SE
Sea Ltd
Sea Ltd historical holders
total: 9
Lone Pine Capital Sea Ltd transactions over time
- Total transactions:
- 10
- New positions:
- 2
- Sold out:
- 2
- Added:
- 3
- Reduced:
- 3
- Held since:
- 2025 Q3
- Held for:
- 1 quarter
- Latest activity:
- 2025 Q4
Stephen Mandel has been an institutional investor in Sea Ltd (SE) since 2017 Q4. According to 2026 Q1 report, Stephen Mandel doesn't hold any shares. The fund/company first acquired SE in 2017 Q4, initially purchasing about 3.22M shares. Stephen Mandel later completely sold out the position and reinvested in SE again in 2025 Q3. Since the initial investment, Lone Pine Capital has made 9 more transactions in this position.
When did Stephen Mandel exit their SE position?
Stephen Mandel no longer holds Sea Ltd (SE). They sold off their entire position in 2025 Q4, closing out an investment that began in 2017 Q4.
When did Stephen Mandel first invest in SE?
Stephen Mandel first invested in Sea Ltd (SE) in 2017 Q4 at the reported quarter-end price of $13.33 per share, acquiring 3,223,222 shares in their initial purchase.
What is Stephen Mandel's average cost basis for SE?
Based on historical transaction data, Stephen Mandel's estimated cost basis for Sea Ltd (SE) is approximately $178.73 per share. This represents their average reported price* across all buy transactions.
Has Stephen Mandel reinvested in SE after selling?
Yes, Stephen Mandel has shown renewed interest in Sea Ltd (SE). After completely selling their position, they reinitiated an investment in 2025 Q3, demonstrating continued conviction in this ticker.
Estimated cost basis*
- Weighted AVG buy price:
- $178.73
- Weighted AVG sell price:
- $178.73
SE transactions history by Lone Pine Capital
10 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
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.