← Top Holdings

SESEA LTD

CUSIP: 81141R100

🔥 Bought by 4 superinvestors this quarter

8

Guru Owners

$2.30B

Total Value Held

28.9M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Chase Coleman	Tiger Global Management	15415835	$1.28B	5.59%	$82.81	Q1 2026
Andreas Halvorsen	Viking Global Investors	4737196	$392.3M	1.10%	$82.81	Q1 2026
Dan Sundheim	D1 Capital Partners	4052133	$335.6M	2.99%	$82.81	Q1 2026
Christopher Davis	Davis Selected Advisers	1849831	$153.2M	0.70%	$82.81	Q1 2026
Ray Dalio	Bridgewater Associates	1338128	$110.8M	0.49%	$82.81	Q1 2026
Leon Cooperman	Omega Advisors	326058	$27.0M	0.89%	$82.81	Q1 2026
Polen Capital	Polen Capital Management	32874	$2.7M	0.02%	$82.81	Q1 2026
Stanley Druckenmiller	Duquesne Family Office	1099905	$91K	2.70%	$0.08	Q1 2026

$1.28B

5.59%

Andreas Halvorsen

$392.3M

1.10%

$335.6M

2.99%

Christopher Davis

$153.2M

0.70%

$110.8M

0.49%

$27.0M

0.89%

$2.7M

0.02%

Stanley Druckenmiller

$91K

2.70%

📊 Fundamentals

Market Cap$63.8B

P/E Ratio41.4x

Above market avg

Forward P/E19.9x

P/FCF72.1x

EPS (TTM)$2.52

Revenue (TTM)$25.2B

Profit Margin6.36%

Beta1.55

52-Week Range

$77.05

$199.30

Current: $104.23

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 41.4x trailing earnings → 19.9x forward · 6.4% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q1 '268 owners · $2.30B

INCREASEDAndreas Halvorsen$392.3M

INCREASEDDan Sundheim$335.6M

REDUCEDChristopher Davis$153.2M

REDUCEDRay Dalio$110.8M

REDUCEDPolen Capital$2.7M

REDUCEDStanley Druckenmiller$91K

Q4 '258 owners · $3.30B

REDUCEDChase Coleman$1.97B

INCREASEDAndreas Halvorsen$468.4M

INCREASEDDan Sundheim$444.6M

REDUCEDRay Dalio$195.6M

INCREASEDStanley Druckenmiller$120.4M

REDUCEDChristopher Davis$55.7M

REDUCEDPolen Capital$5.4M

SOLDStephen Mandel

SOLDPhilippe Laffont

SOLDSarah Ketterer

SOLDHoward Marks

Q3 '2512 owners · $4.63B

REDUCEDAndreas Halvorsen$543.2M

NEWStephen Mandel$334.1M

REDUCEDRay Dalio$287.0M

NEWDan Sundheim$231.0M

REDUCEDChristopher Davis$78.7M

REDUCEDStanley Druckenmiller$49.0M

REDUCEDSarah Ketterer$27.4M

REDUCEDHoward Marks$25.3M

REDUCEDPolen Capital$12.6M

SOLDDaniel Loeb

Q2 '2511 owners · $3.62B

REDUCEDAndreas Halvorsen$565.7M

INCREASEDRay Dalio$139.6M

REDUCEDPhilippe Laffont$106.6M

REDUCEDChristopher Davis$71.7M

NEWStanley Druckenmiller$49.5M

INCREASEDSarah Ketterer$34.0M

NEWPolen Capital$13.4M

NEWHoward Marks$13.4M

NEWDaniel Loeb$8.0M

Q1 '257 owners · $2.93B

NEWAndreas Halvorsen$542.9M

INCREASEDPhilippe Laffont$90.9M

REDUCEDChristopher Davis$67.2M

REDUCEDRay Dalio$66.0M

NEWLeon Cooperman$42.5M

NEWSarah Ketterer$25.9M

SOLDDennis Hong

Q4 '245 owners · $1.94B

REDUCEDChristopher Davis$67.7M

INCREASEDRay Dalio$63.3M

REDUCEDDennis Hong$33.5M

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates 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

21%analyst est. 21.3%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

3.5%current: 3.5%

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 8 superinvestors · 6 congress member trades

SELLJosh GottheimerD

$1,001 - $15,0002025-12-05

SELLLisa McClainR

$1,001 - $15,0002025-07-10

BUYLisa McClainR

$1,001 - $15,0002025-06-17

BUYJosh GottheimerD

$1,001 - $15,0002025-05-23

BUYRob BresnahanR

$1,001 - $15,0002025-03-11

BUYRob BresnahanR

$1,001 - $15,0002025-03-05