Sea Limited (SE): A Bull Case Theory
We came across a bullish thesis on Sea Limited on Nikhs’s Substack. In this article, we will summarize the bulls’ thesis on SE. Sea Limited's share was trading at $135.28 as of December 1st.
Sea Ltd (SE)
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Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Tiger Global Management LLC Chase Coleman And Feroz Dewan | 16,041,335 | $2,867,067,805 | 8.86% | |
| 2. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 6,964,531 | $1,244,770,626 | -2% | 0.78% |
| 3. | Orbis Investment Management William B. Gray | 3,105,766 | $555,093,557 | +206% | 2.38% |
| 4. | Kora Management Nitin Saigal And Dan Jacobs | 3,085,138 | $551,406,715 | -11% | 58.55% |
| 5. | Viking Global Andreas Halvorsen | 3,039,203 | $543,196,752 | -15% | 1.41% |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 40,090,290 | $7,165,337,532 | 5.31% | |
| 2. | 26,053,176 | $4,727,348,785 | 9.84% | |
| 3. | 24,708,804 | $4,416,204,596 | 0.26% | |
| 4. | 20,621,821 | $3,685,738,041 | 0.06% | |
| 5. | 10,807,966 | $1,931,707,804 | 0.1% |
News See All
Phillip Securities Boosts Sea Limited (SE) Rating Amid Strong Growth Prospects
Sea Limited (NYSE:SE) ranks among the best performing retail stocks in 2025. On November 17, Phillip Securities upgraded Sea Limited (NYSE:SE) from Neutral to Buy, with a $170 price target.
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Bank of America Securities Remains Bullish on Sea Limited (SE)
Sea Limited (NYSE:SE) is one of the best large cap stocks to invest in for the long term.
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Sea Limited (NYSE:SE) Q3 2025 Earnings Call Transcript
Operator: Good morning and good evening to all and welcome to the Sea Limited Third Quarter 2025 Results Conference Call. All lines have been placed on mute to prevent any background noise.
BofA Lifts Sea Limited (SE) Price Target, Cites Strong Growth Momentum
Sea Limited (NYSE:SE) ranks among the stocks with the best earnings growth for the next 5 years.
Can Sea Ltd.’s (SE) AI Push Make It a Trillion-Dollar Company?
Sea Ltd. (NYSE:SE) is one of the best stocks to buy according to Citadel LLC. On October 20, Venugopal Garre, an analyst from Bernstein, lowered his price target on the stock to $185 from $210.
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US equities rose to record highs on October 28 as investors processed the latest round of earnings and watched the Federal Reserve meeting to see if interest rate cuts are underway.
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