Evolutionary Tree Capital Management’s Sea Limited SE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.64M	Sell	19,834 -5,003	-20%	-$536K	3.09%	17
2025 Q4	$3.17M	Buy	24,837 +3,701	+18%	+$548K	3.68%	11
2025 Q3	$3.78M	Buy	21,136 +19,843	+1,535%	+$3.4M	4.12%	10
2025 Q2	$207K	Sell	1,293 -452	-26%	-$65.4K	0.22%	27
2025 Q1	$228K	Sell	1,745 -265	-13%	-$32.9K	0.26%	28
2024 Q4	$213K	Buy	+2,010	New	+$211K	0.22%	30
2023 Q4	–	Sell	-26,995	Closed	-$1.19M	–	36
2023 Q3	$1.19M	Buy	26,995 +2,194	+9%	+$107K	1.53%	27
2023 Q2	$1.44M	Buy	24,801 +256	+1%	+$18.3K	1.73%	24
2023 Q1	$2.12M	Sell	24,545 -17,949	-42%	-$1.23M	2.94%	15
2022 Q4	$2.21M	Buy	42,494 +16,470	+63%	+$888K	2.12%	21
2022 Q3	$1.46M	Sell	26,024 -2,486	-9%	-$173K	1.4%	27
2022 Q2	$1.91M	Sell	28,510 -2,721	-9%	-$232K	2.08%	24
2022 Q1	$3.74M	Sell	31,231 -5,378	-15%	-$758K	2.6%	20
2021 Q4	$8.19M	Buy	36,609 +5,755	+19%	+$1.72M	3.93%	11
2021 Q3	$9.83M	Sell	30,854 -13,759	-31%	-$4.22M	4.36%	3
2021 Q2	$12.3M	Sell	44,613 -6,124	-12%	-$1.55M	5.65%	5
2021 Q1	$11.3M	Buy	50,737 +10,568	+26%	+$2.45M	6.7%	2
2020 Q4	$8M	Buy	+40,169	New	+$7.15M	6.1%	3