6
SE
SEA LTD · Industrials
Consensus score 6/100 · #80 this quarter · tier-weighted across tracked managers
Holders
5
tracked managers
New this Q
0
opened a position
Avg weight
2.5%
of their portfolios
Combined value
$1.87B
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Tiger Global Management Concentrated | 5.6% | $1.28B | HOLD |
| Hound Partners Concentrated | 5.2% | $41M | HOLD |
| Viking Global Investors Concentrated | 1.1% | $392M | ADD |
| Davis Advisors Concentrated | 0.7% | $153M | ADD |
| Polen Capital Quality growth | 0.0% | $3M | TRIM |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.