KCM
SE icon

Kensico Capital Management’s Sea Limited SE Stock Holding History

Kensico Capital Management’s Portfolio SE Stock Details SE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$257M Sell
1,608,800
-61,400
-4% -$9.82M 4.95% 7
2025
Q1 		$218M Buy
1,670,200
+426,700
+34% +$55.7M 4.91% 7
2024
Q4 		$132M Buy
1,243,500
+338,500
+37% +$35.9M 3.01% 13
2024
Q3 		$85.3M Buy
+905,000
New +$85.3M 2.27% 16