Stephen Mandel - Lone Pine Capital
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    36
Portfolio value:    $12,543,849,391
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% 2.43 $118.86–193.48 · VW $144.87i SEC
2025   Q3 1,869,501 2.43 Buy 2.43 $145.24–199.30 · VW $171.86i $334,135,914 SEC
2020   Q2 0 0.00 Sell 100.00% 0.01 $43.72–119.23 · VW $78.76i SEC
2020   Q1 27,000 0.01 Reduce 99.56% 1.35 $35.61–52.77 · VW $44.88i $1,196,000 SEC
2019   Q4 6,165,422 1.36 Reduce 10.15% 0.13 $26.41–41.19 · VW $34.19i $247,973,000 SEC
2019   Q3 6,862,222 1.28 Add 11.87% 0.14 $29.33–38.00 · VW $33.31i $212,386,000 SEC
2019   Q2 6,134,122 1.32 Reduce 15.55% 0.16 $21.83–34.84 · VW $27.30i $203,776,000 SEC
2019   Q1 7,263,222 1.04 Add 83.27% 0.47 $11.43–25.14 · VW $20.51i $170,831,000 SEC
2018   Q4 3,963,222 0.32 $11.32 $44,864,000 SEC
2018   Q3 3,963,222 0.29 $13.83 $54,811,000 SEC
2018   Q2 3,963,222 0.32 $15.00 $59,448,000 SEC
2018   Q1 3,963,222 0.23 Add 22.96% 0.04 $10.56–14.68 · VW $12.04i $44,666,000 SEC
2017   Q4 3,223,222 0.22 Buy 0.22 $10.78–16.99 · VW $14.35i
IPO/listing quarter
$42,966,000 SEC
Price snapshot:
Current price$110.66
52-week low$77.05
52-week high$199.30