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 |
|---|---|---|---|---|---|
| Voloridge Investment Management, LLC | 157,074 | $4,313 萬 | 0.30% | +157,074 | 新進 |
| Thornburg Investment Management Inc | 157,816 | $4,334 萬 | 0.50% | +70,448+80.6% | 加碼 |
| Tiger Pacific Capital LP | 158,467 | $4,352 萬 | 7.19% | −52,991−25.1% | 減碼 |
| Ashmore Group plc | 160,200 | $4,356 萬 | 10.46% | +160,200 | 新進 |
| Park West Asset Management LLC | 160,000 | $4,394 萬 | 1.28% | −35,000−17.9% | 減碼 |
| Zevenbergen Capital Investments LLC | 160,812 | $4,416 萬 | 0.78% | +160,812 | 新進 |
| Marsico Capital Management LLC | 161,408 | $4,432 萬 | 1.10% | −111,280−40.8% | 減碼 |
| Columbus Hill Capital Management, L.P. | 166,882 | $4,583 萬 | 5.82% | −34,892−17.3% | 減碼 |
| Wells Fargo & Company | 167,263 | $4,593 萬 | 0.01% | −1,144−0.7% | 減碼 |
| TCW Group Inc | 167,386 | $4,596 萬 | 0.40% | −1,720−1.0% | 減碼 |
| SG Americas Securities, LLC | 168,386 | $4,624 萬 | 0.24% | −135,988−44.7% | 減碼 |
| State of New Jersey Common Pension Fund D | 170,372 | $4,679 萬 | 0.15% | 00.0% | 不變 |
| Wolverine Asset Management LLC | 170,790 | $4,690 萬 | 0.44% | +170,790 | 新進 |
| Builders Union LLP | 172,500 | $4,737 萬 | 23.97% | +39,500+29.7% | 加碼 |
| Northern Trust Corp | 178,542 | $4,903 萬 | 0.01% | +47,045+35.8% | 加碼 |
| Linden Rose Investment LLC | 189,283 | $5,198 萬 | 52.30% | −29,812−13.6% | 減碼 |
| Stifel Financial Corp | 189,362 | $5,200 萬 | 0.08% | −14,582−7.2% | 減碼 |
| Woodson Capital Management, LP | 190,000 | $5,217 萬 | 4.30% | +70,000+58.3% | 加碼 |
| Ardevora Asset Management LLP | 207,028 | $5,685 萬 | 0.72% | −40,572−16.4% | 減碼 |
| Alberta Investment Management Corp | 210,107 | $5,770 萬 | 0.48% | +3,610+1.7% | 加碼 |
| WT Asset Management Ltd | 213,346 | $5,859 萬 | 9.93% | −32,154−13.1% | 減碼 |
| New Silk Road Investment Pte Ltd | 215,838 | $5,927 萬 | 31.17% | −18,000−7.7% | 減碼 |
| Aubrey Capital Management Ltd | 218,115 | $5,989 萬 | 17.43% | +14,500+7.1% | 加碼 |
| Credit Suisse AG | 210,225 | $6,037 萬 | 0.05% | +103,437+96.9% | 加碼 |
| Macquarie Group Ltd | 228,181 | $6,266 萬 | 0.05% | +105,485+86.0% | 加碼 |
| New York State Common Retirement Fund | 228,655 | $6,279 萬 | 0.06% | +20,558+9.9% | 加碼 |
| Keywise Capital Management (HK) Ltd | 229,100 | $6,291 萬 | 15.41% | −3,546−1.5% | 減碼 |
| Royal Bank of Canada | 233,361 | $6,408 萬 | 0.02% | −29,625−11.3% | 減碼 |
| Teacher Retirement System of Texas | 233,359 | $6,408 萬 | 0.35% | +130,459+126.8% | 加碼 |
| Driehaus Capital Management LLC | 233,925 | $6,424 萬 | 0.85% | +71,954+44.4% | 加碼 |
| Cartica Management, LLC | 246,571 | $6,771 萬 | 12.97% | −104,000−29.7% | 減碼 |
| Barings LLC | 253,675 | $6,966 萬 | 1.61% | −12,944−4.9% | 減碼 |
| BIT Capital GmbH | 256,524 | $7,044 萬 | 4.14% | −281,525−52.3% | 減碼 |
| Penserra Capital Management LLC | 262,621 | $7,211 萬 | 1.31% | −13,879−5.0% | 減碼 |
| Citadel Advisors LLC | 266,916 | $7,330 萬 | 0.08% | +202,265+312.9% | 加碼 |
| TT International Asset Management LTD | 270,067 | $7,416 萬 | 3.40% | −326,918−54.8% | 減碼 |
| Carmignac Gestion | 274,456 | $7,544 萬 | 0.88% | −266,471−49.3% | 減碼 |
| 3G Capital Partners LP | 290,000 | $7,963 萬 | 20.57% | 00.0% | 不變 |
| Barclays PLC | 290,458 | $7,976 萬 | 0.07% | −46,582−13.8% | 減碼 |
| British Columbia Investment Management Corp | 292,923 | $8,044 萬 | 0.49% | +85,353+41.1% | 加碼 |
| Altimeter Capital Management, LP大師Altimeter 資本 | 300,000 | $8,238 萬 | 0.64% | −200,000−40.0% | 減碼 |
| First Trust Advisors LP | 305,248 | $8,347 萬 | 0.09% | +18,017+6.3% | 加碼 |
| Nuveen Asset Management, LLC | 309,425 | $8,497 萬 | 0.03% | −7,709−2.4% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 315,696 | $8,669 萬 | 0.24% | +63,565+25.2% | 加碼 |
| Neuberger Berman Group LLC | 316,428 | $8,685 萬 | 0.08% | +62,113+24.4% | 加碼 |
| Pictet Asset Management Ltd | 326,557 | $8,967 萬 | 0.10% | −47,020−12.6% | 減碼 |
| Himension Fund | 331,929 | $9,115 萬 | 8.85% | +125,500+60.8% | 加碼 |
| Somerset Capital Management LLP | 335,100 | $9,225 萬 | 8.47% | +86,259+34.7% | 加碼 |
| Manufacturers Life Insurance Company, The | 337,761 | $9,275 萬 | 0.08% | −19,954−5.6% | 減碼 |
| Antipodean Advisors LLC | 350,000 | $9,611 萬 | 26.47% | 00.0% | 不變 |
| Martin Currie Ltd | 357,415 | $9,815 萬 | 3.38% | +357,415 | 新進 |
| SEI Investments Co | 358,404 | $9,836 萬 | 0.22% | −1,492−0.4% | 減碼 |
| Gobi Capital LLC | 359,852 | $9,882 萬 | 5.95% | −93,300−20.6% | 減碼 |
| Gladstone Capital Management LLP | 362,918 | $9,966 萬 | 5.43% | −155,007−29.9% | 減碼 |
| Think Investments LP | 376,900 | $1.03 億 | 14.14% | 00.0% | 不變 |
| Capital International Inc | 379,234 | $1.04 億 | 0.93% | +160,026+73.0% | 加碼 |
| Hitchwood Capital Management LP | 385,000 | $1.06 億 | 3.57% | 00.0% | 不變 |
| EMS Capital LP | 400,050 | $1.10 億 | 8.65% | +4,550+1.2% | 加碼 |
| Marcho Partners LLP | 410,092 | $1.13 億 | 7.54% | −244,886−37.4% | 減碼 |
| Menora Mivtachim Holdings Ltd. | 428,300 | $1.18 億 | 1.69% | −125,000−22.6% | 減碼 |
| Axiom Investors LLC | 432,125 | $1.19 億 | 1.91% | −370,331−46.1% | 減碼 |
| Korea Investment CORP | 445,908 | $1.22 億 | 0.35% | +396,908+810.0% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 466,547 | $1.28 億 | 0.27% | −13,554−2.8% | 減碼 |
| Susquehanna International Group, LLP | 476,492 | $1.31 億 | 0.14% | −384,589−44.7% | 減碼 |
| HRT Financial LP | 502,349 | $1.38 億 | 1.27% | −64,033−11.3% | 減碼 |
| Steadview Capital Management LLC | 509,985 | $1.40 億 | 12.16% | +38,902+8.3% | 加碼 |
| Wellington Management Group LLP | 517,988 | $1.42 億 | 0.02% | +380,981+278.1% | 加碼 |
| Putnam Investments LLC | 524,777 | $1.44 億 | 0.22% | −587,538−52.8% | 減碼 |
| Jericho Capital Asset Management L.P. | 531,600 | $1.46 億 | 3.46% | 00.0% | 不變 |
| Light Street Capital Management, LLC | 536,707 | $1.47 億 | 6.39% | +30,907+6.1% | 加碼 |
| Citigroup Inc | 543,119 | $1.49 億 | 0.13% | +322,838+146.6% | 加碼 |
| Melvin Capital Management LP | 550,000 | $1.51 億 | 1.08% | +550,000 | 新進 |
| Hardman Johnston Global Advisors LLC | 557,729 | $1.53 億 | 3.71% | +521,594+1,443.5% | 加碼 |
| Holocene Advisors, LP | 562,724 | $1.55 億 | 0.95% | +496,735+752.8% | 加碼 |
| UBS Group AG | 563,425 | $1.55 億 | 0.07% | −67,423−10.7% | 減碼 |
| Janus Henderson Group PLC | 563,826 | $1.55 億 | 0.07% | +310,715+122.8% | 加碼 |
| Tekne Capital Management, LLC | 577,474 | $1.59 億 | 26.37% | +32,125+5.9% | 加碼 |
| Deutsche Bank AG | 596,309 | $1.64 億 | 0.08% | +89,192+17.6% | 加碼 |
| Rovida Advisors Inc. | 611,600 | $1.68 億 | 7.28% | 00.0% | 不變 |
| Nordea Investment Management AB | 635,640 | $1.75 億 | 0.23% | −12,869−2.0% | 減碼 |
| Egerton Capital (UK) LLP | 649,749 | $1.78 億 | 0.89% | −128,500−16.5% | 減碼 |
| Cypress Funds LLC | 677,884 | $1.86 億 | 15.66% | 00.0% | 不變 |
| Allianz Asset Management GmbH | 681,352 | $1.87 億 | 0.17% | +765+0.1% | 加碼 |
| Van Eck Associates Corp | 699,877 | $1.92 億 | 0.45% | −91,274−11.5% | 減碼 |
| UBS Asset Management Americas Inc | 701,249 | $1.93 億 | 0.08% | −91,903−11.6% | 減碼 |
| Franchise Capital Ltd | 710,574 | $1.95 億 | 16.88% | +11,621+1.7% | 加碼 |
| Greenoaks Capital Partners LLC | 756,942 | $2.08 億 | 1.56% | 00.0% | 不變 |
| Whale Rock Capital Management LLC | 768,752 | $2.11 億 | 1.38% | −225,479−22.7% | 減碼 |
| C WorldWide Group Holding A/S | 781,590 | $2.15 億 | 2.21% | −1,176−0.2% | 減碼 |
| Wasatch Advisors Inc | 782,419 | $2.15 億 | 0.87% | +1,781+0.2% | 加碼 |
| Anatole Investment Management Ltd | 789,366 | $2.17 億 | 16.56% | +133,585+20.4% | 加碼 |
| Fullerton Fund Management Co Ltd. | 793,684 | $2.18 億 | 14.83% | −174,037−18.0% | 減碼 |
| Manning & Napier Group, LLC | 823,478 | $2.26 億 | 1.85% | −9,502−1.1% | 減碼 |
| Tree Line Advisors (Hong Kong) Ltd. | 830,000 | $2.28 億 | 37.28% | 00.0% | 不變 |
| HSBC Holdings PLC | 811,974 | $2.28 億 | 0.27% | −75,873−8.5% | 減碼 |
| Temasek Holdings (Private) Ltd | 834,005 | $2.29 億 | 0.77% | 00.0% | 不變 |
| Kontiki Capital Management (HK) Ltd. | 857,804 | $2.36 億 | 30.48% | −3,862−0.4% | 減碼 |
| Oakmont Corp | 944,709 | $2.59 億 | 19.49% | 00.0% | 不變 |
| 1832 Asset Management L.P. | 948,100 | $2.72 億 | 0.53% | +263,500+38.5% | 加碼 |
| Steadfast Capital Management LP | 995,056 | $2.73 億 | 2.99% | −54,553−5.2% | 減碼 |