Howard Marks - Oaktree Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    52
Portfolio value:    $4,306,744,181
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
2025   Q4 0 0.00 Sell 100.00% 0.53 $118.86–193.48 · VW $144.87i SEC
2025   Q3 141,368 0.53 Add 69.28% 0.22 $145.24–199.30 · VW $171.86i $25,266,702 SEC
2025   Q2 83,513 0.34 Buy 0.34 $99.50–172.65 · VW $144.69i $13,357,069 SEC
Price snapshot:
Current price$110.66
52-week low$77.05
52-week high$199.30