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Palestra Capital Management’s Sea Limited SE Stock Holding History

Palestra 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
-621,330
Closed -$111M – 35
2025
Q3 		$111M Sell
621,330
-25,765
-4% -$4.41M 3.58% 14
2025
Q2 		$103M Buy
+647,095
New +$93.7M 3.01% 17

Other funds holding SE

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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 $3.37T AUM 44.26% 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

Palestra Capital Management's SE Position: Q4 2025 in Review

Palestra Capital Management sold out of Sea Limited (SE) in Q4 2025, closing a stake of 621,330 shares — an estimated $111M sold.

Palestra Capital Management first reported a position in SE in Q2 2025 and held it in 2 quarters. The position peaked at $111M in Q3 2025. 871 funds tracked by Wall St. Rank hold SE as of Q4 2025.

  • Palestra Capital Management reported no remaining Sea Limited position as of Q4 2025 after selling out during the quarter.
  • Palestra Capital Management sold 621,330 Sea Limited shares in Q4 2025, an estimated $111M.
  • Palestra Capital Management first reported a position in Sea Limited in Q2 2025 and held it in 2 quarters.
  • Palestra Capital Management's Sea Limited position peaked at $111M in Q3 2025.
  • 871 funds tracked by Wall St. Rank held Sea Limited as of Q4 2025.

Based on Palestra Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.