Question 1

Does Jericho Capital Asset Management own SE stock?

Accepted Answer

No. Jericho Capital Asset Management exited its SE (Sea) position in Q3 2022. Its Q2 2022 13F listed 651,000 shares worth $43.5M.

Question 2

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

Accepted Answer

None since Q3 2022, when Jericho Capital Asset Management exited the position. Its Q2 2022 13F listed 651,000 shares worth $43.5M.

Question 3

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

Accepted Answer

Jericho Capital Asset Management's SE position was worth $43.5M in its Q2 2022 13F, before the exit in Q3 2022.

Question 4

Is Jericho Capital Asset Management buying or selling SE?

Accepted Answer

In Q3 2022, Jericho Capital Asset Management exited its entire SE position.

Question 5

When did Jericho Capital Asset Management first buy SE?

Accepted Answer

Jericho Capital Asset Management already held SE in its Q1 2019 13F, the earliest on record, and listed it in 13 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2022-Q3 Latest	Exited	0	-100.0%	$0	0.0%	$56.05	0
2022-Q2	New	651,000	-	$43.5M	2.7%	$66.86	76
2022-Q1	Exited	0	-100.0%	$0	0.0%	$119.79	0
2021-Q4	Decreased	274,600	-48.3%	$61.4M	2.3%	$223.71	0
2021-Q3	Unchanged	531,600	0.0%	$169.4M	4.6%	$318.73	0
2021-Q2	Unchanged	531,600	0.0%	$146M	3.5%	$274.60	0
2021-Q1	Increased	531,600	+9.8%	$118.7M	3.1%	$223.23	61
2020-Q4	Decreased	484,000	-25.0%	$96.3M	2.3%	$199.05	0
2020-Q3	Increased	645,000	+46.9%	$99.4M	4.0%	$154.04	76
2020-Q2	Decreased	439,000	-7.7%	$47.1M	1.8%	$107.24	0
2020-Q1	Decreased	475,754	-75.3%	$21.1M	1.7%	$44.31	0
2019-Q4	Decreased	1.9M	-55.9%	$77.6M	4.2%	$40.22	0
2019-Q3	Decreased	4.4M	-39.4%	$135.5M	7.7%	$30.95	0
2019-Q2	Decreased	7.2M	-7.3%	$240M	10.6%	$33.22	0
2019-Q1	First report	7.8M	-	$183.2M	8.3%	$23.52	0

SE15 quarters

SE
15 quarters