$SE is held by 17 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 11.40%, with an average of 1.18% of portfolio. Largest holder: Marcho Partners LLP at 11.40%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
SEA LTD
13F holders
743
Net 13F flow · Q
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Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
1trades
Convergence
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Institutional holders
Top 10 of 743 · Source: 13F-HR01
TB Capital Gestao de Recursos Ltda.
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02
Bridger Management, LLC
—
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03
Brightline Capital Management, LLC
—
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04
Poplar Forest Capital LLC
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05
Solus Alternative Asset Management LP
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06
Axa S.a.
—
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07
State Street
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08
OVERSEA-CHINESE BANKING Corp Ltd
—
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09
Brooktree Capital Management
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10
Gladwyn Financial Advisors, Inc.
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Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
17 holders · Q1 202601
Marcho Partners LLP
11.40% ↓ 0.7pp
α +13.5pts
02
Duquesne Family Office LLC Stanley Druckenmiller
2.70% held
α +25.4pts
03
Lpwm LLC
2.38% ↓ 0.9pp
α +19.0pts
04
Blue Grotto Capital, LLC
1.38% ↓ 5.3pp
α +12.7pts
05
Nikko Asset Management Americas, Inc.
0.31% held
α +22.1pts
06
Voloridge Investment Management, LLC
0.23% NEW
α +15.5pts
07
Aigen Investment Management, LP
0.18% NEW
α +50.5pts
08
Connor, Clark & Lunn Investment Management Ltd.
0.11% held
α +12.3pts
09
Banque Pictet & Cie SA
0.08% held
α +10.3pts
10
Generation Investment Management LLP
0.07% held
α +11.9pts
11
Citigroup Inc.
0.07% held
α +26.3pts
12
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.03% held
α +27.5pts
13
Caption Management, LLC
0.03% held
α +15.5pts
14
Principal Securities, Inc.
0.00% held
α +21.3pts
15
Wellington Management Group LLP
0.00% held
α +10.5pts
16
Nisa Investment Advisors, LLC
0.00% held
α +16.6pts
17
Pittenger & Anderson Inc.
0.00% held
α +21.3pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
4 transactions · 1 filersTransaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.
Congress trades · last 90 days
7 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $SE lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $SE — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 12:57 UTC.