David M. Polen
Polen Capital Management
Polen Capital Management Sea Ltd stake
total: 588
Polen Capital Management SE trades
- Total transactions:
- 5
- New positions:
- 1
- Reduced:
- 4
- Held since:
- 2025 Q2
- Held for:
- 5 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Polen Capital Management holds 23,119 Sea Ltd (SE) shares with a market value of roughly $2.22M accounting for 0.02% of the overall portfolio. To date, the estimated cost basis is nearly $159.94 for "buy" trades and estimated average "sell" price is $126.76. Polen Capital Management first purchased SE in 2025 Q2, initially acquiring 83,932 shares. Since the initial investment in Sea Ltd (SE), Polen Capital Management has made 4 more transactions.
When did Polen Capital Management buy Sea Ltd (SE)?
Polen Capital Management first invested in Sea Ltd (SE) in 2025 Q2 at the reported quarter-end price of $159.94 per share.
What's the cost basis of Polen Capital Management's SE stake?
The estimated cost basis for Sea Ltd (SE) stake is around $159.94 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $159.94
- Weighted AVG sell price:
- $126.76
Polen Capital Management's historical trades in Sea Ltd
5 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
0.02%
|
23,119
|
$95.83
|
$2,215,493
|
-29.67% (-9,755)
|
-0.01%
|
|
2026 Q1
|
0.02%
|
32,874
|
$82.81
|
$2,722,322
|
-23.03% (-9,836)
|
-0%
|
|
2025 Q4
|
0.02%
|
42,710
|
$127.57
|
$5,448,541
|
-39.19% (-27,523)
|
-0.01%
|
|
2025 Q3
|
0.04%
|
70,233
|
$178.73
|
$12,552,732
|
-16.32% (-13,699)
|
-0.01%
|
|
2025 Q2
|
0.04%
|
83,932
|
$159.94
|
$13,424,131
|
new
|
+0.04%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.