LongSEAug 2026
Sea Limited
Hayden believes Shopee's current reinvestment program is generating increasingly attractive returns and strengthening the business rather than merely defending it against…
SE
Which hedge funds are long SE?
1 published idea on Sea Limited across 1 fund — 1 long and 0 short.
Sea Limited hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Sea Limited: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.