Grantham, Mayo, Van Otterloo & Co (GMO)’s Sea Limited SE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-30,959	Closed	-$4.04M	–	676
2025 Q1	$4.04M	Sell	30,959 -19,448	-39%	-$2.41M	0.01%	325
2024 Q4	$5.35M	Sell	50,407 -52,380	-51%	-$5.5M	0.02%	297
2024 Q3	$9.69M	Sell	102,787 -99,466	-49%	-$7.51M	0.03%	275
2024 Q2	$14.4M	Sell	202,253 -258,054	-56%	-$17.1M	0.05%	238
2024 Q1	$24.7M	Sell	460,307 -127,500	-22%	-$5.86M	0.09%	163
2023 Q4	$23.8M	Buy	587,807 +223,160	+61%	+$9.1M	0.11%	147
2023 Q3	$16M	Buy	364,647 +96,014	+36%	+$4.69M	0.08%	207
2023 Q2	$15.6M	Buy	268,633 +79,569	+42%	+$5.68M	0.07%	205
2023 Q1	$16.4M	Sell	189,064 -149,200	-44%	-$10.2M	0.08%	191
2022 Q4	$17.6M	Sell	338,264 -6,761	-2%	-$364K	0.09%	189
2022 Q3	$19.3M	Buy	345,025 +55,548	+19%	+$3.86M	0.11%	189
2022 Q2	$19.4M	Buy	289,477 +145,904	+102%	+$12.4M	0.1%	197
2022 Q1	$17.2M	Buy	143,573 +79,216	+123%	+$11.2M	0.08%	196
2021 Q4	$14.4M	Buy	64,357 +13,157	+26%	+$3.93M	0.07%	205
2021 Q3	$16.3M	Buy	51,200 +47,100	+1,149%	+$14.5M	0.08%	193
2021 Q2	$1.13M	Sell	4,100 -600	-13%	-$152K	0.01%	524
2021 Q1	$1.05M	Buy	+4,700	New	+$1.09M	0.01%	588
2019 Q4	–	Sell	-142,800	Closed	-$4.42M	–	761
2019 Q3	$4.42M	Buy	+142,800	New	+$4.8M	0.03%	315