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 |
|---|---|---|---|---|---|
| SEI Investments Co | 442,881 | $5,308 萬 | 0.11% | −10,643−2.3% | 減碼 |
| IvyRock Asset Management (HK) Ltd | 423,700 | $5,076 萬 | 36.69% | +399,850+1,676.5% | 加碼 |
| 1832 Asset Management L.P. | 422,800 | $4,995 萬 | 0.08% | −441,650−51.1% | 減碼 |
| Think Investments LP | 408,900 | $4,898 萬 | 13.89% | +57,000+16.2% | 加碼 |
| California State Teachers Retirement System | 404,013 | $4,840 萬 | 0.06% | +212,315+110.8% | 加碼 |
| National Pension Service | 396,200 | $4,746 萬 | 0.09% | +308,000+349.2% | 加碼 |
| Alliancebernstein L.P. | 383,967 | $4,600 萬 | 0.02% | +320,957+509.4% | 加碼 |
| Parametric Portfolio Associates LLC | 368,480 | $4,414 萬 | 0.02% | +154,810+72.5% | 加碼 |
| Franchise Capital Ltd | 359,222 | $4,303 萬 | 12.07% | −7,877−2.1% | 減碼 |
| Citigroup Inc | 353,407 | $4,234 萬 | 0.04% | −290,193−45.1% | 減碼 |
| Gobi Capital LLC | 353,366 | $4,233 萬 | 2.53% | 00.0% | 不變 |
| Antipodean Advisors LLC | 350,000 | $4,193 萬 | 30.36% | 00.0% | 不變 |
| State of New Jersey Common Pension Fund D | 349,191 | $4,183 萬 | 0.13% | +112,600+47.6% | 加碼 |
| Neuberger Berman Group LLC | 344,906 | $4,132 萬 | 0.04% | −16,819−4.6% | 減碼 |
| SG Americas Securities, LLC | 342,558 | $4,104 萬 | 0.37% | −20,822−5.7% | 減碼 |
| Barings LLC | 334,022 | $4,001 萬 | 1.20% | +69,967+26.5% | 加碼 |
| Must Asset Management Inc. | 321,091 | $3,964 萬 | 19.98% | +299,406+1,380.7% | 加碼 |
| Skye Global Management LP | 312,000 | $3,737 萬 | 0.61% | +205,500+193.0% | 加碼 |
| Exchange Traded Concepts, LLC | 306,069 | $3,666 萬 | 0.74% | +133,444+77.3% | 加碼 |
| Parallax Volatility Advisers, L.P. | 305,709 | $3,662 萬 | 0.86% | +248,090+430.6% | 加碼 |
| William Blair Investment Management, LLC | 296,343 | $3,548 萬 | 0.11% | −1,019,251−77.5% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 291,066 | $3,487 萬 | 0.34% | +188,685+184.3% | 加碼 |
| Marcho Partners LLP | 290,036 | $3,474 萬 | 4.30% | −46,656−13.9% | 減碼 |
| Royal Bank of Canada | 289,420 | $3,467 萬 | 0.01% | −29,781−9.3% | 減碼 |
| Polar Capital Holdings Plc | 285,237 | $3,417 萬 | 0.20% | +106,465+59.6% | 加碼 |
| Toronto Dominion Bank | 284,359 | $3,406 萬 | 0.05% | +147,239+107.4% | 加碼 |
| Untitled Investments LP | 279,818 | $3,352 萬 | 7.74% | +170,796+156.7% | 加碼 |
| Driehaus Capital Management LLC | 266,696 | $3,195 萬 | 0.39% | +16,586+6.6% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 266,001 | $3,186 萬 | 0.11% | −1,288,673−82.9% | 減碼 |
| Partners Capital Investment Group, LLP | 264,700 | $3,171 萬 | 1.56% | +237,377+868.8% | 加碼 |
| PEAK6 Investments LLC | 263,943 | $3,162 萬 | 0.94% | +224,270+565.3% | 加碼 |
| New Silk Road Investment Pte Ltd | 251,410 | $3,012 萬 | 28.25% | +39,161+18.5% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 243,261 | $2,914 萬 | 0.06% | −399,094−62.1% | 減碼 |
| Cartica Management, LLC | 240,071 | $2,876 萬 | 8.25% | +128,900+115.9% | 加碼 |
| Public Investment Fund | 239,441 | $2,868 萬 | 0.07% | +239,441 | 新進 |
| Alberta Investment Management Corp | 237,480 | $2,845 萬 | 0.16% | −76,937−24.5% | 減碼 |
| Macquarie Group Ltd | 236,179 | $2,829 萬 | 0.03% | −27,372−10.4% | 減碼 |
| Tiger Pacific Capital LP | 230,548 | $2,762 萬 | 4.80% | −93,524−28.9% | 減碼 |
| Thornburg Investment Management Inc | 228,536 | $2,738 萬 | 0.36% | +63,088+38.1% | 加碼 |
| BNP Paribas Arbitrage, SA | 228,026 | $2,732 萬 | 0.05% | +74,580+48.6% | 加碼 |
| Zevenbergen Capital Investments LLC | 220,185 | $2,638 萬 | 0.71% | −32,681−12.9% | 減碼 |
| Nomura Asset Management Co Ltd | 215,690 | $2,584 萬 | 0.14% | +44,660+26.1% | 加碼 |
| Wells Fargo & Company | 213,991 | $2,564 萬 | 0.01% | −2,089−1.0% | 減碼 |
| Penserra Capital Management LLC | 212,637 | $2,547 萬 | 0.61% | −20,579−8.8% | 減碼 |
| Carmignac Gestion | 208,820 | $2,503 萬 | 0.41% | +33,828+19.3% | 加碼 |
| Clal Insurance Enterprises Holdings Ltd | 206,000 | $2,468 萬 | 0.26% | 00.0% | 不變 |
| Jackson Square Partners, LLC | 204,755 | $2,453 萬 | 0.24% | +210.0% | 加碼 |
| Glynn Capital Management LLC | 199,408 | $2,389 萬 | 3.21% | +42,472+27.1% | 加碼 |
| Prime Capital Management Co Ltd | 191,850 | $2,298 萬 | 9.78% | +191,850 | 新進 |
| Aubrey Capital Management Ltd | 188,515 | $2,258 萬 | 12.90% | −2,300−1.2% | 減碼 |
| Asset Management One Co.,Ltd. | 188,277 | $2,255 萬 | 0.09% | +46,680+33.0% | 加碼 |
| CloudAlpha Capital Management Limited/Hong Kong | 185,000 | $2,216 萬 | 16.06% | +184,000+18,400.0% | 加碼 |
| Privium Fund Management B.V. | 180,746 | $2,165 萬 | 4.88% | +42,000+30.3% | 加碼 |
| Marathon Asset Mgmt Ltd | 178,459 | $2,138 萬 | 0.29% | −9,842−5.2% | 減碼 |
| Stifel Financial Corp | 174,323 | $2,088 萬 | 0.03% | −32,553−15.7% | 減碼 |
| Charles Schwab Investment Management Inc | 171,098 | $2,050 萬 | 0.01% | +100,100+141.0% | 加碼 |
| Public Employees Retirement Association of Colorado | 170,968 | $2,048 萬 | 0.09% | +43,935+34.6% | 加碼 |
| Envestnet Asset Management Inc | 168,360 | $2,017 萬 | 0.01% | +5,351+3.3% | 加碼 |
| Teacher Retirement System of Texas | 167,550 | $2,007 萬 | 0.10% | −290,181−63.4% | 減碼 |
| Bamco Inc | 166,230 | $1,991 萬 | 0.05% | −105,221−38.8% | 減碼 |
| Simplex Trading, LLC | 164,947 | $1,976 萬 | 0.63% | +85,711+108.2% | 加碼 |
| Mackenzie Financial Corp | 164,918 | $1,976 萬 | 0.03% | +9,747+6.3% | 加碼 |
| Raymond James & Associates | 163,376 | $1,957 萬 | 0.02% | −13,209−7.5% | 減碼 |
| Korea Investment CORP | 162,630 | $1,948 萬 | 0.05% | −249,535−60.5% | 減碼 |
| Railway Pension Investments Ltd | 160,800 | $1,926 萬 | 0.15% | +56,800+54.6% | 加碼 |
| Public Sector Pension Investment Board | 158,700 | $1,901 萬 | 0.12% | −131,942−45.4% | 減碼 |
| Kemnay Advisory Services Inc. | 147,197 | $1,763 萬 | 3.14% | +56,356+62.0% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 143,573 | $1,720 萬 | 0.08% | +79,216+123.1% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 140,543 | $1,684 萬 | 0.33% | +140,543 | 新進 |
| LPL Financial LLC | 139,961 | $1,680 萬 | 0.01% | +36,734+35.6% | 加碼 |
| MayTech Global Investments, LLC | 125,464 | $1,503 萬 | 3.46% | +3,636+3.0% | 加碼 |
| Great West Life Assurance Co | 118,090 | $1,483 萬 | 0.03% | +56,793+92.7% | 加碼 |
| Putnam Investments LLC | 123,709 | $1,482 萬 | 0.02% | −141,881−53.4% | 減碼 |
| Natixis | 123,611 | $1,481 萬 | 0.05% | +104,340+541.4% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 116,062 | $1,390 萬 | 0.07% | +59,797+106.3% | 加碼 |
| Tiff Advisory Services Inc | 112,885 | $1,352 萬 | 4.83% | +73,152+184.1% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 111,700 | $1,338 萬 | 0.89% | +61,300+121.6% | 加碼 |
| New York State Common Retirement Fund | 109,880 | $1,316 萬 | 0.01% | −15,793−12.6% | 減碼 |
| DekaBank Deutsche Girozentrale | 105,603 | $1,299 萬 | 0.03% | +48,497+84.9% | 加碼 |
| Anatole Investment Management Ltd | 106,732 | $1,279 萬 | 12.24% | −267,032−71.4% | 減碼 |
| Hidden Lake Asset Management LP | 105,128 | $1,259 萬 | 5.77% | +67,454+179.0% | 加碼 |
| Nordea Investment Management AB | 105,950 | $1,240 萬 | 0.02% | −362,633−77.4% | 減碼 |
| Compagnie Lombard Odier SCmA | 102,890 | $1,233 萬 | 0.26% | +1,927+1.9% | 加碼 |
| AXA S.A. | 102,686 | $1,230 萬 | 0.03% | +27,914+37.3% | 加碼 |
| Cubist Systematic Strategies, LLC | 100,839 | $1,208 萬 | 0.10% | +38,512+61.8% | 加碼 |
| Nomura Holdings Inc | 96,997 | $1,197 萬 | 0.09% | +22,045+29.4% | 加碼 |
| Capital International Ltd | 98,995 | $1,186 萬 | 0.68% | +25,552+34.8% | 加碼 |
| Citadel Advisors LLC | 95,465 | $1,144 萬 | 0.01% | −352,523−78.7% | 減碼 |
| Federation des caisses Desjardins du Quebec | 95,126 | $1,140 萬 | 0.11% | +11,040+13.1% | 加碼 |
| ProShare Advisors LLC | 93,140 | $1,116 萬 | 0.02% | −6,590−6.6% | 減碼 |
| Panview Asian Equity Master Fund | 89,813 | $1,076 萬 | 17.20% | −20,700−18.7% | 減碼 |
| SRS Investment Management, LLC | 88,264 | $1,057 萬 | 0.12% | +88,264 | 新進 |
| Jackson Hill Advisors, LLC | 87,000 | $1,042 萬 | 6.60% | +16,000+22.5% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 86,579 | $1,037 萬 | 0.04% | +48,144+125.3% | 加碼 |
| State of Wisconsin Investment Board | 86,048 | $1,031 萬 | 0.02% | +5,798+7.2% | 加碼 |
| Vontobel Holding Ltd. | 80,620 | $995.2 萬 | 0.09% | +38,525+91.5% | 加碼 |
| Islet Management, LP | 80,000 | $958.3 萬 | 1.19% | +5,000+6.7% | 加碼 |
| Berkshire Capital Holdings Inc | 79,720 | $955.0 萬 | 1.95% | +79,710+797,100.0% | 加碼 |
| Eschler Asset Management LLP | 79,477 | $952.1 萬 | 8.92% | +65,645+474.6% | 加碼 |
| MY.Alpha Management HK Advisors Ltd | 77,287 | $925.8 萬 | 3.64% | +77,287 | 新進 |