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、87 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 |
|---|---|---|---|---|---|
| Himension Fund | 331,929 | $9,115 萬 | 8.85% | +125,500+60.8% | 加碼 |
| Pictet Asset Management Ltd | 326,557 | $8,967 萬 | 0.10% | −47,020−12.6% | 減碼 |
| Neuberger Berman Group LLC | 316,428 | $8,685 萬 | 0.08% | +62,113+24.4% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 315,696 | $8,669 萬 | 0.24% | +63,565+25.2% | 加碼 |
| Nuveen Asset Management, LLC | 309,425 | $8,497 萬 | 0.03% | −7,709−2.4% | 減碼 |
| First Trust Advisors LP | 305,248 | $8,347 萬 | 0.09% | +18,017+6.3% | 加碼 |
| Altimeter Capital Management, LP大師Altimeter 資本 | 300,000 | $8,238 萬 | 0.64% | −200,000−40.0% | 減碼 |
| British Columbia Investment Management Corp | 292,923 | $8,044 萬 | 0.49% | +85,353+41.1% | 加碼 |
| Barclays PLC | 290,458 | $7,976 萬 | 0.07% | −46,582−13.8% | 減碼 |
| 3G Capital Partners LP | 290,000 | $7,963 萬 | 20.57% | 00.0% | 不變 |
| Carmignac Gestion | 274,456 | $7,544 萬 | 0.88% | −266,471−49.3% | 減碼 |
| TT International Asset Management LTD | 270,067 | $7,416 萬 | 3.40% | −326,918−54.8% | 減碼 |
| Citadel Advisors LLC | 266,916 | $7,330 萬 | 0.08% | +202,265+312.9% | 加碼 |
| Penserra Capital Management LLC | 262,621 | $7,211 萬 | 1.31% | −13,879−5.0% | 減碼 |
| BIT Capital GmbH | 256,524 | $7,044 萬 | 4.14% | −281,525−52.3% | 減碼 |
| Barings LLC | 253,675 | $6,966 萬 | 1.61% | −12,944−4.9% | 減碼 |
| Cartica Management, LLC | 246,571 | $6,771 萬 | 12.97% | −104,000−29.7% | 減碼 |
| Driehaus Capital Management LLC | 233,925 | $6,424 萬 | 0.85% | +71,954+44.4% | 加碼 |
| 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 |
| Keywise Capital Management (HK) Ltd | 229,100 | $6,291 萬 | 15.41% | −3,546−1.5% | 減碼 |
| New York State Common Retirement Fund | 228,655 | $6,279 萬 | 0.06% | +20,558+9.9% | 加碼 |
| Macquarie Group Ltd | 228,181 | $6,266 萬 | 0.05% | +105,485+86.0% | 加碼 |
| Credit Suisse AG | 210,225 | $6,037 萬 | 0.05% | +103,437+96.9% | 加碼 |
| Aubrey Capital Management Ltd | 218,115 | $5,989 萬 | 17.43% | +14,500+7.1% | 加碼 |
| New Silk Road Investment Pte Ltd | 215,838 | $5,927 萬 | 31.17% | −18,000−7.7% | 減碼 |
| WT Asset Management Ltd | 213,346 | $5,859 萬 | 9.93% | −32,154−13.1% | 減碼 |
| Alberta Investment Management Corp | 210,107 | $5,770 萬 | 0.48% | +3,610+1.7% | 加碼 |
| Ardevora Asset Management LLP | 207,028 | $5,685 萬 | 0.72% | −40,572−16.4% | 減碼 |
| Woodson Capital Management, LP | 190,000 | $5,217 萬 | 4.30% | +70,000+58.3% | 加碼 |
| Stifel Financial Corp | 189,362 | $5,200 萬 | 0.08% | −14,582−7.2% | 減碼 |
| Linden Rose Investment LLC | 189,283 | $5,198 萬 | 52.30% | −29,812−13.6% | 減碼 |
| Northern Trust Corp | 178,542 | $4,903 萬 | 0.01% | +47,045+35.8% | 加碼 |
| Builders Union LLP | 172,500 | $4,737 萬 | 23.97% | +39,500+29.7% | 加碼 |
| Wolverine Asset Management LLC | 170,790 | $4,690 萬 | 0.44% | +170,790 | 新進 |
| State of New Jersey Common Pension Fund D | 170,372 | $4,679 萬 | 0.15% | 00.0% | 不變 |
| SG Americas Securities, LLC | 168,386 | $4,624 萬 | 0.24% | −135,988−44.7% | 減碼 |
| TCW Group Inc | 167,386 | $4,596 萬 | 0.40% | −1,720−1.0% | 減碼 |
| Wells Fargo & Company | 167,263 | $4,593 萬 | 0.01% | −1,144−0.7% | 減碼 |
| Columbus Hill Capital Management, L.P. | 166,882 | $4,583 萬 | 5.82% | −34,892−17.3% | 減碼 |
| Marsico Capital Management LLC | 161,408 | $4,432 萬 | 1.10% | −111,280−40.8% | 減碼 |
| Zevenbergen Capital Investments LLC | 160,812 | $4,416 萬 | 0.78% | +160,812 | 新進 |
| Park West Asset Management LLC | 160,000 | $4,394 萬 | 1.28% | −35,000−17.9% | 減碼 |
| Ashmore Group plc | 160,200 | $4,356 萬 | 10.46% | +160,200 | 新進 |
| Tiger Pacific Capital LP | 158,467 | $4,352 萬 | 7.19% | −52,991−25.1% | 減碼 |
| Thornburg Investment Management Inc | 157,816 | $4,334 萬 | 0.50% | +70,448+80.6% | 加碼 |
| Voloridge Investment Management, LLC | 157,074 | $4,313 萬 | 0.30% | +157,074 | 新進 |
| Point72 Asset Management, L.P. | 156,600 | $4,300 萬 | 0.21% | −168,626−51.8% | 減碼 |
| Raymond James & Associates | 156,023 | $4,284 萬 | 0.04% | +49,586+46.6% | 加碼 |
| Oceanlink Management Ltd. | 154,491 | $4,242 萬 | 9.24% | −330,957−68.2% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 154,425 | $4,241 萬 | 0.05% | −406,619−72.5% | 減碼 |
| Bank of New York Mellon Corp | 151,107 | $4,149 萬 | 0.01% | +31,299+26.1% | 加碼 |
| Two Sigma Advisers, LP | 150,600 | $4,136 萬 | 0.11% | −242,500−61.7% | 減碼 |
| Parametric Portfolio Associates LLC | 147,113 | $4,040 萬 | 0.02% | +19,416+15.2% | 加碼 |
| USS Investment Management Ltd | 146,500 | $4,022 萬 | 0.32% | −17,500−10.7% | 減碼 |
| Mackenzie Financial Corp | 146,312 | $4,018 萬 | 0.06% | −39,215−21.1% | 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 |
| Falcon Edge Capital, LP | 141,788 | $3,894 萬 | 2.49% | −98,707−41.0% | 減碼 |
| Envestnet Asset Management Inc | 132,871 | $3,649 萬 | 0.02% | +44,918+51.1% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 129,994 | $3,572 萬 | 0.06% | +442+0.3% | 加碼 |
| Jane Street Group, LLC | 129,958 | $3,569 萬 | 0.09% | −73,640−36.2% | 減碼 |
| Untitled Investments LP | 128,758 | $3,536 萬 | 8.66% | −11,945−8.5% | 減碼 |
| Kerrisdale Advisers, LLC | 126,308 | $3,468 萬 | 3.11% | −152,480−54.7% | 減碼 |
| Rip Road Capital Partners LP | 124,821 | $3,428 萬 | 9.28% | 00.0% | 不變 |
| Kemnay Advisory Services Inc. | 124,270 | $3,413 萬 | 4.04% | +18,423+17.4% | 加碼 |
| Kylin Management LLC | 124,200 | $3,411 萬 | 13.87% | −31,000−20.0% | 減碼 |
| Applied Research Investments, LLC | 121,831 | $3,346 萬 | 11.95% | +376+0.3% | 加碼 |
| Berkshire Capital Holdings Inc | 120,160 | $3,300 萬 | 3.86% | −33,540−21.8% | 減碼 |
| MayTech Global Investments, LLC | 119,955 | $3,294 萬 | 6.89% | −1,414−1.2% | 減碼 |
| Polar Capital Holdings Plc | 118,634 | $3,258 萬 | 0.18% | +40,631+52.1% | 加碼 |
| Ci Investments Inc. | 115,892 | $3,182 萬 | 0.12% | −14,550−11.2% | 減碼 |
| McKinley Capital Management LLC /Delaware | 112,980 | $3,102 萬 | 2.17% | +8,141+7.8% | 加碼 |
| Clal Insurance Enterprises Holdings Ltd | 112,000 | $3,076 萬 | 0.35% | +112,000 | 新進 |
| Trivest Advisors Ltd | 109,000 | $2,993 萬 | 3.06% | +23,000+26.7% | 加碼 |
| Geode Capital Management, LLC | 108,663 | $2,937 萬 | 0.00% | +72,879+203.7% | 加碼 |
| AMS Capital Ltda | 105,920 | $2,909 萬 | 4.43% | −65−0.1% | 減碼 |
| Railway Pension Investments Ltd | 104,000 | $2,856 萬 | 0.24% | 00.0% | 不變 |
| Anomaly Capital Management, LP | 102,793 | $2,823 萬 | 1.78% | −58,607−36.3% | 減碼 |
| CIBC World Markets Inc. | 102,080 | $2,803 萬 | 0.08% | −5,365−5.0% | 減碼 |
| Soros Capital Management LLC | 101,316 | $2,782 萬 | 3.57% | +88,104+666.8% | 加碼 |
| Ma Investment Partnership, LP | 100,000 | $2,746 萬 | 15.34% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 99,423 | $2,729 萬 | 0.28% | +2,141+2.2% | 加碼 |
| Skye Global Management LP | 96,000 | $2,636 萬 | 0.48% | −44,000−31.4% | 減碼 |
| Schonfeld Strategic Advisors LLC | 95,353 | $2,618 萬 | 0.29% | −25,749−21.3% | 減碼 |
| Prudential PLC | 92,981 | $2,553 萬 | 0.24% | +79,628+596.3% | 加碼 |
| Alliancebernstein L.P. | 91,282 | $2,507 萬 | 0.01% | −628−0.7% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 87,057 | $2,391 萬 | 0.23% | +87,057 | 新進 |
| Compagnie Lombard Odier SCmA | 85,741 | $2,355 萬 | 0.52% | +85,591+57,060.7% | 加碼 |
| LPL Financial LLC | 85,508 | $2,348 萬 | 0.02% | +12,594+17.3% | 加碼 |
| Federated Hermes, Inc. | 85,163 | $2,339 萬 | 0.04% | −4,570−5.1% | 減碼 |
| Indus Capital Partners, LLC | 83,609 | $2,296 萬 | 3.89% | +24,783+42.1% | 加碼 |
| Old Well Partners, LLC | 81,921 | $2,250 萬 | 10.20% | −10,100−11.0% | 減碼 |
| Millennium Management LLC | 81,268 | $2,232 萬 | 0.03% | −244,623−75.1% | 減碼 |
| York Capital Management Global Advisors, LLC | 80,088 | $2,199 萬 | 2.47% | −48,841−37.9% | 減碼 |
| Maplelane Capital, LLC | 80,001 | $2,197 萬 | 1.71% | +23,101+40.6% | 加碼 |
| Asset Management One Co.,Ltd. | 77,236 | $2,121 萬 | 0.08% | +10,185+15.2% | 加碼 |
| Russell Investments Group, Ltd. | 75,396 | $2,114 萬 | 0.04% | −2,984−3.8% | 減碼 |
| Clough Capital Partners L P | 75,790 | $2,081 萬 | 1.17% | +75,790 | 新進 |
| Miura Global Management, LLC | 75,000 | $2,060 萬 | 3.76% | −25,000−25.0% | 減碼 |
| Legal & General Group Plc | 74,725 | $2,052 萬 | 0.01% | +46,236+162.3% | 加碼 |