Sea Ltd (NYSE:SE) in Artisan Developing World Fund Q3 2024

Strategic Expansion and Digital Ecosystem Growth

Apr 14, 2025

Summary

Investment rationale: Leveraging digital entertainment, e-commerce, and digital financial services.
Market positioning: Strong presence in Southeast Asia with expanding global reach.
Risks and challenges: Regulatory changes and competitive pressures in core markets.
Recent performance: Significant contribution to the fund's quarterly performance.
Future outlook: Continued growth driven by strategic investments and market expansion.

In the Artisan Developing World Fund's Q3 2024 commentary, Sea Ltd (NYSE:SE, Financial) was highlighted as a key holding due to its robust digital ecosystem encompassing gaming, e-commerce, and financial services. The company's strategic focus on expanding its market presence in Southeast Asia and beyond has positioned it as a leader in the digital economy.

"Sea Ltd's ability to integrate its digital entertainment, e-commerce, and financial services platforms provides a unique competitive advantage, driving significant value creation for our portfolio." — Artisan Partners, Q3 2024 Fund Letter

Read full letter at gurufocus artisan developing world fund q3 2024 commentary 2024 Q3 page.

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