Question 1

How many shares of SE does Atreides Management, LP own?

Accepted Answer

Atreides Management, LP previously held 0 shares of SE (SEA LTD-ADR) before exiting the position in 2026-Q1.

Question 2

What is Atreides Management, LP's SE position worth?

Accepted Answer

Atreides Management, LP's SE position was last reported at $0 in 2026-Q1 before the exit.

Question 3

Is Atreides Management, LP buying or selling SE?

Accepted Answer

In 2026-Q1, Atreides Management, LP exited their SE position entirely (-100.0% change in shares).

Question 4

When did Atreides Management, LP first buy SE?

Accepted Answer

Based on available 13F filings, Atreides Management, LP first reported a position in SE in 2024-Q3. They have held the position across 11 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Exited	0	-100.0%	$0	0.0%	$87.82	0
2025-Q4	Increased	275,439	+1.9%	$35.1M	0.4%	$128.35	36
2025-Q3	Decreased	270,173	-20.8%	$48.3M	0.9%	$181.45	0
2025-Q2	New	341,083	—	$54.6M	1.5%	$159.31	68
2024-Q4	Exited	0	-100.0%	$0	0.0%	$107.48	0
2024-Q3	Decreased	1.1M	-38.2%	$101.3M	2.6%	$94.31	0