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。
2022 年第 1 季 13F 持有人
Sea Ltd 在 2022/3/31 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
- 673
- 較 2021 年第 4 季 −136 家
- 持有股數
- 3.03 億
- 較 2021 年第 4 季 +1,414 萬 (+4.9%)
- 總市值
- $363.2 億
- 較 2021 年第 4 季 −$283.2 億 (−43.8%)
- 新進機構
- 85
- 另有 331 家加碼
- 清倉機構
- 221
- 另有 202 家減碼
另有 8 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| 12 West Capital Management LP | 827,900 | $9,917 萬 | 6.03% | +827,900 | 新進 |
| Hardman Johnston Global Advisors LLC | 831,571 | $9,961 萬 | 3.20% | −46,688−5.3% | 減碼 |
| Manning & Napier Group, LLC | 842,852 | $1.01 億 | 0.96% | +7,350+0.9% | 加碼 |
| Janus Henderson Group PLC | 916,874 | $1.10 億 | 0.05% | −221,626−19.5% | 減碼 |
| Himension Fund | 932,189 | $1.12 億 | 11.95% | +111,757+13.6% | 加碼 |
| UBS Asset Management Americas Inc | 936,873 | $1.12 億 | 0.05% | −1,881,249−66.8% | 減碼 |
| Oakmont Corp | 951,915 | $1.14 億 | 10.61% | 00.0% | 不變 |
| Bank of New York Mellon Corp | 991,226 | $1.19 億 | 0.02% | +464,192+88.1% | 加碼 |
| Alkeon Capital Management LLC | 1,000,824 | $1.20 億 | 0.54% | −23,768−2.3% | 減碼 |
| Manufacturers Life Insurance Company, The | 1,023,575 | $1.23 億 | 0.08% | +416,510+68.6% | 加碼 |
| Credit Suisse AG | 1,024,182 | $1.23 億 | 0.11% | +357,142+53.5% | 加碼 |
| Tekne Capital Management, LLC | 1,026,925 | $1.23 億 | 25.98% | +410,923+66.7% | 加碼 |
| Susquehanna International Group, LLP | 1,033,966 | $1.24 億 | 0.18% | +327,071+46.3% | 加碼 |
| Ameriprise Financial Inc | 1,047,456 | $1.24 億 | 0.04% | +25,250+2.5% | 加碼 |
| Invesco Ltd. | 1,038,485 | $1.24 億 | 0.03% | −35,192−3.3% | 減碼 |
| AIA Group Ltd | 1,122,789 | $1.34 億 | 5.86% | +706,842+169.9% | 加碼 |
| Altimeter Capital Management, LP大師Altimeter 資本 | 1,155,613 | $1.38 億 | 2.00% | −94,387−7.6% | 減碼 |
| FIL Ltd | 1,278,233 | $1.53 億 | 0.16% | +58,734+4.8% | 加碼 |
| Northern Trust Corp | 1,307,871 | $1.57 億 | 0.03% | +638,040+95.3% | 加碼 |
| Legal & General Group Plc | 1,339,365 | $1.60 億 | 0.05% | +787,373+142.6% | 加碼 |
| Swiss National Bank | 1,361,200 | $1.63 億 | 0.09% | +827,600+155.1% | 加碼 |
| Discovery Value Fund | 1,444,325 | $1.73 億 | 12.76% | −55,674−3.7% | 減碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 1,453,300 | $1.74 億 | 3.63% | +215,500+17.4% | 加碼 |
| Wasatch Advisors Inc | 1,472,247 | $1.76 億 | 0.87% | +466,272+46.4% | 加碼 |
| UBS Group AG | 1,563,642 | $1.87 億 | 0.08% | +480,689+44.4% | 加碼 |
| Arisaig Partners (Asia) Pte Ltd. | 1,545,971 | $1.91 億 | 44.72% | +179,821+13.2% | 加碼 |
| Aspex Management (HK) Ltd | 1,635,725 | $1.96 億 | 7.99% | +1,635,725 | 新進 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 1,692,376 | $2.03 億 | 8.70% | −495,832−22.7% | 減碼 |
| Kontiki Capital Management (HK) Ltd. | 1,739,943 | $2.08 億 | 33.41% | +749,425+75.7% | 加碼 |
| Assenagon Asset Management S.A. | 1,797,817 | $2.15 億 | 0.70% | −494,969−21.6% | 減碼 |
| Fullerton Fund Management Co Ltd. | 1,806,233 | $2.16 億 | 11.43% | +789,783+77.7% | 加碼 |
| Prudential PLC | 1,832,675 | $2.20 億 | 3.18% | +1,035,553+129.9% | 加碼 |
| Deutsche Bank AG | 1,842,361 | $2.21 億 | 0.10% | +463,451+33.6% | 加碼 |
| American Century Companies Inc | 1,876,001 | $2.25 億 | 0.15% | +380,415+25.4% | 加碼 |
| Geode Capital Management, LLC | 1,920,173 | $2.26 億 | 0.03% | +1,095,015+132.7% | 加碼 |
| ShawSpring Partners LLC | 1,894,553 | $2.27 億 | 31.22% | +964,890+103.8% | 加碼 |
| Standard Life Aberdeen plc | 1,902,289 | $2.27 億 | 0.58% | +318,842+20.1% | 加碼 |
| Franklin Resources Inc | 1,903,035 | $2.28 億 | 0.09% | −1,117,294−37.0% | 減碼 |
| Schroder Investment Management Group | 1,939,993 | $2.39 億 | 0.32% | −62,383−3.1% | 減碼 |
| Bessemer Group Inc | 2,100,248 | $2.52 億 | 0.53% | +403,399+23.8% | 加碼 |
| Oceanlink Management Ltd. | 2,180,977 | $2.61 億 | 62.01% | +2,030,255+1,347.0% | 加碼 |
| Scge Management, L.P. | 2,254,816 | $2.70 億 | 4.17% | 00.0% | 不變 |
| TD Asset Management Inc | 2,267,132 | $2.72 億 | 0.25% | −286,480−11.2% | 減碼 |
| Coatue Management LLC大師Coatue | 2,351,130 | $2.82 億 | 2.06% | +164,826+7.5% | 加碼 |
| Ward Ferry Management (BVI) Ltd | 2,448,397 | $2.93 億 | 31.38% | +399,300+19.5% | 加碼 |
| Temasek Holdings (Private) Ltd | 2,543,006 | $3.05 億 | 1.28% | +819,100+47.5% | 加碼 |
| HSBC Holdings PLC | 2,585,142 | $3.12 億 | 0.43% | +754,207+41.2% | 加碼 |
| ARK Investment Management LLC大師方舟投資 | 2,630,041 | $3.15 億 | 1.32% | +1,975,207+301.6% | 加碼 |
| Norges Bank | 2,748,463 | $3.29 億 | 0.07% | +588,655+27.3% | 加碼 |
| Bank of America Corp | 2,825,013 | $3.38 億 | 0.04% | +1,140,320+67.7% | 加碼 |
| Goldman Sachs Group Inc | 2,943,701 | $3.53 億 | 0.09% | −4,441,519−60.1% | 減碼 |
| Artisan Partners Limited Partnership | 3,232,704 | $3.87 億 | 0.51% | +877,417+37.3% | 加碼 |
| Clearbridge Investments, LLC | 3,321,981 | $3.98 億 | 0.30% | +514,856+18.3% | 加碼 |
| Capital International Investors | 3,418,102 | $4.09 億 | 0.09% | +1,638,408+92.1% | 加碼 |
| Kora Management LP | 3,493,200 | $4.18 億 | 93.85% | +9,200+0.3% | 加碼 |
| Charles-Lim Capital Ltd | 3,500,000 | $4.19 億 | 44.64% | +1,400,000+66.7% | 加碼 |
| Nikko Asset Management Americas, Inc. | 3,466,474 | $4.25 億 | 3.12% | +1,780,064+105.6% | 加碼 |
| Capital Research Global Investors | 3,922,058 | $4.70 億 | 0.12% | −4,390,355−52.8% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 4,275,503 | $5.12 億 | 0.34% | +2,219,042+107.9% | 加碼 |
| State Street Corp | 7,044,376 | $8.44 億 | 0.04% | +2,158,321+44.2% | 加碼 |
| FMR LLC | 10,068,229 | $12.1 億 | 0.10% | −3,174,965−24.0% | 減碼 |
| JPMorgan Chase & Co | 10,215,086 | $12.2 億 | 0.16% | −814,627−7.4% | 減碼 |
| Morgan Stanley | 10,897,120 | $13.1 億 | 0.18% | +3,260,025+42.7% | 加碼 |
| Tiger Global Management LLC大師老虎環球 | 13,520,038 | $16.2 億 | 6.08% | +2,129,899+18.7% | 加碼 |
| BlackRock Inc. | 14,038,750 | $16.8 億 | 0.05% | +5,169,129+58.3% | 加碼 |
| Capital World Investors | 14,208,220 | $17.0 億 | 0.29% | −1,897,476−11.8% | 減碼 |
| Baillie Gifford & Co | 17,293,004 | $20.7 億 | 1.45% | +7,293,025+72.9% | 加碼 |
| Sands Capital Management, LLC | 20,100,417 | $24.1 億 | 5.54% | +1,940,505+10.7% | 加碼 |
| Price T Rowe Associates Inc | 28,610,989 | $34.3 億 | 0.35% | +539,330+1.9% | 加碼 |
| Advisor Group Holdings, Inc. | 30,139 | – | – | +2,108+7.5% | 加碼 |
| Westside Investment Management, Inc. | 180 | – | – | +180 | 新進 |
| First Command Bank | 2 | – | – | +2 | 新進 |
| First Command Financial Services, Inc. | 2 | – | – | +2 | 新進 |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −896,466−100.0% | 清倉 |
| Steadfast Capital Management LP | 0 | $0 | 0.00% | −863,215−100.0% | 清倉 |
| Rovida Advisors Inc. | 0 | $0 | 0.00% | −677,300−100.0% | 清倉 |
| Light Street Capital Management, LLC | 0 | $0 | 0.00% | −505,597−100.0% | 清倉 |
| Whale Rock Capital Management LLC | 0 | $0 | 0.00% | −486,748−100.0% | 清倉 |
| Viking Global Investors LP大師維京全球投資 | 0 | $0 | 0.00% | −440,129−100.0% | 清倉 |
| Menora Mivtachim Holdings Ltd. | 0 | $0 | 0.00% | −427,900−100.0% | 清倉 |
| Axiom Investors LLC | 0 | $0 | 0.00% | −328,698−100.0% | 清倉 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −324,950−100.0% | 清倉 |
| Maverick Capital Ltd大師Maverick 資本 | 0 | $0 | 0.00% | −315,692−100.0% | 清倉 |
| 3G Capital Partners LP | 0 | $0 | 0.00% | −300,000−100.0% | 清倉 |
| Jericho Capital Asset Management L.P. | 0 | $0 | 0.00% | −274,600−100.0% | 清倉 |
| Ardevora Asset Management LLP | 0 | $0 | 0.00% | −222,128−100.0% | 清倉 |
| Hitchwood Capital Management LP | 0 | $0 | 0.00% | −213,000−100.0% | 清倉 |
| Woodson Capital Management, LP | 0 | $0 | 0.00% | −153,100−100.0% | 清倉 |
| TCW Group Inc | 0 | $0 | 0.00% | −140,168−100.0% | 清倉 |
| Torq Capital Management (HK) Ltd | 0 | $0 | 0.00% | −133,300−100.0% | 清倉 |
| Columbus Hill Capital Management, L.P. | 0 | $0 | 0.00% | −131,222−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −109,005−100.0% | 清倉 |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −100,000−100.0% | 清倉 |
| Tairen Capital Ltd | 0 | $0 | 0.00% | −98,749−100.0% | 清倉 |
| Applied Research Investments, LLC | 0 | $0 | 0.00% | −97,290−100.0% | 清倉 |
| Rip Road Capital Partners LP | 0 | $0 | 0.00% | −97,078−100.0% | 清倉 |
| USS Investment Management Ltd | 0 | $0 | 0.00% | −94,346−100.0% | 清倉 |
| Kadensa Capital Ltd | 0 | $0 | 0.00% | −91,935−100.0% | 清倉 |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −135,000−100.0% | 清倉 |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −85,279−100.0% | 清倉 |