TPM
SE icon

Totem Point Management’s Sea Limited SE Stock Holding History

Totem Point 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
2025
Q4 		– Sell
-43,978
Closed -$7.86M – 18
2025
Q3 		$7.86M Sell
43,978
-18,100
-29% -$3.1M 7.01% 7
2025
Q2 		$9.93M Sell
62,078
-23,880
-28% -$3.46M 10.46% 5
2025
Q1 		$11.2M Buy
85,958
+53,169
+162% +$6.59M 13.82% 4
2024
Q4 		$3.48M Sell
32,789
-23,474
-42% -$2.47M 3.69% 11
2024
Q3 		$5.3M Buy
56,263
+48
+0.1% +$3.62K 5.61% 8
2024
Q2 		$4.01M Buy
+56,215
New +$3.71M 5.88% 9
2021
Q4 		– Sell
-30,261
Closed -$9.64M – 17
2021
Q3 		$9.64M Sell
30,261
-6,513
-18% -$2M 6.28% 10
2021
Q2 		$10.1M Buy
+36,774
New +$9.33M 5.06% 13
2021
Q1 		– Sell
-53,192
Closed -$10.6M – 19
2020
Q4 		$10.6M Sell
53,192
-45,989
-46% -$8.19M 4.39% 13
2020
Q3 		$15.3M Buy
+99,181
New +$13.4M 5.07% 10

Other funds holding SE

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Totem Point Management's SE Position: Q4 2025 in Review

Totem Point Management sold out of Sea Limited (SE) in Q4 2025, closing a stake of 43,978 shares — an estimated $7.86M sold.

Totem Point Management first reported a position in SE in Q3 2020 and held it in 10 quarters. The position peaked at $15.3M in Q3 2020. 871 funds tracked by Wall St. Rank hold SE as of Q4 2025.

  • Totem Point Management reported no remaining Sea Limited position as of Q4 2025 after selling out during the quarter.
  • Totem Point Management sold 43,978 Sea Limited shares in Q4 2025, an estimated $7.86M.
  • Totem Point Management first reported a position in Sea Limited in Q3 2020 and held it in 10 quarters.
  • Totem Point Management's Sea Limited position peaked at $15.3M in Q3 2020.
  • 871 funds tracked by Wall St. Rank held Sea Limited as of Q4 2025.

Based on Totem Point Management's 13F filing for Q4 2025, filed 17 Feb 2026.