SE

Sea Ltd-adr

6 super-investor ownerscombined $2.03Blargest position 5.6%

6 super-investors hold SE worth a combined $2.03B. The largest position: Chase Coleman at 5.6% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 33 — ranked #254 of 724 scored stocks.

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Why super-investors own SE

Chase Coleman dominates cohort ownership of SE, holding $1.3B — roughly two-thirds of the $2.0B combined position across six super-investors — at 5.6% of his portfolio, the highest concentration in the group. Stanley Druckenmiller holds a meaningful $91M slice at 3.1% of his book, while Viking Global and Christopher Davis round out the larger holders. Activity in 2026Q1 was entirely static: no additions, trims, new entrants, or exits across the cohort. Ownership has been volatile over the past eight quarters, oscillating between one and three holders before settling at six currently, suggesting the cohort expanded meaningfully in recent periods but has since stabilized. Interest is neither rising nor fading at this moment — the quarter was a collective pause.

AI-synthesized from 13F filings. Not investment advice.

Cohort owners over time

2017Q4 → 2026Q1

How many of the cohort members held this stock each quarter.

Now: 2

Peak: 4

Owners (6) · click any column to sort

#↑	Manager	% Port.	History	Value	Shares
1	Chase Coleman	5.6%	33q	$1.28B	15,415,835
2	Viking Global Investors	1.1%	13q	$392M	4,737,196
3	Christopher Davis	0.7%	8q	$153M	1,849,831
4	Joel Greenblatt	0.1%	31q	$111M	1,340,256
5	Stanley Druckenmiller	3.1%	19q	$91M	1,099,905
6	Polen Capital Management	<0.1%	4q	$3M	32,874

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Owners of SE also hold

Taiwan Semiconductor-sp Adr

6 shared owners