Sea Ltd (SE) research

Sea Ltd

Sector: Consumer Cyclical
Industry: Internet Retail
Last price: $95.19
As of: 2026-10-02

Kresmion compiles this page from SE's SEC filings, its 13F institutional holders and the market events Kresmion detects, each linked to its source.

Sea Ltd (SE): 10 institutional managers tracked by Kresmion reported non-option positions in their 2026Q2 Form 13F filings, and the most recent SEC filing on record for the company is a Form 6-K filed 2026-08-25.

As of 2026-09-15, the latest of: this ticker's 13F holdings load, its latest SEC filing date, and its latest signal other than 13F-derived signals. Source: SEC EDGAR filings for SE. Method and limitations.

COMPANY DOSSIER

See the full SE dossier

Price with insider and filing markers, who is positioning, fundamentals and peers for SE on one page. Preview it with sample data, then open it live with a free account.

Preview the SE dossier

Active signals for SE

highCONSENSUS_BUY2026-09-16
6 tracked funds increased SE this 2026Q2, institutional consensus
All 2026-09-16 signals →
highinsider_cluster_sell2026-09-15
3 insiders at SE sold $22.2M this week
All 2026-09-15 signals →
highinsider_cluster_sell2026-09-11
3 insiders at SE sold $13.5M this week
All 2026-09-11 signals →
highinsider_cluster_sell2026-09-08
2 insiders at SE sold $4.9M this week
All 2026-09-08 signals →
highinsider_cluster_sell2026-09-02
5 insiders at SE sold $12.5M this week
All 2026-09-02 signals →

FREE, NO ACCOUNT

Every signal on SE, as it fires

You are seeing 5 of 38 signals recorded on SE since 2026-06-01.

The five above landed across 5 days. The other 33 were recorded on 9 other days. 19 of the 38 are institutional flow rows, which arrive in batches on filing days.

Get it by email

No fixed schedule: it goes out when the data has something in it. Unsubscribe anytime. We never sell your data.

Join on Telegram

One tap. Live alerts, no email needed.

Largest reported share positions in SE (2026Q2)

Manager / security	Market value	% portfolio	QoQ
TIGER GLOBAL MANAGEMENT LLCCUSIP 81141R100 · 2026Q2	$1.2B	5.02%	,
VIKING GLOBAL INVESTORS LPCUSIP 81141R100 · 2026Q2	$543.3M	1.55%	,
Point72 Asset Management, L.P.CUSIP 81141R100 · 2026Q2	$289.6M	0.32%	,
TWO SIGMA INVESTMENTS, LPCUSIP 81141R100 · 2026Q2	$224.8M	0.16%	,
MILLENNIUM MANAGEMENT LLCCUSIP 81141R100 · 2026Q2	$119.7M	0.04%	,
Bridgewater Associates, LPCUSIP 81141R100 · 2026Q2	$115.4M	0.47%	,
MILLENNIUM MANAGEMENT LLCCUSIP 81141RAG5 · 2026Q2	$101.8M	0.04%	,
RENAISSANCE TECHNOLOGIES LLCCUSIP 81141R100 · 2026Q2	$76.6M	0.11%	,
D. E. Shaw & Co., Inc.CUSIP 81141RAG5 · 2026Q2	$58.4M	0.03%	,
LONE PINE CAPITAL LLCCUSIP 81141R100 · 2026Q2	$47.4M	0.29%	,
D. E. Shaw & Co., Inc.CUSIP 81141R100 · 2026Q2	$24.4M	0.01%	,
CITADEL ADVISORS LLCCUSIP 81141R100 · 2026Q2	$21.9M	0.00%	,

Quarterly SEC Form 13F disclosures from the managers Kresmion tracks, not a complete ownership ranking. Non-option holdings only; reported put and call positions are excluded. Different securities are labeled by CUSIP. Values are reporting-period snapshots, not current position values. Filings can arrive up to 45 days after quarter-end.

Recent SEC filings, SE

6-K2026-08-25
SEC EDGAR ↗
6-K2026-08-11
SEC EDGAR ↗
6-K2026-05-12
SEC EDGAR ↗
20-F2026-04-17
SEC EDGAR ↗
6-K2026-03-03
SEC EDGAR ↗
6-K2025-11-17
SEC EDGAR ↗
6-K2025-11-12
SEC EDGAR ↗
6-K2025-09-02
SEC EDGAR ↗
6-K2025-08-12
SEC EDGAR ↗
6-K2025-05-13
SEC EDGAR ↗

SE against its peers

SE's operating margin of 10.1% ranks in the 97th percentile of 17 Internet Retail sub-industry peers, fiscal periods ending between 2025-09-30 and 2026-03-31.

Metric	SE	Peer median	Percentile	n
Revenue FY	19.6B USD	91.1M USD	97	14
Revenue YoY	16.7%	0.1%	58	12
Gross margin	52.2%	53.5%	39	13
Operating margin	10.1%	-4.5%	97	17
Net margin	8.0%	-2.2%	97	17
Return on equity	12.6%	-4.8%	84	15

Peers (18): GLBE, VIPS, RVLV, LOGC, ZKH, NEGG, HOUR, WNW, LITB, AAQL, MOGU, KPEA, YJ, NHTC, SBDS, JWEL, WBUY, OCG. Left out: MPNGF (no annual filing), SATLF (no annual filing), MRCIF (no annual filing), HEPS (period gap), ZHJD (period gap), BKLPF (no annual filing), FRTT (no annual filing). Fiscal periods ending between 2025-09-30 and 2026-03-31. Every figure is one full fiscal year read from one annual filing (SE: 20-F), reported in USD. Nothing is trailing twelve months and nothing is converted between currencies. Source: SEC EDGAR XBRL company facts (public domain); prices from Kresmion's daily equity market-data snapshot. Open the full comparison.

Related tickers

Follow SE on a live board

Kresmion is a cross-asset market-intelligence terminal. Open a board scoped to SE for its filings, 13F changes, insider trades, options positioning, and confluence read in one view, each with its source.