Light Street Capital Management, LLC / SE
Light Street Capital Management, LLC’s Sea Ltd Position
Does Light Street Capital Management, LLC own Sea Ltd (SE)? Not currently — the last reported position was 69.3K shares worth $12M in Q3 2025; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$12M
Q3 2025
Shares
69.3K
% of Portfolio
+2.08%
Quarters Held
15
position exited
Position History SE
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q3 2025 | 69.3K | $12M | +2.08% |
| Q2 2025 | 120.6K | $19M | +3.94% |
| Q1 2023 | 284.3K | $25M | +6.00% |
| Q4 2021 | 505.6K | $113M | +6.76% |
| Q3 2021 | 542.2K | $173M | +8.67% |
| Q2 2021 | 536.7K | $147M | +6.39% |
| Q1 2021 | 505.8K | $113M | +6.04% |
| Q4 2020 | 808.6K | $161M | +4.80% |
| Q3 2020 | 1.15M | $178M | +5.59% |
| Q2 2020 | 1.49M | $160M | +6.67% |
| Q1 2020 | 2.33M | $103M | +5.43% |
| Q4 2019 | 4.58M | $184M | +11.02% |
| Q3 2019 | 4.97M | $154M | +11.05% |
| Q2 2019 | 4.81M | $160M | +8.63% |
| Q1 2019 | 4.93M | $116M | +7.75% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Light Street Capital Management, LLC’s full portfolio or all institutional holders of SE.