LC
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Lakehouse Capital’s Sea Limited SE Stock Holding History

Lakehouse Capital’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
2026
Q1 		$13.8M Buy
114,385
+34,260
+43% +$3.67M 9.33% 4
2025
Q4 		$10.2M Hold
80,125
– – 7.37% 9
2025
Q3 		$14.3M Sell
80,125
-32,258
-29% -$5.53M 8.75% 6
2025
Q2 		$18M Hold
112,383
– – 10.97% 3
2025
Q1 		$14.7M Hold
112,383
– – 9.75% 3
2024
Q4 		$11.9M Hold
112,383
– – 8.04% 5
2024
Q3 		$10.6M Hold
112,383
– – 7.45% 6
2024
Q2 		$8.03M Hold
112,383
– – 5.62% 8
2024
Q1 		$6.04M Hold
112,383
– – 4.69% 10
2023
Q4 		$4.55M Hold
112,383
– – 3.64% 10
2023
Q3 		$4.94M Buy
112,383
+82,905
+281% +$4.05M 4.45% 10
2023
Q2 		$1.71M Hold
29,478
– – 1.47% 13
2023
Q1 		$2.55M Hold
29,478
– – 2.26% 13
2022
Q4 		$1.53M Hold
29,478
– – 1.52% 14
2022
Q3 		$1.65M Hold
29,478
– – 1.81% 13
2022
Q2 		$1.97M Hold
29,478
– – 1.92% 14
2022
Q1 		$3.53M Buy
+29,478
New +$4.15M 2.29% 14

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