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ROCKWOOD RESEARCH · A CORPORATE FILINGS WEBSITE|STRAIGHT FROM THE SOURCE · SEC EDGAR|SPONSOREDYour message on this tape — bid on the Rockwood Ad Exchange · Rockwood Ad Exchange|

Rockwood Research

SE

Sea Ltd

Services-Miscellaneous Business Services · SIC 7380CIK 1703399Held by 25 tracked managersEDGAR filings ↗10-K/10-Q ↗

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20 of 20 reported changes in each tracked manager’s latest 13F vs its prior quarter (2 reporting periods). Every change is listed — no cap.

ManagerActionShare change% chgEnding % of 13F bookPosition size

Oaktree Capital Management

Q2 2026Position history →

New+635,443—1.1%$0.06B

Lone Pine Capital

Q2 2026Position history →

New+494,581—0.29%$0.05B

Owl Creek Asset Management

Q2 2026Position history →

New+93,152—0.79%$0.01B

Q2 2026Position history →

New+22,950—<0.01%$<0.01B

WCM Investment Management

Q2 2026Position history →

Add+134,717+0.4%5.7%$3.15B

Viking Global Investors

Q2 2026Position history →

Add+932,681+19.7%1.5%$0.54B

Capital Research Global Investors

Q2 2026Position history →

Add+2,180,430+96.1%0.06%$0.43B

Kora Management

Q2 2026Position history →

Add+229,714+6.4%43.1%$0.36B

Eminence Capital

Q1 2026Position history →

Add+1,424,025+53.9%7.7%$0.34B

Q2 2026Position history →

Add+161,981+8.8%0.83%$0.19B

Dorsal Capital Management

Q2 2026Position history →

Add+225,000+17.0%5.3%$0.15B

Generation Investment Management

Q2 2026Position history →

Add+75,505+80.9%0.16%$0.02B

Tiger Global Management

Q2 2026Position history →

Trim(2,856,683)(18.5%)5.0%$1.20B

Sands Capital Management

Q2 2026Position history →

Trim(1,730,213)(36.6%)1.1%$0.29B

Bridgewater Associates

Q2 2026Position history →

Trim(133,565)(10.0%)0.47%$0.12B

Renaissance Technologies

Q2 2026Position history →

Trim(726,500)(47.6%)0.11%$0.08B

Orbis Investment Management

Q2 2026Position history →

Trim(1,330,862)(72.2%)0.17%$0.05B

Kensico Capital Management

Q2 2026Position history →

Trim(359,400)(46.8%)0.67%$0.04B

ARK Investment Management

Q2 2026Position history →

Trim(14,654)(8.5%)0.10%$0.02B

Polen Capital Management

Q2 2026Position history →

Trim(9,755)(29.7%)0.02%$<0.01B

Changes compare each manager’s latest 13F with its prior quarter for the same CUSIP. “First observation” rows have no earlier stored filing to compare and are never counted as buys; “Split?” rows moved by a near-whole factor at an unchanged value and are treated as stock splits, not trades. Ending weight is the position after the change, not the size of the change.