Sea Ltd: which funds bought and sold
Institutions that bought and sold Sea shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 422 institutions that filed 13F reports for both quarters added to or opened positions in Sea, and 311 cut or closed them. Together they sold a net 3.5M shares, −0.9% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 5.0M shares (−2.4%); index fund managers were net buyers of 250K shares (+0.7%). 112 opened a new position and 84 sold out entirely.
Bought, Q2 2026 422 institutions, 112 of them new holders Sold, Q2 2026 311 institutions, 84 of them sold out
Net change, all compared −3.5M shares (−0.9%)
Net change, active managers −5.0M shares (−2.4%), 45 bought, 42 sold
Buyers versus sellers
422 bought 111 311 sold
Active managers and hedge funds 45 bought · 42 sold · −5.0M
Index fund managers 7 bought · 2 sold · +250K
Other institutions 370 bought · 267 sold · +1.3M
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| First Beijing Investment Ltd | +2.9M +1387.9% | 3.1M | $298M |
| Price T Rowe Associates Inc Active manager | +2.2M +6.7% | 35.6M | $3.4B |
| Capital Research Global Investors Active manager | +2.2M +96.1% | 4.4M | $426M |
| Bank Of America Corp | +2.1M +123.5% | 3.7M | $359M |
| Harding Loevner LP Active manager | +1.8M +133.8% | 3.2M | $311M |
| Carrhae Capital LLP Hedge fund | +1.5M New position | 1.5M | $141M |
| Schroder Investment Management Group Active manager | +1.4M +22.0% | 7.6M | $711M |
| FMR LLC Active manager | +1.4M +9.7% | 15.4M | $1.5B |
| Point72 Asset Management, L.P. Hedge fund | +1.2M +61.5% | 3.0M | $290M |
| Viking Global Investors LP Hedge fund | +933K +19.7% | 5.7M | $543M |
| HSBC Holdings PLC | +691K +34.1% | 2.7M | $260M |
| Australiansuper Pty Ltd | +684K +2241.0% | 714K | $68.4M |
| Oaktree Capital Management LP | +635K New position | 635K | $60.9M |
| Assenagon Asset Management S.A. | +621K +19199.8% | 624K | $59.8M |
| AQR Capital Management LLC Hedge fund | +569K +66.6% | 1.4M | $131M |
| DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main | +504K +1971.3% | 530K | $50.6M |
| Susquehanna International Group, LLP | +495K +724.1% | 563K | $54M |
| Lone Pine Capital LLC Hedge fund | +495K New position | 495K | $47.4M |
| Temasek Holdings (Private) Ltd | +462K +8.7% | 5.7M | $551M |
| Blue Grotto Capital, LLC | +458K +317.8% | 602K | $57.7M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Price T Rowe Associates Inc Active manager | +2.2M +6.7% | 35.6M | $3.4B |
| Capital Research Global Investors Active manager | +2.2M +96.1% | 4.4M | $426M |
| Harding Loevner LP Active manager | +1.8M +133.8% | 3.2M | $311M |
| Carrhae Capital LLP Hedge fund | +1.5M New position | 1.5M | $141M |
| Schroder Investment Management Group Active manager | +1.4M +22.0% | 7.6M | $711M |
| FMR LLC Active manager | +1.4M +9.7% | 15.4M | $1.5B |
| Point72 Asset Management, L.P. Hedge fund | +1.2M +61.5% | 3.0M | $290M |
| Viking Global Investors LP Hedge fund | +933K +19.7% | 5.7M | $543M |
| AQR Capital Management LLC Hedge fund | +569K +66.6% | 1.4M | $131M |
| Lone Pine Capital LLC Hedge fund | +495K New position | 495K | $47.4M |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Eminence Capital, LP Hedge fund | −4.1M Sold out | 0 | — |
| Tiger Global Management LLC Hedge fund | −2.9M −18.5% | 12.6M | $1.2B |
| D1 Capital Partners L.P. Hedge fund | −2.4M −58.6% | 1.7M | $161M |
| UBS Group AG | −2.0M −43.1% | 2.7M | $259M |
| Sands Capital Management, LLC Active manager | −1.7M −36.6% | 3.0M | $287M |
| Barclays PLC | −1.4M −71.5% | 550K | $52.7M |
| Orbis Allan Gray Ltd Active manager | −1.3M −72.2% | 513K | $49.2M |
| Baillie Gifford & Co Active manager | −1.2M −3.1% | 38.4M | $3.7B |
| Jpmorgan Chase & Co | −1.2M −12.4% | 8.2M | $761M |
| Citadel Advisors LLC Hedge fund | −1.1M −82.9% | 229K | $21.9M |
| Two Sigma Investments, LP Hedge fund | −958K −29.0% | 2.3M | $225M |
| Susquehanna Advisors Group, Inc. | −890K Sold out | 0 | — |
| Invesco Ltd. | −737K −39.4% | 1.1M | $109M |
| Renaissance Technologies LLC Hedge fund | −727K −47.6% | 800K | $76.6M |
| Voloridge Investment Management, LLC Hedge fund | −685K Sold out | 0 | — |
| SG Americas Securities, LLC | −567K −34.5% | 1.1M | $103M |
| Connor, Clark & Lunn Investment Management Ltd. | −561K Sold out | 0 | — |
| BNP Paribas Financial Markets | −534K −23.0% | 1.8M | $172M |
| Overlook Investments LP | −519K Sold out | 0 | — |
| Hound Partners, LLC | −500K Sold out | 0 | — |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Eminence Capital, LP Hedge fund | −4.1M Sold out | 0 | — |
| Tiger Global Management LLC Hedge fund | −2.9M −18.5% | 12.6M | $1.2B |
| D1 Capital Partners L.P. Hedge fund | −2.4M −58.6% | 1.7M | $161M |
| Sands Capital Management, LLC Active manager | −1.7M −36.6% | 3.0M | $287M |
| Orbis Allan Gray Ltd Active manager | −1.3M −72.2% | 513K | $49.2M |
| Baillie Gifford & Co Active manager | −1.2M −3.1% | 38.4M | $3.7B |
| Citadel Advisors LLC Hedge fund | −1.1M −82.9% | 229K | $21.9M |
| Two Sigma Investments, LP Hedge fund | −958K −29.0% | 2.3M | $225M |
| Renaissance Technologies LLC Hedge fund | −727K −47.6% | 800K | $76.6M |
| Voloridge Investment Management, LLC Hedge fund | −685K Sold out | 0 | — |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Carrhae Capital LLPHedge fund | 1.5M | $141M |
| Oaktree Capital Management LP | 635K | $60.9M |
| Lone Pine Capital LLCHedge fund | 495K | $47.4M |
| Capricorn Fund Managers Ltd | 150K | $14.4M |
| Hiddenite Capital Partners LP | 150K | $14.4M |
| 683 Capital Management, LLCHedge fund | 135K | $12.9M |
| My.Alpha Management Hk Advisors Ltd | 132K | $12.6M |
| Mmcap International Inc. Spc | 107K | $10.2M |
| Peregrine Investment Management Inc | 100K | $9.6M |
| Curi Capital, LLC | 95K | $9.1M |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Eminence Capital, LPHedge fund | 4.1M | $337M |
| Susquehanna Advisors Group, Inc. | 890K | $73.7M |
| Voloridge Investment Management, LLCHedge fund | 685K | $56.8M |
| Connor, Clark & Lunn Investment Management Ltd. | 561K | $46.5M |
| Overlook Investments LP | 519K | $43M |
| Hound Partners, LLC | 500K | $41.4M |
| Perpetual Ltd | 436K | $36.1M |
| Capital Fund Management S.A.Hedge fund | 399K | $33.1M |
| Think Investments LP | 174K | $14.4M |
| Avanda Investment Management Pte. Ltd. | 164K | $13.5M |
Who holds the shares
- Institutions reporting
- 770
- Ten largest holders
- 49.1% of 13F-reported shares
- Index fund managers
- 9.6% of 13F-reported shares
- Active managers and hedge funds
- 54.5% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 45 | 42 | 11 | 6 | −5.0M | −2.4% |
| Index fund managers | 7 | 2 | 1 | 0 | +250K | +0.7% |
| Other institutions | 370 | 267 | 100 | 78 | +1.3M | +1.0% |