Kemnay Advisory Services’s Sea Limited SE Stock Holding History

Kemnay Advisory Services’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
2022 Q2	–	Sell	-147,197	Closed	-$17.6M	–	37
2022 Q1	$17.6M	Buy	147,197 +56,356	+62%	+$7.94M	3.14%	15
2021 Q4	$20.3M	Sell	90,841 -11,203	-11%	-$3.34M	2.85%	18
2021 Q3	$32.5M	Sell	102,044 -22,226	-18%	-$6.82M	4.27%	7
2021 Q2	$34.1M	Buy	124,270 +18,423	+17%	+$4.68M	4.04%	8
2021 Q1	$23.6M	Buy	105,847 +101,204	+2,180%	+$23.5M	3.3%	11
2020 Q4	$924K	Buy	+4,643	New	+$827K	0.12%	50
2019 Q4	–	Sell	-61,682	Closed	-$1.91M	–	96
2019 Q3	$1.91M	Sell	61,682 -13,871	-18%	-$466K	0.49%	29
2019 Q2	$2.51M	Buy	+75,553	New	+$2.05M	0.61%	27

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

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

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

CLC

Charles-Lim Capital Central, Hong Kong $301M AUM 12.73% 1-Year Est. Return

Kemnay Advisory Services's SE Position: Q2 2022 in Review

Kemnay Advisory Services sold out of Sea Limited (SE) in Q2 2022, closing a stake of 147,197 shares — an estimated $17.6M sold.

Kemnay Advisory Services first reported a position in SE in Q2 2019 and held it in 8 quarters. The position peaked at $34.1M in Q2 2021. 593 funds tracked by Wall St. Rank hold SE as of Q2 2022.

Kemnay Advisory Services reported no remaining Sea Limited position as of Q2 2022 after selling out during the quarter.
Kemnay Advisory Services sold 147,197 Sea Limited shares in Q2 2022, an estimated $17.6M.
Kemnay Advisory Services first reported a position in Sea Limited in Q2 2019 and held it in 8 quarters.
Kemnay Advisory Services's Sea Limited position peaked at $34.1M in Q2 2021.
593 funds tracked by Wall St. Rank held Sea Limited as of Q2 2022.

Based on Kemnay Advisory Services's 13F filing for Q2 2022, filed 15 Aug 2022.