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 |
|---|---|---|---|---|---|
| Meitav Dash Investments Ltd | 71,240 | $1,956 萬 | 0.50% | −18,120−20.3% | 減碼 |
| Swedbank AB | 70,050 | $1,924 萬 | 0.04% | 00.0% | 不變 |
| Nomura Asset Management Co Ltd | 69,450 | $1,907 萬 | 0.11% | −36,393−34.4% | 減碼 |
| Victory Capital Management Inc | 68,824 | $1,890 萬 | 0.02% | −89−0.1% | 減碼 |
| Capital International Ltd | 67,382 | $1,850 萬 | 1.02% | +14,018+26.3% | 加碼 |
| CIBC Asset Management Inc | 66,109 | $1,815 萬 | 0.07% | −5,805−8.1% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 64,315 | $1,766 萬 | 0.06% | −19,177−23.0% | 減碼 |
| Zweig-DiMenna Associates LLC | 62,975 | $1,729 萬 | 1.07% | +97+0.2% | 加碼 |
| Principal Financial Group Inc | 62,837 | $1,726 萬 | 0.01% | −1,685−2.6% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 62,703 | $1,722 萬 | 0.19% | +1,763+2.9% | 加碼 |
| Tiff Advisory Services Inc | 62,151 | $1,707 萬 | 4.86% | −10,880−14.9% | 減碼 |
| Tairen Capital Ltd | 60,162 | $1,652 萬 | 2.89% | +60,162 | 新進 |
| Qube Research & Technologies Ltd | 59,685 | $1,639 萬 | 0.20% | +23,779+66.2% | 加碼 |
| Swiss National Bank | 58,300 | $1,601 萬 | 0.01% | +58,300 | 新進 |
| Addison Capital Co | 57,715 | $1,585 萬 | 7.74% | −150−0.3% | 減碼 |
| Oberweis Asset Management Inc | 56,863 | $1,562 萬 | 3.42% | +6,800+13.6% | 加碼 |
| HHR Asset Management, LLC | 56,136 | $1,542 萬 | 1.39% | −7,030−11.1% | 減碼 |
| AE Wealth Management LLC | 54,920 | $1,508 萬 | 0.13% | +774+1.4% | 加碼 |
| Teamwork Financial Advisors, LLC | 54,498 | $1,497 萬 | 3.06% | +782+1.5% | 加碼 |
| ExodusPoint Capital Management, LP | 54,249 | $1,490 萬 | 0.23% | −116,443−68.2% | 減碼 |
| Pinebridge Investments, L.P. | 54,155 | $1,487 萬 | 0.17% | −34,820−39.1% | 減碼 |
| 11 Capital Partners LP | 53,397 | $1,466 萬 | 3.37% | −3,903−6.8% | 減碼 |
| Ergoteles LLC | 52,796 | $1,450 萬 | 0.33% | +52,796 | 新進 |
| Stephens Inc | 52,770 | $1,449 萬 | 0.22% | +15,057+39.9% | 加碼 |
| Stony Point Capital LLC | 52,132 | $1,432 萬 | 3.74% | −10,858−17.2% | 減碼 |
| Hidden Lake Asset Management LP | 50,647 | $1,391 萬 | 5.22% | −12,103−19.3% | 減碼 |
| Cutler Group LP | 49,272 | $1,353 萬 | 1.00% | +817+1.7% | 加碼 |
| 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 |
| Point72 Hong Kong Ltd | 48,095 | $1,321 萬 | 0.91% | −1,627−3.3% | 減碼 |
| Ensign Peak Advisors, Inc | 47,379 | $1,301 萬 | 0.03% | +5,450+13.0% | 加碼 |
| Cederberg Capital Ltd | 46,500 | $1,277 萬 | 1.15% | −10,100−17.8% | 減碼 |
| Diversified Trust Co | 45,417 | $1,247 萬 | 0.45% | +30.0% | 加碼 |
| Fiera Capital Corp | 45,322 | $1,245 萬 | 0.03% | +25,622+130.1% | 加碼 |
| Evolutionary Tree Capital Management, LLC | 44,613 | $1,225 萬 | 5.65% | −6,124−12.1% | 減碼 |
| Bamco Inc | 42,985 | $1,180 萬 | 0.03% | +7,630+21.6% | 加碼 |
| AXA S.A. | 42,788 | $1,175 萬 | 0.03% | 00.0% | 不變 |
| Flossbach Von Storch AG | 42,500 | $1,167 萬 | 0.03% | 00.0% | 不變 |
| Athanor Capital, LP | 41,906 | $1,151 萬 | 0.67% | −59,687−58.8% | 減碼 |
| Kames Capital plc | 41,900 | $1,150 萬 | 0.16% | −3,300−7.3% | 減碼 |
| Westpac Banking Corp | 41,322 | $1,135 萬 | 0.11% | −20,940−33.6% | 減碼 |
| Prince Street Capital Management LLC | 40,900 | $1,123 萬 | 8.00% | +40,900 | 新進 |
| Public Sector Pension Investment Board | 40,774 | $1,120 萬 | 0.07% | −14,656−26.4% | 減碼 |
| Noesis Capital Mangement Corp | 41,522 | $1,111 萬 | 2.27% | +41,522 | 新進 |
| Symmetry Investments LP | 40,350 | $1,108 萬 | 3.17% | −3,850−8.7% | 減碼 |
| Absoluto Partners Gestao de Recursos Ltda | 40,224 | $1,105 萬 | 1.40% | +17,258+75.1% | 加碼 |
| Marvin & Palmer Associates Inc | 40,035 | $1,099 萬 | 4.50% | 00.0% | 不變 |
| Inverness Counsel LLC | 39,792 | $1,093 萬 | 0.40% | −679−1.7% | 減碼 |
| Cubist Systematic Strategies, LLC | 39,617 | $1,088 萬 | 0.12% | +32,229+436.2% | 加碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 39,060 | $1,073 萬 | 0.31% | −2,400−5.8% | 減碼 |
| Advisor Group Holdings, Inc. | 38,685 | $1,061 萬 | 0.02% | +13,553+53.9% | 加碼 |
| NN Investment Partners Holdings N.V. | 38,500 | $1,057 萬 | 0.06% | +14,500+60.4% | 加碼 |
| Comerica Bank | 32,693 | $1,050 萬 | 0.06% | +8,981+37.9% | 加碼 |
| Nomura Holdings Inc | 36,380 | $1,045 萬 | 0.09% | +23,516+182.8% | 加碼 |
| Vanguard Group Inc | 37,865 | $1,040 萬 | 0.00% | +37,865 | 新進 |
| Handelsbanken Fonder AB | 36,940 | $1,014 萬 | 0.05% | +2,047+5.9% | 加碼 |
| Totem Point Management, LLC | 36,774 | $1,010 萬 | 5.06% | +36,774 | 新進 |
| Squarepoint Ops LLC | 36,657 | $1,007 萬 | 0.07% | +22,392+157.0% | 加碼 |
| Lazard Asset Management LLC | 36,644 | $1,006 萬 | 0.01% | +3,125+9.3% | 加碼 |
| AMP Capital Investors Ltd | 36,481 | $1,002 萬 | 0.05% | +4,399+13.7% | 加碼 |
| BNP Paribas Arbitrage, SA | 35,251 | $968.0 萬 | 0.02% | −51,862−59.5% | 減碼 |
| Renaissance Technologies LLC | 34,300 | $941.9 萬 | 0.01% | −319,700−90.3% | 減碼 |
| Calamos Advisors LLC | 33,483 | $919.4 萬 | 0.05% | −19,938−37.3% | 減碼 |
| Northwest & Ethical Investments L.P. | 32,557 | $894.0 萬 | 0.29% | +12,208+60.0% | 加碼 |
| Morse Asset Management, Inc | 31,632 | $868.6 萬 | 2.10% | +836+2.7% | 加碼 |
| Robotti Robert | 30,000 | $823.8 萬 | 2.07% | 00.0% | 不變 |
| Advisors Capital Management, LLC | 29,700 | $815.6 萬 | 0.26% | +29,700 | 新進 |
| Wolverine Trading, LLC | 27,501 | $789.8 萬 | 0.21% | +5,306+23.9% | 加碼 |
| Kingdon Capital Management, L.L.C. | 28,436 | $780.9 萬 | 1.19% | +2,036+7.7% | 加碼 |
| Banco Santander, S.A. | 28,288 | $776.7 萬 | 0.04% | −3,856−12.0% | 減碼 |
| AIA Group Ltd | 28,187 | $769.1 萬 | 0.53% | +28,187 | 新進 |
| Blue Grotto Capital, LLC | 27,433 | $753.3 萬 | 2.41% | −1,708−5.9% | 減碼 |
| Strategic Vision Investment Ltd | 27,400 | $752.4 萬 | 12.28% | +27,400 | 新進 |
| Partners Capital Investment Group, LLP | 27,323 | $750.3 萬 | 0.33% | 00.0% | 不變 |
| Berylson Capital Partners, LLC | 27,000 | $741.4 萬 | 1.64% | −40,200−59.8% | 減碼 |
| Natixis Advisors, L.P. | 26,584 | $730.0 萬 | 0.03% | +4,851+22.3% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 26,193 | $719.3 萬 | 0.37% | +26,193 | 新進 |
| Trexquant Investment LP | 26,100 | $716.7 萬 | 0.60% | +26,100 | 新進 |
| Edmond de Rothschild Holding S.A. | 26,017 | $714.4 萬 | 0.16% | −2,998−10.3% | 減碼 |
| Pictet & Cie (Europe) SA | 25,551 | $701.6 萬 | 0.25% | +4,302+20.2% | 加碼 |
| Employees Retirement System of Texas | 25,450 | $698.9 萬 | 0.09% | −1,659−6.1% | 減碼 |
| Panview Asian Equity Master Fund | 25,313 | $695.1 萬 | 5.52% | −41,400−62.1% | 減碼 |
| Capital International Sarl | 25,256 | $693.5 萬 | 0.60% | +4,472+21.5% | 加碼 |
| DekaBank Deutsche Girozentrale | 24,209 | $689.1 萬 | 0.02% | +1,962+8.8% | 加碼 |
| SeaTown Holdings Pte. Ltd. | 24,758 | $679.9 萬 | 0.33% | 00.0% | 不變 |
| Aviva PLC | 24,131 | $662.6 萬 | 0.03% | +24,131 | 新進 |
| Maytus Capital Management, LLC | 24,000 | $659.0 萬 | 2.10% | +24,000 | 新進 |
| Commonwealth Equity Services, LLC | 23,760 | $652.4 萬 | 0.02% | +4,627+24.2% | 加碼 |
| Marshall Wace North America L.P. | 23,718 | $651.3 萬 | 0.03% | −93,753−79.8% | 減碼 |
| Boston Financial Mangement LLC | 23,680 | $650.3 萬 | 0.26% | +23,680 | 新進 |
| Balyasny Asset Management LLC | 23,640 | $649.2 萬 | 0.04% | −40,931−63.4% | 減碼 |
| M&T Bank Corp | 23,386 | $642.2 萬 | 0.03% | −3,348−12.5% | 減碼 |
| Paradice Investment Management LLC | 23,382 | $642.1 萬 | 0.30% | 00.0% | 不變 |
| Capital Advisors Inc | 23,224 | $637.7 萬 | 0.19% | +2,629+12.8% | 加碼 |
| Vontobel Holding Ltd. | 22,102 | $634.7 萬 | 0.05% | −2,236−9.2% | 減碼 |
| Royce & Associates LP | 23,000 | $631.6 萬 | 0.04% | 00.0% | 不變 |
| Panagora Asset Management Inc | 22,868 | $628.0 萬 | 0.03% | +22,868 | 新進 |
| Bailard, Inc. | 22,750 | $624.7 萬 | 0.22% | −3,300−12.7% | 減碼 |
| DnB Asset Management AS | 22,327 | $613.1 萬 | 0.04% | −24,424−52.2% | 減碼 |
| Kadensa Capital Ltd | 22,251 | $611.0 萬 | 9.34% | −174,696−88.7% | 減碼 |