Question 1

How many shares of SE does ALKEON CAPITAL MANAGEMENT LLC own?

Accepted Answer

ALKEON CAPITAL MANAGEMENT LLC previously held 0 shares of SE (SEA LTD) before exiting the position in 2023-Q3.

Question 2

What is ALKEON CAPITAL MANAGEMENT LLC's SE position worth?

Accepted Answer

ALKEON CAPITAL MANAGEMENT LLC's SE position was last reported at $0 in 2023-Q3 before the exit.

Question 3

Is ALKEON CAPITAL MANAGEMENT LLC buying or selling SE?

Accepted Answer

In 2023-Q3, ALKEON CAPITAL MANAGEMENT LLC exited their SE position entirely (-100.0% change in shares).

Question 4

When did ALKEON CAPITAL MANAGEMENT LLC first buy SE?

Accepted Answer

Based on available 13F filings, ALKEON CAPITAL MANAGEMENT LLC first reported a position in SE in 2018-Q4. They have held the position across 20 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2023-Q3 Latest	Exited	0	-100.0%	$0	0.0%	$43.95	0
2023-Q2	Decreased	563,168	-51.7%	$32.7M	0.1%	$58.04	0
2023-Q1	Increased	1.2M	+37.4%	$101M	0.2%	$86.55	47
2022-Q4	Decreased	849,094	-12.7%	$44.2M	0.2%	$52.03	0
2022-Q3	Decreased	973,008	-10.2%	$54.5M	0.2%	$56.05	0
2022-Q2	Increased	1.1M	+8.2%	$72.4M	0.2%	$66.86	38
2022-Q1	Decreased	1M	-2.3%	$119.9M	0.2%	$119.79	0
2021-Q4	Decreased	1M	-17.3%	$229.2M	0.4%	$223.71	0
2021-Q3	Decreased	1.2M	-0.1%	$395.1M	0.7%	$318.73	0
2021-Q2	Decreased	1.2M	-7.5%	$340.8M	0.5%	$274.60	0
2021-Q1	Decreased	1.3M	-43.3%	$299.4M	0.4%	$223.23	0
2020-Q4	Decreased	2.4M	-18.8%	$470.4M	0.8%	$199.05	0
2020-Q3	Decreased	2.9M	-9.1%	$448.4M	0.8%	$154.04	0
2020-Q2	Decreased	3.2M	-23.8%	$343.3M	0.9%	$107.24	0
2020-Q1	Decreased	4.2M	-26.6%	$186.2M	0.8%	$44.31	0
2019-Q4	Increased	5.7M	+11.7%	$230.2M	0.9%	$40.22	48
2019-Q3	Decreased	5.1M	-0.6%	$158.6M	0.6%	$30.95	0
2019-Q2	Increased	5.2M	+41.0%	$171.2M	0.7%	$33.22	57
2019-Q1	Increased	3.7M	+78.7%	$86M	0.4%	$23.52	54
2018-Q4	First report	2M	-	$23.2M	0.2%	$11.32	0

SE20 quarters

SE
20 quarters