Long Walk Management’s Sea Limited SE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$69M Buy
431,500
+37,500
+10% +$6M 17.47% 2
2025
Q1
$51.4M Buy
394,000
+52,250
+15% +$6.82M 16.65% 2
2024
Q4
$36.3M Buy
341,750
+36,750
+12% +$3.9M 12.98% 3
2024
Q3
$28.8M Sell
305,000
-40,000
-12% -$3.77M 11.9% 4
2024
Q2
$24.6M Sell
345,000
-45,000
-12% -$3.21M 11.63% 6
2024
Q1
$20.9M Buy
+390,000
New +$20.9M 10.45% 4