Sylebra Capital’s Sea Limited SE Stock Holding History

Sylebra 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
2025 Q3	–	Sell	-62,211	Closed	-$9.95M	–	16
2025 Q2	$9.95M	Sell	62,211 -53,730	-46%	-$7.78M	0.41%	16
2025 Q1	$15.1M	Sell	115,941 -5,273	-4%	-$654K	0.76%	19
2024 Q4	$12.9M	Sell	121,214 -114,834	-49%	-$12.1M	0.48%	24
2024 Q3	$22.3M	Sell	236,048 -286,729	-55%	-$21.6M	0.74%	24
2024 Q2	$37.3M	Sell	522,777 -1,310,803	-71%	-$86.6M	1.38%	16
2024 Q1	$98.5M	Buy	1,833,580 +335,588	+22%	+$15.4M	3.27%	10
2023 Q4	$60.7M	Buy	+1,497,992	New	+$61.1M	2.3%	13

Other funds holding SE

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Sylebra Capital's SE Position: Q3 2025 in Review

Sylebra Capital sold out of Sea Limited (SE) in Q3 2025, closing a stake of 62,211 shares — an estimated $9.95M sold.

Sylebra Capital first reported a position in SE in Q4 2023 and held it in 7 quarters. The position peaked at $98.5M in Q1 2024. 902 funds tracked by Wall St. Rank hold SE as of Q3 2025.

Sylebra Capital reported no remaining Sea Limited position as of Q3 2025 after selling out during the quarter.
Sylebra Capital sold 62,211 Sea Limited shares in Q3 2025, an estimated $9.95M.
Sylebra Capital first reported a position in Sea Limited in Q4 2023 and held it in 7 quarters.
Sylebra Capital's Sea Limited position peaked at $98.5M in Q1 2024.
902 funds tracked by Wall St. Rank held Sea Limited as of Q3 2025.

Based on Sylebra Capital's 13F filing for Q3 2025, filed 14 Nov 2025.