Viking Global Investors — SE Trade History
Quarter-by-quarter changes in the SEA LTD position · CUSIP 81141R100
Currently held · 1.5 YearsFirst seen: 2019 Q4
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-14 | Add | 5,669,877 | 932,681 | +19.7% | $543.3M | 1.55% |
| 2026 Q1 | 2026-05-15 | Add | 4,737,196 | 1,065,651 | +29.0% | $392.3M | 1.10% |
| 2025 Q4 | 2026-02-17 | Add | 3,671,545 | 632,342 | +20.8% | $468.4M | 1.24% |
| 2025 Q3 | 2025-11-14 | Reduce | 3,039,203 | -497,784 | -14.1% | $543.2M | 1.41% |
| 2025 Q2 | 2025-08-14 | Reduce | 3,536,987 | -623,109 | -15.0% | $565.7M | 1.64% |
| 2025 Q1 | 2025-05-15 | New | 4,160,096 | 4,160,096 | — | $542.9M | 1.73% |
| 2024 Q4 | 2025-02-14 | — | — | — | — | — | — |
| 2024 Q3 | 2024-11-14 | — | — | — | — | — | — |
| 2024 Q2 | 2024-08-14 | — | — | — | — | — | — |
| 2024 Q1 | 2024-05-15 | — | — | — | — | — | — |
| 2023 Q4 | 2024-02-14 | — | — | — | — | — | — |
| 2023 Q3 | 2023-11-14 | — | — | — | — | — | — |
| 2023 Q2 | 2023-08-14 | — | — | — | — | — | — |
| 2023 Q1 | 2023-05-15 | — | — | — | — | — | — |
| 2022 Q4 | 2023-02-14 | Sold out | — | -2,362,871 | -100.0% | — | — |
| 2022 Q3 | 2022-11-14 | New | 2,362,871 | 2,362,871 | — | $132.4M | 0.61% |
| 2022 Q2 | 2022-08-15 | — | — | — | — | — | — |
| 2021 Q3 | 2022-05-16 | Sold out | — | -440,129 | -100.0% | — | — |
| 2021 Q4 | 2022-05-16 | New | 440,129 | 440,129 | — | $98.5M | 0.28% |
| 2022 Q1 | 2022-05-16 | — | — | — | — | — | — |
| 2021 Q2 | 2021-08-16 | Sold out | — | -1,263,193 | -100.0% | — | — |
| 2021 Q1 | 2021-05-17 | Reduce | 1,263,193 | -641,809 | -33.7% | $282.0M | 0.84% |
| 2020 Q4 | 2021-02-16 | Add | 1,905,002 | 1,085,456 | +132.4% | $379.2M | 1.04% |
| 2020 Q3 | 2020-11-16 | Reduce | 819,546 | -907,834 | -52.6% | $126.2M | 0.46% |
| 2020 Q2 | 2020-08-07 | Add | 1,727,380 | 403,516 | +30.5% | $185.2M | 0.80% |
| 2020 Q1 | 2020-05-13 | Add | 1,323,864 | 77,204 | +6.2% | $58.7M | 0.30% |
| 2019 Q4 | 2020-02-13 | New | 1,246,660 | 1,246,660 | — | $50.1M | 0.23% |
| 2019 Q3 | 2019-11-13 | — | — | — | — | — | — |
| 2019 Q2 | 2019-08-14 | — | — | — | — | — | — |
| 2019 Q1 | 2019-05-15 | — | — | — | — | — | — |
| 2018 Q4 | 2019-02-14 | — | — | — | — | — | — |
| 2018 Q3 | 2018-11-14 | — | — | — | — | — | — |
| 2018 Q2 | 2018-08-14 | — | — | — | — | — | — |
| 2018 Q1 | 2018-05-15 | — | — | — | — | — | — |
| 2017 Q4 | 2018-02-14 | — | — | — | — | — | — |
| 2017 Q3 | 2017-11-14 | — | — | — | — | — | — |
| 2017 Q2 | 2017-08-14 | — | — | — | — | — | — |
| 2017 Q1 | 2017-05-15 | — | — | — | — | — | — |
| 2016 Q4 | 2017-02-14 | — | — | — | — | — | — |
| 2016 Q3 | 2016-11-14 | — | — | — | — | — | — |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.