Polymer Capital Management (HK)’s Sea Limited SE Stock Holding History

Polymer Capital Management (HK)’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	$1.35M	Sell	14,095 -40,736	-74%	-$3.58M	0.07%	104
2026 Q1	$4.54M	Buy	54,831 +39,368	+255%	+$4.22M	0.39%	47
2025 Q4	$1.97M	Buy	15,463 +1,083	+8%	+$160K	0.28%	66
2025 Q3	$2.57M	Sell	14,380 -76,686	-84%	-$13.1M	0.35%	72
2025 Q2	$14.6M	Buy	91,066 +27,453	+43%	+$3.97M	2.2%	13
2025 Q1	$8.3M	Buy	63,613 +42,313	+199%	+$5.25M	1.41%	24
2024 Q4	$2.26M	Sell	21,300 -33,420	-61%	-$3.51M	0.39%	75
2024 Q3	$5.16M	Buy	54,720 +16,420	+43%	+$1.24M	1.19%	23
2024 Q2	$2.74M	Buy	38,300 +18,381	+92%	+$1.21M	0.55%	46
2024 Q1	$1.07M	Buy	+19,919	New	+$916K	0.27%	79

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

Polymer Capital Management (HK)'s SE Position: Q2 2026 in Review

Polymer Capital Management (HK) reduced its Sea Limited (SE) stake by 74% in Q2 2026, selling an estimated $3.58M and leaving 14,095 shares worth $1.35M. The position accounts for 0.07% of the portfolio, ranked #104.

Polymer Capital Management (HK) first reported a position in SE in Q1 2024 and has held it in 10 quarters since. The position peaked at $14.6M in Q2 2025. 775 funds tracked by Wall St. Rank hold SE as of Q2 2026.

Polymer Capital Management (HK) held 14,095 shares of Sea Limited worth $1.35M as of Q2 2026.
Polymer Capital Management (HK) sold 40,736 Sea Limited shares in Q2 2026, an estimated $3.58M.
Sea Limited made up 0.07% of Polymer Capital Management (HK)'s portfolio in Q2 2026, its #104 holding.
Polymer Capital Management (HK) first reported a position in Sea Limited in Q1 2024 and has held it in 10 quarters since.
Polymer Capital Management (HK)'s Sea Limited position peaked at $14.6M in Q2 2025.
775 funds tracked by Wall St. Rank held Sea Limited as of Q2 2026.

Based on Polymer Capital Management (HK)'s 13F filing for Q2 2026, filed 13 Aug 2026.