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Form 13F security

Sea Ltd ADR

Class ADR

As filed on Form 13F โ€” long US-listed positions only. No shorts, cash, bonds, or non-13F assets appear here.

Filed up to 45 days after quarter end; holdings may have changed since.

Tracked managers holding it

Share and principal positions

ManagerQuarterValue% of portfolioSH/PRN qtyPut/call
BAILLIE GIFFORD & CO2026-06-30$3,681M3.3%SH 38,409,385โ€”
TIGER GLOBAL MANAGEMENT LLC2026-06-30$1,204M5.0%SH 12,559,152โ€”
VIKING GLOBAL INVESTORS LP2026-06-30$543M1.5%SH 5,669,877โ€”
Point72 Asset Management, L.P.2026-06-30$290M0.3%SH 3,022,183โ€”
Davis Selected Advisers2026-06-30$193M0.8%SH 2,011,812โ€”
Bridgewater Associates, LP2026-06-30$115M0.5%SH 1,204,563โ€”
Duquesne Family Office LLC โ€” Stanley Druckenmiller2026-06-30$105M2.0%SH 1,099,905โ€”
OAKTREE CAPITAL MANAGEMENT LP2026-06-30$61M0.8%SH 635,443โ€”
LONE PINE CAPITAL LLC2026-06-30$47M0.3%SH 494,581โ€”
POLEN CAPITAL MANAGEMENT LLC2026-06-30$2.2M<0.1%SH 23,119โ€”
Dodge & Cox2026-06-30$2.2M<0.1%SH 22,950โ€”

Total $6,244M across 11 of 69 managers.

Put positions

ManagerQuarterValue% of portfolioSH/PRN qtyPut/call
Point72 Asset Management, L.P.2026-06-30$8.0M<0.1%SH 83,500[PUT]

Total $8.0M across 1 of 69 managers.

Call positions

ManagerQuarterValue% of portfolioSH/PRN qtyPut/call
Point72 Asset Management, L.P.2026-06-30$4.7M<0.1%SH 49,200[CALL]

Total $4.7M across 1 of 69 managers.

Sums are across tracked reports, not unique economic ownership.

OAKTREE CAPITAL MANAGEMENT LP โ€” Combined report.

BAILLIE GIFFORD & CO โ€” Combined report.

Filed rows (17) โ€” as filed

The filer reports some securities in multiple rows; rows are shown as filed.

ManagerClassPut/callValue% of portfolioSH/PRN qtySource
BAILLIE GIFFORD & COADRโ€”$2,437M2.2%SH 25,435,1230001088875-26-000057
TIGER GLOBAL MANAGEMENT LLCSPONSORD ADSโ€”$1,204M5.0%SH 12,559,1520000919574-26-005427
BAILLIE GIFFORD & COADRโ€”$832M0.8%SH 8,684,3000001088875-26-000057
VIKING GLOBAL INVESTORS LPSPONSORD ADSโ€”$543M1.5%SH 5,669,8770001103804-26-000006
Point72 Asset Management, L.P.SPONSORD ADSโ€”$290M0.3%SH 3,022,1830000919574-26-005520
BAILLIE GIFFORD & COADRโ€”$210M0.2%SH 2,194,5400001088875-26-000057
BAILLIE GIFFORD & COADRโ€”$201M0.2%SH 2,095,2960001088875-26-000057
Davis Selected AdvisersADRโ€”$193M0.8%SH 2,011,8120001036325-26-000020
Bridgewater Associates, LPSPONSORD ADSโ€”$115M0.5%SH 1,204,5630001350694-26-000003
Duquesne Family Office LLCSPONSORD ADSโ€”$105M2.0%SH 1,099,9050001536411-26-000006
OAKTREE CAPITAL MANAGEMENT LPCOMMON STOCKโ€”$61M0.8%SH 635,4430000949509-26-000005
LONE PINE CAPITAL LLCSPONSORD ADSโ€”$47M0.3%SH 494,5810000919574-26-005485
Point72 Asset Management, L.P.SPONSORD ADS[PUT]$8.0M<0.1%SH 83,5000000919574-26-005520
Point72 Asset Management, L.P.SPONSORD ADS[CALL]$4.7M<0.1%SH 49,2000000919574-26-005520
POLEN CAPITAL MANAGEMENT LLCSPONSORD ADSโ€”$2.2M<0.1%SH 23,1190001172661-26-003035
Dodge & CoxSPONSORD ADSโ€”$2.2M<0.1%SH 22,9500001193125-26-349535
BAILLIE GIFFORD & COADRโ€”<$1M<0.1%SH 1260001088875-26-000057

Quarter-to-quarter notes

Reported change, not a confirmed trade: this compares quarter-end reports filed up to 45 days later, and the position may since have changed. Amendments, corporate actions, and changes in reporting scope can also move these rows. Value change compares period-end reported values; for continuing rows it includes market price movement.

Newly reported by Dodge & Cox, LONE PINE CAPITAL LLC, OAKTREE CAPITAL MANAGEMENT LP.

Changes appear only where the prior quarter's validated report exists.