Dorsal Capital Management, LP: SEA LTD (SE): Quarterly 13F Position History
As of Q2 2026, Dorsal Capital Management, LP reported 1,550,000 shares of SEA LTD (SE), worth $148.5M and representing 5.3% of its 13F equity book. Quarter-over-quarter share count change: + 225,000 (+17.0%) . The position first appeared in Q3 2024 and has been disclosed across 8 13F-HR filings in Pactolio's tracked window.
- 1,550,000Shares Held (Latest Filing)
- $148.5MReported Market Value (Latest Filing)
- 5.3%Portfolio Weight (% of 13F Equity Book)
- +225,000Quarter-over-Quarter Share Change
- +$38.8MQuarter-over-Quarter Value Change
- 1,850,000Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 8 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,550,000 | +225,000 | +17.0% | $148.5M | 5.3% | $95.8 |
| Q1 2026 | 1,325,000 | +250,000 | +23.3% | $109.7M | 4.4% | $82.8 |
| Q4 2025 | 1,075,000 | 550,000 | -33.8% | $137.1M | 4.8% | $127.6 |
| Q3 2025 | 1,625,000 | 225,000 | -12.2% | $290.4M | 7.8% | $178.7 |
| Q2 2025 | 1,850,000 | +350,000 | +23.3% | $295.9M | 8.4% | $159.9 |
| Q1 2025 | 1,500,000 | +75,000 | +5.3% | $195.7M | 6.3% | $130.5 |
| Q4 2024 | 1,425,000 | +425,000 | +42.5% | $151.2M | 4.6% | $106.1 |
| Q3 2024 | 1,000,000 | – | – | $94.3M | 3.0% | $94.3 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did Dorsal Capital Management, LP first disclose a SE position in 13F-HR filings?
Dorsal Capital Management, LP first reported SEA LTD (SE) on its 13F-HR filing for the period ending 2024-09-30 (Q3 2024). The position has appeared on 8 reported quarters within Pactolio's tracked window.
What was Dorsal Capital Management, LP's most recent quarter-over-quarter share-count change in SE?
Between Q1 2026 and Q2 2026, Dorsal Capital Management, LP added 225,000 shares of SE (+17.0%), bringing the total reported position to 1,550,000 shares at a market value of $148.5M.
Does the implied price-per-share represent Dorsal Capital Management, LP's cost basis in SE?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.