Night Owl Capital Management’s Sea Limited SE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-42,472	Closed	-$13.5M	–	26
2021 Q3	$13.5M	Buy	+42,472	New	+$13.5M	2.38%	16