SENYSEServices-Miscellaneous Business ServicesFiscal year ends December 31
Sea Ltd
Financials through fiscal 2025, year ended Dec 31, 2025Last filing: 20-F on Apr 17, 2026
$88.47−5.30 (-5.65%)
Close on Oct 19, 2026
- Market cap
- –
- P/E (TTM)
- 35.1
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
62.1%
379M of 611M shares
Institutional holders
775
121 new, 85 sold out
Net institutional buying
3M
In Q2 2026
Insider trades, 12 months
0 buys · 1260 sales
Net sold $533.16M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Baillie Gifford & Co | 40,954,549 | 7.80% | 13G (passive) | Dec 31, 2024 |
| WCM Investment Management, LLC | 33,742,269 | 6.17% | 13G (passive) | Mar 31, 2026 |
| T. Rowe Price Associates, Inc. | 33,501,136 | 6.10% | 13G (passive) | Mar 31, 2026 |
| Li Xiaodong | 104,615,356 | 16.10% | 13D (active) amendment | Dec 30, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SE | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Baillie Gifford & Co | 38,409,385 | 6.29% | $3.68B | −1,244,687 | 3.34% |
| Price T Rowe Associates Inc /Md/ | 35,638,546 | 5.83% | $3.42M | +2,227,863 | 0.34% |
| Wcm Investment Management, LLC | 33,881,192 | 5.54% | $3.15B | +134,717 | 5.71% |
| BlackRock, Inc. | 21,183,402 | 3.47% | $2.03B | +240,927 | 0.03% |
| FMR LLC | 15,403,524 | 2.52% | $1.48B | +1,361,789 | 0.06% |
| Tiger Global Management LLC | 12,559,152 | 2.06% | $1.20B | −2,856,683 | 5.02% |
| JPMorgan Chase & Co | 8,186,557 | 1.34% | $760.94M | −1,160,656 | 0.04% |
| Schroder Investment Management Group | 7,646,820 | 1.25% | $710.77M | +1,376,433 | 0.50% |
| State Street Corp | 7,280,311 | 1.19% | $697.67M | +26,955 | 0.02% |
| Temasek Holdings (Private) Ltd | 5,744,587 | 0.94% | $550.50M | +461,726 | 1.48% |
| Viking Global Investors LP | 5,669,877 | 0.93% | $543.34M | +932,681 | 1.55% |
| Norges Bank | 5,636,101 | 0.92% | $540.11M | New | 0.05% |
| Artisan Partners Limited Partnership | 5,466,001 | 0.89% | $523.81M | +111,538 | 0.83% |
| Morgan Stanley | 4,983,519 | 0.82% | $477.57M | +356,880 | 0.03% |
| Aspex Management (HK) Ltd | 4,870,097 | 0.80% | $466.70K | – | 5.25% |
| Capital Research Global Investors | 4,448,477 | 0.73% | $426.25M | +2,180,430 | 0.06% |
| FIL Ltd | 3,897,433 | 0.64% | $373.49M | +8,789 | 0.27% |
| Goldman Sachs Group Inc | 3,839,842 | 0.63% | $367.97M | −101,457 | 0.03% |
| Geode Capital Management, LLC | 3,812,164 | 0.62% | $360.59M | +38,454 | 0.02% |
| Kora Management LP | 3,792,812 | 0.62% | $363.47M | +229,714 | 43.12% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 775 | 379M | 62.1% | 121 / 313 | 229 / 85 | 40M | 37M |
| Q1 2026 | 752 | 376M | 61.6% | 89 / 329 | 234 / 196 | 64M | 67M |
| Q4 2025 | 871 | 381M | 62.4% | 148 / 319 | 313 / 162 | 58M | 73M |
| Q3 2025 | 904 | 396M | 64.9% | 138 / 360 | 300 / 83 | 68M | 35M |
| Q2 2025 | 858 | 364M | 59.6% | 162 / 350 | 258 / 51 | 48M | 39M |
| Q1 2025 | 756 | 355M | 58.1% | 144 / 302 | 228 / 60 | 42M | 27M |
| Q4 2024 | 685 | 341M | 55.8% | 135 / 260 | 207 / 51 | 40M | 30M |
| Q3 2024 | 613 | 332M | 54.3% | 118 / 229 | 168 / 67 | 82M | 50M |
| Q2 2024 | 568 | 317M | 51.9% | 108 / 207 | 165 / 48 | 44M | 53M |
| Q1 2024 | 516 | 327M | 53.5% | 90 / 179 | 163 / 41 | 50M | 34M |
| Q4 2023 | 471 | 311M | 50.9% | 70 / 162 | 153 / 84 | 62M | 46M |
| Q3 2023 | 493 | 296M | 48.4% | 56 / 170 | 192 / 131 | 58M | 66M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of SE | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard International Growth Fund | 10,247,623 | 1.68% | $927.72M | 2.09% | May 31, 2026 |
| WCM Focused International Growth Fund | 8,373,407 | 1.37% | $802.42M | 3.57% | Jun 30, 2026 |
| Fidelity Advisor Growth Opportunities Fund | 6,670,809 | 1.09% | $603.91M | 1.71% | May 31, 2026 |
| T. Rowe Price All-Cap Opportunities Fund | 3,132,393 | 0.51% | $300.18M | 2.05% | Jun 30, 2026 |
| iShares Core MSCI EAFE ETF | 2,794,161 | 0.46% | $298.25M | 0.16% | Jul 31, 2026 |
| T. Rowe Price Blue Chip Growth Fund, Inc. | 2,457,299 | 0.40% | $235.48M | 0.36% | Jun 30, 2026 |
| EUPAC Fund | 2,025,088 | 0.33% | $194.06M | 0.14% | Jun 30, 2026 |
| T. Rowe Price Large-Cap Growth Fund | 2,001,484 | 0.33% | $191.80M | 0.93% | Jun 30, 2026 |
| Artisan Developing World Fund | 1,871,993 | 0.31% | $179.39M | 6.16% | Jun 30, 2026 |
| T. Rowe Price Growth Stock Fund, Inc. | 1,755,781 | 0.29% | $168.26M | 0.34% | Jun 30, 2026 |
| Bridge Builder International Equity Fund | 1,667,147 | 0.27% | $159.76M | 0.62% | Jun 30, 2026 |
| T. Rowe Price International Stock Fund | 1,567,998 | 0.26% | $167.37M | 1.25% | Jul 31, 2026 |
| Fidelity International Index Fund | 1,489,355 | 0.24% | $134.83M | 0.16% | May 31, 2026 |
| Harding Loevner International Equity Portfolio | 1,368,262 | 0.22% | $146.05M | 1.15% | Jul 31, 2026 |
| Fidelity Contrafund | 1,352,437 | 0.22% | $129.60M | 0.07% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Gang Ye | COO, Director | 20,995,197 | 3.44% | Sep 21, 2026 |
| Xiaodong Li | Chairman and CEO, Director | 2,249,290 | 0.37% | Sep 1, 2026 |
| Yanjun Wang | CCO and GC | 1,125,422 | 0.18% | Sep 29, 2026 |
| Jingye Chen | CPO, Shopee | 9,126,574 | 1.49% | Sep 23, 2026 |
| Tianyu Hou | CFO | 2,388,015 | 0.39% | Sep 21, 2026 |
| Feng Zhao | President of Garena | 1,823,708 | 0.30% | Aug 31, 2026 |
| Zhimin Feng | President | 1,212,260 | 0.20% | Aug 31, 2026 |
| Khoon Hua KUOK | Director | 787,595 | 0.13% | Aug 20, 2026 |
| Chen Seng Heng | Director | 164,904 | 0.03% | Aug 18, 2026 |
| David Y. Ma | Director | 209,775 | 0.03% | Apr 22, 2026 |
| Sin Yin Tan | Director | 10,000 | 0.00% | Mar 18, 2026 |
| Silvio Savarese | Director | 10,000 | 0.00% | Mar 18, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Yanjun Wang CCO and GC | Sep 28, 2026 | Sale(10b5-1 plan) | −29 | $99.57 | $2.89K | 91,780 |
| Yanjun Wang CCO and GC | Sep 28, 2026 | Sale(10b5-1 plan) | −708 | $99.10 | $70.16K | 91,809 |
| Yanjun Wang CCO and GC | Sep 28, 2026 | Sale(10b5-1 plan) | −68 | $98.08 | $6.67K | 92,517 |
| Yanjun Wang CCO and GC | Sep 28, 2026 | Sale(10b5-1 plan) | −195 | $97.06 | $18.93K | 92,585 |
| Yanjun Wang CCO and GC | Sep 25, 2026 | Sale(10b5-1 plan) | −389 | $100.40 | $39.06K | 92,780 |
| Yanjun Wang CCO and GC | Sep 25, 2026 | Sale(10b5-1 plan) | −811 | $99.87 | $80.99K | 93,169 |
| Yanjun Wang CCO and GC | Sep 24, 2026 | Sale(10b5-1 plan) | −574 | $101.75 | $58.40K | 94,022 |
| Yanjun Wang CCO and GC | Sep 24, 2026 | Sale(10b5-1 plan) | −42 | $102.31 | $4.30K | 93,980 |
| Yanjun Wang CCO and GC | Sep 24, 2026 | Sale(10b5-1 plan) | −584 | $100.86 | $58.90K | 94,596 |
| Yanjun Wang CCO and GC | Sep 23, 2026 | Sale(10b5-1 plan) | −186 | $101.95 | $18.96K | 96,194 |
| Yanjun Wang CCO and GC | Sep 23, 2026 | Sale(10b5-1 plan) | −816 | $102.77 | $83.86K | 95,378 |
| Yanjun Wang CCO and GC | Sep 23, 2026 | Sale(10b5-1 plan) | −198 | $103.46 | $20.49K | 95,180 |
| Jingye Chen CPO, Shopee | Sep 22, 2026 | Sale(10b5-1 plan) | −19,512 | $103.82 | $2.03M | 0 |
| Jingye Chen CPO, Shopee | Sep 22, 2026 | Sale(10b5-1 plan) | −10,488 | $102.85 | $1.08M | 19,512 |
| Yanjun Wang CCO and GC | Sep 22, 2026 | Sale(10b5-1 plan) | −835 | $103.80 | $86.67K | 96,380 |
| Yanjun Wang CCO and GC | Sep 22, 2026 | Sale(10b5-1 plan) | −365 | $102.85 | $37.54K | 97,215 |
| Jingye Chen CPO, Shopee | Sep 21, 2026 | Sale(10b5-1 plan) | −3,800 | $100.77 | $382.93K | 56,200 |
| Jingye Chen CPO, Shopee | Sep 21, 2026 | Sale(10b5-1 plan) | −12,792 | $101.86 | $1.30M | 43,408 |
| Jingye Chen CPO, Shopee | Sep 21, 2026 | Sale(10b5-1 plan) | −114 | $103.33 | $11.78K | 30,000 |
| Jingye Chen CPO, Shopee | Sep 21, 2026 | Sale(10b5-1 plan) | −13,294 | $102.68 | $1.37M | 30,114 |
| Yanjun Wang CCO and GC | Sep 21, 2026 | Sale(10b5-1 plan) | −484 | $102.66 | $49.69K | 97,580 |
| Yanjun Wang CCO and GC | Sep 21, 2026 | Sale(10b5-1 plan) | −616 | $101.69 | $62.64K | 98,064 |
| Yanjun Wang CCO and GC | Sep 21, 2026 | Sale(10b5-1 plan) | −100 | $100.69 | $10.07K | 98,680 |
| Jingye Chen CPO, Shopee | Sep 18, 2026 | Sale(10b5-1 plan) | −5,105 | $101.10 | $516.12K | 80,633 |
| Jingye Chen CPO, Shopee | Sep 18, 2026 | Sale(10b5-1 plan) | −4,262 | $100.24 | $427.22K | 85,738 |
| Jingye Chen CPO, Shopee | Sep 18, 2026 | Sale(10b5-1 plan) | −20,633 | $101.88 | $2.10M | 60,000 |
| Yanjun Wang CCO and GC | Sep 18, 2026 | Sale(10b5-1 plan) | −332 | $100.29 | $33.30K | 99,648 |
| Yanjun Wang CCO and GC | Sep 18, 2026 | Sale(10b5-1 plan) | −162 | $101.10 | $16.38K | 99,486 |
| Yanjun Wang CCO and GC | Sep 18, 2026 | Sale(10b5-1 plan) | −706 | $101.88 | $71.93K | 98,780 |
| Gang Ye COO, Director | Sep 18, 2026 | Sale(10b5-1 plan) | −2,520 | $102.41 | $258.07K | 598,792 |
| Gang Ye COO, Director | Sep 18, 2026 | Sale(10b5-1 plan) | −17,480 | $101.95 | $1.78M | 601,312 |
| Jingye Chen CPO, Shopee | Sep 17, 2026 | Sale(10b5-1 plan) | −18,691 | $101.23 | $1.89M | 101,309 |
| Jingye Chen CPO, Shopee | Sep 17, 2026 | Sale(10b5-1 plan) | −10,409 | $101.90 | $1.06M | 90,900 |
| Jingye Chen CPO, Shopee | Sep 17, 2026 | Sale(10b5-1 plan) | −900 | $103.01 | $92.71K | 90,000 |
| Tianyu Hou CFO | Sep 17, 2026 | Sale(10b5-1 plan) | −310 | $104.76 | $32.48K | 5,000 |
| Tianyu Hou CFO | Sep 17, 2026 | Sale(10b5-1 plan) | −360 | $102.89 | $37.04K | 5,310 |
| Tianyu Hou CFO | Sep 17, 2026 | Sale(10b5-1 plan) | −6,320 | $101.85 | $643.69K | 5,670 |
| Tianyu Hou CFO | Sep 17, 2026 | Sale(10b5-1 plan) | −8,010 | $101.26 | $811.09K | 11,990 |
| Yanjun Wang CCO and GC | Sep 17, 2026 | Sale(10b5-1 plan) | −767 | $101.20 | $77.62K | 1,213 |
| Yanjun Wang CCO and GC | Sep 17, 2026 | Sale(10b5-1 plan) | −379 | $101.95 | $38.64K | 834 |
| Yanjun Wang CCO and GC | Sep 17, 2026 | Sale(10b5-1 plan) | −30 | $102.81 | $3.08K | 804 |
| Yanjun Wang CCO and GC | Sep 17, 2026 | Sale(10b5-1 plan) | −24 | $104.76 | $2.51K | 780 |
| Gang Ye COO, Director | Sep 17, 2026 | Sale(10b5-1 plan) | −9,601 | $102.02 | $979.49K | 619,456 |
| Gang Ye COO, Director | Sep 17, 2026 | Sale(10b5-1 plan) | −458 | $102.96 | $47.16K | 618,998 |
| Gang Ye COO, Director | Sep 17, 2026 | Sale(10b5-1 plan) | −206 | $104.76 | $21.58K | 618,792 |
| Gang Ye COO, Director | Sep 17, 2026 | Sale(10b5-1 plan) | −9,735 | $101.38 | $986.93K | 629,057 |
| Yanjun Wang CCO and GC | Sep 16, 2026 | Sale(10b5-1 plan) | −150 | $103.04 | $15.46K | 3,030 |
| Yanjun Wang CCO and GC | Sep 16, 2026 | Sale(10b5-1 plan) | −265 | $104.99 | $27.82K | 1,980 |
| Yanjun Wang CCO and GC | Sep 16, 2026 | Sale(10b5-1 plan) | −785 | $103.97 | $81.62K | 2,245 |
| Jingye Chen CPO, Shopee | Sep 16, 2026 | Sale(10b5-1 plan) | −6,863 | $103.26 | $708.67K | 143,137 |
| Jingye Chen CPO, Shopee | Sep 16, 2026 | Sale(10b5-1 plan) | −7,700 | $105.03 | $808.73K | 120,000 |
| Jingye Chen CPO, Shopee | Sep 16, 2026 | Option exercise | +150,000 | $15.00 | $2.25M | 9,126,574 |
| Jingye Chen CPO, Shopee | Sep 16, 2026 | Sale(10b5-1 plan) | −15,437 | $104.07 | $1.61M | 127,700 |
| Gang Ye COO, Director | Sep 16, 2026 | Sale(10b5-1 plan) | −3,200 | $103.12 | $329.98K | 655,592 |
| Gang Ye COO, Director | Sep 16, 2026 | Sale(10b5-1 plan) | −11,193 | $103.96 | $1.16M | 644,399 |
| Gang Ye COO, Director | Sep 16, 2026 | Sale(10b5-1 plan) | −5,607 | $104.99 | $588.68K | 638,792 |
| Yanjun Wang CCO and GC | Sep 15, 2026 | Sale(10b5-1 plan) | −534 | $103.33 | $55.18K | 3,846 |
| Yanjun Wang CCO and GC | Sep 15, 2026 | Sale(10b5-1 plan) | −516 | $103.87 | $53.60K | 3,330 |
| Yanjun Wang CCO and GC | Sep 15, 2026 | Sale(10b5-1 plan) | −66 | $105.07 | $6.93K | 3,264 |
| Yanjun Wang CCO and GC | Sep 15, 2026 | Sale(10b5-1 plan) | −84 | $106.00 | $8.90K | 3,180 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| of Stars Ltd Sea Affiliate | Oct 1, 2026 | 150,000 | $14.60M | Oct 1, 2026 | Exercise of share options under Issuers ESOP |
| Ally Holdings Limited Alpha Affiliate | Sep 15, 2026 | 1,280,000 | $137.84M | Sep 11, 2026 | Exercise of share options under Issuer’s ESOP |
| Court Limited Devon Affiliate | Sep 15, 2026 | 96,000 | $10.43M | Sep 15, 2026 | Vesting of restricted share units |
| Ally Holdings Limited Alpha Affiliate | Sep 11, 2026 | 1,280,000 | $137.84M | Sep 11, 2026 | Exercise of share options under Issuer’s ESOP |
| Jingye Chen Affiliate | Sep 9, 2026 | 300,000 | $34.00M | Sep 9, 2026 | Exercise of share options under Issuer's ESOP |
| Khoon Hua KUOK Director | Aug 18, 2026 | 30,000 | $3.58M | Aug 18, 2026 | Distribution in kind |
| Hou Tianyu Affiliate | Aug 17, 2026 | 60,000 | $7.32M | Aug 17, 2026 | Exercise of share options under Issuers ESOP |
| Seng Heng Chen Other: Affiliates | Aug 14, 2026 | 20,000 | $2.44M | Aug 14, 2026 | Open Market Purchase |
| Ltd NordicSun Affiliate | Aug 11, 2026 | 300,000 | $38.36M | Aug 11, 2026 | Exercise of vested employee stock options |
| of Stars Ltd Sea Affiliate | Aug 11, 2026 | 50,000 | $5.74M | Aug 11, 2026 | Exercise of share options under Issuer's ESOP |
| Bridge Investments Limited Coast Other: Affiliate | Aug 11, 2026 | 1,538,400 | $202.31M | Aug 11, 2026 | Execution of vested employee stock options |
| Court Limited Devon Affiliate | Jun 25, 2026 | 76,800 | $6.66M | Jun 25, 2026 | Vesting of restricted share units |
| Hou Tianyu Affiliate | Jun 18, 2026 | 45,000 | $4.09M | Jun 18, 2026 | Exercise of share options under Issuers ESOP |
| Ally Holdings Limited Alpha Affiliate | Jun 11, 2026 | 1,260,000 | $103.87M | Jun 11, 2026 | Exercise of share options under Issuer's ESOP |
| Group Ltd Taixue Officer, Director | Mar 18, 2026 | 1,326,052 | $113.92M | Mar 18, 2026 | Merger/Acquisition |