11 Best Performing Large Cap Stocks So Far in 2025

9. Sea Limited (NYSE:SE)

Market Capitalization: $84.091B

Number of Hedge Fund Holders: 86

Year-To-Date Performance: 35.63% 

Sea Limited (NYSE:SE) is a leading internet and technology company based in Singapore. It operates through three main business segments including Digital Entertainment, E-commerce, and Digital Financial Services. On April 25, Bank of America Securities analyst Sachin Salgaonkar maintained a Buy rating on the stock with a price target of $160.

The analyst likes the growth potential and competitive edge of Sea Limited (NYSE:SE). He noted that despite the challenges, the company’s E-Commerce segment is anticipated to grow its GMV by 20% during the year. Moreover, the segments’ focus on growing its logistics and live streaming is a significant edge. Salgaonkar noted that Sea Limited (NYSE:SE) has shown better conversion rates via live streaming. Considering these factors, the analyst anticipates that the company will achieve 2% to 3% EBITDA margins.

During fiscal 2024, the company grew its GMV by 28% year-over-year to reach $100 billion. Moreover, management also noted that they achieved adjusted EBITDA profitability for its operations in Brazil and Asia. Sea Limited (NYSE:SE) is one of the best-performing large-cap stocks so far in 2025.

Lakehouse Global Growth Fund stated the following regarding Sea Limited (NYSE:SE) in its March 2025 investor letter:

“Sea Limited (NYSE:SE) delivered an impressive result with a healthy combination of strong growth and improving profitability. Revenue grew 37% to $5.0 billion – the fastest growth in nearly three years – and adjusted EBITDA grew 366% to $591 million. The company’s core e-commerce business, Shopee, continued to extend its leadership across key markets, namely Indonesia and Thailand, with overall Gross Merchandise Volume (GMV) increasing 28% to $28.6 billion. Shopee’s marketplace take rate also improved 160 bps year on-year to 12.8%, driven by higher commissions and increased ad adoption. Importantly, recent fee hikes haven’t slowed GMV growth, which is a testament to Shopee’s pricing power driven by the value it creates for sellers.”