Is Sea Limited (SE) A Good Stock To Buy Now?
Is SE a good stock to buy? We came across a bullish thesis on Sea Limited on Contrarian Perspectives’s Substack. In this article, we will summarize the bulls’ thesis on SE.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | English Capital Management Riley P. English | 43,631 | $3,613,083 | 2.12% | |
| 2. | Leucadia National Ian Cumming And Joseph Steinberg | 28,779 | $2,383,189 | +179% | 0.02% |
| 3. | Kapitalo Investimentos Jo„O Carlos Pinho And Carlos Woelz | 4,260 | $352,771 | 0.07% | |
| 4. | Bayforest Capital Theodoros Tsagaris | 2,462 | $203,878 | +100% | 0.23% |
| 5. | GuardCap Asset Management Guardian Capital | 1,120 | $92,747 | -79% | 0.01% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $91.51 | 500 | $45,755.00 | 350,000 | 2026-05-07 | Filing | |
| $90.30 | 4,200 | $379,260.00 | 350,500 | 2026-05-07 | Filing | |
| $89.43 | 5,300 | $473,979.00 | 354,700 | 2026-05-07 | Filing | |
| $89.57 | 1,529 | $136,952.53 | 360,000 | 2026-05-06 | Filing | |
| $88.66 | 5,411 | $479,739.26 | 361,529 | 2026-05-06 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 39,654,072 | $3,283,753,702 | 3.35% | |
| 2. | 33,746,475 | $2,642,686,457 | 6.03% | |
| 3. | 4,749,758 | $393,327,460 | 0.06% | |
| 4. | 4,728,550 | $391,571,225 | 1.54% | |
| 5. | 2,137,536 | $177,009,356 | 0.05% |