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 |
|---|---|---|---|---|---|
| Marvin & Palmer Associates Inc | 40,035 | $1,099 萬 | 4.50% | 00.0% | 不變 |
| Absoluto Partners Gestao de Recursos Ltda | 40,224 | $1,105 萬 | 1.40% | +17,258+75.1% | 加碼 |
| Symmetry Investments LP | 40,350 | $1,108 萬 | 3.17% | −3,850−8.7% | 減碼 |
| Noesis Capital Mangement Corp | 41,522 | $1,111 萬 | 2.27% | +41,522 | 新進 |
| Public Sector Pension Investment Board | 40,774 | $1,120 萬 | 0.07% | −14,656−26.4% | 減碼 |
| Prince Street Capital Management LLC | 40,900 | $1,123 萬 | 8.00% | +40,900 | 新進 |
| Westpac Banking Corp | 41,322 | $1,135 萬 | 0.11% | −20,940−33.6% | 減碼 |
| Kames Capital plc | 41,900 | $1,150 萬 | 0.16% | −3,300−7.3% | 減碼 |
| Athanor Capital, LP | 41,906 | $1,151 萬 | 0.67% | −59,687−58.8% | 減碼 |
| Flossbach Von Storch AG | 42,500 | $1,167 萬 | 0.03% | 00.0% | 不變 |
| AXA S.A. | 42,788 | $1,175 萬 | 0.03% | 00.0% | 不變 |
| Bamco Inc | 42,985 | $1,180 萬 | 0.03% | +7,630+21.6% | 加碼 |
| Evolutionary Tree Capital Management, LLC | 44,613 | $1,225 萬 | 5.65% | −6,124−12.1% | 減碼 |
| Fiera Capital Corp | 45,322 | $1,245 萬 | 0.03% | +25,622+130.1% | 加碼 |
| Diversified Trust Co | 45,417 | $1,247 萬 | 0.45% | +30.0% | 加碼 |
| Cederberg Capital Ltd | 46,500 | $1,277 萬 | 1.15% | −10,100−17.8% | 減碼 |
| Ensign Peak Advisors, Inc | 47,379 | $1,301 萬 | 0.03% | +5,450+13.0% | 加碼 |
| Point72 Hong Kong Ltd | 48,095 | $1,321 萬 | 0.91% | −1,627−3.3% | 減碼 |
| Noked Capital LTD | 48,318 | $1,327 萬 | 3.30% | 00.0% | 不變 |
| Noked Israel Ltd | 48,318 | $1,327 萬 | 3.30% | 00.0% | 不變 |
| Cutler Group LP | 49,272 | $1,353 萬 | 1.00% | +817+1.7% | 加碼 |
| Hidden Lake Asset Management LP | 50,647 | $1,391 萬 | 5.22% | −12,103−19.3% | 減碼 |
| Stony Point Capital LLC | 52,132 | $1,432 萬 | 3.74% | −10,858−17.2% | 減碼 |
| Stephens Inc | 52,770 | $1,449 萬 | 0.22% | +15,057+39.9% | 加碼 |
| Ergoteles LLC | 52,796 | $1,450 萬 | 0.33% | +52,796 | 新進 |
| 11 Capital Partners LP | 53,397 | $1,466 萬 | 3.37% | −3,903−6.8% | 減碼 |
| Pinebridge Investments, L.P. | 54,155 | $1,487 萬 | 0.17% | −34,820−39.1% | 減碼 |
| ExodusPoint Capital Management, LP | 54,249 | $1,490 萬 | 0.23% | −116,443−68.2% | 減碼 |
| Teamwork Financial Advisors, LLC | 54,498 | $1,497 萬 | 3.06% | +782+1.5% | 加碼 |
| AE Wealth Management LLC | 54,920 | $1,508 萬 | 0.13% | +774+1.4% | 加碼 |
| HHR Asset Management, LLC | 56,136 | $1,542 萬 | 1.39% | −7,030−11.1% | 減碼 |
| Oberweis Asset Management Inc | 56,863 | $1,562 萬 | 3.42% | +6,800+13.6% | 加碼 |
| Addison Capital Co | 57,715 | $1,585 萬 | 7.74% | −150−0.3% | 減碼 |
| Swiss National Bank | 58,300 | $1,601 萬 | 0.01% | +58,300 | 新進 |
| Qube Research & Technologies Ltd | 59,685 | $1,639 萬 | 0.20% | +23,779+66.2% | 加碼 |
| Tairen Capital Ltd | 60,162 | $1,652 萬 | 2.89% | +60,162 | 新進 |
| Tiff Advisory Services Inc | 62,151 | $1,707 萬 | 4.86% | −10,880−14.9% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 62,703 | $1,722 萬 | 0.19% | +1,763+2.9% | 加碼 |
| Principal Financial Group Inc | 62,837 | $1,726 萬 | 0.01% | −1,685−2.6% | 減碼 |
| Zweig-DiMenna Associates LLC | 62,975 | $1,729 萬 | 1.07% | +97+0.2% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 64,315 | $1,766 萬 | 0.06% | −19,177−23.0% | 減碼 |
| CIBC Asset Management Inc | 66,109 | $1,815 萬 | 0.07% | −5,805−8.1% | 減碼 |
| Capital International Ltd | 67,382 | $1,850 萬 | 1.02% | +14,018+26.3% | 加碼 |
| Victory Capital Management Inc | 68,824 | $1,890 萬 | 0.02% | −89−0.1% | 減碼 |
| Nomura Asset Management Co Ltd | 69,450 | $1,907 萬 | 0.11% | −36,393−34.4% | 減碼 |
| Swedbank AB | 70,050 | $1,924 萬 | 0.04% | 00.0% | 不變 |
| Meitav Dash Investments Ltd | 71,240 | $1,956 萬 | 0.50% | −18,120−20.3% | 減碼 |
| Legal & General Group Plc | 74,725 | $2,052 萬 | 0.01% | +46,236+162.3% | 加碼 |
| Miura Global Management, LLC | 75,000 | $2,060 萬 | 3.76% | −25,000−25.0% | 減碼 |
| Clough Capital Partners L P | 75,790 | $2,081 萬 | 1.17% | +75,790 | 新進 |
| Russell Investments Group, Ltd. | 75,396 | $2,114 萬 | 0.04% | −2,984−3.8% | 減碼 |
| Asset Management One Co.,Ltd. | 77,236 | $2,121 萬 | 0.08% | +10,185+15.2% | 加碼 |
| Maplelane Capital, LLC | 80,001 | $2,197 萬 | 1.71% | +23,101+40.6% | 加碼 |
| York Capital Management Global Advisors, LLC | 80,088 | $2,199 萬 | 2.47% | −48,841−37.9% | 減碼 |
| Millennium Management LLC | 81,268 | $2,232 萬 | 0.03% | −244,623−75.1% | 減碼 |
| Old Well Partners, LLC | 81,921 | $2,250 萬 | 10.20% | −10,100−11.0% | 減碼 |
| Indus Capital Partners, LLC | 83,609 | $2,296 萬 | 3.89% | +24,783+42.1% | 加碼 |
| Federated Hermes, Inc. | 85,163 | $2,339 萬 | 0.04% | −4,570−5.1% | 減碼 |
| LPL Financial LLC | 85,508 | $2,348 萬 | 0.02% | +12,594+17.3% | 加碼 |
| Compagnie Lombard Odier SCmA | 85,741 | $2,355 萬 | 0.52% | +85,591+57,060.7% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 87,057 | $2,391 萬 | 0.23% | +87,057 | 新進 |
| Alliancebernstein L.P. | 91,282 | $2,507 萬 | 0.01% | −628−0.7% | 減碼 |
| Prudential PLC | 92,981 | $2,553 萬 | 0.24% | +79,628+596.3% | 加碼 |
| Schonfeld Strategic Advisors LLC | 95,353 | $2,618 萬 | 0.29% | −25,749−21.3% | 減碼 |
| Skye Global Management LP | 96,000 | $2,636 萬 | 0.48% | −44,000−31.4% | 減碼 |
| Federation des caisses Desjardins du Quebec | 99,423 | $2,729 萬 | 0.28% | +2,141+2.2% | 加碼 |
| Ma Investment Partnership, LP | 100,000 | $2,746 萬 | 15.34% | 00.0% | 不變 |
| Soros Capital Management LLC | 101,316 | $2,782 萬 | 3.57% | +88,104+666.8% | 加碼 |
| CIBC World Markets Inc. | 102,080 | $2,803 萬 | 0.08% | −5,365−5.0% | 減碼 |
| Anomaly Capital Management, LP | 102,793 | $2,823 萬 | 1.78% | −58,607−36.3% | 減碼 |
| Railway Pension Investments Ltd | 104,000 | $2,856 萬 | 0.24% | 00.0% | 不變 |
| AMS Capital Ltda | 105,920 | $2,909 萬 | 4.43% | −65−0.1% | 減碼 |
| Geode Capital Management, LLC | 108,663 | $2,937 萬 | 0.00% | +72,879+203.7% | 加碼 |
| Trivest Advisors Ltd | 109,000 | $2,993 萬 | 3.06% | +23,000+26.7% | 加碼 |
| Clal Insurance Enterprises Holdings Ltd | 112,000 | $3,076 萬 | 0.35% | +112,000 | 新進 |
| McKinley Capital Management LLC /Delaware | 112,980 | $3,102 萬 | 2.17% | +8,141+7.8% | 加碼 |
| Ci Investments Inc. | 115,892 | $3,182 萬 | 0.12% | −14,550−11.2% | 減碼 |
| Polar Capital Holdings Plc | 118,634 | $3,258 萬 | 0.18% | +40,631+52.1% | 加碼 |
| MayTech Global Investments, LLC | 119,955 | $3,294 萬 | 6.89% | −1,414−1.2% | 減碼 |
| Berkshire Capital Holdings Inc | 120,160 | $3,300 萬 | 3.86% | −33,540−21.8% | 減碼 |
| Applied Research Investments, LLC | 121,831 | $3,346 萬 | 11.95% | +376+0.3% | 加碼 |
| Kylin Management LLC | 124,200 | $3,411 萬 | 13.87% | −31,000−20.0% | 減碼 |
| Kemnay Advisory Services Inc. | 124,270 | $3,413 萬 | 4.04% | +18,423+17.4% | 加碼 |
| Rip Road Capital Partners LP | 124,821 | $3,428 萬 | 9.28% | 00.0% | 不變 |
| Kerrisdale Advisers, LLC | 126,308 | $3,468 萬 | 3.11% | −152,480−54.7% | 減碼 |
| Untitled Investments LP | 128,758 | $3,536 萬 | 8.66% | −11,945−8.5% | 減碼 |
| Jane Street Group, LLC | 129,958 | $3,569 萬 | 0.09% | −73,640−36.2% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 129,994 | $3,572 萬 | 0.06% | +442+0.3% | 加碼 |
| Envestnet Asset Management Inc | 132,871 | $3,649 萬 | 0.02% | +44,918+51.1% | 加碼 |
| Falcon Edge Capital, LP | 141,788 | $3,894 萬 | 2.49% | −98,707−41.0% | 減碼 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 143,418 | $3,938 萬 | 0.98% | −439,664−75.4% | 減碼 |
| Mackenzie Financial Corp | 146,312 | $4,018 萬 | 0.06% | −39,215−21.1% | 減碼 |
| USS Investment Management Ltd | 146,500 | $4,022 萬 | 0.32% | −17,500−10.7% | 減碼 |
| Parametric Portfolio Associates LLC | 147,113 | $4,040 萬 | 0.02% | +19,416+15.2% | 加碼 |
| Two Sigma Advisers, LP | 150,600 | $4,136 萬 | 0.11% | −242,500−61.7% | 減碼 |
| Bank of New York Mellon Corp | 151,107 | $4,149 萬 | 0.01% | +31,299+26.1% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 154,425 | $4,241 萬 | 0.05% | −406,619−72.5% | 減碼 |
| Oceanlink Management Ltd. | 154,491 | $4,242 萬 | 9.24% | −330,957−68.2% | 減碼 |
| Raymond James & Associates | 156,023 | $4,284 萬 | 0.04% | +49,586+46.6% | 加碼 |
| Point72 Asset Management, L.P. | 156,600 | $4,300 萬 | 0.21% | −168,626−51.8% | 減碼 |