12 West Capital Management’s Sea Limited SE Stock Holding History

12 West Capital Management’s Portfolio SE Stock Details SE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-565,000	Closed	-$53.3M	–	18
2024 Q3	$53.3M	Hold	565,000	–	–	5.45%	6
2024 Q2	$40.4M	Hold	565,000	–	–	4.15%	8
2024 Q1	$30.3M	Buy	+565,000	New	+$26M	2.74%	13
2022 Q4	–	Sell	-1,077,900	Closed	-$60.4M	–	24
2022 Q3	$60.4M	Hold	1,077,900	–	–	5.33%	9
2022 Q2	$72.1M	Buy	1,077,900 +250,000	+30%	+$21.3M	6.14%	6
2022 Q1	$99.2M	Buy	+827,900	New	+$117M	6.03%	6

Other funds holding SE

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

12 West Capital Management's SE Position: Q4 2024 in Review

12 West Capital Management sold out of Sea Limited (SE) in Q4 2024, closing a stake of 565,000 shares — an estimated $53.3M sold.

12 West Capital Management first reported a position in SE in Q1 2022 and held it in 6 quarters. The position peaked at $99.2M in Q1 2022. 684 funds tracked by Wall St. Rank hold SE as of Q4 2024.

12 West Capital Management reported no remaining Sea Limited position as of Q4 2024 after selling out during the quarter.
12 West Capital Management sold 565,000 Sea Limited shares in Q4 2024, an estimated $53.3M.
12 West Capital Management first reported a position in Sea Limited in Q1 2022 and held it in 6 quarters.
12 West Capital Management's Sea Limited position peaked at $99.2M in Q1 2022.
684 funds tracked by Wall St. Rank held Sea Limited as of Q4 2024.

Based on 12 West Capital Management's 13F filing for Q4 2024, filed 13 Feb 2025.