First Beijing Investment Ltd: SEA LTD (SE): Quarterly 13F Position History
As of Q1 2026, First Beijing Investment Ltd reported 208,963 shares of SEA LTD (SE), worth $17.3M and representing 0.7% of its 13F equity book. Quarter-over-quarter share count change: + 208,963 (re-initiated) . The position first appeared in Q2 2023 and has been disclosed across 12 13F-HR filings in Pactolio's tracked window.
- 208,963Shares Held (Latest Filing)
- $17.3MReported Market Value (Latest Filing)
- 0.7%Portfolio Weight (% of 13F Equity Book)
- +208,963Quarter-over-Quarter Share Change
- +$17.3MQuarter-over-Quarter Value Change
- 4,821,080Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 12 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 208,963 | +208,963 | — | $17.3M | 0.7% | $82.8 |
| Q4 2025 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2025 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2025 | 0 | 957,702 | -100.0% | $0 | 0.0% | — |
| Q1 2025 | 957,702 | 1,599,696 | -62.6% | $125.0M | 8.6% | $130.5 |
| Q4 2024 | 2,557,398 | 78,778 | -3.0% | $271.3M | 19.3% | $106.1 |
| Q3 2024 | 2,636,176 | 2,184,904 | -45.3% | $248.5M | 17.7% | $94.3 |
| Q2 2024 | 4,821,080 | +1,560,124 | +47.8% | $344.3M | 37.3% | $71.4 |
| Q1 2024 | 3,260,956 | +138,276 | +4.4% | $175.1M | 33.7% | $53.7 |
| Q4 2023 | 3,122,680 | +1,361,612 | +77.3% | $126.5M | 20.9% | $40.5 |
| Q3 2023 | 1,761,068 | +1,564,041 | +793.8% | $77.4M | 14.9% | $44.0 |
| Q2 2023 | 197,027 | — | — | $11.4M | 3.5% | $58.0 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did First Beijing Investment Ltd first disclose a SE position in 13F-HR filings?
First Beijing Investment Ltd first reported SEA LTD (SE) on its 13F-HR filing for the period ending 2023-06-30 (Q2 2023). The position has appeared on 12 reported quarters within Pactolio's tracked window.
What was First Beijing Investment Ltd's most recent quarter-over-quarter share-count change in SE?
Between Q4 2025 and Q1 2026, First Beijing Investment Ltd added 208,963 shares of SE (re-initiated), bringing the total reported position to 208,963 shares at a market value of $17.3M.
Does the implied price-per-share represent First Beijing Investment Ltd's cost basis in SE?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.