Ticker: SE CUSIP: 81141R100 Class: Com
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| MY.Alpha Management HK Advisors Ltd | 67,000 | $8,547 |
| SYQUANT CAPITAL SAS | 446,114 | $57 |
| Octahedron Capital Management L.P. | 41,000 | $5,230 |
| KIDS CAPITAL MANAGEMENT, L.P. | 31,000 | $3,955 |
| North Peak Capital Management, LLC | 221,599 | $28,269 |
| ClearAlpha Technologies LP | 5,663 | $722 |
| Metavasi Capital LP | 35,000 | $4,465 |
| MayTech Global Investments, LLC | 123,418 | $15,745 |
| Fund 1 Investments, LLC | 79,000 | $10,078 |
| Militia Capital Partners, LP | 21,400 | $2,730 |
| Tairen Capital Ltd | 71,300 | $9,096 |
| SHERMAN PORFOLIOS, LLC | 75,475 | $9,628 |
| Sustainable Growth Advisers, LP | 760,360 | $96,999 |
| STEADFAST CAPITAL MANAGEMENT LP | 286,801 | $36,587 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 38,000 | $4,848 |
| Capitolis Liquid Global Markets LLC | 673,970 | $85,978 |
| Central Asset Investments & Management Holdings (HK) Ltd | 8,173 | $1,043 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 3,629 | $1,188 |
| Nishkama Capital, LLC | 104,000 | $13,267 |
| Owl Creek Asset Management, L.P. | 111,350 | $14,205 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Charles-Lim Capital Ltd | 275,000 | 750,000 | +475,000 (+172.7%) |
| Tiger Pacific Capital LP | 458,764 | 828,410 | +369,646 (+80.6%) |
| General Equity Holdings LP | 42,250 | 114,568 | +72,318 (+171.2%) |
| Coronation Fund Managers Ltd. | 989,926 | 2,235,578 | +1,245,652 (+125.8%) |
| Bienville Capital Management, LLC | 107,938 | 317,819 | +209,881 (+194.4%) |
| Kora Management LP | 3,085,138 | 3,135,091 | +49,953 (+1.6%) |
| INFINITUM ASSET MANAGEMENT, LLC | 508,088 | 1,006,500 | +498,412 (+98.1%) |
| KEYSTONE INVESTORS PTE LTD | 581,531 | 656,666 | +75,135 (+12.9%) |
| Hidden Lake Asset Management LP | 63,291 | 137,916 | +74,625 (+117.9%) |
| EMINENCE CAPITAL, LP | 1,478,815 | 2,641,640 | +1,162,825 (+78.6%) |
| Anomaly Capital Management, LP | 314,072 | 830,376 | +516,304 (+164.4%) |
| D1 Capital Partners L.P. | 1,292,643 | 3,485,043 | +2,192,400 (+169.6%) |
| Ward Ferry Management (BVI) Ltd | 1,091,741 | 1,511,242 | +419,501 (+38.4%) |
| Marcho Partners LLP | 136,606 | 156,592 | +19,986 (+14.6%) |
| Carrhae Capital LLP | 533,060 | 843,557 | +310,497 (+58.2%) |
| Blue Grotto Capital, LLC | 361,664 | 510,000 | +148,336 (+41.0%) |
| Kinetic Partners Management, LP | 611,856 | 941,056 | +329,200 (+53.8%) |
| CoreView Capital Management Ltd | 736,319 | 855,519 | +119,200 (+16.2%) |
| KENSICO CAPITAL MANAGEMENT CORP | 1,320,000 | 1,880,400 | +560,400 (+42.5%) |
| Duquesne Family Office LLC | 274,200 | 944,120 | +669,920 (+244.3%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Kontiki Capital Management (HK) Ltd. | 1,933,887 | 1,359,992 | -573,895 (-29.7%) |
| Arohi Asset Management PTE Ltd. | 1,251,241 | 1,131,800 | -119,441 (-9.5%) |
| Eschler Asset Management LLP | 58,000 | 3,400 | -54,600 (-94.1%) |
| Avanda Investment Management Pte. Ltd. | 189,269 | 163,506 | -25,763 (-13.6%) |
| LONG WALK MANAGEMENT LP | 305,000 | 222,500 | -82,500 (-27.0%) |
| Aspex Management (HK) Ltd | 4,291,369 | 3,373,016 | -918,353 (-21.4%) |
| Dorsal Capital Management, LP | 1,625,000 | 1,075,000 | -550,000 (-33.8%) |
| Evergreen Quality Fund GP, Ltd. | 1,241,482 | 737,653 | -503,829 (-40.6%) |
| Ribbit Management Company, LLC | 1,100,179 | 1,010,179 | -90,000 (-8.2%) |
| MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC | 213,226 | 179,241 | -33,985 (-15.9%) |
| Ardmore Road Asset Management LP | 201,000 | 53,155 | -147,845 (-73.6%) |
| TIGER GLOBAL MANAGEMENT LLC | 16,041,335 | 15,415,835 | -625,500 (-3.9%) |
| Privium Fund Management B.V. | 160,000 | 138,000 | -22,000 (-13.8%) |
| Avala Global LP | 451,751 | 348,214 | -103,537 (-22.9%) |
| BAILLIE GIFFORD & CO | 40,090,290 | 38,758,791 | -1,331,499 (-3.3%) |
| Watershed Asset Management, L.L.C. | 29,600 | 19,480 | -10,120 (-34.2%) |
| AXIOM INVESTORS LLC /DE | 971,755 | 62,300 | -909,455 (-93.6%) |
| Orbis Allan Gray Ltd | 3,105,766 | 2,715,855 | -389,911 (-12.6%) |
| Myriad Asset Management US LP | 16,630 | 4,943 | -11,687 (-70.3%) |
| BAROMETER CAPITAL MANAGEMENT INC. | 31,990 | 4,500 | -27,490 (-85.9%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Aubrey Capital Management Ltd | 177,901 | $31,795 |
| Totem Point Management, LLC | 43,978 | $7,860 |
| Trivest Advisors Ltd | 626,000 | $111,885 |
| Palestra Capital Management LLC | 621,330 | $111,050 |
| Absoluto Partners Gestao de Recursos Ltda | 31,061 | $5,552 |
| Ninety One North America, Inc. | 372,502 | $66,577 |
| Geneva Partners, LLC | 41,998 | $7,506 |
| Whale Rock Capital Management LLC | 1,160,795 | $207,469 |
| LONE PINE CAPITAL LLC | 1,869,501 | $334,136 |
| Oaktree Fund Advisors, LLC | 8,141 | $1,455 |
| COOKSON PEIRCE & CO INC | 297,272 | $53,131 |
| LIGHT STREET CAPITAL MANAGEMENT, LLC | 69,303 | $12,387 |
| Alcosta Capital Management, Inc. | 18,089 | $3,233 |
| SeaTown Holdings Pte. Ltd. | 13,100 | $2,341 |
| New Vernon Capital Holdings II LLC | 15,698 | $2,806 |
| Hiddenite Capital Partners LP | 40,000 | $7,149 |
| MFG WEALTH MANAGEMENT, INC. | 8,292 | $1,482 |
| HHLR ADVISORS, LTD. | 180,050 | $32,180 |
| Williamson Legacy Group, LLC | 6,893 | $1,232 |
| PINNBROOK CAPITAL MANAGEMENT LP | 31,070 | $5,553 |