Question 1

How many shares of SE does Jericho Capital Asset Management L.P. own?

Accepted Answer

Jericho Capital Asset Management L.P. previously held 0 shares of SE (SEA LTD-ADR) before exiting the position in 2022-Q3.

Question 2

What is Jericho Capital Asset Management L.P.'s SE position worth?

Accepted Answer

Jericho Capital Asset Management L.P.'s SE position was last reported at $0 in 2022-Q3 before the exit.

Question 3

Is Jericho Capital Asset Management L.P. buying or selling SE?

Accepted Answer

In 2022-Q3, Jericho Capital Asset Management L.P. exited their SE position entirely (-100.0% change in shares).

Question 4

When did Jericho Capital Asset Management L.P. first buy SE?

Accepted Answer

Based on available 13F filings, Jericho Capital Asset Management L.P. first reported a position in SE in 2019-Q1. They have held the position across 15 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2022-Q3 Latest	Exited	0	-100.0%	$0	0.0%	$53.63	0
2022-Q2	New	651,000	-	$43.5M	2.7%	$68.90	76
2022-Q1	Exited	0	-100.0%	$0	0.0%	$123.44	0
2021-Q4	Decreased	274,600	-48.3%	$61.4M	2.3%	$224.31	0
2021-Q3	Unchanged	531,600	0.0%	$169.4M	4.6%	$311.78	0
2021-Q2	Unchanged	531,600	0.0%	$146M	3.5%	$287.19	0
2021-Q1	Increased	531,600	+9.8%	$118.7M	3.1%	$214.35	61
2020-Q4	Decreased	484,000	-25.0%	$96.3M	2.3%	$196.75	0
2020-Q3	Increased	645,000	+46.9%	$99.4M	4.0%	$155.15	76
2020-Q2	Decreased	439,000	-7.7%	$47.1M	1.8%	$108.77	0
2020-Q1	Decreased	475,754	-75.3%	$21.1M	1.7%	$44.46	0
2019-Q4	Decreased	1.9M	-55.9%	$77.6M	4.2%	$39.21	0
2019-Q3	Decreased	4.4M	-39.4%	$135.5M	7.7%	$30.42	0
2019-Q2	Decreased	7.2M	-7.3%	$240M	10.6%	$33.22	0
2019-Q1	New	7.8M	-	$183.2M	8.3%	$23.52	95

SE15 quarters

SE
15 quarters