Valeo Financial Advisors’s Sea Limited SE Stock Holding History

Valeo Financial Advisors’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	$215K	Buy	+2,240	New	+$197K	﹤0.01%	737
2023 Q4	–	Sell	-7,161	Closed	-$315K	–	707
2023 Q3	$315K	Buy	7,161 +3,389	+90%	+$166K	0.01%	448
2023 Q2	$219K	Sell	3,772 -437	-10%	-$31.2K	0.01%	520
2023 Q1	$364K	Buy	4,209 +157	+4%	+$10.7K	0.02%	390
2022 Q4	$211K	Buy	+4,052	New	+$218K	0.01%	471
2021 Q4	–	Sell	-1	Closed	–	–	635
2021 Q3	$0	Buy	+1	New	+$307	﹤0.01%	619
2020 Q4	–	Sell	-45	Closed	-$7K	–	1823
2020 Q3	$7K	Sell	45 -741	-94%	-$100K	﹤0.01%	1174
2020 Q2	$84K	Sell	786 -1,214	-61%	-$87.9K	0.01%	563
2020 Q1	$90K	Buy	2,000 +1,900	+1,900%	+$85.2K	0.01%	452
2019 Q4	$4K	Buy	+100	New	+$3.37K	﹤0.01%	1354

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

Valeo Financial Advisors's SE Position: Q2 2026 in Review

Valeo Financial Advisors opened a new position in Sea Limited (SE) in Q2 2026: 2,240 shares worth $215K. The stake represents ﹤0.01% of the portfolio and ranks #737 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in SE as recently as Q3 2023.

Valeo Financial Advisors first reported a position in SE in Q4 2019 and has held it in 10 quarters since. The position peaked at $364K in Q1 2023. 777 funds tracked by Wall St. Rank hold SE as of Q2 2026.

Valeo Financial Advisors held 2,240 shares of Sea Limited worth $215K as of Q2 2026.
Sea Limited was a new Valeo Financial Advisors position in Q2 2026.
Sea Limited made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #737 holding.
Valeo Financial Advisors first reported a position in Sea Limited in Q4 2019 and has held it in 10 quarters since.
Valeo Financial Advisors's Sea Limited position peaked at $364K in Q1 2023.
777 funds tracked by Wall St. Rank held Sea Limited as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.