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Funds
3
Score
2.56
vs SPY
-3.0%
Stock return (since Q-end)
+1.1%
SPY return (since Q-end)
+4.0%
Current price
$96.85
Days to cover (short int.)
3.2d↑+0.0%
as of 2026-09-15
News Summary
NegativeSea Limited delivered exceptional revenue growth across all segments in Q2 2026 (48% YoY) with raised Shopee EBITDA guidance, but profitability growth has significantly lagged at only 7-11% YoY, driven by heavy reinvestment and a sharp tax expense jump. The stock has been volatile—rallying 14.8% post-earnings but subsequently declining 22% over the following months, culminating in a DBS downgrade to Hold amid persistent insider selling and margin compression concerns despite strong top-line momentum.
Red flags
- •Adjusted EPS of $0.70 missed consensus estimate of $0.86 despite revenue beat
- •Net income growth (7-11% YoY) severely lagged revenue growth (48% YoY), signaling margin erosion
- •Income tax expense nearly doubled YoY ($251M vs $144M), creating unexpected bottom-line drag
- •Recent downgrade to Hold by DBS Bank following 12.46% one-month decline
- •Stock trading near 52-week low ($96.69) vs 52-week high ($192.69), indicating significant underperformance
- •Persistent insider selling by key executives during period of weakness
- •Profitability concerns have persisted across multiple earnings cycles (Q4 2025 and Q2 2026)
Funds Buying (3)
| Fund | Manager | Shares Held | ∆ Shares | Position Value | % of Fund | QoQ | Status |
|---|---|---|---|---|---|---|---|
| Viking Global | Andreas Halvorsen | 5.7M | +933K | $543M | 1.5% | +20% | Existing |
| Point72 | Steve Cohen | 3.0M | +1.2M | $290M | 0.4% | +61% | Existing |
| Lone Pine Capital | Steve Mandel | 495K | +495K | $47M | 0.3% | — | NEW |
Shares Held and Position Value reflect total quarter-end holdings. ∆ Shares is the change from the prior quarter. % of Fund is the position's share of the fund's reported equity portfolio — it drives the size weighting in the conviction score.
Portfolio Context
Where SE ranks in each buying fund's book, and the positions immediately around it. What a holding sits next to often says more about the thesis than the position size does.
Viking Global
position #26 of this fund's book
- 23JOHNSON CONTROLS INTERNATION$614M
- 24UNION PAC CORP$557M
- 25MICROSOFT CORP$544M
- 26SEA LTD$543M
- 27CAMDEN PPTY TR$517M
- 28REGAL REXNORD CORPORATION$501M
- 29BIOMARIN PHARMACEUTICAL INC$436M
Lone Pine Capital
position #31 of this fund's book
- 28VISA INC$57M
- 29INTERACTIVE BROKERS GROUP IN$50M
- 30TAIWAN SEMICONDUCTOR MANUFAC$48M
- 31SEA LTD$47M
- 32MCKESSON CORP$44M
- 33TRANSDIGM GROUP INC$38M
- 34BROOKFIELD CORP$34M
Point72
position #33 of this fund's book
- 30META PLATFORMS INC$320M
- 31AKAMAI TECHNOLOGIES INC$304M
- 32PPL CORP$304M
- 33SEA LTD$290M
- 34INTEL CORP$283M
- 35VISA INC$279M
- 36VISHAY INTERTECHNOLOGY INC$268M
Values are quarter-end position sizes. Shown only for funds where SE ranks inside their 40 largest equity positions — below that, neighbouring names carry no signal. Adjacency is an inference about a fund's reasoning, not a disclosure of it.
Signal History
| Quarter | Direction | Funds | Score | vs SPY |
|---|---|---|---|---|
| Q2 2026 | LONG | 3 | 2.56 | -3.0% |
| Q1 2026 | LONG | 4 | 4.75 | +27.6% |
Same issuer appearing in consecutive quarters — persistent institutional conviction. Returns are frozen at each archived quarter's last refresh.
Insider Activity
| Name | Title | Type | Shares | Price | Value | Filed | Src |
|---|---|---|---|---|---|---|---|
| Wang Yanjun | CCO and GC | SELL | 679 | $94.86 | $0.06M | 2026-10-02 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 26 | $96.36 | $0.00M | 2026-10-02 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 295 | $95.70 | $0.03M | 2026-10-02 | ↗ |
| Zhao Feng | President of Garena | SELL | 15K | $95.20 | $1.44M | 2026-10-01 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 272 | $94.38 | $0.03M | 2026-10-01 | ↗ |
| Zhao Feng | President of Garena | SELL | 7K | $96.04 | $0.72M | 2026-10-01 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 604 | $95.17 | $0.06M | 2026-10-01 | ↗ |
| Zhao Feng | President of Garena | SELL | 17K | $94.43 | $1.64M | 2026-10-01 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 124 | $95.99 | $0.01M | 2026-10-01 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 933 | $97.61 | $0.09M | 2026-09-30 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 67 | $98.52 | $0.01M | 2026-09-30 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 364 | $98.88 | $0.04M | 2026-09-29 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 636 | $98.18 | $0.06M | 2026-09-29 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 29 | $99.57 | $0.00M | 2026-09-28 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 68 | $98.08 | $0.01M | 2026-09-28 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 708 | $99.10 | $0.07M | 2026-09-28 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 195 | $97.06 | $0.02M | 2026-09-28 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 389 | $100.40 | $0.04M | 2026-09-25 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 811 | $99.87 | $0.08M | 2026-09-25 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 574 | $101.75 | $0.06M | 2026-09-24 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 584 | $100.86 | $0.06M | 2026-09-24 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 42 | $102.31 | $0.00M | 2026-09-24 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 198 | $103.46 | $0.02M | 2026-09-23 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 816 | $102.77 | $0.08M | 2026-09-23 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 186 | $101.95 | $0.02M | 2026-09-23 | ↗ |
| Chen Jingye | CPO, Shopee | SELL | 10K | $102.85 | $1.08M | 2026-09-22 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 835 | $103.80 | $0.09M | 2026-09-22 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 365 | $102.85 | $0.04M | 2026-09-22 | ↗ |
| Chen Jingye | CPO, Shopee | SELL | 20K | $103.82 | $2.03M | 2026-09-22 | ↗ |
| Chen Jingye | CPO, Shopee | SELL | 13K | $101.86 | $1.30M | 2026-09-21 | ↗ |
| Chen Jingye | CPO, Shopee | SELL | 4K | $100.77 | $0.38M | 2026-09-21 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 100 | $100.69 | $0.01M | 2026-09-21 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 616 | $101.69 | $0.06M | 2026-09-21 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 484 | $102.66 | $0.05M | 2026-09-21 | ↗ |
| Chen Jingye | CPO, Shopee | SELL | 13K | $102.68 | $1.37M | 2026-09-21 | ↗ |
| Chen Jingye | CPO, Shopee | SELL | 114 | $103.33 | $0.01M | 2026-09-21 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 332 | $100.29 | $0.03M | 2026-09-18 | ↗ |
| Ye Gang | COO | SELL | 17K | $101.95 | $1.78M | 2026-09-18 | ↗ |
| Ye Gang | COO | SELL | 3K | $102.41 | $0.26M | 2026-09-18 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 162 | $101.10 | $0.02M | 2026-09-18 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 706 | $101.88 | $0.07M | 2026-09-18 | ↗ |
| Chen Jingye | CPO, Shopee | SELL | 4K | $100.24 | $0.43M | 2026-09-18 | ↗ |
| Chen Jingye | CPO, Shopee | SELL | 5K | $101.10 | $0.52M | 2026-09-18 | ↗ |
| Chen Jingye | CPO, Shopee | SELL | 21K | $101.88 | $2.10M | 2026-09-18 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 30 | $102.81 | $0.00M | 2026-09-17 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 24 | $104.76 | $0.00M | 2026-09-17 | ↗ |
| Chen Jingye | CPO, Shopee | SELL | 19K | $101.23 | $1.89M | 2026-09-17 | ↗ |
| Chen Jingye | CPO, Shopee | SELL | 10K | $101.90 | $1.06M | 2026-09-17 | ↗ |
| Chen Jingye | CPO, Shopee | SELL | 900 | $103.01 | $0.09M | 2026-09-17 | ↗ |
| Ye Gang | COO | SELL | 10K | $101.38 | $0.99M | 2026-09-17 | ↗ |
| Ye Gang | COO | SELL | 10K | $102.02 | $0.98M | 2026-09-17 | ↗ |
| Ye Gang | COO | SELL | 458 | $102.96 | $0.05M | 2026-09-17 | ↗ |
| Ye Gang | COO | SELL | 206 | $104.76 | $0.02M | 2026-09-17 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 767 | $101.20 | $0.08M | 2026-09-17 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 379 | $101.95 | $0.04M | 2026-09-17 | ↗ |
| Hou Tianyu | CFO | SELL | 8K | $101.26 | $0.81M | 2026-09-17 | ↗ |
| Hou Tianyu | CFO | SELL | 6K | $101.85 | $0.64M | 2026-09-17 | ↗ |
| Hou Tianyu | CFO | SELL | 360 | $102.89 | $0.04M | 2026-09-17 | ↗ |
| Hou Tianyu | CFO | SELL | 310 | $104.76 | $0.03M | 2026-09-17 | ↗ |
| Ye Gang | COO | SELL | 6K | $104.99 | $0.59M | 2026-09-16 | ↗ |
| Chen Jingye | CPO, Shopee | SELL | 7K | $103.26 | $0.71M | 2026-09-16 | ↗ |
| Chen Jingye | CPO, Shopee | SELL | 15K | $104.07 | $1.61M | 2026-09-16 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 265 | $104.99 | $0.03M | 2026-09-16 | ↗ |
| Chen Jingye | CPO, Shopee | SELL | 8K | $105.03 | $0.81M | 2026-09-16 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 785 | $103.97 | $0.08M | 2026-09-16 | ↗ |
| Ye Gang | COO | SELL | 11K | $103.96 | $1.16M | 2026-09-16 | ↗ |
| Ye Gang | COO | SELL | 3K | $103.12 | $0.33M | 2026-09-16 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 150 | $103.04 | $0.02M | 2026-09-16 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 84 | $106.00 | $0.01M | 2026-09-15 | ↗ |
| Chen Jingye | CPO, Shopee | SELL | 12K | $103.30 | $1.21M | 2026-09-15 | ↗ |
| Chen Jingye | CPO, Shopee | SELL | 15K | $103.81 | $1.52M | 2026-09-15 | ↗ |
| Chen Jingye | CPO, Shopee | SELL | 2K | $105.08 | $0.19M | 2026-09-15 | ↗ |
| Chen Jingye | CPO, Shopee | SELL | 2K | $106.04 | $0.20M | 2026-09-15 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 534 | $103.33 | $0.06M | 2026-09-15 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 516 | $103.87 | $0.05M | 2026-09-15 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 66 | $105.07 | $0.01M | 2026-09-15 | ↗ |
| Ye Gang | COO | SELL | 9K | $103.33 | $0.91M | 2026-09-15 | ↗ |
| Ye Gang | COO | SELL | 9K | $103.85 | $0.91M | 2026-09-15 | ↗ |
| Ye Gang | COO | SELL | 1K | $105.13 | $0.13M | 2026-09-15 | ↗ |
| Ye Gang | COO | SELL | 1K | $106.03 | $0.13M | 2026-09-15 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 96 | $107.28 | $0.01M | 2026-09-14 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 372 | $108.42 | $0.04M | 2026-09-14 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 234 | $109.10 | $0.03M | 2026-09-14 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 450 | $110.00 | $0.05M | 2026-09-14 | ↗ |
| Chen Jingye | CPO, Shopee | SELL | 4K | $105.27 | $0.39M | 2026-09-14 | ↗ |
| Chen Jingye | CPO, Shopee | SELL | 5K | $106.25 | $0.50M | 2026-09-14 | ↗ |
| Chen Jingye | CPO, Shopee | SELL | 2K | $107.38 | $0.24M | 2026-09-14 | ↗ |
| Chen Jingye | CPO, Shopee | SELL | 11K | $108.50 | $1.17M | 2026-09-14 | ↗ |
| Chen Jingye | CPO, Shopee | SELL | 6K | $109.19 | $0.61M | 2026-09-14 | ↗ |
| Chen Jingye | CPO, Shopee | SELL | 3K | $109.97 | $0.33M | 2026-09-14 | ↗ |
| Ye Gang | COO | SELL | 3K | $105.32 | $0.28M | 2026-09-14 | ↗ |
| Ye Gang | COO | SELL | 3K | $106.28 | $0.30M | 2026-09-14 | ↗ |
| Ye Gang | COO | SELL | 2K | $107.34 | $0.16M | 2026-09-14 | ↗ |
| Ye Gang | COO | SELL | 8K | $108.53 | $0.86M | 2026-09-14 | ↗ |
| Ye Gang | COO | SELL | 3K | $109.30 | $0.36M | 2026-09-14 | ↗ |
| Ye Gang | COO | SELL | 2K | $109.98 | $0.20M | 2026-09-14 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 144 | $105.20 | $0.02M | 2026-09-14 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 204 | $106.20 | $0.02M | 2026-09-14 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 660 | $106.96 | $0.07M | 2026-09-11 | ↗ |
| Chen Jingye | CPO, Shopee | SELL | 13K | $107.97 | $1.45M | 2026-09-11 | ↗ |
| Chen Jingye | CPO, Shopee | SELL | 2K | $108.75 | $0.19M | 2026-09-11 | ↗ |
| Ye Gang | COO | SELL | 9K | $107.95 | $0.97M | 2026-09-11 | ↗ |
| Ye Gang | COO | SELL | 1K | $108.72 | $0.13M | 2026-09-11 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 475 | $107.96 | $0.05M | 2026-09-11 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 65 | $108.75 | $0.01M | 2026-09-11 | ↗ |
| Ye Gang | COO | SELL | 10K | $106.92 | $1.05M | 2026-09-11 | ↗ |
| Chen Jingye | CPO, Shopee | SELL | 15K | $106.95 | $1.59M | 2026-09-11 | ↗ |
| Ye Gang | COO | SELL | 16K | $107.92 | $1.74M | 2026-09-10 | ↗ |
| Ye Gang | COO | SELL | 4K | $108.54 | $0.42M | 2026-09-10 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 945 | $107.85 | $0.10M | 2026-09-10 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 255 | $108.50 | $0.03M | 2026-09-10 | ↗ |
| Chen Jingye | CPO, Shopee | SELL | 22K | $107.90 | $2.42M | 2026-09-10 | ↗ |
| Chen Jingye | CPO, Shopee | SELL | 8K | $108.50 | $0.83M | 2026-09-10 | ↗ |
| Ye Gang | COO | SELL | 500 | $111.39 | $0.06M | 2026-09-09 | ↗ |
| Chen Jingye | CPO, Shopee | SELL | 18K | $108.41 | $1.98M | 2026-09-09 | ↗ |
| Chen Jingye | CPO, Shopee | SELL | 9K | $109.23 | $0.98M | 2026-09-09 | ↗ |
| Chen Jingye | CPO, Shopee | SELL | 2K | $110.59 | $0.22M | 2026-09-09 | ↗ |
| Chen Jingye | CPO, Shopee | SELL | 700 | $111.42 | $0.08M | 2026-09-09 | ↗ |
| Ye Gang | COO | SELL | 12K | $108.41 | $1.30M | 2026-09-09 | ↗ |
| Ye Gang | COO | SELL | 6K | $109.21 | $0.69M | 2026-09-09 | ↗ |
| Ye Gang | COO | SELL | 1K | $110.57 | $0.13M | 2026-09-09 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 795 | $108.41 | $0.09M | 2026-09-09 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 405 | $109.23 | $0.04M | 2026-09-09 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 84 | $110.56 | $0.01M | 2026-09-09 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 36 | $111.36 | $0.00M | 2026-09-09 | ↗ |
| Ye Gang | COO | SELL | 2K | $111.87 | $0.23M | 2026-09-08 | ↗ |
| Ye Gang | COO | SELL | 6K | $112.80 | $0.73M | 2026-09-08 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 217 | $110.83 | $0.02M | 2026-09-08 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 207 | $112.08 | $0.02M | 2026-09-08 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 612 | $113.01 | $0.07M | 2026-09-08 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 464 | $113.61 | $0.05M | 2026-09-08 | ↗ |
| Ye Gang | COO | SELL | 9K | $113.49 | $0.99M | 2026-09-08 | ↗ |
| Ye Gang | COO | SELL | 3K | $110.72 | $0.30M | 2026-09-08 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 487 | $112.64 | $0.05M | 2026-09-04 | ↗ |
| Ye Gang | COO | SELL | 12K | $113.52 | $1.38M | 2026-09-04 | ↗ |
| Ye Gang | COO | SELL | 1K | $114.34 | $0.16M | 2026-09-04 | ↗ |
| Ye Gang | COO | SELL | 6K | $112.66 | $0.73M | 2026-09-04 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 898 | $113.51 | $0.10M | 2026-09-04 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 115 | $114.35 | $0.01M | 2026-09-04 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 540 | $113.86 | $0.06M | 2026-09-03 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 132 | $112.07 | $0.01M | 2026-09-03 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 828 | $113.08 | $0.09M | 2026-09-03 | ↗ |
| Ye Gang | COO | SELL | 2K | $112.14 | $0.26M | 2026-09-03 | ↗ |
| Ye Gang | COO | SELL | 10K | $113.15 | $1.14M | 2026-09-03 | ↗ |
| Ye Gang | COO | SELL | 8K | $113.93 | $0.87M | 2026-09-03 | ↗ |
| Ye Gang | COO | SELL | 11K | $112.67 | $1.22M | 2026-09-02 | ↗ |
| Ye Gang | COO | SELL | 9K | $112.23 | $1.03M | 2026-09-02 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 655 | $112.24 | $0.07M | 2026-09-02 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 845 | $112.67 | $0.10M | 2026-09-02 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 500 | $111.53 | $0.06M | 2026-09-01 | ↗ |
| Ye Gang | COO | SELL | 4K | $111.72 | $0.40M | 2026-09-01 | ↗ |
| Ye Gang | COO | SELL | 5K | $112.99 | $0.57M | 2026-09-01 | ↗ |
| Ye Gang | COO | SELL | 8K | $113.70 | $0.91M | 2026-09-01 | ↗ |
| Ye Gang | COO | SELL | 3K | $114.46 | $0.38M | 2026-09-01 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 380 | $112.87 | $0.04M | 2026-09-01 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 416 | $113.51 | $0.05M | 2026-09-01 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 204 | $114.39 | $0.02M | 2026-09-01 | ↗ |
| Ye Gang | COO | SELL | 7K | $114.63 | $0.76M | 2026-08-31 | ↗ |
| Ye Gang | COO | SELL | 5K | $115.17 | $0.63M | 2026-08-31 | ↗ |
| Ye Gang | COO | SELL | 900 | $116.42 | $0.10M | 2026-08-31 | ↗ |
| Ye Gang | COO | SELL | 200 | $117.63 | $0.02M | 2026-08-31 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 90 | $115.86 | $0.01M | 2026-08-31 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 18 | $116.90 | $0.00M | 2026-08-31 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 18 | $117.58 | $0.00M | 2026-08-31 | ↗ |
| Ye Gang | COO | SELL | 6K | $112.48 | $0.68M | 2026-08-31 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 600 | $112.67 | $0.07M | 2026-08-31 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 89 | $114.10 | $0.01M | 2026-08-31 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 685 | $114.89 | $0.08M | 2026-08-31 | ↗ |
| Ye Gang | COO | SELL | 786 | $113.32 | $0.09M | 2026-08-31 | ↗ |
| Li Xiaodong | Chairman and CEO | SELL | 5K | $120.43 | $0.62M | 2026-08-28 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 1K | $119.34 | $0.12M | 2026-08-28 | ↗ |
| Ye Gang | COO | SELL | 16K | $120.30 | $1.87M | 2026-08-28 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 58 | $118.24 | $0.01M | 2026-08-28 | ↗ |
| Feng Zhimin | President | SELL | 4K | $120.45 | $0.50M | 2026-08-28 | ↗ |
| Ye Gang | COO | SELL | 577 | $118.13 | $0.07M | 2026-08-28 | ↗ |
| Ye Gang | COO | SELL | 14K | $119.35 | $1.65M | 2026-08-28 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 418 | $120.32 | $0.05M | 2026-08-28 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 5 | $120.82 | $0.00M | 2026-08-28 | ↗ |
| Zhao Feng | President of Garena | SELL | 2K | $120.07 | $0.24M | 2026-08-28 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 28 | $118.97 | $0.00M | 2026-08-27 | ↗ |
| Ye Gang | COO | SELL | 13K | $117.24 | $1.52M | 2026-08-27 | ↗ |
| Ye Gang | COO | SELL | 7K | $117.92 | $0.78M | 2026-08-27 | ↗ |
| Ye Gang | COO | SELL | 372 | $118.99 | $0.04M | 2026-08-27 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 917 | $117.19 | $0.11M | 2026-08-27 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 555 | $117.82 | $0.07M | 2026-08-27 | ↗ |
| Ye Gang | COO | SELL | 10K | $120.28 | $1.21M | 2026-08-26 | ↗ |
| Feng Zhimin | President | SELL | 2K | $120.55 | $0.27M | 2026-08-26 | ↗ |
| Feng Zhimin | President | SELL | 2K | $121.23 | $0.20M | 2026-08-26 | ↗ |
| Ye Gang | COO | SELL | 10K | $119.23 | $1.25M | 2026-08-26 | ↗ |
| Ye Gang | COO | SELL | 9K | $121.13 | $1.14M | 2026-08-26 | ↗ |
| Ye Gang | COO | SELL | 110 | $121.68 | $0.01M | 2026-08-26 | ↗ |
| Zhao Feng | President of Garena | SELL | 2K | $121.33 | $0.24M | 2026-08-26 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 795 | $119.23 | $0.09M | 2026-08-26 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 407 | $120.06 | $0.05M | 2026-08-26 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 298 | $121.02 | $0.04M | 2026-08-26 | ↗ |
| Ye Gang | COO | SELL | 2K | $121.65 | $0.29M | 2026-08-25 | ↗ |
| Ye Gang | COO | SELL | 2K | $119.44 | $0.29M | 2026-08-25 | ↗ |
| Ye Gang | COO | SELL | 7K | $118.32 | $0.79M | 2026-08-25 | ↗ |
| Zhao Feng | President of Garena | SELL | 2K | $120.03 | $0.24M | 2026-08-25 | ↗ |
| Ye Gang | COO | SELL | 3K | $117.70 | $0.32M | 2026-08-25 | ↗ |
| Li Xiaodong | Chairman and CEO | SELL | 9K | $120.50 | $1.14M | 2026-08-25 | ↗ |
| Li Xiaodong | Chairman and CEO | SELL | 14K | $121.56 | $1.74M | 2026-08-25 | ↗ |
| Feng Zhimin | President | SELL | 3K | $120.50 | $0.37M | 2026-08-25 | ↗ |
| Ye Gang | COO | SELL | 12K | $120.14 | $1.41M | 2026-08-25 | ↗ |
| Ye Gang | COO | SELL | 2K | $123.17 | $0.28M | 2026-08-25 | ↗ |
| Ye Gang | COO | SELL | 2K | $122.60 | $0.22M | 2026-08-25 | ↗ |
| Li Xiaodong | Chairman and CEO | SELL | 12K | $122.65 | $1.53M | 2026-08-25 | ↗ |
| Li Xiaodong | Chairman and CEO | SELL | 21K | $123.33 | $2.64M | 2026-08-25 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 287 | $117.67 | $0.03M | 2026-08-25 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 389 | $118.37 | $0.05M | 2026-08-25 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 194 | $119.46 | $0.02M | 2026-08-25 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 118 | $120.49 | $0.01M | 2026-08-25 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 197 | $121.60 | $0.02M | 2026-08-25 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 178 | $122.69 | $0.02M | 2026-08-25 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 137 | $123.17 | $0.02M | 2026-08-25 | ↗ |
| Feng Zhimin | President | SELL | 6K | $123.33 | $0.76M | 2026-08-25 | ↗ |
| Feng Zhimin | President | SELL | 3K | $122.66 | $0.33M | 2026-08-25 | ↗ |
| Feng Zhimin | President | SELL | 3K | $121.65 | $0.37M | 2026-08-25 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 357 | $114.97 | $0.04M | 2026-08-24 | ↗ |
| Ye Gang | COO | SELL | 5K | $114.98 | $0.56M | 2026-08-24 | ↗ |
| Ye Gang | COO | SELL | 9K | $115.97 | $1.05M | 2026-08-24 | ↗ |
| Ye Gang | COO | SELL | 6K | $116.61 | $0.71M | 2026-08-24 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 670 | $115.96 | $0.08M | 2026-08-24 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 473 | $116.60 | $0.06M | 2026-08-24 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 1K | $117.83 | $0.12M | 2026-08-21 | ↗ |
| Ye Gang | COO | SELL | 15K | $117.90 | $1.74M | 2026-08-21 | ↗ |
| Ye Gang | COO | SELL | 1K | $118.35 | $0.17M | 2026-08-21 | ↗ |
| Ye Gang | COO | SELL | 4K | $116.87 | $0.45M | 2026-08-21 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 231 | $118.26 | $0.03M | 2026-08-21 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 223 | $116.79 | $0.03M | 2026-08-21 | ↗ |
| Ye Gang | COO | SELL | 6K | $117.07 | $0.74M | 2026-08-20 | ↗ |
| Ye Gang | COO | SELL | 4K | $115.98 | $0.48M | 2026-08-20 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 362 | $116.09 | $0.04M | 2026-08-20 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 27 | $119.00 | $0.00M | 2026-08-20 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 493 | $117.18 | $0.06M | 2026-08-20 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 618 | $117.75 | $0.07M | 2026-08-20 | ↗ |
| Ye Gang | COO | SELL | 364 | $119.00 | $0.04M | 2026-08-20 | ↗ |
| Ye Gang | COO | SELL | 9K | $117.74 | $1.08M | 2026-08-20 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 253 | $115.91 | $0.03M | 2026-08-19 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 282 | $116.97 | $0.03M | 2026-08-19 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 417 | $117.90 | $0.05M | 2026-08-19 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 272 | $119.01 | $0.03M | 2026-08-19 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 276 | $119.58 | $0.03M | 2026-08-19 | ↗ |
| Feng Zhimin | President | SELL | 298 | $120.00 | $0.04M | 2026-08-19 | ↗ |
| Ye Gang | COO | SELL | 3K | $115.87 | $0.38M | 2026-08-19 | ↗ |
| Ye Gang | COO | SELL | 4K | $116.93 | $0.48M | 2026-08-19 | ↗ |
| Ye Gang | COO | SELL | 5K | $117.82 | $0.57M | 2026-08-19 | ↗ |
| Ye Gang | COO | SELL | 4K | $118.83 | $0.43M | 2026-08-19 | ↗ |
| Ye Gang | COO | SELL | 5K | $119.66 | $0.65M | 2026-08-19 | ↗ |
| Zhao Feng | President of Garena | SELL | 420 | $120.02 | $0.05M | 2026-08-19 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 980 | $116.59 | $0.11M | 2026-08-18 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 290 | $117.27 | $0.03M | 2026-08-18 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 53 | $118.20 | $0.01M | 2026-08-18 | ↗ |
| KUOK Khoon Hua | — | SELL | 2K | $117.38 | $0.20M | 2026-08-18 | ↗ |
| KUOK Khoon Hua | — | SELL | 102 | $118.03 | $0.01M | 2026-08-18 | ↗ |
| KUOK Khoon Hua | — | SELL | 7K | $116.61 | $0.80M | 2026-08-18 | ↗ |
| KUOK Khoon Hua | — | SELL | 9K | $115.27 | $1.00M | 2026-08-18 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 177 | $115.46 | $0.02M | 2026-08-18 | ↗ |
| Ye Gang | COO | SELL | 3K | $115.66 | $0.37M | 2026-08-18 | ↗ |
| Ye Gang | COO | SELL | 14K | $116.67 | $1.67M | 2026-08-18 | ↗ |
| Ye Gang | COO | SELL | 2K | $117.54 | $0.24M | 2026-08-18 | ↗ |
| Ye Gang | COO | SELL | 471 | $118.29 | $0.06M | 2026-08-18 | ↗ |
| Ye Gang | COO | SELL | 16K | $120.44 | $1.94M | 2026-08-17 | ↗ |
| Zhao Feng | President of Garena | SELL | 2K | $120.16 | $0.24M | 2026-08-17 | ↗ |
| Hou Tianyu | CFO | SELL | 14K | $119.78 | $1.71M | 2026-08-17 | ↗ |
| Hou Tianyu | CFO | SELL | 6K | $120.41 | $0.68M | 2026-08-17 | ↗ |
| Hou Tianyu | CFO | SELL | 100 | $121.24 | $0.01M | 2026-08-17 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 1K | $119.74 | $0.15M | 2026-08-17 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 241 | $120.52 | $0.03M | 2026-08-17 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 11 | $121.21 | $0.00M | 2026-08-17 | ↗ |
| Feng Zhimin | President | SELL | 8K | $120.23 | $0.94M | 2026-08-17 | ↗ |
| Feng Zhimin | President | SELL | 567 | $121.10 | $0.07M | 2026-08-17 | ↗ |
| Ye Gang | COO | SELL | 14K | $119.63 | $1.64M | 2026-08-17 | ↗ |
| Ye Gang | COO | SELL | 199 | $121.19 | $0.02M | 2026-08-17 | ↗ |
| Heng Chen Seng | — | SELL | 19K | $122.26 | $2.34M | 2026-08-14 | ↗ |
| Heng Chen Seng | — | SELL | 764 | $123.29 | $0.09M | 2026-08-14 | ↗ |
| Heng Chen Seng | — | SELL | 98 | $124.08 | $0.01M | 2026-08-14 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 585 | $122.59 | $0.07M | 2026-08-14 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 46 | $123.56 | $0.01M | 2026-08-14 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 841 | $121.83 | $0.10M | 2026-08-14 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 28 | $125.00 | $0.00M | 2026-08-14 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 340 | $123.37 | $0.04M | 2026-08-13 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 470 | $124.30 | $0.06M | 2026-08-13 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 353 | $122.56 | $0.04M | 2026-08-13 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 26 | $127.45 | $0.00M | 2026-08-13 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 173 | $125.27 | $0.02M | 2026-08-13 | ↗ |
| Wang Yanjun | CCO and GC | SELL | 138 | $126.30 | $0.02M | 2026-08-13 | ↗ |
Beneficial Ownership (13D/13G)
| Filer | Form | Shares | % of Class | Filed | Src |
|---|---|---|---|---|---|
| T. Rowe Price Associates, Inc. | SC 13G | 33.5M | 6.1% | 2026-05-15 | ↗ |
| WCM Investment Management, LLC | SC 13G | 33.7M | 6.2% | 2026-04-06 | ↗ |
SC 13D = active intent to influence control (10-day filing deadline after crossing 5%). SC 13G = passive accumulation, no intent to influence control.