PDS Planning’s Sea Limited SE Stock Holding History

PDS Planning’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	-1,470	Closed	-$263K	–	570
2025 Q3	$263K	Buy	1,470 +189	+15%	+$32.4K	0.02%	415
2025 Q2	$205K	Buy	+1,281	New	+$185K	0.02%	477

Other funds holding SE

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

PDS Planning's SE Position: Q4 2025 in Review

PDS Planning sold out of Sea Limited (SE) in Q4 2025, closing a stake of 1,470 shares — an estimated $263K sold.

PDS Planning first reported a position in SE in Q2 2025 and held it in 2 quarters. The position peaked at $263K in Q3 2025. 871 funds tracked by Wall St. Rank hold SE as of Q4 2025.

PDS Planning reported no remaining Sea Limited position as of Q4 2025 after selling out during the quarter.
PDS Planning sold 1,470 Sea Limited shares in Q4 2025, an estimated $263K.
PDS Planning first reported a position in Sea Limited in Q2 2025 and held it in 2 quarters.
PDS Planning's Sea Limited position peaked at $263K in Q3 2025.
871 funds tracked by Wall St. Rank held Sea Limited as of Q4 2025.

Based on PDS Planning's 13F filing for Q4 2025, filed 26 Jan 2026.