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 |
|---|---|---|---|---|---|
| Torq Capital Management (HK) Ltd | 85,400 | $2,722 萬 | 15.10% | +85,400 | 新進 |
| California State Teachers Retirement System | 86,103 | $2,744 萬 | 0.04% | +67,651+366.6% | 加碼 |
| Federated Hermes, Inc. | 86,621 | $2,761 萬 | 0.05% | +1,458+1.7% | 加碼 |
| Credit Agricole S A | 86,899 | $2,770 萬 | 1.00% | +86,672+38,181.5% | 加碼 |
| Millennium Management LLC | 87,176 | $2,779 萬 | 0.04% | +5,908+7.3% | 加碼 |
| Jane Street Group, LLC | 87,293 | $2,782 萬 | 0.07% | −42,665−32.8% | 減碼 |
| Federation des caisses Desjardins du Quebec | 87,631 | $2,792 萬 | 0.29% | −11,792−11.9% | 減碼 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 87,874 | $2,801 萬 | 0.91% | −55,544−38.7% | 減碼 |
| McKinley Capital Management LLC /Delaware | 88,031 | $2,806 萬 | 2.64% | −24,949−22.1% | 減碼 |
| LPL Financial LLC | 90,954 | $2,900 萬 | 0.03% | +5,446+6.4% | 加碼 |
| Oberweis Asset Management Inc | 91,600 | $2,920 萬 | 6.05% | +34,737+61.1% | 加碼 |
| Infusive Asset Management Inc. | 93,600 | $2,983 萬 | 6.35% | +93,600 | 新進 |
| Skye Global Management LP | 94,000 | $2,996 萬 | 0.50% | −2,000−2.1% | 減碼 |
| ProShare Advisors LLC | 95,823 | $3,054 萬 | 0.09% | +95,823 | 新進 |
| Balyasny Asset Management LLC | 96,206 | $3,066 萬 | 0.15% | +72,566+307.0% | 加碼 |
| Russell Investments Group, Ltd. | 98,271 | $3,107 萬 | 0.05% | +22,875+30.3% | 加碼 |
| Ma Investment Partnership, LP | 100,000 | $3,187 萬 | 19.43% | 00.0% | 不變 |
| Greenhaven Road Investment Management, L.P. | 100,683 | $3,209 萬 | 6.34% | +99,893+12,644.7% | 加碼 |
| York Capital Management Global Advisors, LLC | 100,723 | $3,210 萬 | 4.12% | +20,635+25.8% | 加碼 |
| Compagnie Lombard Odier SCmA | 101,911 | $3,248 萬 | 0.70% | +16,170+18.9% | 加碼 |
| Kemnay Advisory Services Inc. | 102,044 | $3,252 萬 | 4.27% | −22,226−17.9% | 減碼 |
| Falcon Edge Capital, LP | 102,490 | $3,267 萬 | 2.50% | −39,298−27.7% | 減碼 |
| Glynn Capital Management LLC | 103,766 | $3,307 萬 | 2.90% | +103,766 | 新進 |
| Railway Pension Investments Ltd | 104,000 | $3,315 萬 | 0.27% | 00.0% | 不變 |
| WT Asset Management Ltd | 104,784 | $3,340 萬 | 3.29% | −108,562−50.9% | 減碼 |
| Rip Road Capital Partners LP | 105,199 | $3,353 萬 | 9.90% | −19,622−15.7% | 減碼 |
| Alliancebernstein L.P. | 106,955 | $3,409 萬 | 0.01% | +15,673+17.2% | 加碼 |
| Aviva PLC | 111,606 | $3,557 萬 | 0.16% | +87,475+362.5% | 加碼 |
| Clal Insurance Enterprises Holdings Ltd | 112,000 | $3,570 萬 | 0.41% | 00.0% | 不變 |
| Asset Management One Co.,Ltd. | 113,210 | $3,608 萬 | 0.14% | +35,974+46.6% | 加碼 |
| Carmignac Gestion | 113,781 | $3,625 萬 | 0.45% | −160,675−58.5% | 減碼 |
| AMS Capital Ltda | 115,355 | $3,677 萬 | 8.32% | +9,435+8.9% | 加碼 |
| MayTech Global Investments, LLC | 120,534 | $3,842 萬 | 7.96% | +579+0.5% | 加碼 |
| Schonfeld Strategic Advisors LLC | 120,622 | $3,845 萬 | 0.44% | +25,269+26.5% | 加碼 |
| Untitled Investments LP | 122,583 | $3,907 萬 | 7.84% | −6,175−4.8% | 減碼 |
| Ci Investments Inc. | 123,090 | $3,923 萬 | 0.15% | +7,198+6.2% | 加碼 |
| Parallax Volatility Advisers, L.P. | 128,689 | $4,102 萬 | 0.44% | +128,689 | 新進 |
| Citadel Advisors LLC | 131,584 | $4,194 萬 | 0.05% | −135,332−50.7% | 減碼 |
| Nisa Investment Advisors, LLC | 135,000 | $4,303 萬 | 0.26% | +135,000 | 新進 |
| Applied Research Investments, LLC | 138,625 | $4,418 萬 | 14.71% | +16,794+13.8% | 加碼 |
| Nomura Holdings Inc | 143,288 | $4,468 萬 | 0.34% | +106,908+293.9% | 加碼 |
| USS Investment Management Ltd | 146,500 | $4,669 萬 | 0.40% | 00.0% | 不變 |
| Builders Union LLP | 146,700 | $4,676 萬 | 22.13% | −25,800−15.0% | 減碼 |
| Oceanlink Management Ltd. | 146,722 | $4,677 萬 | 9.96% | −7,769−5.0% | 減碼 |
| Woodson Capital Management, LP | 148,000 | $4,717 萬 | 3.98% | −42,000−22.1% | 減碼 |
| Linden Rose Investment LLC | 149,639 | $4,770 萬 | 51.34% | −39,644−20.9% | 減碼 |
| Envestnet Asset Management Inc | 149,707 | $4,772 萬 | 0.03% | +16,836+12.7% | 加碼 |
| Mackenzie Financial Corp | 152,403 | $4,858 萬 | 0.07% | +6,091+4.2% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 153,895 | $4,904 萬 | 0.08% | +23,901+18.4% | 加碼 |
| Indus Capital Partners, LLC | 154,413 | $4,922 萬 | 8.49% | +70,804+84.7% | 加碼 |
| Natixis | 160,034 | $5,101 萬 | 0.18% | +160,034 | 新進 |
| Lazard Asset Management LLC | 161,019 | $5,132 萬 | 0.06% | +124,375+339.4% | 加碼 |
| Raymond James & Associates | 163,992 | $5,227 萬 | 0.05% | +7,969+5.1% | 加碼 |
| Cartica Management, LLC | 164,571 | $5,245 萬 | 9.99% | −82,000−33.3% | 減碼 |
| Columbus Hill Capital Management, L.P. | 166,882 | $5,319 萬 | 6.96% | 00.0% | 不變 |
| Islet Management, LP | 170,000 | $5,418 萬 | 2.60% | +170,000 | 新進 |
| TCW Group Inc | 170,740 | $5,442 萬 | 0.48% | +3,354+2.0% | 加碼 |
| Bamco Inc | 172,785 | $5,507 萬 | 0.13% | +129,800+302.0% | 加碼 |
| Nomura Asset Management Co Ltd | 177,180 | $5,647 萬 | 0.32% | +107,730+155.1% | 加碼 |
| Voloridge Investment Management, LLC | 185,738 | $5,920 萬 | 0.38% | +28,664+18.2% | 加碼 |
| New Silk Road Investment Pte Ltd | 187,938 | $5,990 萬 | 39.01% | −27,900−12.9% | 減碼 |
| Park West Asset Management LLC | 188,000 | $5,992 萬 | 1.70% | +28,000+17.5% | 加碼 |
| Parametric Portfolio Associates LLC | 191,402 | $6,101 萬 | 0.03% | +44,289+30.1% | 加碼 |
| Berkshire Capital Holdings Inc | 191,880 | $6,116 萬 | 8.21% | +71,720+59.7% | 加碼 |
| Stifel Financial Corp | 192,535 | $6,137 萬 | 0.09% | +3,173+1.7% | 加碼 |
| Trivest Advisors Ltd | 198,000 | $6,311 萬 | 7.41% | +89,000+81.7% | 加碼 |
| Ardevora Asset Management LLP | 198,628 | $6,331 萬 | 0.80% | −8,400−4.1% | 減碼 |
| Vanguard Group Inc | 199,334 | $6,353 萬 | 0.00% | +161,469+426.4% | 加碼 |
| Wells Fargo & Company | 199,964 | $6,373 萬 | 0.01% | +32,701+19.6% | 加碼 |
| Marsico Capital Management LLC | 201,859 | $6,434 萬 | 1.97% | +40,451+25.1% | 加碼 |
| State of New Jersey Common Pension Fund D | 207,372 | $6,610 萬 | 0.20% | +37,000+21.7% | 加碼 |
| Tiger Pacific Capital LP | 211,091 | $6,728 萬 | 12.20% | +52,624+33.2% | 加碼 |
| Aubrey Capital Management Ltd | 214,315 | $6,831 萬 | 21.51% | −3,800−1.7% | 減碼 |
| Marshall Wace, LLP | 230,070 | $7,333 萬 | 0.36% | +214,291+1,358.1% | 加碼 |
| Marathon Asset Mgmt Ltd | 231,455 | $7,377 萬 | 0.89% | +231,455 | 新進 |
| Penserra Capital Management LLC | 237,978 | $7,585 萬 | 1.57% | −24,643−9.4% | 減碼 |
| Thornburg Investment Management Inc | 238,034 | $7,587 萬 | 0.93% | +80,218+50.8% | 加碼 |
| Driehaus Capital Management LLC | 238,238 | $7,593 萬 | 0.90% | +4,313+1.8% | 加碼 |
| Barings LLC | 242,937 | $7,743 萬 | 1.76% | −10,738−4.2% | 減碼 |
| SeaTown Holdings Pte. Ltd. | 244,859 | $7,804 萬 | 3.47% | +220,101+889.0% | 加碼 |
| New York State Common Retirement Fund | 249,111 | $7,940 萬 | 0.08% | +20,456+8.9% | 加碼 |
| Teacher Retirement System of Texas | 250,244 | $7,976 萬 | 0.43% | +16,885+7.2% | 加碼 |
| Alberta Investment Management Corp | 251,682 | $8,022 萬 | 0.69% | +41,575+19.8% | 加碼 |
| Public Sector Pension Investment Board | 253,442 | $8,078 萬 | 0.48% | +212,668+521.6% | 加碼 |
| Point72 Asset Management, L.P. | 257,000 | $8,191 萬 | 0.39% | +100,400+64.1% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 257,526 | $8,208 萬 | 0.91% | +170,469+195.8% | 加碼 |
| Macquarie Group Ltd | 259,200 | $8,262 萬 | 0.07% | +31,019+13.6% | 加碼 |
| Zevenbergen Capital Investments LLC | 261,072 | $8,321 萬 | 1.58% | +100,260+62.3% | 加碼 |
| Ghisallo Capital Management LLC | 270,000 | $8,606 萬 | 3.27% | +270,000 | 新進 |
| AIA Group Ltd | 274,917 | $8,762 萬 | 4.95% | +246,730+875.3% | 加碼 |
| Royal Bank of Canada | 277,643 | $8,849 萬 | 0.02% | +44,282+19.0% | 加碼 |
| Legal & General Group Plc | 280,014 | $8,925 萬 | 0.03% | +205,289+274.7% | 加碼 |
| Blackstone Group Inc. | 282,283 | $8,997 萬 | 0.20% | +282,283 | 新進 |
| Swiss National Bank | 282,700 | $9,011 萬 | 0.06% | +224,400+384.9% | 加碼 |
| 3G Capital Partners LP | 290,000 | $9,243 萬 | 20.10% | 00.0% | 不變 |
| First Trust Advisors LP | 293,128 | $9,343 萬 | 0.10% | −12,120−4.0% | 減碼 |
| British Columbia Investment Management Corp | 294,203 | $9,377 萬 | 0.55% | +1,280+0.4% | 加碼 |
| Altimeter Capital Management, LP大師Altimeter 資本 | 300,000 | $9,562 萬 | 0.77% | 00.0% | 不變 |
| Nuveen Asset Management, LLC | 301,300 | $9,603 萬 | 0.03% | −8,125−2.6% | 減碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 330,000 | $1.05 億 | 1.38% | +330,000 | 新進 |