Why this score?See the 9 factors that produced −6 for SE
HoldLens's ConvictionScore is the sum of 9 factors clamped to −100/+100. Each factor has a known min/max range; the math is deterministic and reproducible. Every input traces to a public SEC filing. Full methodology →
| Factor | Contribution |
|---|---|
| Smart money | +1 |
| Insider activity | -4 |
| Track record | -7 |
| Trend streak | +1 |
| Concentration | +3 |
| Contrarian bonus | 0 |
| 8-K events | 0 |
| Dissent | 0 |
| Crowding | 0 |
| Sum (clamped −100/+100) | −6 |
How to read: emerald = positive contribution to the buy signal; rose = penalty (sellers, crowded ownership, bearish 8-K events). Hover any factor name in the methodology page for the exact formula. Every number is computed at build time from EDGAR filings — no proprietary opinion layer, no editorial scoring.
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 | $20K |
Ye Gang COO | $29K |
Ye Gang COO | $58K |
Ye Gang COO | $229K |
Ye Gang COO | $236K |
Ye Gang COO | $374K |
Wang Yanjun CCO and GC | $298.35 |
Wang Yanjun CCO and GC | $1K |
Wang Yanjun CCO and GC | $1K |
Wang Yanjun CCO and GC | $2K |
Wang Yanjun CCO and GC | $8K |
Wang Yanjun CCO and GC | $22K |
Wang Yanjun CCO and GC | $40K |
Wang Yanjun CCO and GC | $298.35 |
Wang Yanjun CCO and GC | $1K |
Wang Yanjun CCO and GC | $1K |
Wang Yanjun CCO and GC | $2K |
Wang Yanjun CCO and GC | $8K |
Wang Yanjun CCO and GC | $22K |
Wang Yanjun CCO and GC | $40K |
Ye Gang COO | $20K |
Ye Gang COO | $29K |
Ye Gang COO | $58K |
Ye Gang COO | $229K |
Ye Gang COO | $236K |
Ye Gang COO | $374K |
Chen Jingye CPO, Shopee | $298.35 |
Chen Jingye CPO, Shopee | $1K |
Chen Jingye CPO, Shopee | $1K |
Chen Jingye CPO, Shopee | $2K |
Chen Jingye CPO, Shopee | $8K |
Chen Jingye CPO, Shopee | $22K |
Chen Jingye CPO, Shopee | $40K |
Chen Jingye CPO, Shopee | $298.35 |
Chen Jingye CPO, Shopee | $1K |
Chen Jingye CPO, Shopee | $1K |
Chen Jingye CPO, Shopee | $2K |
Chen Jingye CPO, Shopee | $8K |
Chen Jingye CPO, Shopee | $22K |
Chen Jingye CPO, Shopee | $40K |
Ye Gang COO | $20K |
Ye Gang COO | $340K |
Ye Gang COO | $77K |
Ye Gang COO | $190K |
Ye Gang COO | $310K |
Ye Gang COO | $9K |
Ye Gang COO | $9K |
Wang Yanjun CCO and GC | $33K |
Wang Yanjun CCO and GC | $6K |
Wang Yanjun CCO and GC | $15K |
Wang Yanjun CCO and GC | $20K |
Wang Yanjun CCO and GC | $2K |
Wang Yanjun CCO and GC | $828.18 |
Wang Yanjun CCO and GC | $33K |
Wang Yanjun CCO and GC | $6K |
Wang Yanjun CCO and GC | $15K |
Wang Yanjun CCO and GC | $20K |
Wang Yanjun CCO and GC | $2K |
Wang Yanjun CCO and GC | $828.18 |
Ye Gang COO | $20K |
Ye Gang COO | $340K |
Ye Gang COO | $77K |
Ye Gang COO | $190K |
Ye Gang COO | $310K |
Ye Gang COO | $9K |
Ye Gang COO | $9K |
Chen Jingye CPO, Shopee | $33K |
Chen Jingye CPO, Shopee | $6K |
Chen Jingye CPO, Shopee | $15K |
Chen Jingye CPO, Shopee | $20K |
Chen Jingye CPO, Shopee | $2K |
Chen Jingye CPO, Shopee | $828.18 |
Chen Jingye CPO, Shopee | $33K |
Chen Jingye CPO, Shopee | $6K |
Chen Jingye CPO, Shopee | $15K |
Chen Jingye CPO, Shopee | $20K |
Chen Jingye CPO, Shopee | $2K |
Chen Jingye CPO, Shopee | $828.18 |
Ye Gang COO | $363K |
Ye Gang COO | $268K |
Ye Gang COO | $206K |
Wang Yanjun CCO and GC | $36K |
Wang Yanjun CCO and GC | $17K |
Wang Yanjun CCO and GC | $14K |
Ye Gang COO | $363K |
Ye Gang COO | $268K |
Ye Gang COO | $206K |
Wang Yanjun CCO and GC | $36K |
Wang Yanjun CCO and GC | $17K |
Wang Yanjun CCO and GC | $14K |
Chen Jingye CPO, Shopee | $36K |
Chen Jingye CPO, Shopee | $17K |
Chen Jingye CPO, Shopee | $14K |
Chen Jingye CPO, Shopee | $36K |
Chen Jingye CPO, Shopee | $17K |
Chen Jingye CPO, Shopee | $14K |
Ye Gang COO | $447K |
Ye Gang COO | $241K |
Ye Gang COO | $180K |
Wang Yanjun CCO and GC | $36K |
Wang Yanjun CCO and GC | $19K |
Wang Yanjun CCO and GC | $15K |
Ye Gang COO | $447K |
Ye Gang COO | $241K |
Ye Gang COO | $180K |
Wang Yanjun CCO and GC | $36K |
Wang Yanjun CCO and GC | $19K |
Wang Yanjun CCO and GC | $15K |
Chen Jingye CPO, Shopee | $38K |
Chen Jingye CPO, Shopee | $18K |
Chen Jingye CPO, Shopee | $13K |
Chen Jingye CPO, Shopee | $38K |
Chen Jingye CPO, Shopee | $18K |
Chen Jingye CPO, Shopee | $13K |
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 -6 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.
Sister property: SecFilingDex — the encyclopedic reference for every SEC form variant (13F-HR / 13F-NT / 13F-HR/A) and the regulatory citation behind the data on this page.