Question 1

Does Atreides Management own SE stock?

Accepted Answer

No. Atreides Management exited its SE (Sea) position in Q1 2026. Its Q4 2025 13F listed 275,439 shares worth $35.1M.

Question 2

How many shares of SE does Atreides Management own?

Accepted Answer

None since Q1 2026, when Atreides Management exited the position. Its Q4 2025 13F listed 275,439 shares worth $35.1M.

Question 3

What is Atreides Management's SE position worth?

Accepted Answer

Atreides Management's SE position was worth $35.1M in its Q4 2025 13F, before the exit in Q1 2026.

Question 4

Is Atreides Management buying or selling SE?

Accepted Answer

In Q1 2026, Atreides Management exited its entire SE position.

Question 5

When did Atreides Management first buy SE?

Accepted Answer

Atreides Management first reported SE in its Q2 2023 13F and listed it in 9 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Exited	0	-100.0%	$0	0.0%	$82.81	0
2025-Q4	Increased	275,439	+1.9%	$35.1M	0.4%	$127.57	36
2025-Q3	Decreased	270,173	-20.8%	$48.3M	0.9%	$178.73	0
2025-Q2	New	341,083	—	$54.6M	1.5%	$159.94	68
2024-Q4	Exited	0	-100.0%	$0	0.0%	$106.10	0
2024-Q3	Decreased	1.1M	-38.2%	$101.3M	2.6%	$94.28	0