Back to Orbis Allan Gray Ltd

SE
7 quarters

Position history for Orbis Allan Gray Ltd's holdings in SEA LTD

Orbis Allan Gray Ltd holds 1.8M shares of SE (SEA LTD), worth $152.7M as of 2026-Q1. The position was decreased (-32.1% shares). SE represents 0.6% of Orbis Allan Gray Ltd's portfolio.

Current Value

$152.7M

Current Shares

1.8M

Total Value Change

+$94.8M

Total Shares Change

+1.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
1.8M
-32.1%
$152.7M0.6%$87.82
0
2025-Q4
Decreased
2.7M
-12.6%
$346.5M1.5%$128.35
0
2025-Q3
Increased
3.1M
+205.2%
$555.1M2.4%$181.45
87
2025-Q2
Increased
1M
+22.8%
$162.7M0.8%$159.31
52
2025-Q1
Decreased
828,958
-17.6%
$108.2M0.6%$130.67
0
2024-Q4
Increased
1M
+63.8%
$106.8M0.6%$107.48
62
2024-Q3
New
614,522
-
$57.9M0.3%$94.31
49

Other major holders of SE: BAILLIE GIFFORD & CO, SANDS CAPITAL MANAGEMENT, LLC, Capital World Investors

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