Sea Ltd
SE- 交易所
- NYSE
- 產業
- Services-Miscellaneous Business Services
- SEC CIK
- 0001703399
近 90 天，Sea Ltd 內部人申報 0 筆公開市場買進、88 筆賣出；2026 年第 2 季末有 780 家機構在 13F 申報持有，市值合計 $361.1 億；老虎環球、維京全球投資等 8 位大師持有。
2021 年第 2 季 13F 持有人
Sea Ltd 在 2021/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 747
- 較 2021 年第 1 季 +103 家
- 持有股數
- 2.68 億
- 較 2021 年第 1 季 +108.3 萬 (+0.4%)
- 總市值
- $737.4 億
- 較 2021 年第 1 季 +$143.0 億 (+24.0%)
- 新進機構
- 157
- 另有 262 家加碼
- 清倉機構
- 54
- 另有 232 家減碼
另有 5 家機構在 2021 年第 1 季持有、還沒有申報 2021 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 SE 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 780 | $361.1 億 |
| 2026 年第 1 季 | 754 | $309.7 億 |
| 2025 年第 4 季 | 872 | $483.9 億 |
| 2025 年第 3 季 | 904 | $661.7 億 |
| 2025 年第 2 季 | 858 | $581.0 億 |
| 2025 年第 1 季 | 756 | $461.2 億 |
| 2024 年第 4 季 | 685 | $362.2 億 |
| 2024 年第 3 季 | 613 | $303.6 億 |
| 2024 年第 2 季 | 568 | $224.5 億 |
| 2024 年第 1 季 | 517 | $165.6 億 |
| 2023 年第 4 季 | 470 | $122.7 億 |
| 2023 年第 3 季 | 493 | $130.0 億 |
| 2023 年第 2 季 | 571 | $176.8 億 |
| 2023 年第 1 季 | 595 | $271.7 億 |
| 2022 年第 4 季 | 526 | $166.2 億 |
| 2022 年第 3 季 | 527 | $178.0 億 |
| 2022 年第 2 季 | 594 | $198.5 億 |
| 2022 年第 1 季 | 673 | $363.2 億 |
| 2021 年第 4 季 | 817 | $647.4 億 |
| 2021 年第 3 季 | 818 | $917.1 億 |
| 2021 年第 2 季 | 747 | $737.4 億 |
| 2021 年第 1 季 | 649 | $594.8 億 |
2021 年第 2 季持有機構
每家機構持有 Sea Ltd 的股數、市值與佔組合比重；股數變化跟 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 32,370,816 | $88.9 億 | 0.82% | −24,397−0.1% | 減碼 |
| Sands Capital Management, LLC | 23,092,493 | $63.4 億 | 10.75% | −660,149−2.8% | 減碼 |
| Capital World Investors | 19,272,132 | $52.9 億 | 0.90% | −629,389−3.2% | 減碼 |
| JPMorgan Chase & Co | 14,834,205 | $40.7 億 | 0.52% | −634,051−4.1% | 減碼 |
| FMR LLC | 11,187,037 | $30.7 億 | 0.24% | −710,810−6.0% | 減碼 |
| Tiger Global Management LLC大師老虎環球 | 10,148,500 | $27.9 億 | 5.18% | +643,000+6.8% | 加碼 |
| Baillie Gifford & Co | 9,812,943 | $26.9 億 | 1.31% | +209,239+2.2% | 加碼 |
| Morgan Stanley | 8,246,832 | $22.6 億 | 0.30% | +2,307,258+38.8% | 加碼 |
| Goldman Sachs Group Inc | 6,833,916 | $18.8 億 | 0.51% | +3,356,150+96.5% | 加碼 |
| Capital Research Global Investors | 4,585,722 | $12.6 億 | 0.29% | +275,432+6.4% | 加碼 |
| Jennison Associates LLC | 4,288,239 | $11.8 億 | 0.78% | +998,983+30.4% | 加碼 |
| Kora Management LP | 3,484,000 | $9.57 億 | 94.54% | 00.0% | 不變 |
| Schroder Investment Management Group | 3,481,097 | $9.56 億 | 1.20% | +51,269+1.5% | 加碼 |
| BlackRock Inc. | 3,345,583 | $9.19 億 | 0.03% | +2,806,772+520.9% | 加碼 |
| Franklin Resources Inc | 3,097,366 | $8.51 億 | 0.33% | +330,939+12.0% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,955,487 | $8.12 億 | 0.48% | +222,573+8.1% | 加碼 |
| Nikko Asset Management Americas, Inc. | 2,900,335 | $7.92 億 | 3.10% | +165,023+6.0% | 加碼 |
| ARK Investment Management LLC大師方舟投資 | 2,829,917 | $7.77 億 | 1.45% | −341,157−10.8% | 減碼 |
| Bank of America Corp | 2,725,451 | $7.48 億 | 0.08% | −275,069−9.2% | 減碼 |
| Coatue Management LLC大師Coatue | 2,590,851 | $7.11 億 | 2.76% | −614,519−19.2% | 減碼 |
| Scge Management, L.P. | 2,254,816 | $6.19 億 | 5.80% | 00.0% | 不變 |
| Artisan Partners Limited Partnership | 2,248,194 | $6.17 億 | 0.74% | −499,516−18.2% | 減碼 |
| Clearbridge Investments, LLC | 2,215,261 | $6.08 億 | 0.42% | +568,721+34.5% | 加碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 2,210,256 | $6.07 億 | 21.23% | −78,017−3.4% | 減碼 |
| Ward Ferry Management (BVI) Ltd | 2,126,768 | $5.84 億 | 43.00% | −53,100−2.4% | 減碼 |
| Bessemer Group Inc | 1,943,349 | $5.34 億 | 1.16% | −468,585−19.4% | 減碼 |
| Massachusetts Financial Services Co | 1,871,185 | $5.14 億 | 0.15% | −19,904−1.1% | 減碼 |
| Canada Pension Plan Investment Board | 1,830,135 | $5.03 億 | 0.60% | +492,700+36.8% | 加碼 |
| State Street Corp | 1,825,238 | $5.01 億 | 0.03% | −1,185,949−39.4% | 減碼 |
| Norges Bank | 1,821,305 | $5.00 億 | 0.11% | −47,126−2.5% | 減碼 |
| American Century Companies Inc | 1,714,658 | $4.71 億 | 0.32% | +61,058+3.7% | 加碼 |
| Charles-Lim Capital Ltd | 1,500,000 | $4.12 億 | 43.72% | −300,000−16.7% | 減碼 |
| TD Asset Management Inc | 1,480,067 | $4.09 億 | 0.41% | +103,489+7.5% | 加碼 |
| William Blair Investment Management, LLC | 1,480,104 | $4.06 億 | 1.28% | +33,196+2.3% | 加碼 |
| Capital International Investors | 1,465,234 | $4.02 億 | 0.09% | +476,499+48.2% | 加碼 |
| Invesco Ltd. | 1,421,153 | $3.90 億 | 0.10% | −107,533−7.0% | 減碼 |
| Tybourne Capital Management (HK) Ltd | 1,392,525 | $3.82 億 | 8.05% | −419,300−23.1% | 減碼 |
| ShawSpring Partners LLC | 1,267,927 | $3.48 億 | 33.07% | +176,000+16.1% | 加碼 |
| Alkeon Capital Management LLC | 1,241,200 | $3.41 億 | 1.21% | −100,000−7.5% | 減碼 |
| Matthews International Capital Management LLC | 1,208,313 | $3.32 億 | 13.82% | −1,000−0.1% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 1,204,972 | $3.31 億 | 0.74% | +37,056+3.2% | 加碼 |
| Standard Life Aberdeen plc | 1,192,614 | $3.27 億 | 0.72% | +796,591+201.1% | 加碼 |
| Veritas Asset Management LLP | 1,143,352 | $3.14 億 | 1.76% | −433,400−27.5% | 減碼 |
| Discovery Value Fund | 1,112,040 | $3.05 億 | 8.27% | −163,600−12.8% | 減碼 |
| Ameriprise Financial Inc | 1,092,119 | $3.00 億 | 0.09% | +144,896+15.3% | 加碼 |
| FIL Ltd | 1,091,615 | $3.00 億 | 0.32% | −35,050−3.1% | 減碼 |
| Alua Capital Management LP | 1,057,142 | $2.90 億 | 15.27% | +26,800+2.6% | 加碼 |
| Steadfast Capital Management LP | 995,056 | $2.73 億 | 2.99% | −54,553−5.2% | 減碼 |
| 1832 Asset Management L.P. | 948,100 | $2.72 億 | 0.53% | +263,500+38.5% | 加碼 |
| Oakmont Corp | 944,709 | $2.59 億 | 19.49% | 00.0% | 不變 |
| Kontiki Capital Management (HK) Ltd. | 857,804 | $2.36 億 | 30.48% | −3,862−0.4% | 減碼 |
| Temasek Holdings (Private) Ltd | 834,005 | $2.29 億 | 0.77% | 00.0% | 不變 |
| HSBC Holdings PLC | 811,974 | $2.28 億 | 0.27% | −75,873−8.5% | 減碼 |
| Tree Line Advisors (Hong Kong) Ltd. | 830,000 | $2.28 億 | 37.28% | 00.0% | 不變 |
| Manning & Napier Group, LLC | 823,478 | $2.26 億 | 1.85% | −9,502−1.1% | 減碼 |
| Fullerton Fund Management Co Ltd. | 793,684 | $2.18 億 | 14.83% | −174,037−18.0% | 減碼 |
| Anatole Investment Management Ltd | 789,366 | $2.17 億 | 16.56% | +133,585+20.4% | 加碼 |
| Wasatch Advisors Inc | 782,419 | $2.15 億 | 0.87% | +1,781+0.2% | 加碼 |
| C WorldWide Group Holding A/S | 781,590 | $2.15 億 | 2.21% | −1,176−0.2% | 減碼 |
| Whale Rock Capital Management LLC | 768,752 | $2.11 億 | 1.38% | −225,479−22.7% | 減碼 |
| Greenoaks Capital Partners LLC | 756,942 | $2.08 億 | 1.56% | 00.0% | 不變 |
| Franchise Capital Ltd | 710,574 | $1.95 億 | 16.88% | +11,621+1.7% | 加碼 |
| UBS Asset Management Americas Inc | 701,249 | $1.93 億 | 0.08% | −91,903−11.6% | 減碼 |
| Van Eck Associates Corp | 699,877 | $1.92 億 | 0.45% | −91,274−11.5% | 減碼 |
| Allianz Asset Management GmbH | 681,352 | $1.87 億 | 0.17% | +765+0.1% | 加碼 |
| Cypress Funds LLC | 677,884 | $1.86 億 | 15.66% | 00.0% | 不變 |
| Egerton Capital (UK) LLP | 649,749 | $1.78 億 | 0.89% | −128,500−16.5% | 減碼 |
| Nordea Investment Management AB | 635,640 | $1.75 億 | 0.23% | −12,869−2.0% | 減碼 |
| Rovida Advisors Inc. | 611,600 | $1.68 億 | 7.28% | 00.0% | 不變 |
| Deutsche Bank AG | 596,309 | $1.64 億 | 0.08% | +89,192+17.6% | 加碼 |
| Tekne Capital Management, LLC | 577,474 | $1.59 億 | 26.37% | +32,125+5.9% | 加碼 |
| Janus Henderson Group PLC | 563,826 | $1.55 億 | 0.07% | +310,715+122.8% | 加碼 |
| UBS Group AG | 563,425 | $1.55 億 | 0.07% | −67,423−10.7% | 減碼 |
| Holocene Advisors, LP | 562,724 | $1.55 億 | 0.95% | +496,735+752.8% | 加碼 |
| Hardman Johnston Global Advisors LLC | 557,729 | $1.53 億 | 3.71% | +521,594+1,443.5% | 加碼 |
| Melvin Capital Management LP | 550,000 | $1.51 億 | 1.08% | +550,000 | 新進 |
| Citigroup Inc | 543,119 | $1.49 億 | 0.13% | +322,838+146.6% | 加碼 |
| Light Street Capital Management, LLC | 536,707 | $1.47 億 | 6.39% | +30,907+6.1% | 加碼 |
| Jericho Capital Asset Management L.P. | 531,600 | $1.46 億 | 3.46% | 00.0% | 不變 |
| Putnam Investments LLC | 524,777 | $1.44 億 | 0.22% | −587,538−52.8% | 減碼 |
| Wellington Management Group LLP | 517,988 | $1.42 億 | 0.02% | +380,981+278.1% | 加碼 |
| Steadview Capital Management LLC | 509,985 | $1.40 億 | 12.16% | +38,902+8.3% | 加碼 |
| HRT Financial LP | 502,349 | $1.38 億 | 1.27% | −64,033−11.3% | 減碼 |
| Susquehanna International Group, LLP | 476,492 | $1.31 億 | 0.14% | −384,589−44.7% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 466,547 | $1.28 億 | 0.27% | −13,554−2.8% | 減碼 |
| Korea Investment CORP | 445,908 | $1.22 億 | 0.35% | +396,908+810.0% | 加碼 |
| Axiom Investors LLC | 432,125 | $1.19 億 | 1.91% | −370,331−46.1% | 減碼 |
| Menora Mivtachim Holdings Ltd. | 428,300 | $1.18 億 | 1.69% | −125,000−22.6% | 減碼 |
| Marcho Partners LLP | 410,092 | $1.13 億 | 7.54% | −244,886−37.4% | 減碼 |
| EMS Capital LP | 400,050 | $1.10 億 | 8.65% | +4,550+1.2% | 加碼 |
| Hitchwood Capital Management LP | 385,000 | $1.06 億 | 3.57% | 00.0% | 不變 |
| Capital International Inc | 379,234 | $1.04 億 | 0.93% | +160,026+73.0% | 加碼 |
| Think Investments LP | 376,900 | $1.03 億 | 14.14% | 00.0% | 不變 |
| Gladstone Capital Management LLP | 362,918 | $9,966 萬 | 5.43% | −155,007−29.9% | 減碼 |
| Gobi Capital LLC | 359,852 | $9,882 萬 | 5.95% | −93,300−20.6% | 減碼 |
| SEI Investments Co | 358,404 | $9,836 萬 | 0.22% | −1,492−0.4% | 減碼 |
| Martin Currie Ltd | 357,415 | $9,815 萬 | 3.38% | +357,415 | 新進 |
| Antipodean Advisors LLC | 350,000 | $9,611 萬 | 26.47% | 00.0% | 不變 |
| Manufacturers Life Insurance Company, The | 337,761 | $9,275 萬 | 0.08% | −19,954−5.6% | 減碼 |
| Somerset Capital Management LLP | 335,100 | $9,225 萬 | 8.47% | +86,259+34.7% | 加碼 |