Beaconlight Capital’s Sea Limited SE Stock Holding History

Beaconlight Capital’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	-23,871	Closed	-$2.25M	–	33
2024 Q3	$2.25M	Buy	+23,871	New	+$1.8M	0.92%	24
2020 Q2	–	Sell	-183,098	Closed	-$8.11M	–	46
2020 Q1	$8.11M	Sell	183,098 -67,797	-27%	-$3.04M	2.16%	14
2019 Q4	$10.1M	Sell	250,895 -17,452	-7%	-$587K	2.13%	18
2019 Q3	$8.3M	Sell	268,347 -581,378	-68%	-$19.5M	2.07%	16
2019 Q2	$28.2M	Buy	849,725 +265,006	+45%	+$7.18M	7.37%	4
2019 Q1	$13.8M	Buy	+584,719	New	+$10.2M	3.91%	10

Other funds holding SE

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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

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

Beaconlight Capital's SE Position: Q4 2024 in Review

Beaconlight Capital sold out of Sea Limited (SE) in Q4 2024, closing a stake of 23,871 shares — an estimated $2.25M sold.

Beaconlight Capital first reported a position in SE in Q1 2019 and held it in 6 quarters. The position peaked at $28.2M in Q2 2019. 684 funds tracked by Wall St. Rank hold SE as of Q4 2024.

Beaconlight Capital reported no remaining Sea Limited position as of Q4 2024 after selling out during the quarter.
Beaconlight Capital sold 23,871 Sea Limited shares in Q4 2024, an estimated $2.25M.
Beaconlight Capital first reported a position in Sea Limited in Q1 2019 and held it in 6 quarters.
Beaconlight Capital's Sea Limited position peaked at $28.2M in Q2 2019.
684 funds tracked by Wall St. Rank held Sea Limited as of Q4 2024.

Based on Beaconlight Capital's 13F filing for Q4 2024, filed 14 Feb 2025.