Long Walk Management’s Sea Limited SE Stock Holding History

Long Walk Management’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	–	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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Long Walk Management's SE Position: Q1 2026 in Review

Long Walk Management sold out of Sea Limited (SE) in Q1 2026, closing a stake of 222,500 shares — an estimated $28.4M sold.

Long Walk Management first reported a position in SE in Q1 2024 and held it in 8 quarters. The position peaked at $69M in Q2 2025. 752 funds tracked by Wall St. Rank hold SE as of Q1 2026.

Long Walk Management reported no remaining Sea Limited position as of Q1 2026 after selling out during the quarter.
Long Walk Management sold 222,500 Sea Limited shares in Q1 2026, an estimated $28.4M.
Long Walk Management first reported a position in Sea Limited in Q1 2024 and held it in 8 quarters.
Long Walk Management's Sea Limited position peaked at $69M in Q2 2025.
752 funds tracked by Wall St. Rank held Sea Limited as of Q1 2026.

Based on Long Walk Management's 13F filing for Q1 2026, filed 14 May 2026.