Miura Global Management’s Sea Limited SE Stock Holding History

Miura Global 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 Q3	–	Sell	-25,000	Closed	-$4M	–	23
2025 Q2	$4M	Sell	25,000 -10,000	-29%	-$1.45M	4.3%	6
2025 Q1	$4.57M	Buy	+35,000	New	+$4.34M	6.77%	4
2022 Q1	–	Sell	-85,000	Closed	-$19M	–	35
2021 Q4	$19M	Buy	85,000 +5,000	+6%	+$1.49M	3.22%	12
2021 Q3	$25.5M	Buy	80,000 +5,000	+7%	+$1.53M	3.95%	8
2021 Q2	$20.6M	Sell	75,000 -25,000	-25%	-$6.35M	3.76%	11
2021 Q1	$22.3M	Sell	100,000 -50,000	-33%	-$11.6M	3.99%	10
2020 Q4	$29.9M	Buy	150,000 +25,000	+20%	+$4.45M	5.64%	5
2020 Q3	$19.3M	Sell	125,000 -100,000	-44%	-$13.5M	5.46%	6
2020 Q2	$24.1M	Sell	225,000 -210,000	-48%	-$15.2M	6.37%	6
2020 Q1	$19.3M	Sell	435,000 -390,000	-47%	-$17.5M	4.99%	8
2019 Q4	$33.2M	Sell	825,000 -125,000	-13%	-$4.21M	5.7%	5
2019 Q3	$29.4M	Buy	950,000 +325,000	+52%	+$10.9M	5.18%	7
2019 Q2	$20.8M	Sell	625,000 -125,000	-17%	-$3.39M	3.36%	12
2019 Q1	$17.6M	Buy	+750,000	New	+$13.1M	3.02%	12

Other funds holding SE

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Miura Global Management's SE Position: Q3 2025 in Review

Miura Global Management sold out of Sea Limited (SE) in Q3 2025, closing a stake of 25,000 shares — an estimated $4M sold.

Miura Global Management first reported a position in SE in Q1 2019 and held it in 14 quarters. The position peaked at $33.2M in Q4 2019. 903 funds tracked by Wall St. Rank hold SE as of Q3 2025.

Miura Global Management reported no remaining Sea Limited position as of Q3 2025 after selling out during the quarter.
Miura Global Management sold 25,000 Sea Limited shares in Q3 2025, an estimated $4M.
Miura Global Management first reported a position in Sea Limited in Q1 2019 and held it in 14 quarters.
Miura Global Management's Sea Limited position peaked at $33.2M in Q4 2019.
903 funds tracked by Wall St. Rank held Sea Limited as of Q3 2025.

Based on Miura Global Management's 13F filing for Q3 2025, filed 12 Nov 2025.