capital 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
2025
Q4
–
Sell
-56,713
Closed
-$10.1M
–
84
2025
Q3
$10.1M
Buy
+56,713
New
+$9.72M
0.26%
57
2023
Q3
–
Sell
-27,378
Closed
-$1.59M
–
71
2023
Q2
$1.59M
Hold
27,378
–
–
0.06%
62
2023
Q1
$2.37M
Buy
27,378
+3,730
+16%
+$255K
0.11%
60
2022
Q4
$1.23M
Buy
23,648
+3,213
+16%
+$173K
0.06%
61
2022
Q3
$1.15M
Sell
20,435
-5,368
-21%
-$373K
0.06%
68
2022
Q2
$1.73M
Hold
25,803
–
–
0.08%
81
2022
Q1
$3.09M
Sell
25,803
-102,900
-80%
-$14.5M
0.11%
80
2021
Q4
$28.8M
Sell
128,703
-73,156
-36%
-$21.8M
0.84%
30
2021
Q3
$64.3M
Buy
201,859
+40,451
+25%
+$12.4M
1.97%
19
2021
Q2
$44.3M
Sell
161,408
-111,280
-41%
-$28.2M
1.1%
25
2021
Q1
$60.9M
Buy
272,688
+64,295
+31%
+$14.9M
1.59%
20
2020
Q4
$41.5M
Buy
208,393
+193,207
+1,272%
+$34.4M
1.07%
27
2020
Q3
$2.34M
Sell
15,186
-707
-4%
-$95.4K
0.06%
82
2020
Q2
$1.7M
Buy
15,893
+7,739
+95%
+$560K
0.05%
83
2020
Q1
$361K
Buy
+8,154
New
+$366K
0.02%
82
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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