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 2 季 13F 持有人
Sea Ltd 在 2022/6/30 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
- 594
- 較 2022 年第 1 季 −72 家
- 持有股數
- 2.97 億
- 較 2022 年第 1 季 −590.6 萬 (−2.0%)
- 總市值
- $198.5 億
- 較 2022 年第 1 季 −$164.1 億 (−45.3%)
- 新進機構
- 68
- 另有 249 家加碼
- 清倉機構
- 140
- 另有 191 家減碼
另有 7 家機構在 2022 年第 1 季持有、還沒有申報 2022 年第 2 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 2 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 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 28,188,004 | $18.8 億 | 0.24% | −422,985−1.5% | 減碼 |
| Sands Capital Management, LLC | 20,470,449 | $13.7 億 | 4.74% | +370,032+1.8% | 加碼 |
| Baillie Gifford & Co | 16,919,777 | $11.3 億 | 1.16% | −373,227−2.2% | 減碼 |
| BlackRock Inc. | 15,279,425 | $10.2 億 | 0.03% | +1,240,675+8.8% | 加碼 |
| FMR LLC | 10,827,580 | $7.24 億 | 0.07% | +759,351+7.5% | 加碼 |
| Morgan Stanley | 10,664,328 | $7.13 億 | 0.09% | −232,792−2.1% | 減碼 |
| Tiger Global Management LLC大師老虎環球 | 8,197,383 | $5.48 億 | 4.60% | −5,322,655−39.4% | 減碼 |
| State Street Corp | 6,772,256 | $4.53 億 | 0.03% | −272,120−3.9% | 減碼 |
| JPMorgan Chase & Co | 5,645,845 | $3.77 億 | 0.06% | −4,569,241−44.7% | 減碼 |
| Charles-Lim Capital Ltd | 5,000,000 | $3.34 億 | 44.70% | +1,500,000+42.9% | 加碼 |
| Capital World Investors | 4,930,131 | $3.30 億 | 0.07% | −9,278,089−65.3% | 減碼 |
| Oceanlink Management Ltd. | 4,924,188 | $3.29 億 | 56.22% | +2,743,211+125.8% | 加碼 |
| Goldman Sachs Group Inc | 4,614,401 | $3.09 億 | 0.09% | +1,670,700+56.8% | 加碼 |
| Aspex Management (HK) Ltd | 4,566,813 | $3.05 億 | 7.71% | +2,931,088+179.2% | 加碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 4,357,245 | $2.91 億 | 6.24% | +2,903,945+199.8% | 加碼 |
| Clearbridge Investments, LLC | 3,995,283 | $2.67 億 | 0.25% | +673,302+20.3% | 加碼 |
| Capital Research Global Investors | 3,936,098 | $2.63 億 | 0.08% | +14,040+0.4% | 加碼 |
| Kora Management LP | 3,763,700 | $2.52 億 | 83.07% | +270,500+7.7% | 加碼 |
| Norges Bank | 3,630,811 | $2.43 億 | 0.06% | +882,348+32.1% | 加碼 |
| Capital International Investors | 3,434,701 | $2.30 億 | 0.06% | +16,599+0.5% | 加碼 |
| Artisan Partners Limited Partnership | 3,373,907 | $2.26 億 | 0.38% | +141,203+4.4% | 加碼 |
| Himension Fund | 3,204,708 | $2.14 億 | 23.95% | +2,272,519+243.8% | 加碼 |
| Ward Ferry Management (BVI) Ltd | 3,168,597 | $2.12 億 | 19.91% | +720,200+29.4% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,005,701 | $2.01 億 | 0.15% | −1,269,802−29.7% | 減碼 |
| Temasek Holdings (Private) Ltd | 2,746,353 | $1.84 億 | 1.01% | +203,347+8.0% | 加碼 |
| Schroder Investment Management Group | 2,696,027 | $1.80 億 | 0.27% | +756,034+39.0% | 加碼 |
| HSBC Holdings PLC | 2,563,079 | $1.73 億 | 0.27% | −22,063−0.9% | 減碼 |
| Prudential PLC | 2,270,705 | $1.52 億 | 2.75% | +438,030+23.9% | 加碼 |
| EdgePoint Investment Group Inc. | 2,241,270 | $1.50 億 | 1.34% | +2,241,270 | 新進 |
| Geode Capital Management, LLC | 2,236,868 | $1.47 億 | 0.02% | +316,695+16.5% | 加碼 |
| TD Asset Management Inc | 2,200,314 | $1.47 億 | 0.17% | −66,818−2.9% | 減碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 2,092,334 | $1.40 億 | 6.23% | +399,958+23.6% | 加碼 |
| Scge Management, L.P. | 2,044,816 | $1.37 億 | 3.92% | −210,000−9.3% | 減碼 |
| Discovery Value Fund | 2,031,455 | $1.36 億 | 28.42% | +587,130+40.7% | 加碼 |
| Bessemer Group Inc | 2,012,916 | $1.35 億 | 0.34% | −87,332−4.2% | 減碼 |
| Nikko Asset Management Americas, Inc. | 2,006,462 | $1.32 億 | 1.64% | −1,460,012−42.1% | 減碼 |
| Kontiki Capital Management (HK) Ltd. | 1,962,145 | $1.31 億 | 16.33% | +222,202+12.8% | 加碼 |
| ShawSpring Partners LLC | 1,947,612 | $1.30 億 | 23.06% | +53,059+2.8% | 加碼 |
| Legal & General Group Plc | 1,917,143 | $1.28 億 | 0.05% | +577,778+43.1% | 加碼 |
| American Century Companies Inc | 1,873,856 | $1.25 億 | 0.10% | −2,145−0.1% | 減碼 |
| UBS Group AG | 1,865,422 | $1.25 億 | 0.06% | +301,780+19.3% | 加碼 |
| 1832 Asset Management L.P. | 1,805,090 | $1.21 億 | 0.24% | +1,382,290+326.9% | 加碼 |
| Fullerton Fund Management Co Ltd. | 1,727,619 | $1.16 億 | 7.67% | −78,614−4.4% | 減碼 |
| Bank of America Corp | 1,716,405 | $1.15 億 | 0.01% | −1,108,608−39.2% | 減碼 |
| Wasatch Advisors Inc | 1,683,945 | $1.13 億 | 0.71% | +211,698+14.4% | 加碼 |
| Arisaig Partners (Asia) Pte Ltd. | 1,667,716 | $1.12 億 | 44.48% | +121,745+7.9% | 加碼 |
| Standard Life Aberdeen plc | 1,563,123 | $1.06 億 | 0.33% | −339,166−17.8% | 減碼 |
| Swiss National Bank | 1,509,700 | $1.01 億 | 0.07% | +148,500+10.9% | 加碼 |
| Northern Trust Corp | 1,459,353 | $9,757 萬 | 0.02% | +151,482+11.6% | 加碼 |
| Deutsche Bank AG | 1,384,591 | $9,257 萬 | 0.05% | −457,770−24.8% | 減碼 |
| Credit Suisse AG | 1,369,198 | $9,155 萬 | 0.10% | +345,016+33.7% | 加碼 |
| FIL Ltd | 1,348,075 | $9,013 萬 | 0.11% | +69,842+5.5% | 加碼 |
| Franklin Resources Inc | 1,260,298 | $8,426 萬 | 0.04% | −642,737−33.8% | 減碼 |
| Bank of New York Mellon Corp | 1,206,793 | $8,069 萬 | 0.02% | +215,567+21.7% | 加碼 |
| AIA Group Ltd | 1,168,967 | $7,816 萬 | 4.20% | +46,178+4.1% | 加碼 |
| Alkeon Capital Management LLC | 1,083,116 | $7,242 萬 | 0.43% | +82,292+8.2% | 加碼 |
| 12 West Capital Management LP | 1,077,900 | $7,207 萬 | 6.14% | +250,000+30.2% | 加碼 |
| Manufacturers Life Insurance Company, The | 1,077,885 | $7,207 萬 | 0.05% | +54,310+5.3% | 加碼 |
| ARK Investment Management LLC大師方舟投資 | 868,561 | $7,180 萬 | 0.43% | −1,761,480−67.0% | 減碼 |
| Manning & Napier Group, LLC | 1,055,439 | $7,057 萬 | 0.82% | +212,587+25.2% | 加碼 |
| Coatue Management LLC大師Coatue | 925,132 | $6,185 萬 | 0.75% | −1,425,998−60.7% | 減碼 |
| Janus Henderson Group PLC | 903,078 | $6,038 萬 | 0.04% | −13,796−1.5% | 減碼 |
| Invesco Ltd. | 896,901 | $5,997 萬 | 0.02% | −141,584−13.6% | 減碼 |
| UBS Asset Management Americas Inc | 882,358 | $5,899 萬 | 0.03% | −54,515−5.8% | 減碼 |
| Vanguard Group Inc | 882,201 | $5,898 萬 | 0.00% | +73,456+9.1% | 加碼 |
| Tybourne Capital Management (HK) Ltd | 867,326 | $5,799 萬 | 4.19% | +257,596+42.2% | 加碼 |
| Oakmont Corp | 851,931 | $5,696 萬 | 7.87% | −99,984−10.5% | 減碼 |
| Aviva PLC | 850,127 | $5,684 萬 | 0.30% | +310,358+57.5% | 加碼 |
| Ameriprise Financial Inc | 829,855 | $5,522 萬 | 0.02% | −217,601−20.8% | 減碼 |
| Hardman Johnston Global Advisors LLC | 824,159 | $5,510 萬 | 2.34% | −7,412−0.9% | 減碼 |
| Veritas Asset Management LLP | 813,502 | $5,439 萬 | 0.41% | +10,000+1.2% | 加碼 |
| Nuveen Asset Management, LLC | 798,883 | $5,341 萬 | 0.02% | +103,150+14.8% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 780,877 | $5,221 萬 | 0.13% | +81,724+11.7% | 加碼 |
| Greenoaks Capital Partners LLC | 756,942 | $5,061 萬 | 4.75% | 00.0% | 不變 |
| Tekne Capital Management, LLC | 736,745 | $4,926 萬 | 16.80% | −290,180−28.3% | 減碼 |
| Coronation Fund Managers Ltd. | 727,995 | $4,867 萬 | 2.70% | +111,139+18.0% | 加碼 |
| Alua Capital Management LP | 692,290 | $4,629 萬 | 4.03% | 00.0% | 不變 |
| Somerset Capital Management LLP | 681,738 | $4,560 萬 | 9.40% | −28,662−4.0% | 減碼 |
| Allianz Asset Management GmbH | 667,692 | $4,464 萬 | 0.04% | −18,657−2.7% | 減碼 |
| Pictet Asset Management SA | 655,099 | $4,380 萬 | 0.06% | −121,343−15.6% | 減碼 |
| Jericho Capital Asset Management L.P. | 651,000 | $4,353 萬 | 2.73% | +651,000 | 新進 |
| Steadview Capital Management LLC | 608,445 | $4,068 萬 | 10.20% | +35,450+6.2% | 加碼 |
| Barclays PLC | 591,270 | $3,953 萬 | 0.04% | +54,037+10.1% | 加碼 |
| British Columbia Investment Management Corp | 568,749 | $3,803 萬 | 0.36% | −12,807−2.2% | 減碼 |
| BNP Paribas Arbitrage, SA | 567,934 | $3,797 萬 | 0.09% | +339,908+149.1% | 加碼 |
| ATOMVEST Ltd | 534,500 | $3,574 萬 | 29.04% | +534,500 | 新進 |
| Group One Trading, L.P. | 533,335 | $3,566 萬 | 1.02% | +74,229+16.2% | 加碼 |
| C WorldWide Group Holding A/S | 529,620 | $3,541 萬 | 0.44% | −12,102−2.2% | 減碼 |
| Van Eck Associates Corp | 520,070 | $3,477 萬 | 0.09% | +11,242+2.2% | 加碼 |
| Tiger Pacific Capital LP | 514,448 | $3,440 萬 | 5.95% | +283,900+123.1% | 加碼 |
| Susquehanna International Group, LLP | 509,960 | $3,410 萬 | 0.07% | −524,006−50.7% | 減碼 |
| Citigroup Inc | 507,958 | $3,396 萬 | 0.05% | +154,551+43.7% | 加碼 |
| SEI Investments Co | 504,437 | $3,373 萬 | 0.07% | +61,556+13.9% | 加碼 |
| Think Investments LP | 431,400 | $3,312 萬 | 9.65% | +22,500+5.5% | 加碼 |
| IvyRock Asset Management (HK) Ltd | 493,139 | $3,297 萬 | 20.83% | +69,439+16.4% | 加碼 |
| Cypress Funds LLC | 492,884 | $3,295 萬 | 5.17% | 00.0% | 不變 |
| Tree Line Advisors (Hong Kong) Ltd. | 480,000 | $3,209 萬 | 29.92% | 00.0% | 不變 |
| Capital International Inc | 478,953 | $3,202 萬 | 0.44% | +10,524+2.2% | 加碼 |
| Martin Currie Ltd | 466,433 | $3,119 萬 | 1.21% | +20,527+4.6% | 加碼 |
| Canada Pension Plan Investment Board | 464,135 | $3,103 萬 | 0.05% | −150,000−24.4% | 減碼 |