Value Investing Legend Howard Marks Is Buying This Stock Down 30%. Should You Buy?
Sea is a Southeast Asian tech company. It runs an online shopping platform, a fintech arm, and a video game business. The stock is down about 30% over the past year.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Tiger Global Management LLC Chase Coleman And Feroz Dewan | 12,559,152 | $1,203,543,536 | -19% | 5.02% |
| 2. | Viking Global Andreas Halvorsen | 5,669,877 | $543,344,313 | +20% | 1.55% |
| 3. | 4,475,600 | $428,896,748 | +83% | 0.05% | |
| 4. | Kora Management Nitin Saigal And Dan Jacobs | 3,792,812 | $363,465,174 | +7% | 43.12% |
| 5. | Point72 Asset Management Steve Cohen | 3,022,183 | $289,615,797 | +62% | 0.32% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $119.00 | 27 | $3,213.00 | 27,600 | 2026-08-20 | Filing | |
| $117.75 | 618 | $72,769.50 | 27,627 | 2026-08-20 | Filing | |
| $117.18 | 493 | $57,769.74 | 28,245 | 2026-08-20 | Filing | |
| $116.09 | 362 | $42,024.58 | 28,738 | 2026-08-20 | Filing | |
| $119.58 | 276 | $33,004.08 | 29,100 | 2026-08-19 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 38,409,385 | $3,680,771,365 | 3.34% | |
| 2. | 33,881,192 | $3,149,256,796 | 5.71% | |
| 3. | 21,183,402 | $2,030,005,359 | 0.03% | |
| 4. | 15,403,524 | $1,476,119,605 | 0.06% | |
| 5. | 8,186,557 | $760,940,723 | 0.04% |