EMINENCE CAPITAL, LP — SEA LTD., CLASS A, ADR SE: Quarterly 13F Position History
EMINENCE CAPITAL, LP has reported SEA LTD., CLASS A, ADR (SE) on 10 13F-HR filings in Pactolio's tracked window, first appearing in Q4 2023. As of Q1 2026, the position is sized at 4,065,665 shares ($336.7M market value, 7.72% of the equity book). Quarter-over-quarter share count change: + 1,424,025 (+53.9%) .
- 4,065,665Shares Held (Latest Filing)
- $336.7MReported Market Value (Latest Filing)
- 7.72%Portfolio Weight (% of 13F Equity Book)
- +1,424,025Quarter-over-Quarter Share Change
- -$316.3KQuarter-over-Quarter Value Change
- 4,522,441Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 10 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 4,065,665 | +1,424,025 | +53.9% | $336.7M | 7.72% | $82.81 |
| Q4 2025 | 2,641,640 | +1,162,825 | +78.6% | $337.0M | 5.33% | $127.57 |
| Q3 2025 | 1,478,815 | 69,679 | -4.5% | $264.3M | 3.89% | $178.73 |
| Q2 2025 | 1,548,494 | 987,716 | -38.9% | $247.7M | 3.65% | $159.94 |
| Q1 2025 | 2,536,210 | 1,513,853 | -37.4% | $331.0M | 5.53% | $130.49 |
| Q4 2024 | 4,050,063 | 215,621 | -5.1% | $429.7M | 6.57% | $106.10 |
| Q3 2024 | 4,265,684 | 256,757 | -5.7% | $402.2M | 6.11% | $94.28 |
| Q2 2024 | 4,522,441 | +1,408,314 | +45.2% | $323.0M | 5.21% | $71.42 |
| Q1 2024 | 3,114,127 | +1,615,015 | +107.7% | $167.3M | 3.07% | $53.71 |
| Q4 2023 | 1,499,112 | — | — | $60.7M | 1.19% | $40.50 |
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, not the manager's cost basis. See the full methodology document for the normalization rules.
When did EMINENCE CAPITAL, LP first disclose a SE position in 13F-HR filings?
EMINENCE CAPITAL, LP first reported SEA LTD., CLASS A, ADR (SE) on its 13F-HR filing for the period ending 2023-12-31 (Q4 2023). The position has appeared on 10 reported quarters within Pactolio's tracked window.
What was EMINENCE CAPITAL, LP's most recent quarter-over-quarter share-count change in SE?
Between Q4 2025 and Q1 2026, EMINENCE CAPITAL, LP added 1,424,025 shares of SE (+53.9%), bringing the total reported position to 4,065,665 shares at a market value of $336.7M.
Does the implied price-per-share represent EMINENCE CAPITAL, 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.