Polen Capital Management
SE icon

Polen Capital Management’s Sea Limited SE Stock Holding History

Polen 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 		$2.22M Sell
23,119
-9,755
-30% -$858K 0.02% 118
2026
Q1 		$2.72M Sell
32,874
-9,836
-23% -$1.05M 0.02% 81
2025
Q4 		$5.45M Sell
42,710
-27,523
-39% -$4.08M 0.02% 56
2025
Q3 		$12.6M Sell
70,233
-13,699
-16% -$2.35M 0.04% 44
2025
Q2 		$13.4M Buy
+83,932
New +$12.2M 0.04% 42

Other funds holding SE

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Polen Capital Management's SE Position: Q2 2026 in Review

Polen Capital Management reduced its Sea Limited (SE) stake by 30% in Q2 2026, selling an estimated $858K and leaving 23,119 shares worth $2.22M. The position accounts for 0.02% of the portfolio, ranked #118.

Polen Capital Management first reported a position in SE in Q2 2025 and has held it in 5 quarters since. The position peaked at $13.4M in Q2 2025. 774 funds tracked by Wall St. Rank hold SE as of Q2 2026.

  • Polen Capital Management held 23,119 shares of Sea Limited worth $2.22M as of Q2 2026.
  • Polen Capital Management sold 9,755 Sea Limited shares in Q2 2026, an estimated $858K.
  • Sea Limited made up 0.02% of Polen Capital Management's portfolio in Q2 2026, its #118 holding.
  • Polen Capital Management first reported a position in Sea Limited in Q2 2025 and has held it in 5 quarters since.
  • Polen Capital Management's Sea Limited position peaked at $13.4M in Q2 2025.
  • 774 funds tracked by Wall St. Rank held Sea Limited as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.