Long Walk 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
2026
Q1
Sell
-222,500
Closed -$28.4M 13
2025
Q4
$28.4M Sell
222,500
-82,500
-27% -$12.2M 6.31% 8
2025
Q3
$54.5M Sell
305,000
-126,500
-29% -$21.7M 11.02% 6
2025
Q2
$69M Buy
431,500
+37,500
+10% +$5.43M 17.47% 2
2025
Q1
$51.4M Buy
394,000
+52,250
+15% +$6.48M 16.65% 2
2024
Q4
$36.3M Buy
341,750
+36,750
+12% +$3.86M 12.98% 3
2024
Q3
$28.8M Sell
305,000
-40,000
-12% -$3.02M 11.9% 4
2024
Q2
$24.6M Sell
345,000
-45,000
-12% -$2.97M 11.63% 6
2024
Q1
$20.9M Buy
+390,000
New +$17.9M 10.45% 4

Other funds holding SE