Stephen Mandel
Lone Pine Capital
Stephen Mandel Sea Ltd stake
total: 304
Lone Pine Capital SE trades
- Total transactions:
- 11
- New positions:
- 3
- Sold out:
- 2
- Added:
- 3
- Reduced:
- 3
- Held since:
- 2026 Q2
- Held for:
- 1 quarter
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Stephen Mandel holds 494,581 Sea Ltd (SE) shares with a market value of roughly $47.40M accounting for 0.29% of the overall portfolio. To date, the estimated cost basis is nearly $95.83 for "buy" trades. Lone Pine Capital first purchased SE in 2017 Q4, initially acquiring about 3.22M shares. Stephen Mandel later completely sold out the position and invested in Sea Ltd again in 2026 Q2. Since the initial investment in Sea Ltd (SE), Lone Pine Capital has made 10 more transactions.
When did Stephen Mandel buy Sea Ltd (SE)?
Stephen Mandel first invested in Sea Ltd (SE) in 2017 Q4 at the reported quarter-end price of $13.33 per share.
What's the cost basis of Lone Pine Capital's SE stake?
The estimated cost basis for Sea Ltd (SE) stake is around $95.83 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $95.83
Stephen Mandel's historical trades in Sea Ltd
11 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
0.29%
|
494,581
|
$95.83
|
$47,395,697
|
new
|
+0.29%
|
|
2025 Q4
|
0.00%
|
0
|
$178.73
|
|
-100% (-1,869,501)
|
-2.43%
|
|
2025 Q3
|
2.43%
|
1,869,501
|
$178.73
|
$334,135,914
|
new
|
+2.43%
|
|
2020 Q2
|
0.00%
|
$44.30
|
-100% (-27,000)
|
|||
|
2020 Q1
|
0.01%
|
$44.30
|
-99.56% (-6,138,422)
|
|||
|
2019 Q4
|
1.33%
|
$40.22
|
-10.15% (-696,800)
|
|||
|
2019 Q3
|
1.25%
|
$30.95
|
+11.87% (+728,100)
|
|||
|
2019 Q2
|
1.27%
|
$33.22
|
-15.55% (-1,129,100)
|
|||
|
2019 Q1
|
1.00%
|
$23.52
|
+83.27% (+3,300,000)
|
|||
|
2018 Q1
|
0.23%
|
$11.27
|
+22.96% (+740,000)
|
|||
|
2017 Q4
|
0.22%
|
$13.33
|
new
|
|||
* 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.