SEC 13F Intelligence

Marcho Partners LLP / SE

Marcho Partners LLP’s Sea Ltd Position

Does Marcho Partners LLP own Sea Ltd (SE)? Yes170.4K shares worth $14M (+11.40% of its 13F portfolio) as of Q1 2026, up from 156.6K shares the prior filed quarter.

Position Value
$14M
Q1 2026
Shares
170.4K
% of Portfolio
+11.40%
Quarters Held
23
currently held

Position History SE

Reported value by quarter
Q4 ’19: $18MQ4 ’19Q1 ’20: $6MQ2 ’20: $31MQ3 ’20: $78MQ3 ’20Q4 ’20: $109MQ1 ’21: $146MQ2 ’21: $113MQ2 ’21Q3 ’21: $135MQ4 ’21: $75MQ1 ’22: $35MQ1 ’22Q2 ’22: $16MQ3 ’22: $18MQ4 ’22: $15MQ4 ’22Q1 ’23: $25MQ2 ’23: $21MQ3 ’23: $22MQ3 ’23Q3 ’24: $5MQ4 ’24: $14MQ1 ’25: $23MQ1 ’25Q2 ’25: $25MQ3 ’25: $24MQ4 ’25: $20MQ4 ’25Q1 ’26: $14Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026170.4K$14M+11.40%
Q4 2025156.6K$20M+12.13%
Q3 2025136.6K$24M+9.31%
Q2 2025158.2K$25M+8.96%
Q1 2025173.3K$23M+8.31%
Q4 2024135.3K$14M+3.85%
Q3 202455.7K$5M+1.40%
Q3 2023491.5K$22M+6.70%
Q2 2023362.0K$21M+4.80%
Q1 2023290.0K$25M+5.94%
Q4 2022291.3K$15M+3.57%
Q3 2022314.0K$18M+3.96%
Q2 2022236.8K$16M+3.80%
Q1 2022290.0K$35M+4.22%
Q4 2021336.7K$75M+5.44%
Q3 2021422.9K$135M+8.46%
Q2 2021410.1K$113M+7.54%
Q1 2021655.0K$146M+12.13%
Q4 2020546.0K$109M+9.79%
Q3 2020509.3K$78M+15.05%
Q2 2020286.7K$31M+18.50%
Q1 2020138.7K$6M+2.69%
Q4 2019442.7K$18M+12.17%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Marcho Partners LLP’s full portfolio or all institutional holders of SE.