← Top Holdings
SESEA LTD
CUSIP: 81141R100
5
Guru Owners
$2.81B
Total Value Held
22.0M
Total Shares
| Investor | Fund | Shares | Value▼ | % of Portfolio | Rpt Price | Period |
|---|---|---|---|---|---|---|
| Tiger Global Management | 15415835 | $1.97B | 6.62% | $127.57 | Q4 2025 | |
| Viking Global Investors | 3671545 | $468.4M | 1.24% | $127.57 | Q4 2025 | |
| Bridgewater Associates | 1533269 | $195.6M | 0.71% | $127.57 | Q4 2025 | |
| Duquesne Family Office | 944120 | $120.4M | 2.68% | $127.57 | Q4 2025 | |
| Davis Selected Advisers | 436534 | $55.7M | 0.25% | $127.57 | Q4 2025 |
📊 Fundamentals
Market Cap$54.5B
P/E Ratio40.2x
Above market avg
Forward P/E17.5x
P/FCF102.9x
EPS (TTM)$2.29
Revenue (TTM)$22.9B
Profit Margin6.88%
Beta1.63
52-Week Range
$77.05
$199.30
Current: $91.98
Data from Yahoo Finance · refreshed every 4 hours
💡 Trades at 40.2x trailing earnings → 17.5x forward · 6.9% profit margin
📊 Holdings Over Time
How superinvestor ownership has changed across quarters
Quarter-by-Quarter Activity
Q4 '255 owners · $2.81B
Q3 '258 owners · $4.30B
SOLDDaniel Loeb
Q2 '258 owners · $3.52B
Q1 '255 owners · $2.86B
SOLDDennis Hong
Q4 '245 owners · $1.94B
Q3 '245 owners · $1.75B
💰 DCF Calculator
DCF model · 10-yr forecastEstimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.
📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
22%analyst est. 21.7%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
2.3%current: 2.3%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%
Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data
🏛️ Congressional Trades
SE: Held by 5 superinvestors · 6 congress member trades
$1,001 - $15,0002025-12-05
$1,001 - $15,0002025-07-10
$1,001 - $15,0002025-06-17
$1,001 - $15,0002025-05-23
$1,001 - $15,0002025-03-11
$1,001 - $15,0002025-03-05