North Peak Capital Management’s Sea Limited SE Stock Holding History

North Peak 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
2026 Q2	$72.3M	Buy	754,618 +144,155	+24%	+$12.7M	8.04%	5
2026 Q1	$50.6M	Buy	610,463 +388,864	+175%	+$41.7M	8.41%	6
2025 Q4	$28.3M	Buy	+221,599	New	+$32.8M	2.4%	9
2020 Q2	–	Sell	-621,917	Closed	-$27.6M	–	13
2020 Q1	$27.6M	Sell	621,917 -702,215	-53%	-$31.5M	13.27%	5
2019 Q4	$53.3M	Buy	1,324,132 +519,490	+65%	+$17.5M	14.4%	1
2019 Q3	$24.9M	Buy	804,642 +229,642	+40%	+$7.71M	10.7%	5
2019 Q2	$19.1M	Buy	+575,000	New	+$15.6M	10.74%	5

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

North Peak Capital Management's SE Position: Q2 2026 in Review

North Peak Capital Management increased its Sea Limited (SE) stake by 24% in Q2 2026, buying an estimated $12.7M and bringing the position to 754,618 shares worth $72.3M. The position accounts for 8.04% of the portfolio, ranked #5.

North Peak Capital Management first reported a position in SE in Q2 2019 and has held it in 7 quarters since. 778 funds tracked by Wall St. Rank hold SE as of Q2 2026.

North Peak Capital Management held 754,618 shares of Sea Limited worth $72.3M as of Q2 2026.
North Peak Capital Management bought 144,155 Sea Limited shares in Q2 2026, an estimated $12.7M.
Sea Limited made up 8.04% of North Peak Capital Management's portfolio in Q2 2026, its #5 holding.
North Peak Capital Management first reported a position in Sea Limited in Q2 2019 and has held it in 7 quarters since.
778 funds tracked by Wall St. Rank held Sea Limited as of Q2 2026.

Based on North Peak Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.