← Top Holdings

SESEA LTD

CUSIP: 81141R100

🔥 Bought by 3 superinvestors this quarter

8

Guru Owners

$3.30B

Total Value Held

25.9M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Chase Coleman	Tiger Global Management	15415835	$1.97B	6.62%	$127.57	Q4 2025
Andreas Halvorsen	Viking Global Investors	3671545	$468.4M	1.24%	$127.57	Q4 2025
Dan Sundheim	D1 Capital Partners	3485043	$444.6M	4.15%	$127.57	Q4 2025
Ray Dalio	Bridgewater Associates	1533269	$195.6M	0.71%	$127.57	Q4 2025
Stanley Druckenmiller	Duquesne Family Office	944120	$120.4M	2.68%	$127.57	Q4 2025
Christopher Davis	Davis Selected Advisers	436534	$55.7M	0.25%	$127.57	Q4 2025
Leon Cooperman	Omega Advisors	326058	$41.6M	1.38%	$127.57	Q4 2025
Polen Capital	Polen Capital Management	42710	$5.4M	0.02%	$127.57	Q4 2025

$1.97B

6.62%

Andreas Halvorsen

$468.4M

1.24%

$444.6M

4.15%

$195.6M

0.71%

Stanley Druckenmiller

$120.4M

2.68%

Christopher Davis

$55.7M

0.25%

$41.6M

1.38%

$5.4M

0.02%

📊 Fundamentals

Market Cap$54.1B

P/E Ratio35.0x

Above market avg

Forward P/E18.3x

P/FCF105.9x

EPS (TTM)$2.52

Revenue (TTM)$22.9B

Profit Margin6.88%

Beta1.70

52-Week Range

$77.05

$199.30

Current: $88.32

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 35.0x trailing earnings → 18.3x forward · 6.9% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

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

Q3 '245 owners · $1.75B

INCREASEDDennis Hong$88.9M

REDUCEDChristopher Davis$61.2M

REDUCEDRay Dalio$28.1M

SOLDStanley Druckenmiller

💰 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

22%analyst est. 21.6%

0%100%

Growth Decay Rate

15%

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

Terminal Growth Rate

3.0%

0%5%

FCF Margin

2.2%current: 2.2%

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

SE Institutional Ownership — Superinvestor Holdings | Superinvestor 13F Tracker