SCGE Management’s Sea Limited SE Stock Holding History

SCGE 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 Q1	$147M	Hold	1,775,000	–	–	4.45%	8
2025 Q4	$226M	Buy	1,775,000 +71,000	+4%	+$10.5M	5.16%	9
2025 Q3	$305M	Sell	1,704,000 -51,000	-3%	-$8.74M	5.95%	8
2025 Q2	$281M	Sell	1,755,000 -405,000	-19%	-$58.6M	5.89%	6
2025 Q1	$282M	Buy	2,160,000 +1,251,000	+138%	+$155M	8.12%	6
2024 Q4	$96.4M	Buy	+909,000	New	+$95.5M	1.78%	18
2023 Q4	–	Sell	-2,254,816	Closed	-$99.1M	–	24
2023 Q3	$99.1M	Hold	2,254,816	–	–	2.58%	12
2023 Q2	$131M	Sell	2,254,816 -505,171	-18%	-$36M	3.08%	12
2023 Q1	$239M	Hold	2,759,987	–	–	6.56%	6
2022 Q4	$144M	Hold	2,759,987	–	–	5.07%	9
2022 Q3	$155M	Buy	2,759,987 +715,171	+35%	+$49.8M	5.22%	8
2022 Q2	$137M	Sell	2,044,816 -210,000	-9%	-$17.9M	3.92%	10
2022 Q1	$270M	Hold	2,254,816	–	–	4.17%	9
2021 Q4	$504M	Hold	2,254,816	–	–	5.72%	7
2021 Q3	$719M	Hold	2,254,816	–	–	6.67%	5
2021 Q2	$619M	Hold	2,254,816	–	–	5.8%	5
2021 Q1	$503M	Hold	2,254,816	–	–	5.65%	6
2020 Q4	$449M	Buy	2,254,816 +61,316	+3%	+$10.9M	5.22%	7
2020 Q3	$338M	Hold	2,193,500	–	–	5.26%	8
2020 Q2	$235M	Buy	2,193,500 +868,500	+66%	+$62.9M	4.54%	10
2020 Q1	$58.7M	Buy	+1,325,000	New	+$59.4M	1.85%	17

Other funds holding SE

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

SCGE Management's SE Position: Q1 2026 in Review

SCGE Management held its Sea Limited (SE) position steady in Q1 2026 at 1,775,000 shares worth $147M. The position accounts for 4.45% of the portfolio, ranked #8.

SCGE Management first reported a position in SE in Q1 2020 and has held it in 21 quarters since. The position peaked at $719M in Q3 2021. 746 funds tracked by Wall St. Rank hold SE as of Q1 2026.

SCGE Management held 1,775,000 shares of Sea Limited worth $147M as of Q1 2026.
SCGE Management left its Sea Limited share count unchanged in Q1 2026.
Sea Limited made up 4.45% of SCGE Management's portfolio in Q1 2026, its #8 holding.
SCGE Management first reported a position in Sea Limited in Q1 2020 and has held it in 21 quarters since.
SCGE Management's Sea Limited position peaked at $719M in Q3 2021.
746 funds tracked by Wall St. Rank held Sea Limited as of Q1 2026.

Based on SCGE Management's 13F filing for Q1 2026, filed 15 May 2026.