T. Rowe Price Associates
· Added
+$1.4B
Change
+12.9M
Date
Q1 2026
SE
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
T. Rowe Price Associates
· Added
+$1.4B
Change
+12.9M
Date
Q1 2026
|
T. Rowe Price Associates | Added· Q1 2026 | +$1.4B | +12.9M | – | Q1 2026 | |||||
|
Wcm Investment Management, LLC
· Added
+$845M
Change
+7.9M
Date
Q1 2026
|
Wcm Investment Management, LLC | Added· Q1 2026 | +$845M | +7.9M | – | Q1 2026 | |||||
|
Marshall Wace, LLP
· Added
+$233M
Change
+2.2M
Date
Q1 2026
|
Marshall Wace, LLP | Added· Q1 2026 | +$233M | +2.2M | – | Q1 2026 | |||||
|
Temasek Holdings (private) Ltd
· Added
+$212M
Change
+2.0M
Date
Q1 2026
|
Temasek Holdings (private) Ltd | Added· Q1 2026 | +$212M | +2.0M | – | Q1 2026 | |||||
|
Two Sigma Investments, LP
· Added
+$171M
Change
+1.6M
Δ Own
+93.1%
Date
Q1 2026
|
Two Sigma Investments, LP | Added· Q1 2026 | +$171M | +1.6M | +93.1% | Q1 2026 | |||||
|
Aspex Management (hk) Ltd
· Added
+$160M
Change
+1.5M
Date
Q1 2026
|
Aspex Management (hk) Ltd | Added· Q1 2026 | +$160M | +1.5M | – | Q1 2026 | |||||
|
Eminence Capital, LP
· Added
+$153M
Change
+1.4M
Date
Q1 2026
|
Eminence Capital, LP | Added· Q1 2026 | +$153M | +1.4M | – | Q1 2026 | |||||
|
Davis Selected Advisers
· Added
+$151M
Change
+1.4M
Date
Q1 2026
|
Davis Selected Advisers | Added· Q1 2026 | +$151M | +1.4M | – | Q1 2026 | |||||
|
Fil Ltd
· Added
+$135M
Change
+1.3M
Date
Q1 2026
|
Fil Ltd | Added· Q1 2026 | +$135M | +1.3M | – | Q1 2026 | |||||
|
Nuveen, LLC
· Added
+$128M
Change
+1.2M
Date
Q1 2026
|
Nuveen, LLC | Added· Q1 2026 | +$128M | +1.2M | – | Q1 2026 | |||||
|
Viking Global Investors LP
· Added
+$114M
Change
+1.1M
Δ Own
+29.0%
Date
Q1 2026
|
Viking Global Investors LP | Added· Q1 2026 | +$114M | +1.1M | +29.0% | Q1 2026 | |||||
|
Invesco Ltd.
· Added
+$112M
Change
+1.0M
Δ Own
+125.2%
Date
Q1 2026
|
Invesco Ltd. | Added· Q1 2026 | +$112M | +1.0M | +125.2% | Q1 2026 | |||||
|
Charles-Lim Capital Ltd
· Added
+$107M
Change
+1.0M
Date
Q1 2026
|
Charles-Lim Capital Ltd | Added· Q1 2026 | +$107M | +1.0M | – | Q1 2026 | |||||
|
Infinitum Asset Management, LLC
· Added
+$107M
Change
+1.0M
Date
Q1 2026
|
Infinitum Asset Management, LLC | Added· Q1 2026 | +$107M | +1.0M | – | Q1 2026 | |||||
|
Baillie Gifford & Co
· Added
+$96M
Change
+895K
Date
Q1 2026
|
Baillie Gifford & Co | Added· Q1 2026 | +$96M | +895K | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Hou Tianyu
· Officer
5 operations
−$1.5M
|
Hou Tianyu | Officer | 5 operations | $101.48–$105.11 | −15K | −$1.5M | 0 | −100.0% | Jul 17, 2026 | Jul 20, 2026 | |||||||||
|
Wang Yanjun
· Officer
5 operations
−$124K
|
Wang Yanjun | Officer | 5 operations | $101.46–$105.11 | −1K | −$124K | 31K | −3.7% | Jul 17, 2026 | Jul 20, 2026 | |||||||||
|
Ye Gang
· Director
5 operations
−$2.1M
Price
$101.44–$105.06
Qty
−20K
Owned
320K
ΔOwn
−5.9%
Trade date
Jul 17, 2026
Filed date
Jul 20, 2026
|
Ye Gang | Director | 5 operations | $101.44–$105.06 | −20K | −$2.1M | 320K | −5.9% | Jul 17, 2026 | Jul 20, 2026 | |||||||||
|
Wang Yanjun
· Officer
6 operations
−$163K
|
Wang Yanjun | Officer | 6 operations | $106.05–$111.00 | −2K | −$163K | 32K | −4.4% | Jul 16, 2026 | Jul 20, 2026 | |||||||||
|
Ye Gang
· Director
6 operations
−$2.2M
Price
$106.28–$110.95
Qty
−20K
Owned
340K
ΔOwn
−5.6%
Trade date
Jul 16, 2026
Filed date
Jul 20, 2026
|
Ye Gang | Director | 6 operations | $106.28–$110.95 | −20K | −$2.2M | 340K | −5.6% | Jul 16, 2026 | Jul 20, 2026 | |||||||||
|
Ye Gang
· Director
6 operations
−$2.2M
Price
$109.07–$114.21
Qty
−20K
Owned
360K
ΔOwn
−5.3%
Trade date
Jul 15, 2026
Filed date
Jul 16, 2026
|
Ye Gang | Director | 6 operations | $109.07–$114.21 | −20K | −$2.2M | 360K | −5.3% | Jul 15, 2026 | Jul 16, 2026 | |||||||||
|
Wang Yanjun
· Officer
6 operations
−$168K
|
Wang Yanjun | Officer | 6 operations | $109.10–$114.19 | −2K | −$168K | 34K | −4.2% | Jul 15, 2026 | Jul 16, 2026 | |||||||||
|
Ye Gang
· Director
4 operations
−$2.2M
Price
$109.00–$111.43
Qty
−20K
Owned
380K
ΔOwn
−5.0%
Trade date
Jul 14, 2026
Filed date
Jul 16, 2026
|
Ye Gang | Director | 4 operations | $109.00–$111.43 | −20K | −$2.2M | 380K | −5.0% | Jul 14, 2026 | Jul 16, 2026 | |||||||||
|
Wang Yanjun
· Officer
4 operations
−$165K
|
Wang Yanjun | Officer | 4 operations | $108.94–$111.42 | −2K | −$165K | 36K | −4.1% | Jul 14, 2026 | Jul 16, 2026 | |||||||||
|
Wang Yanjun
· Officer
5 operations
−$169K
|
Wang Yanjun | Officer | 5 operations | $111.22–$114.93 | −2K | −$169K | 37K | −3.9% | Jul 13, 2026 | Jul 14, 2026 | |||||||||
|
Ye Gang
· Director
5 operations
−$2.3M
Price
$111.22–$114.87
Qty
−20K
Owned
400K
ΔOwn
−4.8%
Trade date
Jul 13, 2026
Filed date
Jul 14, 2026
|
Ye Gang | Director | 5 operations | $111.22–$114.87 | −20K | −$2.3M | 400K | −4.8% | Jul 13, 2026 | Jul 14, 2026 | |||||||||
|
Wang Yanjun
· Officer
4 operations
−$170K
|
Wang Yanjun | Officer | 4 operations | $111.96–$114.70 | −2K | −$170K | 38K | −3.8% | Jul 10, 2026 | Jul 14, 2026 | |||||||||
|
Ye Gang
· Director
4 operations
−$2.3M
Price
$112.02–$114.71
Qty
−20K
Owned
420K
ΔOwn
−4.5%
Trade date
Jul 10, 2026
Filed date
Jul 14, 2026
|
Ye Gang | Director | 4 operations | $112.02–$114.71 | −20K | −$2.3M | 420K | −4.5% | Jul 10, 2026 | Jul 14, 2026 | |||||||||
|
Wang Yanjun
· Officer
5 operations
−$129K
|
Wang Yanjun | Officer | 5 operations | $105.53–$109.25 | −1K | −$129K | 40K | −2.9% | Jul 9, 2026 | Jul 10, 2026 | |||||||||
|
Ye Gang
· Director
5 operations
−$2.2M
|
Ye Gang | Director | 5 operations | $105.66–$109.43 | −20K | −$2.2M | 440K | −4.3% | Jul 9, 2026 | Jul 10, 2026 | |||||||||
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Institutions hold 34.7% of SE shares in the Q1 2026 snapshot. The largest disclosed owners include Baillie Gifford & Co, Wcm Investment Management, LLC, T. Rowe Price Associates. The ownership chart shows each group's share of total shares outstanding from the latest disclosed filings. Retail and other includes everyone who does not file, not a tracked group.
For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.
An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.
Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.
Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.
A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.