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Montag & Associates’s Sea Limited SE Stock Holding History

Montag & Associates’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
-28
Closed -$5K – 1133
2025
Q3 		$5K Buy
+28
New +$4.8K ﹤0.01% 823
2024
Q2 		– Sell
-50
Closed -$2.69K – 1000
2024
Q1 		$2.69K Buy
+50
New +$2.3K ﹤0.01% 852
2023
Q3 		– Sell
-8
Closed -$465 – 937
2023
Q2 		$465 Hold
8
– – ﹤0.01% 910
2023
Q1 		$693 Hold
8
– – ﹤0.01% 904
2022
Q4 		$416 Buy
+8
New +$431 ﹤0.01% 929

Other funds holding SE

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Montag & Associates's SE Position: Q4 2025 in Review

Montag & Associates sold out of Sea Limited (SE) in Q4 2025, closing a stake of 28 shares — an estimated $5K sold.

Montag & Associates first reported a position in SE in Q4 2022 and held it in 5 quarters. The position peaked at $5K in Q3 2025. 871 funds tracked by Wall St. Rank hold SE as of Q4 2025.

  • Montag & Associates reported no remaining Sea Limited position as of Q4 2025 after selling out during the quarter.
  • Montag & Associates sold 28 Sea Limited shares in Q4 2025, an estimated $5K.
  • Montag & Associates first reported a position in Sea Limited in Q4 2022 and held it in 5 quarters.
  • Montag & Associates's Sea Limited position peaked at $5K in Q3 2025.
  • 871 funds tracked by Wall St. Rank held Sea Limited as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.