SC 13G/A ·Filed Oct 21, 2026
Passive stake amendment
Actionable Insight • Neutral
Monitor for any future conversion to a Schedule 13D, which would signal activist intent. For now, Baillie Gifford remains a passive long-term holder.
Latest settled — T+1d
SE ▼ -2.89% at T+1d
NEUTRAL call -2.89% · α vs SPY -1.71% · entry $77.94 → $75.69
Latest observation: T+2 -4.05% FF3 residual α
T+1d
-2.89%
call -2.89% · α -1.71%
$75.69
settled 5d ago
T+5d
Pending
tomorrow
T+20d
Pending
in 22d
T+60d
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Executive Summary
Baillie Gifford & Co. filed an amendment to its Schedule 13G, reporting beneficial ownership of 37,150,679 Class A common shares (6.6% of shares outstanding) of Sea Ltd as of September 30, 2026. The filing is a routine passive stake update with no change in investment intent.
Key Financial Metrics
Stake
6.6%
Investor
BAILLIE GIFFORD & CO
Key Facts
- Baillie Gifford & Co. holds 37,150,679 Class A common shares (6.6% of shares outstanding) as of September 30, 2026.
- The filing is an amendment to a Schedule 13G, confirming passive investment intent.
- Sole voting power over 27,415,507 shares; sole dispositive power over 37,150,679 shares.
- No shares are held with the purpose of changing or influencing control of the issuer.
Financial Impact
No material financial impact — passive stake disclosure with no change in strategy.
Risk Factors
- A future conversion to Schedule 13D could signal activist pressure or a change in investment thesis.
- A reduction below the 5% threshold in a future filing would indicate reduced conviction.
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0001088875-26-000069 |
| Document: 0001088875-26-000069-index.html | 0001088875-26-000069 |
| Document: 0001088875-26-000069.txt | 0001088875-26-000069 |
81 reports for SE
63% Hit rate @ T+5 Went positive at some point 20 of 24 best @ T+60▲ +24.65%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 23, 2026 3d ago | Insider Cluster | $74.63 | awaiting T+5 | — | $74.01 (−0.83%) |
Oct 21, 2026 5d ago | SC 13G/A | $77.94 | awaiting T+5 | — | $74.01 (−5.04%) |
Oct 21, 2026 5d ago | Insider Cluster | $77.94 | awaiting T+5 | — | $74.01 (−5.04%) |
Oct 20, 2026 6d ago | 6-K | $80.43 | awaiting T+5 | — | $74.01 (−7.98%) |
Oct 16, 2026 10d ago | Institutional Cluster | $88.47 $73.82 | ▼ −16.56% | ▼ −16.41% | $74.01 (−16.34%) |
Oct 5, 2026 21d ago | Insider Cluster | $96.85 $95.88 | ▲ +1.00% | ▲ +1.42% | $74.01 (+23.58%) |
Oct 1, 2026 25d ago | Insider Cluster | $95.27 $92.89 | ▲ +2.50% | ▲ +3.80% | $74.01 (+22.32%) |
Sep 29, 2026 27d ago | Insider Cluster | $98.62 $96.53 | ▼ −2.12% | ▼ −4.07% | $74.01 (−24.95%) |
Sep 25, 2026 4w ago | Insider Cluster | $99.55 $95.19 | ▲ +4.38% | ▲ +4.16% | $74.01 (+25.66%) |
Sep 23, 2026 4w ago | Insider Cluster | $103.29 $97.36 | ▼ −5.74% | ▼ −5.07% | $74.01 (−28.35%) |
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