Ticker · CUSIP 81619Q105
Holders (tracked)
8
Combined shares
20,274,717
Combined value
$54.72M
Last close
$16.39
Quarter
2025Q4
Tracked holders · last 8 quarters
Flat over the last 8 quarters.
Price is +507.2% vs the avg quarter-end implied price across tracked holders.
SEC event timeline
20 events
- AQR Capital Management added2026-02-17+13,823 shares · 2025Q413F
- D.E. Shaw & Co. added2026-02-17+353,697 shares · 2025Q413F
- Two Sigma Investments added2026-02-17+179,214 shares · 2025Q413F
- T. Rowe Price added2026-02-17+684,695 shares · 2025Q413F
- Ken Griffin (Citadel Advisors) trimmed2026-02-17−135,765 shares · 2025Q413F
- Izzy Englander (Millennium Mgmt) trimmed2026-02-17−1,042,186 shares · 2025Q413F
- Steve Cohen (Point72) exited2026-02-17−304,773 shares · 2025Q413F
- Ray Dalio (Bridgewater Associates) added2026-02-13+24,021 shares · 2025Q413F
- Norges Bank (Norway SWF) opened position2026-02-10+167,058 shares · 2025Q413F
- AQR Capital Management added2025-11-14+43,408 shares · 2025Q313F
- Izzy Englander (Millennium Mgmt) added2025-11-14+1,277,233 shares · 2025Q313F
- Steve Cohen (Point72) added2025-11-14+106,577 shares · 2025Q313F
- Two Sigma Investments opened position2025-11-14+187,186 shares · 2025Q313F
- D.E. Shaw & Co. added2025-11-14+1,114,699 shares · 2025Q313F
- T. Rowe Price trimmed2025-11-14−226,348 shares · 2025Q313F
- +41,152 shares · 2025Q313F
- Renaissance Technologies exited2025-11-13−23,235 shares · 2025Q313F
- Norges Bank (Norway SWF) exited2025-11-13−37,860 shares · 2025Q313F
- Norges Bank (Norway SWF) trimmed2025-11-12−166,300 shares · 2024Q313F
- First Eagle Investment Management exited2025-11-12−428,948 shares · 2025Q313F
Insider activity
No insider transactions in the last 30 days.
Follow-the-investor returns
If you'd copied each holder of SEM…
Cost basis inferred from 13F share-delta history. Sorted by % return on the position they're still holding.
| Investor | First in | Cost basis | Return | Position value today |
|---|---|---|---|---|
| Izzy Englander (Millennium Mgmt) | 2016Q1 | $13.33 | +23.0% | $9.0M |
| Ray Dalio (Bridgewater Associates) | 2025Q3 | $13.58 | +20.7% | $1.1M |
| T. Rowe Price | 2016Q1 | $14.14 | +15.9% | $272.2M |
| D.E. Shaw & Co. | 2016Q1 | $14.42 | +13.7% | $36.3M |
| Two Sigma Investments | 2019Q1 | $14.89 | +10.1% | $6.0M |
| Ken Griffin (Citadel Advisors) | 2016Q1 | $15.20 | +7.8% | $3.6M |
| AQR Capital Management | 2016Q2 | $15.37 | +6.6% | $1.4M |
| Norges Bank (Norway SWF) | 2016Q1 | $108.79 | -84.9% | $2.7M |
Who moved on this name in 2025Q4
13F transactions reported for the latest quarter, grouped by direction.
New positions1
- Norges Bank (Norway SWF)+167,058$2.5M
Added to5
- D.E. Shaw & Co.+353,697$5.3M
- Two Sigma Investments+179,214$2.7M
- Ray Dalio (Bridgewater Associates)+24,021$357K
- AQR Capital Management+13,823$205K
- T. Rowe Price+684,695$10K
Trimmed2
- Izzy Englander (Millennium Mgmt)−1,042,186$15.5M
- Ken Griffin (Citadel Advisors)−135,765$2.0M
Exited1
- Steve Cohen (Point72)−304,773$3.9M
Institutional ownership over time
Distinct super-investors holding this ticker · combined dollar value, by quarter.
| Quarter | Holders | Combined value |
|---|---|---|
| 2022Q1 | 11 | $29.98B |
| 2022Q2 | 11 | $27.04B |
| 2022Q3 | 10 | $24.2M |
| 2022Q4 | 12 | $459.0M |
| 2023Q1 | 14 | $478.7M |
| 2023Q2 | 13 | $578.4M |
| 2023Q3 | 14 | $455.3M |
| 2023Q4 | 11 | $450.7M |
| 2024Q1 | 11 | $570.1M |
| 2024Q2 | 12 | $720.8M |
| 2024Q3 | 12 | $143.2M |
| 2024Q4 | 12 | $100.4M |
| 2025Q1 | 12 | $70.1M |
| 2025Q2 | 9 | $34.8M |
| 2025Q3 | 8 | $56.9M |
| 2025Q4 | 8 | $54.7M |
Who owns SEM
8 super-investors · 2025Q4
Tracked stake
20.27M
shares
Combined value
$55M
% of shares outstanding
—
shares-out unknown
Quarter action mix
New1Added5Trim2
| # | Manager | Shares | Value |
|---|---|---|---|
| 1 | D.E. Shaw & Co. | 2.21M | $33M |
| 2 | Izzy Englander Millennium Mgmt | 548.2K | $8M |
| 3 | Two Sigma Investments | 366.4K | $5M |
| 4 | Ken Griffin Citadel Advisors | 222.2K | $3M |
| 5 | Norges Bank Norway SWF | 167.1K | $2M |
| 6 | AQR Capital Management | 87.6K | $1M |
| 7 | Ray Dalio Bridgewater Associates | 65.2K | $968K |
| 8 | T. Rowe Price | 16.61M | $247K |
Recent moves
20 transactions
- +353,697 · 2025Q4
- +684,695 · 2025Q4
- +13,823 · 2025Q4
- −135,765 · 2025Q4
- −1,042,186 · 2025Q4
- −304,773 · 2025Q4
- +179,214 · 2025Q4
- +24,021 · 2025Q4
- +167,058 · 2025Q4
- TRIMT. Rowe Price−226,348 · 2025Q3
- +106,577 · 2025Q3
- +1,277,233 · 2025Q3
- +43,408 · 2025Q3
- +187,186 · 2025Q3
- +1,114,699 · 2025Q3
- +41,152 · 2025Q3
- −23,235 · 2025Q3
- −37,860 · 2025Q3
- −428,948 · 2025Q3
- −166,300 · 2024Q3
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