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、86 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 |
|---|---|---|---|---|---|
| FengHe Fund Management Pte. Ltd. | 84,100 | $562.3 萬 | 2.20% | +84,100 | 新進 |
| Eschler Asset Management LLP | 84,556 | $565.4 萬 | 11.51% | +5,079+6.4% | 加碼 |
| Panagora Asset Management Inc | 87,653 | $586.0 萬 | 0.04% | +10,858+14.1% | 加碼 |
| SRS Investment Management, LLC | 88,264 | $590.1 萬 | 0.12% | 00.0% | 不變 |
| Old Well Partners, LLC | 89,445 | $598.0 萬 | 4.79% | +25,900+40.8% | 加碼 |
| CTC LLC | 91,093 | $609.0 萬 | 0.35% | +27,415+43.1% | 加碼 |
| Russell Investments Group, Ltd. | 90,603 | $612.9 萬 | 0.01% | +15,185+20.1% | 加碼 |
| Nissay Asset Management Corp | 92,496 | $618.4 萬 | 0.06% | +23,036+33.2% | 加碼 |
| Federation des caisses Desjardins du Quebec | 94,758 | $633.6 萬 | 0.07% | −368−0.4% | 減碼 |
| Mackenzie Financial Corp | 96,244 | $643.5 萬 | 0.01% | −68,674−41.6% | 減碼 |
| Trikon Asset Management Ltd | 97,118 | $649.3 萬 | 19.56% | +49,018+101.9% | 加碼 |
| Skye Global Management LP | 99,500 | $665.3 萬 | 0.14% | −212,500−68.1% | 減碼 |
| Jackson Hill Advisors, LLC | 99,500 | $665.3 萬 | 5.80% | +12,500+14.4% | 加碼 |
| Nordea Investment Management AB | 106,559 | $706.3 萬 | 0.01% | +609+0.6% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 105,732 | $706.9 萬 | 0.03% | +19,153+22.1% | 加碼 |
| New York State Common Retirement Fund | 109,880 | $734.7 萬 | 0.01% | 00.0% | 不變 |
| Mass Ave Global Inc. | 110,916 | $741.6 萬 | 4.06% | +52,008+88.3% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 111,700 | $746.8 萬 | 0.65% | 00.0% | 不變 |
| Gobi Capital LLC | 116,117 | $776.4 萬 | 0.65% | −237,249−67.1% | 減碼 |
| Toroso Investments, LLC | 117,003 | $782.2 萬 | 0.29% | +51,968+79.9% | 加碼 |
| Nomura Holdings Inc | 115,017 | $792.5 萬 | 0.07% | +18,020+18.6% | 加碼 |
| TT International Asset Management LTD | 122,783 | $820.9 萬 | 0.71% | −595,003−82.9% | 減碼 |
| State of Wisconsin Investment Board | 123,143 | $823.3 萬 | 0.02% | +37,095+43.1% | 加碼 |
| Putnam Investments LLC | 124,450 | $832.1 萬 | 0.01% | +741+0.6% | 加碼 |
| LPL Financial LLC | 124,790 | $843.5 萬 | 0.01% | −15,171−10.8% | 減碼 |
| MayTech Global Investments, LLC | 128,610 | $859.8 萬 | 2.72% | +3,146+2.5% | 加碼 |
| Long Corridor Asset Management Ltd | 130,000 | $869.2 萬 | 7.33% | +130,000 | 新進 |
| Privium Fund Management B.V. | 135,000 | $902.6 萬 | 3.05% | −45,746−25.3% | 減碼 |
| Jennison Associates LLC | 135,850 | $908.3 萬 | 0.01% | −317,100−70.0% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 140,921 | $942.2 萬 | 0.06% | +24,859+21.4% | 加碼 |
| Toronto Dominion Bank | 148,944 | $995.7 萬 | 0.02% | −135,415−47.6% | 減碼 |
| Voloridge Investment Management, LLC | 153,153 | $1,024 萬 | 0.05% | −457,831−74.9% | 減碼 |
| Asset Management One Co.,Ltd. | 154,817 | $1,035 萬 | 0.05% | −33,460−17.8% | 減碼 |
| Railway Pension Investments Ltd | 160,800 | $1,075 萬 | 0.11% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 166,561 | $1,114 萬 | 0.01% | −1,799−1.1% | 減碼 |
| DekaBank Deutsche Girozentrale | 166,218 | $1,129 萬 | 0.03% | +60,615+57.4% | 加碼 |
| Aubrey Capital Management Ltd | 170,215 | $1,138 萬 | 9.16% | −18,300−9.7% | 減碼 |
| Cubist Systematic Strategies, LLC | 173,190 | $1,158 萬 | 0.09% | +72,351+71.7% | 加碼 |
| PEAK6 Investments LLC | 193,135 | $1,158 萬 | 0.27% | −70,808−26.8% | 減碼 |
| Stifel Financial Corp | 174,694 | $1,168 萬 | 0.02% | +371+0.2% | 加碼 |
| Public Sector Pension Investment Board | 178,300 | $1,192 萬 | 0.11% | +19,600+12.4% | 加碼 |
| Raymond James & Associates | 178,488 | $1,193 萬 | 0.01% | +15,112+9.2% | 加碼 |
| Millennium Management LLC | 187,481 | $1,254 萬 | 0.02% | +185,680+10,309.8% | 加碼 |
| Prime Capital Management Co Ltd | 191,850 | $1,283 萬 | 11.46% | 00.0% | 不變 |
| Public Employees Retirement Association of Colorado | 192,808 | $1,289 萬 | 0.07% | +21,840+12.8% | 加碼 |
| Charles Schwab Investment Management Inc | 196,636 | $1,315 萬 | 0.00% | +25,538+14.9% | 加碼 |
| Teacher Retirement System of Texas | 202,285 | $1,353 萬 | 0.09% | +34,735+20.7% | 加碼 |
| Partners Capital Investment Group, LLP | 203,277 | $1,359 萬 | 0.92% | −61,423−23.2% | 減碼 |
| Clal Insurance Enterprises Holdings Ltd | 206,000 | $1,377 萬 | 0.18% | 00.0% | 不變 |
| Korea Investment CORP | 208,130 | $1,392 萬 | 0.04% | +45,500+28.0% | 加碼 |
| Wells Fargo & Company | 208,419 | $1,394 萬 | 0.00% | −5,572−2.6% | 減碼 |
| Carmignac Gestion | 208,820 | $1,397 萬 | 0.30% | 00.0% | 不變 |
| Glynn Capital Management LLC | 214,055 | $1,431 萬 | 2.98% | +14,647+7.3% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 219,414 | $1,467 萬 | 0.07% | −46,587−17.5% | 減碼 |
| Great West Life Assurance Co | 231,537 | $1,549 萬 | 0.04% | +113,447+96.1% | 加碼 |
| Marshall Wace, LLP | 234,394 | $1,567 萬 | 0.04% | +215,221+1,122.5% | 加碼 |
| Marcho Partners LLP | 236,750 | $1,583 萬 | 3.80% | −53,286−18.4% | 減碼 |
| Public Investment Fund | 239,441 | $1,601 萬 | 0.04% | 00.0% | 不變 |
| Macquarie Group Ltd | 242,074 | $1,618 萬 | 0.02% | +5,895+2.5% | 加碼 |
| Nomura Asset Management Co Ltd | 247,490 | $1,655 萬 | 0.10% | +31,800+14.7% | 加碼 |
| New Silk Road Investment Pte Ltd | 251,410 | $1,681 萬 | 19.72% | 00.0% | 不變 |
| Alberta Investment Management Corp | 261,655 | $1,749 萬 | 0.13% | +24,175+10.2% | 加碼 |
| Franchise Capital Ltd | 272,668 | $1,823 萬 | 6.10% | −86,554−24.1% | 減碼 |
| Exchange Traded Concepts, LLC | 273,375 | $1,828 萬 | 0.53% | −32,694−10.7% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 289,477 | $1,935 萬 | 0.10% | +145,904+101.6% | 加碼 |
| Royal Bank of Canada | 291,061 | $1,946 萬 | 0.01% | +1,641+0.6% | 加碼 |
| William Blair Investment Management, LLC | 297,441 | $1,990 萬 | 0.07% | +1,098+0.4% | 加碼 |
| Neuberger Berman Group LLC | 297,237 | $2,017 萬 | 0.02% | −47,669−13.8% | 減碼 |
| Matthews International Capital Management LLC | 302,506 | $2,023 萬 | 2.90% | −272,813−47.4% | 減碼 |
| Polar Capital Holdings Plc | 307,066 | $2,053 萬 | 0.16% | +21,829+7.7% | 加碼 |
| Cartica Management, LLC | 310,071 | $2,073 萬 | 8.05% | +70,000+29.2% | 加碼 |
| Untitled Investments LP | 322,273 | $2,155 萬 | 5.34% | +42,455+15.2% | 加碼 |
| National Bank of Canada | 323,476 | $2,193 萬 | 0.12% | −187,378−36.7% | 減碼 |
| E Fund Management Co., Ltd. | 342,000 | $2,287 萬 | 2.07% | +342,000 | 新進 |
| Wellington Management Group LLP | 346,621 | $2,317 萬 | 0.00% | −407,751−54.1% | 減碼 |
| Antipodean Advisors LLC | 350,000 | $2,340 萬 | 38.12% | 00.0% | 不變 |
| Jane Street Group, LLC | 351,677 | $2,351 萬 | 0.05% | −199,494−36.2% | 減碼 |
| Penserra Capital Management LLC | 353,424 | $2,363 萬 | 0.64% | +140,787+66.2% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 367,002 | $2,454 萬 | 0.26% | +75,936+26.1% | 加碼 |
| State of New Jersey Common Pension Fund D | 373,791 | $2,499 萬 | 0.09% | +24,600+7.0% | 加碼 |
| National Pension Service | 396,200 | $2,649 萬 | 0.05% | 00.0% | 不變 |
| Mirae Asset Global Investments Co., Ltd. | 407,793 | $2,727 萬 | 0.07% | +164,532+67.6% | 加碼 |
| Must Asset Management Inc. | 402,991 | $2,777 萬 | 20.77% | +81,900+25.5% | 加碼 |
| Barings LLC | 429,467 | $2,871 萬 | 1.04% | +95,445+28.6% | 加碼 |
| Alliancebernstein L.P. | 430,172 | $2,876 萬 | 0.01% | +46,205+12.0% | 加碼 |
| Citadel Advisors LLC | 444,022 | $2,969 萬 | 0.04% | +348,557+365.1% | 加碼 |
| Bridgewater Associates, LP | 459,240 | $3,071 萬 | 0.13% | +459,240 | 新進 |
| California State Teachers Retirement System | 461,650 | $3,087 萬 | 0.05% | +57,637+14.3% | 加碼 |
| Canada Pension Plan Investment Board | 464,135 | $3,103 萬 | 0.05% | −150,000−24.4% | 減碼 |
| Martin Currie Ltd | 466,433 | $3,119 萬 | 1.21% | +20,527+4.6% | 加碼 |
| Capital International Inc | 478,953 | $3,202 萬 | 0.44% | +10,524+2.2% | 加碼 |
| Tree Line Advisors (Hong Kong) Ltd. | 480,000 | $3,209 萬 | 29.92% | 00.0% | 不變 |
| Cypress Funds LLC | 492,884 | $3,295 萬 | 5.17% | 00.0% | 不變 |
| IvyRock Asset Management (HK) Ltd | 493,139 | $3,297 萬 | 20.83% | +69,439+16.4% | 加碼 |
| Think Investments LP | 431,400 | $3,312 萬 | 9.65% | +22,500+5.5% | 加碼 |
| SEI Investments Co | 504,437 | $3,373 萬 | 0.07% | +61,556+13.9% | 加碼 |
| Citigroup Inc | 507,958 | $3,396 萬 | 0.05% | +154,551+43.7% | 加碼 |
| Susquehanna International Group, LLP | 509,960 | $3,410 萬 | 0.07% | −524,006−50.7% | 減碼 |
| Tiger Pacific Capital LP | 514,448 | $3,440 萬 | 5.95% | +283,900+123.1% | 加碼 |
| Van Eck Associates Corp | 520,070 | $3,477 萬 | 0.09% | +11,242+2.2% | 加碼 |