8-quarter activity
Distinct managers buying or selling SE each quarter — last 2 years.
Ownership breadth · 8 quarters
Breadth flatThe number of superinvestors holding this name has been stable for 8 quarters. See the most-owned names across all tracked managers →
Smart money activity
Every tracked 13F move on SE — grouped by quarter, ranked by manager quality.
| Portfolio manager | % portfolio |
|---|---|
Chase ColemanElite Tiger Global Management | 5.80% |
Insider activity
What the company's own executives and directors are doing — buys are highly bullish.
| Insider | Value |
|---|---|
Ye Gang COO | $37K |
Ye Gang COO | $490K |
Ye Gang COO | $358K |
Ye Gang COO | $36K |
Wang Yanjun CCO and GC | $9K |
Wang Yanjun CCO and GC | $44K |
Wang Yanjun CCO and GC | $20K |
Wang Yanjun CCO and GC | $1K |
Ma David Y Insider | $1.93M |
Ma David Y Insider | $7.04M |
Ma David Y Insider | $3.67M |
Ma David Y Insider | $726K |
Ye Gang COO | $37K |
Ye Gang COO | $490K |
Ye Gang COO | $358K |
Ye Gang COO | $36K |
Wang Yanjun CCO and GC | $9K |
Wang Yanjun CCO and GC | $44K |
Wang Yanjun CCO and GC | $20K |
Wang Yanjun CCO and GC | $1K |
Chen Jingye CPO, Shopee | $9K |
Chen Jingye CPO, Shopee | $44K |
Chen Jingye CPO, Shopee | $20K |
Chen Jingye CPO, Shopee | $1K |
Ma David Y Insider | $1.93M |
Ma David Y Insider | $7.04M |
Ma David Y Insider | $3.67M |
Ma David Y Insider | $726K |
Chen Jingye CPO, Shopee | $9K |
Chen Jingye CPO, Shopee | $44K |
Chen Jingye CPO, Shopee | $20K |
Chen Jingye CPO, Shopee | $1K |
Ye Gang COO | $46K |
Ye Gang COO | $155K |
Ye Gang COO | $706K |
Wang Yanjun CCO and GC | $13K |
Wang Yanjun CCO and GC | $28K |
Wang Yanjun CCO and GC | $16K |
Wang Yanjun CCO and GC | $9K |
Wang Yanjun CCO and GC | $5K |
Ma David Y Insider | $97K |
Ma David Y Insider | $581K |
Ma David Y Insider | $2.16M |
Ma David Y Insider | $7.51M |
Ye Gang COO | $46K |
Ye Gang COO | $155K |
Ye Gang COO | $706K |
Wang Yanjun CCO and GC | $13K |
Wang Yanjun CCO and GC | $28K |
Wang Yanjun CCO and GC | $16K |
Wang Yanjun CCO and GC | $9K |
Wang Yanjun CCO and GC | $5K |
Chen Jingye CPO, Shopee | $557.64 |
Chen Jingye CPO, Shopee | $3K |
Chen Jingye CPO, Shopee | $14K |
Chen Jingye CPO, Shopee | $55K |
Ma David Y Insider | $97K |
Ma David Y Insider | $581K |
Ma David Y Insider | $2.16M |
Ma David Y Insider | $7.51M |
Chen Jingye CPO, Shopee | $557.64 |
Chen Jingye CPO, Shopee | $3K |
Chen Jingye CPO, Shopee | $14K |
Chen Jingye CPO, Shopee | $55K |
Latest news
Recent headlines for SE — context for the moves above.
Who’s betting biggest on SE
Each bar is one manager’s position size in SE as a % of their portfolio. Longer bar = bigger conviction bet. T1 badge marks the highest-quality track records.
AI thesis
An AI-synthesised investment thesis for SE, based on the 13F data above. Generated on demand — not stored or pre-computed.
Generate a 2-paragraph investment thesis synthesising 1 institutional holdings and the -9 conviction score.
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The HoldLens signal dossier shows the unified −100..+100 ConvictionScore alongside live prices, multi-quarter trend detection, insider activity, and real-time news. Not investment advice. Methodology.