Sea Limited (SE): A Bull Case Theory
We came across a bullish thesis on Sea Limited on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on SE.
No. | Hedge Fund | Shares | Value | Activity | % Port |
---|---|---|---|---|---|
1. | Tiger Global Management LLC Chase Coleman And Feroz Dewan | 16,041,335 | $2,565,651,120 | 7.53% | |
2. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 7,068,252 | $1,130,496,225 | -1% | 0.8% |
3. | 3,706,400 | $592,801,616 | +35% | 0.1% | |
4. | Viking Global Andreas Halvorsen | 3,536,987 | $565,705,701 | -15% | 1.64% |
5. | Kora Management Nitin Saigal And Dan Jacobs | 3,439,588 | $550,127,705 | -14% | 67.61% |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 41,623,294 | $6,657,229,643 | 4.97% | |
2. | 25,807,216 | $4,111,347,581 | 9.38% | |
3. | 20,189,358 | $3,229,085,848 | 0.06% | |
4. | 18,743,172 | $2,997,782,997 | 0.2% | |
5. | 7,328,814 | $1,172,170,642 | 0.07% |