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 3 季 13F 持有人
Sea Ltd 在 2021/9/30 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
- 818
- 較 2021 年第 2 季 +77 家
- 持有股數
- 2.88 億
- 較 2021 年第 2 季 +1,963 萬 (+7.3%)
- 總市值
- $917.1 億
- 較 2021 年第 2 季 +$180.6 億 (+24.5%)
- 新進機構
- 138
- 另有 367 家加碼
- 清倉機構
- 61
- 另有 219 家減碼
另有 6 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 33,728,098 | $107.5 億 | 1.01% | +1,357,282+4.2% | 加碼 |
| Sands Capital Management, LLC | 20,469,459 | $65.2 億 | 10.88% | −2,623,034−11.4% | 減碼 |
| Capital World Investors | 18,114,304 | $57.7 億 | 0.99% | −1,157,828−6.0% | 減碼 |
| FMR LLC | 14,382,980 | $45.8 億 | 0.36% | +3,195,943+28.6% | 加碼 |
| JPMorgan Chase & Co | 13,785,343 | $43.9 億 | 0.58% | −1,048,862−7.1% | 減碼 |
| Tiger Global Management LLC大師老虎環球 | 10,413,900 | $33.2 億 | 6.38% | +265,400+2.6% | 加碼 |
| Baillie Gifford & Co | 9,637,552 | $30.7 億 | 1.61% | −175,391−1.8% | 減碼 |
| Capital Research Global Investors | 8,195,619 | $26.1 億 | 0.61% | +3,609,897+78.7% | 加碼 |
| Morgan Stanley | 7,722,709 | $24.6 億 | 0.33% | −524,123−6.4% | 減碼 |
| Jennison Associates LLC | 7,030,971 | $22.4 億 | 1.45% | +2,742,732+64.0% | 加碼 |
| Goldman Sachs Group Inc | 6,850,098 | $21.8 億 | 0.56% | +16,182+0.2% | 加碼 |
| BlackRock Inc. | 5,526,238 | $17.6 億 | 0.05% | +2,180,655+65.2% | 加碼 |
| Kora Management LP | 3,484,000 | $11.1 億 | 96.70% | 00.0% | 不變 |
| Franklin Resources Inc | 3,112,510 | $9.92 億 | 0.37% | +15,144+0.5% | 加碼 |
| State Street Corp | 2,963,799 | $9.45 億 | 0.05% | +1,138,561+62.4% | 加碼 |
| Norges Bank | 2,536,191 | $8.08 億 | 0.18% | +714,886+39.3% | 加碼 |
| Clearbridge Investments, LLC | 2,407,574 | $7.67 億 | 0.55% | +192,313+8.7% | 加碼 |
| Schroder Investment Management Group | 2,348,804 | $7.49 億 | 1.20% | −1,132,293−32.5% | 減碼 |
| UBS Asset Management Americas Inc | 2,334,777 | $7.44 億 | 0.31% | +1,633,528+232.9% | 加碼 |
| Scge Management, L.P. | 2,254,816 | $7.19 億 | 6.67% | 00.0% | 不變 |
| Coatue Management LLC大師Coatue | 2,204,307 | $7.03 億 | 2.86% | −386,544−14.9% | 減碼 |
| Bank of America Corp | 2,145,835 | $6.84 億 | 0.08% | −579,616−21.3% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,134,960 | $6.80 億 | 0.42% | −820,527−27.8% | 減碼 |
| Assenagon Asset Management S.A. | 2,005,613 | $6.39 億 | 2.63% | +2,005,613 | 新進 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 1,919,820 | $6.12 億 | 24.72% | −290,436−13.1% | 減碼 |
| Nikko Asset Management Americas, Inc. | 1,919,951 | $6.06 億 | 2.60% | −980,384−33.8% | 減碼 |
| Artisan Partners Limited Partnership | 1,861,922 | $5.93 億 | 0.73% | −386,272−17.2% | 減碼 |
| Ward Ferry Management (BVI) Ltd | 1,861,797 | $5.93 億 | 45.50% | −264,971−12.5% | 減碼 |
| Massachusetts Financial Services Co | 1,848,937 | $5.89 億 | 0.17% | −22,248−1.2% | 減碼 |
| American Century Companies Inc | 1,820,960 | $5.80 億 | 0.40% | +106,302+6.2% | 加碼 |
| Invesco Ltd. | 1,806,528 | $5.76 億 | 0.15% | +385,375+27.1% | 加碼 |
| Bessemer Group Inc | 1,784,448 | $5.69 億 | 1.21% | −158,901−8.2% | 減碼 |
| Capital International Investors | 1,626,050 | $5.18 億 | 0.12% | +160,816+11.0% | 加碼 |
| William Blair Investment Management, LLC | 1,603,559 | $5.11 億 | 1.44% | +123,455+8.3% | 加碼 |
| TD Asset Management Inc | 1,566,847 | $4.99 億 | 0.52% | +86,780+5.9% | 加碼 |
| Deutsche Bank AG | 1,465,469 | $4.67 億 | 0.22% | +869,160+145.8% | 加碼 |
| Standard Life Aberdeen plc | 1,427,303 | $4.56 億 | 1.03% | +234,689+19.7% | 加碼 |
| Charles-Lim Capital Ltd | 1,415,000 | $4.51 億 | 49.04% | −85,000−5.7% | 減碼 |
| Canada Pension Plan Investment Board | 1,391,935 | $4.44 億 | 0.50% | −438,200−23.9% | 減碼 |
| Discovery Value Fund | 1,310,421 | $4.18 億 | 12.25% | +198,381+17.8% | 加碼 |
| FIL Ltd | 1,277,947 | $4.07 億 | 0.45% | +186,332+17.1% | 加碼 |
| Alkeon Capital Management LLC | 1,239,592 | $3.95 億 | 1.34% | −1,608−0.1% | 減碼 |
| Tybourne Capital Management (HK) Ltd | 1,224,525 | $3.90 億 | 9.83% | −168,000−12.1% | 減碼 |
| Fullerton Fund Management Co Ltd. | 1,211,670 | $3.86 億 | 23.44% | +417,986+52.7% | 加碼 |
| Wellington Management Group LLP | 1,177,037 | $3.75 億 | 0.06% | +659,049+127.2% | 加碼 |
| Veritas Asset Management LLP | 1,143,352 | $3.64 億 | 2.09% | 00.0% | 不變 |
| Ameriprise Financial Inc | 1,083,926 | $3.45 億 | 0.11% | −8,193−0.8% | 減碼 |
| Matthews International Capital Management LLC | 1,060,113 | $3.38 億 | 20.49% | −148,200−12.3% | 減碼 |
| Alua Capital Management LP | 1,057,142 | $3.37 億 | 17.52% | 00.0% | 不變 |
| HSBC Holdings PLC | 1,010,392 | $3.29 億 | 0.38% | +198,418+24.4% | 加碼 |
| Melvin Capital Management LP | 1,025,000 | $3.27 億 | 2.19% | +475,000+86.4% | 加碼 |
| Fred Alger Management, LLC | 1,024,239 | $3.26 億 | 0.78% | +1,022,289+52,425.1% | 加碼 |
| ARK Investment Management LLC大師方舟投資 | 953,280 | $3.04 億 | 0.73% | −1,876,637−66.3% | 減碼 |
| Oakmont Corp | 944,709 | $3.01 億 | 23.66% | 00.0% | 不變 |
| ShawSpring Partners LLC | 925,913 | $2.96 億 | 30.86% | −342,014−27.0% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 906,506 | $2.89 億 | 0.36% | +752,081+487.0% | 加碼 |
| Kontiki Capital Management (HK) Ltd. | 882,282 | $2.81 億 | 33.09% | +24,478+2.9% | 加碼 |
| 1832 Asset Management L.P. | 887,700 | $2.79 億 | 0.52% | −60,400−6.4% | 減碼 |
| Temasek Holdings (Private) Ltd | 834,005 | $2.66 億 | 0.93% | 00.0% | 不變 |
| Steadfast Capital Management LP | 829,599 | $2.64 億 | 3.34% | −165,457−16.6% | 減碼 |
| Axiom Investors LLC | 824,738 | $2.63 億 | 4.34% | +392,613+90.9% | 加碼 |
| Manning & Napier Group, LLC | 807,095 | $2.57 億 | 2.21% | −16,383−2.0% | 減碼 |
| Whale Rock Capital Management LLC | 766,767 | $2.44 億 | 1.60% | −1,985−0.3% | 減碼 |
| Korea Investment CORP | 757,716 | $2.42 億 | 0.72% | +311,808+69.9% | 加碼 |
| Greenoaks Capital Partners LLC | 757,145 | $2.41 億 | 3.24% | +2030.0% | 加碼 |
| Janus Henderson Group PLC | 732,824 | $2.34 億 | 0.10% | +168,998+30.0% | 加碼 |
| UBS Group AG | 730,290 | $2.33 億 | 0.10% | +166,865+29.6% | 加碼 |
| Wasatch Advisors Inc | 723,757 | $2.31 億 | 0.94% | −58,662−7.5% | 減碼 |
| Tree Line Advisors (Hong Kong) Ltd. | 680,000 | $2.17 億 | 69.14% | −150,000−18.1% | 減碼 |
| Cypress Funds LLC | 677,884 | $2.16 億 | 18.28% | 00.0% | 不變 |
| Mirae Asset Global Investments Co., Ltd. | 648,416 | $2.07 億 | 0.52% | +332,720+105.4% | 加碼 |
| Allianz Asset Management GmbH | 647,553 | $2.06 億 | 0.17% | −33,799−5.0% | 減碼 |
| D. E. Shaw & Co., Inc. | 645,697 | $2.06 億 | 0.26% | +645,697 | 新進 |
| Himension Fund | 645,256 | $2.06 億 | 16.02% | +313,327+94.4% | 加碼 |
| Anatole Investment Management Ltd | 644,025 | $2.05 億 | 13.33% | −145,341−18.4% | 減碼 |
| Rovida Advisors Inc. | 641,600 | $2.04 億 | 8.65% | +30,000+4.9% | 加碼 |
| Egerton Capital (UK) LLP | 639,298 | $2.04 億 | 0.97% | −10,451−1.6% | 減碼 |
| Nordea Investment Management AB | 617,478 | $1.97 億 | 0.26% | −18,162−2.9% | 減碼 |
| Tekne Capital Management, LLC | 609,408 | $1.94 億 | 33.32% | +31,934+5.5% | 加碼 |
| Hardman Johnston Global Advisors LLC | 598,015 | $1.91 億 | 5.13% | +40,286+7.2% | 加碼 |
| C WorldWide Group Holding A/S | 586,853 | $1.87 億 | 1.92% | −194,737−24.9% | 減碼 |
| Holocene Advisors, LP | 582,675 | $1.86 億 | 1.07% | +19,951+3.5% | 加碼 |
| Manufacturers Life Insurance Company, The | 582,547 | $1.86 億 | 0.15% | +244,786+72.5% | 加碼 |
| Van Eck Associates Corp | 554,484 | $1.77 億 | 0.44% | −145,393−20.8% | 減碼 |
| HRT Financial LP | 543,549 | $1.73 億 | 1.06% | +41,200+8.2% | 加碼 |
| Light Street Capital Management, LLC | 542,217 | $1.73 億 | 8.67% | +5,510+1.0% | 加碼 |
| Jericho Capital Asset Management L.P. | 531,600 | $1.69 億 | 4.63% | 00.0% | 不變 |
| Lord, Abbett & Co. LLC | 522,339 | $1.66 億 | 0.40% | +511,151+4,568.7% | 加碼 |
| Steadview Capital Management LLC | 509,985 | $1.63 億 | 13.01% | 00.0% | 不變 |
| Polar Capital Holdings Plc | 481,190 | $1.53 億 | 0.84% | +362,556+305.6% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 480,012 | $1.53 億 | 0.33% | +13,465+2.9% | 加碼 |
| Somerset Capital Management LLP | 475,000 | $1.52 億 | 15.49% | +139,900+41.7% | 加碼 |
| Putnam Investments LLC | 460,512 | $1.47 億 | 0.23% | −64,265−12.2% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 455,486 | $1.45 億 | 0.36% | −749,486−62.2% | 減碼 |
| Prudential PLC | 450,224 | $1.44 億 | 2.00% | +357,243+384.2% | 加碼 |
| Citigroup Inc | 444,615 | $1.42 億 | 0.14% | −98,504−18.1% | 減碼 |
| SEI Investments Co | 427,442 | $1.36 億 | 0.29% | +69,038+19.3% | 加碼 |
| Menora Mivtachim Holdings Ltd. | 427,900 | $1.36 億 | 1.99% | −400−0.1% | 減碼 |
| Marcho Partners LLP | 422,892 | $1.35 億 | 8.46% | +12,800+3.1% | 加碼 |
| Northern Trust Corp | 422,279 | $1.35 億 | 0.02% | +243,737+136.5% | 加碼 |