3
SE
SEA LTD · Industrials
Consensus score 3/100 · #139 this quarter · tier-weighted across tracked managers
↓DivergingPrice action since filingas of 2026-09-30
vs 50-day avg
-9.6%
21-day momentum
-21.0%
recent volume
0.86×
13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.
Holders
5
tracked managers
New this Q
1
opened a position
Avg weight
1.5%
of their portfolios
Combined value
$1.99B
held, at quarter-end
Who’s holding it Q2 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Tiger Global Management Concentrated | 5.0% | $1.20B | TRIM |
| Viking Global Investors Concentrated | 1.5% | $543M | ADD |
| Davis Advisors Concentrated | 0.8% | $193M | ADD |
| Lone Pine Capital Concentrated | 0.3% | $47M | NEW |
| Polen Capital Quality growth | 0.0% | $2M | 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.