Skye Global Management’s Sea Limited SE Stock Holding History

Skye Global 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	$13M	Buy	136,000 +7,500	+6%	+$659K	0.25%	24
2026 Q1	$10.6M	Buy	128,500 +8,500	+7%	+$911K	0.21%	33
2025 Q4	$15.3M	Buy	120,000 +94,800	+376%	+$14M	0.28%	32
2025 Q3	$4.5M	Buy	25,200 +12,600	+100%	+$2.16M	0.09%	51
2025 Q2	$2.02M	Buy	+12,600	New	+$1.82M	0.04%	56
2022 Q3	–	Sell	-99,500	Closed	-$6.65M	–	29
2022 Q2	$6.65M	Sell	99,500 -212,500	-68%	-$18.1M	0.14%	21
2022 Q1	$37.4M	Buy	312,000 +205,500	+193%	+$29M	0.61%	15
2021 Q4	$23.8M	Buy	106,500 +12,500	+13%	+$3.73M	0.4%	20
2021 Q3	$30M	Sell	94,000 -2,000	-2%	-$614K	0.5%	19
2021 Q2	$26.4M	Sell	96,000 -44,000	-31%	-$11.2M	0.48%	21
2021 Q1	$31.3M	Buy	140,000 +36,500	+35%	+$8.48M	0.6%	23
2020 Q4	$20.6M	Buy	103,500 +10,000	+11%	+$1.78M	0.48%	25
2020 Q3	$14.4M	Buy	93,500 +28,500	+44%	+$3.85M	0.37%	30
2020 Q2	$6.97M	Buy	65,000 +6,000	+10%	+$434K	0.27%	31
2020 Q1	$2.61M	Buy	+59,000	New	+$2.65M	0.2%	30
2019 Q3	–	Sell	-21,000	Closed	-$698K	–	42
2019 Q2	$698K	Sell	21,000 -30,000	-59%	-$813K	0.07%	30
2019 Q1	$1.2M	Buy	+51,000	New	+$894K	0.15%	31

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

Skye Global Management's SE Position: Q2 2026 in Review

Skye Global Management increased its Sea Limited (SE) stake by 5.8% in Q2 2026, buying an estimated $659K and bringing the position to 136,000 shares worth $13M. The position accounts for 0.25% of the portfolio, ranked #24.

Skye Global Management first reported a position in SE in Q1 2019 and has held it in 17 quarters since. The position peaked at $37.4M in Q1 2022. 777 funds tracked by Wall St. Rank hold SE as of Q2 2026.

Skye Global Management held 136,000 shares of Sea Limited worth $13M as of Q2 2026.
Skye Global Management bought 7,500 Sea Limited shares in Q2 2026, an estimated $659K.
Sea Limited made up 0.25% of Skye Global Management's portfolio in Q2 2026, its #24 holding.
Skye Global Management first reported a position in Sea Limited in Q1 2019 and has held it in 17 quarters since.
Skye Global Management's Sea Limited position peaked at $37.4M in Q1 2022.
777 funds tracked by Wall St. Rank held Sea Limited as of Q2 2026.

Based on Skye Global Management's 13F filing for Q2 2026, filed 14 Aug 2026.