SE

Sea Limited

Consumer Cyclical · $58.5B market cap

We can't put a fair value on SE right now. It has fewer than 5 profitable years and uneven cash flow, not enough history to project from yet.

Business quality

4 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth225.4% a year✓

Equity per share growth25.1% a year✓

Sales growth39.3% a year✓

Free cash flow growth57.4% a year✓

Return on invested capital3.9%✗

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Superinvestors

6 of the investors we track hold SE. In Q2 2026, 3 opened a position, 1 added and 2 trimmed. Who we track

Chase Coleman

Tiger Global Management · as of Q2 2026

$1.2B

12,559,152 shares

Viking Global Investors

Viking Global Investors · as of Q2 2026

$543.3M

5,669,877 shares

Howard Marks

Oaktree Capital Management · as of Q2 2026

$60.9M

635,443 shares

Stephen Mandel

Lone Pine Capital · as of Q2 2026

$47.4M

494,581 shares

Polen Capital Management

Polen Capital Management · as of Q2 2026

$2.2M

23,119 shares

Show all 6 holders

Dodge & Cox Funds

Dodge & Cox Funds · as of Q2 2026

$2.2M

22,950 shares

Moves in Q2 2026

New position: Stephen Mandel, Howard Marks, Dodge & Cox Funds

Added: Viking Global Investors

Trimmed: Polen Capital Management, Chase Coleman

Insider activity

Since Sep 9, 2026: no open-market purchases, 99 sales worth $46.0M and 1 other filing (stock awards, tax withholding and similar). Why purchases matter

Sales

Wang Yanjun

CCO and GC · 2026-09-30

Sold

$7K

Wang Yanjun

CCO and GC · 2026-09-30

Sold

$91K

Wang Yanjun

CCO and GC · 2026-09-29

Sold

$36K

Wang Yanjun

CCO and GC · 2026-09-29

Sold

$62K

Wang Yanjun

CCO and GC · 2026-09-28

Sold

$3K

Show all 99 sales

Wang Yanjun

CCO and GC · 2026-09-28

Sold

$70K

Wang Yanjun

CCO and GC · 2026-09-28

Sold

$7K

Wang Yanjun

CCO and GC · 2026-09-28

Sold

$19K

Wang Yanjun

CCO and GC · 2026-09-25

Sold

$39K

Wang Yanjun

CCO and GC · 2026-09-25

Sold

$81K

Wang Yanjun

CCO and GC · 2026-09-24

Sold

$4K

Wang Yanjun

CCO and GC · 2026-09-24

Sold

$58K

Wang Yanjun

CCO and GC · 2026-09-24

Sold

$59K

Wang Yanjun

CCO and GC · 2026-09-23

Sold

$20K

Wang Yanjun

CCO and GC · 2026-09-23

Sold

$84K

Wang Yanjun

CCO and GC · 2026-09-23

Sold

$19K

Wang Yanjun

CCO and GC · 2026-09-22

Sold

$87K

Wang Yanjun

CCO and GC · 2026-09-22

Sold

$38K

Chen Jingye

CPO, Shopee · 2026-09-22

Sold

$2.0M

Chen Jingye

CPO, Shopee · 2026-09-22

Sold

$1.1M

Wang Yanjun

CCO and GC · 2026-09-21

Sold

$50K

Wang Yanjun

CCO and GC · 2026-09-21

Sold

$63K

Wang Yanjun

CCO and GC · 2026-09-21

Sold

$10K

Chen Jingye

CPO, Shopee · 2026-09-21

Sold

$12K

Chen Jingye

CPO, Shopee · 2026-09-21

Sold

$1.4M

Chen Jingye

CPO, Shopee · 2026-09-21

Sold

$1.3M

Chen Jingye

CPO, Shopee · 2026-09-21

Sold

$383K

Chen Jingye

CPO, Shopee · 2026-09-18

Sold

$2.1M

Chen Jingye

CPO, Shopee · 2026-09-18

Sold

$516K

Chen Jingye

CPO, Shopee · 2026-09-18

Sold

$427K

Chen Jingye

CPO, Shopee · 2026-09-17

Sold

$93K

Chen Jingye

CPO, Shopee · 2026-09-17

Sold

$1.1M

Chen Jingye

CPO, Shopee · 2026-09-17

Sold

$1.9M

Ye Gang

COO · 2026-09-16

Sold

$589K

Ye Gang

COO · 2026-09-16

Sold

$1.2M

Ye Gang

COO · 2026-09-16

Sold

$330K

Wang Yanjun

CCO and GC · 2026-09-16

Sold

$28K

Wang Yanjun

CCO and GC · 2026-09-16

Sold

$82K

Wang Yanjun

CCO and GC · 2026-09-16

Sold

$15K

Chen Jingye

CPO, Shopee · 2026-09-16

Sold

$809K

Chen Jingye

CPO, Shopee · 2026-09-16

Sold

$1.6M

Chen Jingye

CPO, Shopee · 2026-09-16

Sold

$709K

Ye Gang

COO · 2026-09-15

Sold

$909K

Ye Gang

COO · 2026-09-15

Sold

$127K

Ye Gang

COO · 2026-09-15

Sold

$126K

Ye Gang

COO · 2026-09-15

Sold

$914K

Wang Yanjun

CCO and GC · 2026-09-15

Sold

$9K

Wang Yanjun

CCO and GC · 2026-09-15

Sold

$7K

Wang Yanjun

CCO and GC · 2026-09-15

Sold

$54K

Wang Yanjun

CCO and GC · 2026-09-15

Sold

$55K

Chen Jingye

CPO, Shopee · 2026-09-15

Sold

$201K

Chen Jingye

CPO, Shopee · 2026-09-15

Sold

$189K

Chen Jingye

CPO, Shopee · 2026-09-15

Sold

$1.5M

Chen Jingye

CPO, Shopee · 2026-09-15

Sold

$1.2M

Ye Gang

COO · 2026-09-14

Sold

$198K

Ye Gang

COO · 2026-09-14

Sold

$361K

Ye Gang

COO · 2026-09-14

Sold

$857K

Ye Gang

COO · 2026-09-14

Sold

$161K

Ye Gang

COO · 2026-09-14

Sold

$298K

Ye Gang

COO · 2026-09-14

Sold

$284K

Chen Jingye

CPO, Shopee · 2026-09-14

Sold

$330K

Chen Jingye

CPO, Shopee · 2026-09-14

Sold

$611K

Chen Jingye

CPO, Shopee · 2026-09-14

Sold

$1.2M

Chen Jingye

CPO, Shopee · 2026-09-14

Sold

$236K

Chen Jingye

CPO, Shopee · 2026-09-14

Sold

$499K

Chen Jingye

CPO, Shopee · 2026-09-14

Sold

$389K

Wang Yanjun

CCO and GC · 2026-09-14

Sold

$50K

Wang Yanjun

CCO and GC · 2026-09-14

Sold

$26K

Wang Yanjun

CCO and GC · 2026-09-14

Sold

$40K

Wang Yanjun

CCO and GC · 2026-09-14

Sold

$10K

Wang Yanjun

CCO and GC · 2026-09-14

Sold

$22K

Wang Yanjun

CCO and GC · 2026-09-14

Sold

$15K

Ye Gang

COO · 2026-09-11

Sold

$130K

Ye Gang

COO · 2026-09-11

Sold

$966K

Ye Gang

COO · 2026-09-11

Sold

$1.1M

Chen Jingye

CPO, Shopee · 2026-09-11

Sold

$187K

Chen Jingye

CPO, Shopee · 2026-09-11

Sold

$1.5M

Chen Jingye

CPO, Shopee · 2026-09-11

Sold

$1.6M

Wang Yanjun

CCO and GC · 2026-09-11

Sold

$7K

Wang Yanjun

CCO and GC · 2026-09-11

Sold

$51K

Wang Yanjun

CCO and GC · 2026-09-11

Sold

$71K

Wang Yanjun

CCO and GC · 2026-09-10

Sold

$28K

Wang Yanjun

CCO and GC · 2026-09-10

Sold

$102K

Ye Gang

COO · 2026-09-10

Sold

$423K

Ye Gang

COO · 2026-09-10

Sold

$1.7M

Chen Jingye

CPO, Shopee · 2026-09-10

Sold

$825K

Chen Jingye

CPO, Shopee · 2026-09-10

Sold

$2.4M

Wang Yanjun

CCO and GC · 2026-09-09

Sold

$4K

Wang Yanjun

CCO and GC · 2026-09-09

Sold

$9K

Wang Yanjun

CCO and GC · 2026-09-09

Sold

$44K

Wang Yanjun

CCO and GC · 2026-09-09

Sold

$86K

Ye Gang

COO · 2026-09-09

Sold

$56K

Ye Gang

COO · 2026-09-09

Sold

$133K

Ye Gang

COO · 2026-09-09

Sold

$688K

Ye Gang

COO · 2026-09-09

Sold

$1.3M

Chen Jingye

CPO, Shopee · 2026-09-09

Sold

$78K

Chen Jingye

CPO, Shopee · 2026-09-09

Sold

$221K

Chen Jingye

CPO, Shopee · 2026-09-09

Sold

$983K

Chen Jingye

CPO, Shopee · 2026-09-09

Sold

$2.0M

Other filings

Chen Jingye

CPO, Shopee · 2026-09-16

X-InTheMoney

$2.3M

About Sea Limited

Operating across Southeast Asia, Latin America, other parts of Asia, and various international markets, Sea Limited and its group of companies specialize in three core areas: digital entertainment, e-commerce, and digital financial services. Under its Garena brand, the company provides a comprehensive digital entertainment platform. This platform allows users to play a variety of online games on both mobile devices…

Specialty Retail

Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works

Verdict

Business quality

Superinvestors

Insider activity

Sales

Other filings

About Sea Limited