Dan Polen - Polen Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    221
Portfolio value:    $14,456,164,077
Holdings Activity Buys Sells    History
Holding/activity history for  Sea Ltd. (SE)
← All SE superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 32,874 0.02 Reduce 23.03% <0.01 $77.05–148.26 · VW $105.31i $2,722,322 SEC
2025   Q4 42,710 0.02 Reduce 39.19% 0.02 $118.86–193.48 · VW $144.87i $5,448,541 SEC
2025   Q3 70,233 0.04 Reduce 16.32% <0.01 $145.24–199.30 · VW $171.86i $12,552,732 SEC
2025   Q2 83,932 0.04 Buy 0.04 $99.50–172.65 · VW $144.69i $13,424,131 SEC
Price snapshot:
Current price$110.66
Avg. buy price$159.94
+/- since buy-30.81%
52-week low$77.05
52-week high$199.30