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 4 季 13F 持有人
Sea Ltd 在 2021/12/31 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
- 817
- 較 2021 年第 3 季 +9 家
- 持有股數
- 2.89 億
- 較 2021 年第 3 季 +179.5 萬 (+0.6%)
- 總市值
- $647.4 億
- 較 2021 年第 3 季 −$269.2 億 (−29.4%)
- 新進機構
- 155
- 另有 341 家加碼
- 清倉機構
- 146
- 另有 249 家減碼
另有 10 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Gobi Capital LLC | 353,366 | $7,905 萬 | 4.02% | −2,686−0.8% | 減碼 |
| Pictet Asset Management SA | 355,458 | $7,952 萬 | 0.08% | +11,032+3.2% | 加碼 |
| Neuberger Berman Group LLC | 361,725 | $8,088 萬 | 0.06% | −46,604−11.4% | 減碼 |
| SG Americas Securities, LLC | 363,380 | $8,129 萬 | 0.53% | +311,040+594.3% | 加碼 |
| Franchise Capital Ltd | 367,099 | $8,212 萬 | 13.90% | −32,795−8.2% | 減碼 |
| Capital International Inc | 371,504 | $8,311 萬 | 0.77% | −11,473−3.0% | 減碼 |
| Vanguard Group Inc | 372,624 | $8,336 萬 | 0.00% | +173,290+86.9% | 加碼 |
| Anatole Investment Management Ltd | 373,764 | $8,362 萬 | 4.57% | −270,261−42.0% | 減碼 |
| British Columbia Investment Management Corp | 383,378 | $8,577 萬 | 0.48% | +89,175+30.3% | 加碼 |
| EMS Capital LP | 400,050 | $8,950 萬 | 9.50% | 00.0% | 不變 |
| Korea Investment CORP | 412,165 | $9,221 萬 | 0.24% | −345,551−45.6% | 減碼 |
| AIA Group Ltd | 415,947 | $9,305 萬 | 4.39% | +141,030+51.3% | 加碼 |
| Nuveen Asset Management, LLC | 418,840 | $9,370 萬 | 0.03% | +117,540+39.0% | 加碼 |
| Menora Mivtachim Holdings Ltd. | 427,900 | $9,573 萬 | 1.30% | 00.0% | 不變 |
| Viking Global Investors LP大師維京全球投資 | 440,129 | $9,846 萬 | 0.28% | +440,129 | 新進 |
| Citadel Advisors LLC | 447,988 | $1.00 億 | 0.11% | +316,404+240.5% | 加碼 |
| SEI Investments Co | 453,524 | $1.01 億 | 0.19% | +26,082+6.1% | 加碼 |
| Teacher Retirement System of Texas | 457,731 | $1.02 億 | 0.46% | +207,487+82.9% | 加碼 |
| Nordea Investment Management AB | 468,583 | $1.05 億 | 0.13% | −148,895−24.1% | 減碼 |
| Martin Currie Ltd | 469,282 | $1.05 億 | 2.91% | +63,018+15.5% | 加碼 |
| Whale Rock Capital Management LLC | 486,748 | $1.09 億 | 0.92% | −280,019−36.5% | 減碼 |
| Steadview Capital Management LLC | 501,495 | $1.12 億 | 10.49% | −8,490−1.7% | 減碼 |
| Light Street Capital Management, LLC | 505,597 | $1.13 億 | 6.76% | −36,620−6.8% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 508,506 | $1.14 億 | 0.24% | +28,494+5.9% | 加碼 |
| Millennium Management LLC | 512,463 | $1.15 億 | 0.13% | +425,287+487.8% | 加碼 |
| Bank of New York Mellon Corp | 527,034 | $1.18 億 | 0.02% | +142,428+37.0% | 加碼 |
| Barclays PLC | 527,815 | $1.18 億 | 0.07% | +147,357+38.7% | 加碼 |
| Swiss National Bank | 533,600 | $1.19 億 | 0.07% | +250,900+88.8% | 加碼 |
| Voloridge Investment Management, LLC | 537,627 | $1.20 億 | 0.66% | +351,889+189.5% | 加碼 |
| Legal & General Group Plc | 551,992 | $1.23 億 | 0.04% | +271,978+97.1% | 加碼 |
| C WorldWide Group Holding A/S | 556,479 | $1.24 億 | 1.18% | −30,374−5.2% | 減碼 |
| Jane Street Group, LLC | 560,899 | $1.25 億 | 0.24% | +473,606+542.5% | 加碼 |
| Van Eck Associates Corp | 567,523 | $1.27 億 | 0.29% | +13,039+2.4% | 加碼 |
| Allianz Asset Management GmbH | 593,365 | $1.33 億 | 0.10% | −54,188−8.4% | 減碼 |
| Manufacturers Life Insurance Company, The | 607,065 | $1.36 億 | 0.08% | +24,518+4.2% | 加碼 |
| Tekne Capital Management, LLC | 616,002 | $1.38 億 | 28.18% | +6,594+1.1% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 642,355 | $1.44 億 | 0.31% | −6,061−0.9% | 減碼 |
| Citigroup Inc | 643,600 | $1.44 億 | 0.13% | +198,985+44.8% | 加碼 |
| ARK Investment Management LLC大師方舟投資 | 654,834 | $1.46 億 | 0.44% | −298,446−31.3% | 減碼 |
| Matthews International Capital Management LLC | 664,319 | $1.49 億 | 15.52% | −395,794−37.3% | 減碼 |
| Credit Suisse AG | 667,040 | $1.49 億 | 0.12% | +286,154+75.1% | 加碼 |
| Northern Trust Corp | 669,831 | $1.50 億 | 0.02% | +247,552+58.6% | 加碼 |
| Rovida Advisors Inc. | 677,300 | $1.52 億 | 6.80% | +35,700+5.6% | 加碼 |
| Cypress Funds LLC | 677,884 | $1.52 億 | 12.72% | 00.0% | 不變 |
| Tree Line Advisors (Hong Kong) Ltd. | 680,000 | $1.52 億 | 46.15% | 00.0% | 不變 |
| Somerset Capital Management LLP | 692,000 | $1.54 億 | 18.04% | +217,000+45.7% | 加碼 |
| Susquehanna International Group, LLP | 706,895 | $1.58 億 | 0.24% | +358,338+102.8% | 加碼 |
| Canada Pension Plan Investment Board | 721,735 | $1.61 億 | 0.17% | −670,200−48.1% | 減碼 |
| Wellington Management Group LLP | 731,282 | $1.64 億 | 0.03% | −445,755−37.9% | 減碼 |
| Greenoaks Capital Partners LLC | 757,145 | $1.69 億 | 4.18% | 00.0% | 不變 |
| Prudential PLC | 797,122 | $1.78 億 | 2.44% | +346,898+77.1% | 加碼 |
| Geode Capital Management, LLC | 825,158 | $1.81 億 | 0.02% | +404,365+96.1% | 加碼 |
| Himension Fund | 820,432 | $1.84 億 | 14.04% | +175,176+27.1% | 加碼 |
| Manning & Napier Group, LLC | 835,502 | $1.87 億 | 1.56% | +28,407+3.5% | 加碼 |
| Steadfast Capital Management LP | 863,215 | $1.93 億 | 3.30% | +33,616+4.1% | 加碼 |
| 1832 Asset Management L.P. | 864,450 | $1.96 億 | 0.35% | −23,250−2.6% | 減碼 |
| Hardman Johnston Global Advisors LLC | 878,259 | $1.96 億 | 5.30% | +280,244+46.9% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 896,466 | $2.01 億 | 0.25% | −10,040−1.1% | 減碼 |
| ShawSpring Partners LLC | 929,663 | $2.08 億 | 25.65% | +3,750+0.4% | 加碼 |
| Oakmont Corp | 951,915 | $2.13 億 | 17.27% | +7,206+0.8% | 加碼 |
| Kontiki Capital Management (HK) Ltd. | 990,518 | $2.22 億 | 30.59% | +108,236+12.3% | 加碼 |
| Wasatch Advisors Inc | 1,005,975 | $2.25 億 | 0.92% | +282,218+39.0% | 加碼 |
| Ameriprise Financial Inc | 1,022,206 | $2.26 億 | 0.06% | −61,720−5.7% | 減碼 |
| Fullerton Fund Management Co Ltd. | 1,016,450 | $2.27 億 | 11.39% | −195,220−16.1% | 減碼 |
| Alkeon Capital Management LLC | 1,024,592 | $2.29 億 | 0.79% | −215,000−17.3% | 減碼 |
| Alua Capital Management LP | 1,057,142 | $2.36 億 | 12.93% | 00.0% | 不變 |
| Invesco Ltd. | 1,073,677 | $2.40 億 | 0.06% | −732,851−40.6% | 減碼 |
| UBS Group AG | 1,082,953 | $2.42 億 | 0.10% | +352,663+48.3% | 加碼 |
| Janus Henderson Group PLC | 1,138,500 | $2.55 億 | 0.11% | +405,676+55.4% | 加碼 |
| Tybourne Capital Management (HK) Ltd | 1,174,625 | $2.63 億 | 7.80% | −49,900−4.1% | 減碼 |
| FIL Ltd | 1,219,499 | $2.73 億 | 0.28% | −58,448−4.6% | 減碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 1,237,800 | $2.77 億 | 4.28% | +907,800+275.1% | 加碼 |
| Altimeter Capital Management, LP大師Altimeter 資本 | 1,250,000 | $2.80 億 | 2.66% | +950,000+316.7% | 加碼 |
| William Blair Investment Management, LLC | 1,315,594 | $2.94 億 | 0.80% | −287,965−18.0% | 減碼 |
| Arisaig Partners (Asia) Pte Ltd. | 1,366,150 | $3.06 億 | 51.65% | +1,366,150 | 新進 |
| Deutsche Bank AG | 1,378,910 | $3.08 億 | 0.14% | −86,559−5.9% | 減碼 |
| Veritas Asset Management LLP | 1,456,202 | $3.26 億 | 1.83% | +312,850+27.4% | 加碼 |
| American Century Companies Inc | 1,495,586 | $3.35 億 | 0.21% | −325,374−17.9% | 減碼 |
| Discovery Value Fund | 1,499,999 | $3.36 億 | 12.34% | +189,578+14.5% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 1,554,674 | $3.48 億 | 0.75% | +1,099,188+241.3% | 加碼 |
| Standard Life Aberdeen plc | 1,583,447 | $3.54 億 | 0.78% | +156,144+10.9% | 加碼 |
| Bank of America Corp | 1,684,693 | $3.77 億 | 0.04% | −461,142−21.5% | 減碼 |
| Bessemer Group Inc | 1,696,849 | $3.80 億 | 0.76% | −87,599−4.9% | 減碼 |
| Temasek Holdings (Private) Ltd | 1,723,906 | $3.86 億 | 1.39% | +889,901+106.7% | 加碼 |
| Nikko Asset Management Americas, Inc. | 1,686,410 | $3.86 億 | 2.03% | −233,541−12.2% | 減碼 |
| Capital International Investors | 1,779,694 | $3.98 億 | 0.08% | +153,644+9.4% | 加碼 |
| HSBC Holdings PLC | 1,830,935 | $4.14 億 | 0.44% | +820,543+81.2% | 加碼 |
| Massachusetts Financial Services Co | 1,864,850 | $4.17 億 | 0.11% | +15,913+0.9% | 加碼 |
| Schroder Investment Management Group | 2,002,376 | $4.48 億 | 0.61% | −346,428−14.7% | 減碼 |
| Ward Ferry Management (BVI) Ltd | 2,049,097 | $4.58 億 | 40.59% | +187,300+10.1% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,056,461 | $4.60 億 | 0.28% | −78,499−3.7% | 減碼 |
| Charles-Lim Capital Ltd | 2,100,000 | $4.70 億 | 36.20% | +685,000+48.4% | 加碼 |
| Norges Bank | 2,159,808 | $4.83 億 | 0.10% | −376,383−14.8% | 減碼 |
| Coatue Management LLC大師Coatue | 2,186,304 | $4.89 億 | 2.17% | −18,003−0.8% | 減碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 2,188,208 | $4.90 億 | 18.16% | +268,388+14.0% | 加碼 |
| Scge Management, L.P. | 2,254,816 | $5.04 億 | 5.72% | 00.0% | 不變 |
| D. E. Shaw & Co., Inc. | 2,255,170 | $5.05 億 | 0.62% | +1,609,473+249.3% | 加碼 |
| Assenagon Asset Management S.A. | 2,292,786 | $5.13 億 | 1.90% | +287,173+14.3% | 加碼 |
| Artisan Partners Limited Partnership | 2,355,287 | $5.27 億 | 0.63% | +493,365+26.5% | 加碼 |
| TD Asset Management Inc | 2,553,612 | $5.71 億 | 0.48% | +986,765+63.0% | 加碼 |