Sea Limited (SE): A Bull Case Theory
We came across a bullish thesis on Sea Limited (SE) on Substack by The Wolf of Harcourt Street. In this article, we will summarize the bulls’ thesis on SE.
No. | Hedge Fund | Shares | Value | Activity | % Port |
---|---|---|---|---|---|
1. | Tiger Global Management LLC Chase Coleman And Feroz Dewan | 16,041,335 | $1,512,377,064 | 6.45% | |
2. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 7,147,284 | $524,471,272 | +281% | 0.44% |
3. | Kora Management Nitin Saigal And Dan Jacobs | 4,637,500 | $437,223,500 | 52.27% | |
4. | Eminence Capital Ricky Sandler | 4,265,684 | $402,168,688 | -6% | 5.66% |
5. | Kontiki Capital Gregard Heje | 3,563,116 | $335,930,576 | -2% | 26.55% |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 34,183,394 | $1,384,427,458 | 1.14% | |
2. | 27,653,547 | $1,119,968,656 | 0.08% | |
3. | 16,176,412 | $655,144,685 | 0.01% | |
4. | 15,807,868 | $640,218,654 | 0.11% | |
5. | 7,348,797 | $297,626,278 | 0.9% |