SE
Sea Ltd-adr
9 of the 83 super-investors we track hold SE, worth a combined $2.18B per their latest 13F filings. The largest position: Chase Coleman at 5.0% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Conviction score: 36 of 100 (how strongly the cohort backs it) — ranked #182 of 742 stocks. The stock is up 7.7x since a tracked investor first held it at conviction size (Q4 2017 or earlier). Conviction rising: 3 more super-investors hold it than in 2026Q1.
Held through it: Dennis Hong (24q straight), Chase Coleman (33q straight), Stanley Druckenmiller (13q straight) and 6 more. All multibaggers the cohort held →
Why super-investors own SE
SE is held by 9 super-investors in our cohort, with a combined position value of $2.2B. The highest-conviction owner is Chase Coleman at 5.0% of their portfolio. This quarter the cohort registered 1 new positions.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2017Q4 → 2026Q2How many of the cohort members held this stock each quarter.
Owners (9) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Chase Coleman | 5.0% | 34q | $1.20B | 12,559,152 |
| 2 | Viking Global Investors | 1.5% | 14q | $543M | 5,669,877 |
| 3 | Christopher Davis | 0.8% | 9q | $193M | 2,011,812 |
| 4 | Stanley Druckenmiller | 2.4% | 20q | $105M | 1,099,905 |
| 5 | Howard Marks | 1.1% | 3q | $61M | 635,443 |
| 6 | Stephen Mandel | 0.3% | 12q | $47M | 494,581 |
| 7 | Joel Greenblatt | <0.1% | 32q | $22M | 228,704 |
| 8 | Polen Capital Management | <0.1% | 5q | $2M | 23,119 |
| 9 | Dodge & Cox Funds | <0.1% | 8q | $2M | 22,950 |
- 1Chase Colemanport5.0%val$1.20B12,559,152 sh·34q held
- 2Viking Global Investorsport1.5%val$543M5,669,877 sh·14q held
- 3Christopher Davisport0.8%val$193M2,011,812 sh·9q held
- 4Stanley Druckenmillerport2.4%val$105M1,099,905 sh·20q held
- 5Howard Marksport1.1%val$61M635,443 sh·3q held
- 6Stephen Mandelport0.3%val$47M494,581 sh·12q held
- 7Joel Greenblattport<0.1%val$22M228,704 sh·32q held
- 8Polen Capital Managementport<0.1%val$2M23,119 sh·5q held
- 9Dodge & Cox Fundsport<0.1%val$2M22,950 sh·8q held
Owners of SE also hold
Congress is trading SE
Congress tracker →- Josh Gottheimerbought$1,001 - $15,000 · 2026-03-10
- Josh Gottheimersold$1,001 - $15,000 · 2025-12-05
- Lisa McClainsold$1,001 - $15,000 · 2025-07-10
- Lisa McClainbought$1,001 - $15,000 · 2025-06-17 · late
- Josh Gottheimerbought$1,001 - $15,000 · 2025-05-23
- Rob Bresnahanbought$1,001 - $15,000 · 2025-03-11
STOCK Act periodic transaction reports; amounts are disclosed ranges. Who files late →
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Stephen Mandel | NEW | 0.3% | +100% | $47M | Aug 14, 2026 |
Long US equity 13F-HR filings only. CUSIP 81141R100. Not investment advice.