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Jeremy Grantham's Sea Limited (SE) position

Not anymore: Jeremy Grantham fully exited SE in Q2 2025. The position peaked at $25M in Q1 2024.
View full portfolio →
Value at exit
$4.0M
Shares at exit
31K
Est. average buy price (i)
$45.82
est. since Q3 2023
Quarter-end price
$130.49

Estimated trade prices

Average price in quarters with purchases
$94.19
Average prices in quarters with sales
  • Q1 2025: $124.01 (19K shares sold)
  • Q4 2024: $105.10 (52K shares sold)
  • Q3 2024: $75.46 (99K shares sold)
  • Q2 2024: $66.08 (258K shares sold)
  • Q1 2024: $46.00 (128K shares sold)
  • Q1 2023: $68.28 (149K shares sold)
  • Q2 2021: $253.81 (600 shares sold)

SE price vs Grantham's position

Dates
$30$200$40020222023202420252026Added 47K shares (over 1,000%) · Q3 2021. Average closing price $306.85 · Price range $267.00–$353.3647KsharespurchasedAdded 13K shares (25.7%) · Q4 2021. Average closing price $298.52 · Price range $205.68–$366.9913KsharespurchasedAdded 79K shares (123.1%) · Q1 2022. Average closing price $140.95 · Price range $87.78–$223.3179KsharespurchasedAdded 146K shares (101.6%) · Q2 2022. Average closing price $85.23 · Price range $57.11–$132.72146KsharespurchasedAdded 56K shares (19.2%) · Q3 2022. Average closing price $69.57 · Price range $53.63–$89.9756KsharespurchasedSold 149K shares (44.1%) · Q1 2023. Average closing price $68.28 · Price range $52.98–$86.62149KsharessoldAdded 80K shares (42.1%) · Q2 2023. Average closing price $71.33 · Price range $56.88–$88.0780KsharespurchasedAdded 223K shares (61.2%) · Q4 2023. Average closing price $40.79 · Price range $35.11–$46.69223KsharespurchasedSold 128K shares (21.7%) · Q1 2024. Average closing price $46.00 · Price range $34.82–$60.75128KsharessoldSold 258K shares (56.1%) · Q2 2024. Average closing price $66.08 · Price range $52.72–$76.28258KsharessoldSold 99K shares (49.2%) · Q3 2024. Average closing price $75.46 · Price range $59.94–$94.8399KsharessoldSold 52K shares (51.0%) · Q4 2024. Average closing price $105.10 · Price range $93.56–$117.4152KsharessoldSold 19K shares (38.6%) · Q1 2025. Average closing price $124.01 · Price range $104.87–$146.3119Ksharessold← Earlier —1 sell
Average closing price · filing quarter
$124.01
Price range · filing quarter
$104.87 – $146.31

Every quarterly change

Quarter Action Shares change Est. value change Δ Own Shares held Filing date
Q2 2025 Exited −31K −$4.5M −100.0% 0 Aug 13, 2025
Q1 2025 Reduced −19K −$2.4M −38.6% 31K May 14, 2025
Q4 2024 Reduced −52K −$5.5M −51.0% 50K Feb 13, 2025
Q3 2024 Reduced −99K −$7.5M −49.2% 103K Nov 13, 2024
Q2 2024 Reduced −258K −$17M −56.1% 202K Aug 13, 2024
Q1 2024 Reduced −128K −$5.9M −21.7% 460K May 14, 2024
Q4 2023 Added +223K +$9.1M +61.2% 588K Feb 13, 2024
Q3 2023 First covered 365K Nov 13, 2023
Q2 2023 Added +80K +$5.7M +42.1% 269K Aug 14, 2023
Q1 2023 Reduced −149K −$10M −44.1% 189K May 12, 2023
Q4 2022 First covered 338K Feb 13, 2023
Q3 2022 Added +56K +$3.9M +19.2% 345K Nov 10, 2022
Q2 2022 Added +146K +$12M +101.6% 289K Aug 12, 2022
Q1 2022 Added +79K +$11M +123.1% 144K May 13, 2022
Q4 2021 Added +13K +$3.9M +25.7% 64K Feb 11, 2022
Q3 2021 Added +47K +$14M +1,148.8% 51K Nov 12, 2021
Q2 2021 Reduced −600 −$152K −12.8% 4K Aug 12, 2021
Q1 2021 First covered 5K May 13, 2021
Data through Q2 2025 · filed Aug 13, 2025
18 grouped rows from 18 quarters

Who else owns SE

Baillie Gifford & Co

owns 6.5% of shares outstanding
Est. $5.2B · Shares: 39.7M

Wcm Investment Management, LLC

owns 5.5% of shares outstanding
Est. $4.4B · Shares: 33.7M

T. Rowe Price Associates

owns 5.5% of shares outstanding
Est. $4.4B · Shares: 33.4M

Tiger Global Management LLC

View investor →
owns 2.5% of shares outstanding
Est. $2.0B · Shares: 15.4M

See all owners of SE →

More Grantham positions

Common questions

Does Jeremy Grantham own SE?

Not currently. Jeremy Grantham fully exited SE in Q2 2025, and the complete history is above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

When did Jeremy Grantham buy SE?

Jeremy Grantham held SE since at least Q1 2021, when this filing coverage begins; the opening snapshot is not a disclosed purchase. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

Did Jeremy Grantham sell SE?

Yes. Jeremy Grantham reduced and then fully exited SE by Q2 2025; the reductions are in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How many shares of SE does Jeremy Grantham own?

None as of the latest filing: Jeremy Grantham has exited SE. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

What price did Jeremy Grantham pay for SE?

Jeremy Grantham began building the SE position before our 13F history starts, so an exact average buy price cannot be estimated without understating it. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How are the estimated trade prices calculated?

13F filings disclose quarter-end holdings, not trade dates or execution prices. These estimates use each covered quarter's average market price; the add average excludes the opening position and quarters without price data. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.