Which hedge funds own SE? SEA LTD, Q2 2026 13F holders
101 tracked hedge funds disclosed a position in SE (SEA LTD) in their Q2 2026 13F filings, worth $14.4bn in total. The largest holder by portfolio weight is Charles-Lim Capital Ltd at 51.2% of its book. 14 opened a new position this quarter: Carrhae Capital LLP, MY.Alpha Management HK Advisors Ltd, Hiddenite Capital Partners LP, Whetstone Capital Advisors, LLC. 21 exited: Avanda Investment Management Pte. Ltd., Overlook Investments LP, Hound Partners, LLC.
- 101
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 14
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 21
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $278m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $245m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $14.4bn
- Combined value Sum of the holders' reported positions in the security.
- 8.2%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Avanda Investment Management Pte. Ltd. | 21.4% | $13.5m |
| Overlook Investments LP | 19.6% | $43.0m |
| Hound Partners, LLC | 5.2% | $41.4m |
| Hidden Lake Asset Management LP | 5.1% | $7.6m |
| Central Asset Investments & Management Holdings (HK) Ltd | 2.7% | $2.9m |
| Think Investments LP | 1.9% | $14.4m |
| Ardmore Road Asset Management LP | 0.8% | $12.5m |
| ClearAlpha Technologies LP | 0.5% | $226k |
| Quantitative Investment Management, LLC | 0.4% | $3.8m |
| Capital Fund Management S.A. | 0.3% | $33.1m |
| Aquatic Capital Management LLC | 0.3% | $9.7m |
| Voloridge Investment Management, LLC | 0.2% | $56.8m |
| FengHe Fund Management Pte. Ltd. | 0.2% | $1.3m |
| HighVista Strategies LLC | 0.2% | $617k |
| Campbell & CO Investment Adviser LLC | 0.1% | $1.9m |
| Fox Run Management, L.L.C. | 0.10% | $554k |
| Persistent Asset Partners Ltd | 0.10% | $248k |
| Entropy Technologies, LP | 0.03% | $678k |
| SummitTX Capital, L.P. | 0.01% | $394k |
| Moore Capital Management, LP | 0.01% | $300k |
| Balyasny Asset Management L.P. | 0.0% | $446k |
Ownership over time
Who discovered SE first? Beta
The run: Q3 2019 → Q3 2021, +930%
| ShawSpring Partners LLC high conviction | Q1 2019 | 28.8% | +98.5 pts |
| Kontiki Capital Management (HK) Ltd. high conviction | Q4 2019 | – | +81.6 pts |
| Tree Line Advisors (Hong Kong) Ltd. high conviction | Q1 2019 | 24.7% | +73.9 pts |
| Think Investments LP high conviction | Q2 2019 | 10.1% | +28.1 pts |
| Tiff Advisory Services, LLC high conviction | Q4 2019 | – | +24.6 pts |
| Tekne Capital Management, LLC high conviction | Q2 2019 | 8.4% | +22.7 pts |
| Light Street Capital Management, LLC high conviction | Q1 2019 | 11.0% | +21.6 pts |
| Gladstone Capital Management LLP high conviction | Q3 2019 | 3.5% | +19.5 pts |
| Tiger Pacific Capital LP high conviction | Q3 2019 | 6.5% | +15.8 pts |
| Gobi Capital LLC high conviction | Q3 2019 | 5.6% | +14.2 pts |
| Cypress Funds LLC high conviction | Q3 2019 | 5.4% | +12.8 pts |
| Jericho Capital Asset Management L.P. high conviction | Q4 2018 | 7.7% | +12.1 pts |
| Discovery Capital Management, LLC high conviction | Q3 2019 | 3.5% | +10.9 pts |
| General Equity Holdings LP high conviction | Q3 2019 | 4.4% | +5.7 pts |
| Alpha Wave Global, LP | Q3 2019 | 2.4% | +5.3 pts |
| North Peak Capital Management, LLC high conviction | Q2 2019 | 10.7% | +4.2 pts |
| Beaconlight Capital, LLC high conviction | Q1 2019 | 2.9% | +2.4 pts |
| MYDA Advisors LLC high conviction | Q2 2019 | 4.9% | +1.6 pts |
| Castle Hook Partners LP high conviction | Q2 2019 | 2.4% | +1.5 pts |
| Maplelane Capital, LLC high conviction | Q1 2019 | 2.9% | +1.5 pts |
| Sachem Head Capital Management LP high conviction | Q2 2019 | 6.3% | +1.3 pts |
| Senator Investment Group LP | Q2 2019 | 2.5% | +1.2 pts |
| Symmetry Peak Management LLC | Q1 2019 | 0.8% | +1.1 pts |
| Apis Capital Advisors, LLC | Q2 2019 | 3.9% | +0.4 pts |
| Hhlr Advisors, Ltd. high conviction | Q1 2019 | 5.1% | +0.1 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.