Sea Limited (SE): Billionaire Steve Cohen Is Loading Up on This Stock

Sea Limited (NYSE:SE) is one of the 10 Best Stocks to Invest In According to Billionaire Steve Cohen.

Sea Limited (NYSE:SE) is one of the long-term bets of Steve Cohen. His fund has held a stake in the company since the middle of 2018. Back then, this position comprised 777,000 shares. The fund grew this holding to more than 2.7 million shares by the second quarter of 2019 before selling it off completely by the fourth quarter of 2021. A new position was then opened in the second quarter of 2023. This holding comprised just over 200,000 shares. Cohen started loading up on the stock in the coming quarters, growing this stake to close to 5 million shares by the end of the fourth quarter of 2025, up close to 200% compared to the previous quarter.

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Sea Limited (NYSE:SE) is attracting a lot of interest from investors on Wall Street as the company successfully transitions Shopee from a cash-burning startup into a profitable e-commerce powerhouse. In 2025, Shopee officially turned profitable, generating $881 million in adjusted EBITDA. For the full year 2026, management has guided for 25% Gross Merchandise Value growth, with EBITDA expected to remain stable or improve. The digital financial services arm of the firm, SeaMoney, has emerged as a secret profit weapon, which institutional investors are now valuing more aggressively. SeaMoney’s loan portfolio grew 80% year-over-year to $9.2 billion by early 2026. The segment generated $1 billion in adjusted EBITDA in 2025.

While we acknowledge the risk and potential of SE as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than SE and that has 10,000% upside potential, check out our report about this cheapest AI stock.

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