Position
Fidelity in Sea Ltd
Back to the book · All holders of SE
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark $182.8M$82.81 → $95.83
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 17.5M | $2.23B | — | — | — | 0.1% |
| Q1 2026 | 14M | $1.16B | $82.81 | −$628.5M | −$441.7M | 0.1% |
| Q2 2026 | 15.4M | $1.48B | $95.83 | $182.8M | $130.5M | 0.1% |