Bayberry Capital Partners’s Sea Limited SE Stock Holding History

Bayberry Capital Partners’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
2021 Q2	–	Sell	-54,500	Closed	-$12.2M	–	22
2021 Q1	$12.2M	Sell	54,500 -28,500	-34%	-$6.62M	3.7%	13
2020 Q4	$16.5M	Buy	+83,000	New	+$14.8M	4.63%	12

Other funds holding SE

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bayberry Capital Partners's SE Position: Q2 2021 in Review

Bayberry Capital Partners sold out of Sea Limited (SE) in Q2 2021, closing a stake of 54,500 shares — an estimated $12.2M sold.

Bayberry Capital Partners first reported a position in SE in Q4 2020 and held it in 2 quarters. The position peaked at $16.5M in Q4 2020. 747 funds tracked by Wall St. Rank hold SE as of Q2 2021.

Bayberry Capital Partners reported no remaining Sea Limited position as of Q2 2021 after selling out during the quarter.
Bayberry Capital Partners sold 54,500 Sea Limited shares in Q2 2021, an estimated $12.2M.
Bayberry Capital Partners first reported a position in Sea Limited in Q4 2020 and held it in 2 quarters.
Bayberry Capital Partners's Sea Limited position peaked at $16.5M in Q4 2020.
747 funds tracked by Wall St. Rank held Sea Limited as of Q2 2021.

Based on Bayberry Capital Partners's 13F filing for Q2 2021, filed 16 Aug 2021.