SCGE MANAGEMENT, L.P.: SEA LTD (SE): Quarterly 13F Position History
As of Q1 2026, SCGE MANAGEMENT, L.P. reported 1,775,000 shares of SEA LTD (SE), worth $147.0M and representing 4.5% of its 13F equity book. The position first appeared in Q1 2020 and has been disclosed across 25 13F-HR filings in Pactolio's tracked window.
- 1,775,000Shares Held (Latest Filing)
- $147.0MReported Market Value (Latest Filing)
- 4.5%Portfolio Weight (% of 13F Equity Book)
- 0Quarter-over-Quarter Share Change
- -$79.4MQuarter-over-Quarter Value Change
- 2,759,987Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 25 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,775,000 | 0 | — | $147.0M | 4.5% | $82.8 |
| Q4 2025 | 1,775,000 | +71,000 | +4.2% | $226.4M | 5.2% | $127.6 |
| Q3 2025 | 1,704,000 | 51,000 | -2.9% | $304.6M | 5.6% | $178.7 |
| Q2 2025 | 1,755,000 | 405,000 | -18.8% | $280.7M | 5.9% | $159.9 |
| Q1 2025 | 2,160,000 | +1,251,000 | +137.6% | $281.9M | 8.1% | $130.5 |
| Q4 2024 | 909,000 | +909,000 | — | $96.4M | 1.8% | $106.1 |
| Q3 2024 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2024 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2024 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2023 | 0 | 2,254,816 | -100.0% | $0 | 0.0% | — |
| Q3 2023 | 2,254,816 | 0 | — | $99.1M | 2.6% | $44.0 |
| Q2 2023 | 2,254,816 | 505,171 | -18.3% | $130.9M | 3.1% | $58.0 |
| Q1 2023 | 2,759,987 | 0 | — | $238.9M | 6.6% | $86.5 |
| Q4 2022 | 2,759,987 | 0 | — | $143.6M | 5.1% | $52.0 |
| Q3 2022 | 2,759,987 | +715,171 | +35.0% | $154.7M | 5.2% | $56.0 |
| Q2 2022 | 2,044,816 | 210,000 | -9.3% | $136.7M | 3.9% | $66.9 |
| Q1 2022 | 2,254,816 | 0 | — | $270.1M | 4.2% | $119.8 |
| Q4 2021 | 2,254,816 | 0 | — | $504.4M | 5.7% | $223.7 |
| Q3 2021 | 2,254,816 | 0 | — | $718.7M | 6.7% | $318.7 |
| Q2 2021 | 2,254,816 | 0 | — | $619.2M | 5.8% | $274.6 |
| Q1 2021 | 2,254,816 | 0 | — | $503.3M | 5.6% | $223.2 |
| Q4 2020 | 2,254,816 | +61,316 | +2.8% | $448.8M | 5.2% | $199.0 |
| Q3 2020 | 2,193,500 | 0 | — | $337.9M | 5.3% | $154.0 |
| Q2 2020 | 2,193,500 | +868,500 | +65.5% | $235.2M | 4.5% | $107.2 |
| Q1 2020 | 1,325,000 | — | — | $58.7M | 1.8% | $44.3 |
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, not the manager's cost basis. See the full methodology document for the normalization rules.
When did SCGE MANAGEMENT, L.P. first disclose a SE position in 13F-HR filings?
SCGE MANAGEMENT, L.P. first reported SEA LTD (SE) on its 13F-HR filing for the period ending 2020-03-31 (Q1 2020). The position has appeared on 25 reported quarters within Pactolio's tracked window.
What was SCGE MANAGEMENT, L.P.'s most recent quarter-over-quarter share-count change in SE?
SCGE MANAGEMENT, L.P. held the same 1,775,000 shares of SE between Q4 2025 and Q1 2026 — the reported share count was unchanged quarter-over-quarter.
Does the implied price-per-share represent SCGE MANAGEMENT, L.P.'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.