Jericho Capital Asset 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
2022 Q3	–	Sell	-651,000	Closed	-$43.5M	–	37
2022 Q2	$43.5M	Buy	+651,000	New	+$55.5M	2.73%	15
2022 Q1	–	Sell	-274,600	Closed	-$61.4M	–	33
2021 Q4	$61.4M	Sell	274,600 -257,000	-48%	-$76.7M	2.25%	18
2021 Q3	$169M	Hold	531,600	–	–	4.63%	7
2021 Q2	$146M	Hold	531,600	–	–	3.46%	11
2021 Q1	$119M	Buy	531,600 +47,600	+10%	+$11.1M	3.14%	7
2020 Q4	$96.3M	Sell	484,000 -161,000	-25%	-$28.7M	2.27%	15
2020 Q3	$99.4M	Buy	645,000 +206,000	+47%	+$27.8M	4.02%	8
2020 Q2	$47.1M	Sell	439,000 -36,754	-8%	-$2.66M	1.84%	26
2020 Q1	$21.1M	Sell	475,754 -1,454,000	-75%	-$65.2M	1.69%	19
2019 Q4	$77.6M	Sell	1,929,754 -2,448,105	-56%	-$82.4M	4.2%	10
2019 Q3	$135M	Sell	4,377,859 -2,845,339	-39%	-$95.5M	7.73%	4
2019 Q2	$240M	Sell	7,223,198 -567,402	-7%	-$15.4M	10.58%	1
2019 Q1	$183M	Buy	7,790,600 +6,068,707	+352%	+$106M	8.28%	2
2018 Q4	$19.5M	Buy	+1,721,893	New	+$21.6M	1.98%	15