Question 1

How many shares of SE does Altimeter Capital Management, LP own?

Accepted Answer

Altimeter Capital Management, LP previously held 0 shares of SE (SEA LTD-ADR) before exiting the position in 2022-Q2.

Question 2

What is Altimeter Capital Management, LP's SE position worth?

Accepted Answer

Altimeter Capital Management, LP's SE position was last reported at $0 in 2022-Q2 before the exit.

Question 3

Is Altimeter Capital Management, LP buying or selling SE?

Accepted Answer

In 2022-Q2, Altimeter Capital Management, LP exited their SE position entirely (-100.0% change in shares).

Question 4

When did Altimeter Capital Management, LP first buy SE?

Accepted Answer

Based on available 13F filings, Altimeter Capital Management, LP first reported a position in SE in 2020-Q2. They have held the position across 9 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2022-Q2 Latest	Exited	0	-100.0%	$0	0.0%	$68.90	0
2022-Q1	Decreased	1.2M	-7.5%	$138.4M	2.0%	$123.44	0
2021-Q4	Increased	1.3M	+316.7%	$279.6M	2.7%	$224.31	86
2021-Q3	Unchanged	300,000	0.0%	$95.6M	0.8%	$311.78	0
2021-Q2	Decreased	300,000	-40.0%	$82.4M	0.6%	$287.19	0
2021-Q1	Increased	500,000	+101.6%	$111.6M	0.8%	$214.35	69
2020-Q4	Increased	248,000	+11.2%	$49.4M	0.5%	$196.75	40
2020-Q3	Unchanged	223,000	0.0%	$34.4M	0.6%	$155.15	0
2020-Q2	New	223,000	-	$23.9M	0.5%	$108.77	57

SE9 quarters

SE
9 quarters