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 3 季 13F 持有人
Sea Ltd 在 2022/9/30 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
- 527
- 較 2022 年第 2 季 −60 家
- 持有股數
- 3.18 億
- 較 2022 年第 2 季 +2,086 萬 (+7.0%)
- 總市值
- $178.0 億
- 較 2022 年第 2 季 −$20.5 億 (−10.3%)
- 新進機構
- 41
- 另有 198 家加碼
- 清倉機構
- 101
- 另有 192 家減碼
另有 7 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Capital Research Global Investors | 32,075,551 | $18.0 億 | 0.59% | +28,139,453+714.9% | 加碼 |
| Price T Rowe Associates Inc | 26,328,095 | $14.9 億 | 0.25% | −1,859,909−6.6% | 減碼 |
| Sands Capital Management, LLC | 19,554,102 | $11.0 億 | 4.11% | −916,347−4.5% | 減碼 |
| Baillie Gifford & Co | 16,718,061 | $9.37 億 | 0.97% | −201,716−1.2% | 減碼 |
| BlackRock Inc. | 15,597,266 | $8.74 億 | 0.03% | +317,841+2.1% | 加碼 |
| FMR LLC | 12,643,339 | $7.09 億 | 0.07% | +1,815,759+16.8% | 加碼 |
| Morgan Stanley | 9,556,136 | $5.36 億 | 0.07% | −1,108,192−10.4% | 減碼 |
| Tiger Global Management LLC大師老虎環球 | 9,553,864 | $5.35 億 | 4.92% | +1,356,481+16.5% | 加碼 |
| State Street Corp | 7,021,573 | $3.94 億 | 0.02% | +249,317+3.7% | 加碼 |
| Goldman Sachs Group Inc | 6,639,739 | $3.72 億 | 0.11% | +2,025,338+43.9% | 加碼 |
| Oceanlink Management Ltd. | 5,444,257 | $3.05 億 | 76.21% | +520,069+10.6% | 加碼 |
| Aspex Management (HK) Ltd | 5,313,896 | $2.98 億 | 8.83% | +747,083+16.4% | 加碼 |
| Capital World Investors | 4,895,662 | $2.74 億 | 0.06% | −34,469−0.7% | 減碼 |
| Charles-Lim Capital Ltd | 4,750,000 | $2.66 億 | 53.47% | −250,000−5.0% | 減碼 |
| JPMorgan Chase & Co | 4,678,293 | $2.62 億 | 0.04% | −967,552−17.1% | 減碼 |
| Capital International Investors | 4,091,813 | $2.29 億 | 0.07% | +657,112+19.1% | 加碼 |
| Schroder Investment Management Group | 4,045,472 | $2.27 億 | 0.38% | +1,349,445+50.1% | 加碼 |
| Kora Management LP | 3,974,500 | $2.23 億 | 66.63% | +210,800+5.6% | 加碼 |
| Artisan Partners Limited Partnership | 3,951,224 | $2.21 億 | 0.39% | +577,317+17.1% | 加碼 |
| Norges Bank | 3,630,811 | $2.04 億 | 0.05% | 00.0% | 不變 |
| Himension Fund | 3,568,855 | $2.00 億 | 21.22% | +364,147+11.4% | 加碼 |
| Clearbridge Investments, LLC | 3,552,120 | $1.99 億 | 0.20% | −443,163−11.1% | 減碼 |
| Ward Ferry Management (BVI) Ltd | 3,294,497 | $1.85 億 | 21.06% | +125,900+4.0% | 加碼 |
| EdgePoint Investment Group Inc. | 3,262,384 | $1.83 億 | 2.05% | +1,021,114+45.6% | 加碼 |
| Temasek Holdings (Private) Ltd | 3,096,926 | $1.74 億 | 1.04% | +350,573+12.8% | 加碼 |
| Prudential PLC | 3,019,337 | $1.69 億 | 2.68% | +748,632+33.0% | 加碼 |
| Scge Management, L.P. | 2,759,987 | $1.55 億 | 5.22% | +715,171+35.0% | 加碼 |
| ShawSpring Partners LLC | 2,411,798 | $1.35 億 | 18.76% | +464,186+23.8% | 加碼 |
| Viking Global Investors LP大師維京全球投資 | 2,362,871 | $1.32 億 | 0.61% | +2,362,871 | 新進 |
| Bank of America Corp | 2,331,566 | $1.31 億 | 0.02% | +615,161+35.8% | 加碼 |
| Geode Capital Management, LLC | 2,306,489 | $1.28 億 | 0.02% | +69,621+3.1% | 加碼 |
| UBS Group AG | 2,212,541 | $1.24 億 | 0.07% | +347,119+18.6% | 加碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 2,133,573 | $1.20 億 | 8.12% | +41,239+2.0% | 加碼 |
| Discovery Value Fund | 2,057,808 | $1.15 億 | 28.94% | +26,353+1.3% | 加碼 |
| Bessemer Group Inc | 2,051,131 | $1.15 億 | 0.30% | +38,215+1.9% | 加碼 |
| Kontiki Capital Management (HK) Ltd. | 2,005,732 | $1.12 億 | 13.70% | +43,587+2.2% | 加碼 |
| Legal & General Group Plc | 1,936,595 | $1.09 億 | 0.04% | +19,452+1.0% | 加碼 |
| TD Asset Management Inc | 2,015,400 | $1.08 億 | 0.14% | −184,914−8.4% | 減碼 |
| HSBC Holdings PLC | 1,785,322 | $1.01 億 | 0.18% | −777,757−30.3% | 減碼 |
| Arisaig Partners (Asia) Pte Ltd. | 1,667,716 | $9,348 萬 | 42.81% | 00.0% | 不變 |
| American Century Companies Inc | 1,531,823 | $8,586 萬 | 0.08% | −342,033−18.3% | 減碼 |
| Swiss National Bank | 1,524,800 | $8,547 萬 | 0.06% | +15,100+1.0% | 加碼 |
| Northern Trust Corp | 1,496,080 | $8,385 萬 | 0.02% | +36,727+2.5% | 加碼 |
| Credit Suisse AG | 1,400,350 | $7,849 萬 | 0.09% | +31,152+2.3% | 加碼 |
| Fullerton Fund Management Co Ltd. | 1,283,672 | $7,195 萬 | 5.35% | −443,947−25.7% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,251,737 | $7,016 萬 | 0.06% | −1,753,964−58.4% | 減碼 |
| FIL Ltd | 1,241,080 | $6,956 萬 | 0.09% | −106,995−7.9% | 減碼 |
| AIA Group Ltd | 1,229,623 | $6,892 萬 | 4.51% | +60,656+5.2% | 加碼 |
| Manufacturers Life Insurance Company, The | 1,151,301 | $6,453 萬 | 0.04% | +73,416+6.8% | 加碼 |
| Deutsche Bank AG | 1,088,861 | $6,103 萬 | 0.04% | −295,730−21.4% | 減碼 |
| Hardman Johnston Global Advisors LLC | 1,088,271 | $6,100 萬 | 2.75% | +264,112+32.0% | 加碼 |
| 12 West Capital Management LP | 1,077,900 | $6,042 萬 | 5.33% | 00.0% | 不變 |
| Bank of New York Mellon Corp | 997,537 | $5,591 萬 | 0.01% | −209,256−17.3% | 減碼 |
| Coronation Fund Managers Ltd. | 987,464 | $5,535 萬 | 2.97% | +259,469+35.6% | 加碼 |
| Aviva PLC | 981,559 | $5,502 萬 | 0.32% | +131,432+15.5% | 加碼 |
| Alkeon Capital Management LLC | 973,008 | $5,454 萬 | 0.38% | −110,108−10.2% | 減碼 |
| Canada Pension Plan Investment Board | 961,979 | $5,392 萬 | 0.09% | +497,844+107.3% | 加碼 |
| Invesco Ltd. | 943,041 | $5,286 萬 | 0.02% | +46,140+5.1% | 加碼 |
| UBS Asset Management Americas Inc | 891,336 | $4,996 萬 | 0.03% | +8,978+1.0% | 加碼 |
| Vanguard Group Inc | 884,635 | $4,958 萬 | 0.00% | +2,434+0.3% | 加碼 |
| Oakmont Corp | 855,681 | $4,796 萬 | 7.50% | +3,750+0.4% | 加碼 |
| Tekne Capital Management, LLC | 844,076 | $4,731 萬 | 15.86% | +107,331+14.6% | 加碼 |
| Nuveen Asset Management, LLC | 836,483 | $4,689 萬 | 0.02% | +37,600+4.7% | 加碼 |
| Coatue Management LLC大師Coatue | 822,795 | $4,612 萬 | 0.54% | −102,337−11.1% | 減碼 |
| Veritas Asset Management LLP | 813,502 | $4,560 萬 | 0.38% | 00.0% | 不變 |
| Ameriprise Financial Inc | 798,696 | $4,497 萬 | 0.02% | −31,159−3.8% | 減碼 |
| Somerset Capital Management LLP | 793,540 | $4,394 萬 | 8.19% | +111,802+16.4% | 加碼 |
| Tree Line Advisors (Hong Kong) Ltd. | 770,000 | $4,316 萬 | 37.54% | +290,000+60.4% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 767,279 | $4,301 萬 | 0.12% | −13,598−1.7% | 減碼 |
| Greenoaks Capital Partners LLC | 756,942 | $4,243 萬 | 3.24% | 00.0% | 不變 |
| Barclays PLC | 748,964 | $4,198 萬 | 0.05% | +157,694+26.7% | 加碼 |
| Susquehanna International Group, LLP | 721,972 | $4,047 萬 | 0.08% | +212,012+41.6% | 加碼 |
| SEI Investments Co | 672,557 | $3,770 萬 | 0.08% | +168,120+33.3% | 加碼 |
| Franklin Resources Inc | 665,475 | $3,730 萬 | 0.02% | −594,823−47.2% | 減碼 |
| Tybourne Capital Management (HK) Ltd | 655,726 | $3,675 萬 | 3.53% | −211,600−24.4% | 減碼 |
| Van Eck Associates Corp | 635,335 | $3,561 萬 | 0.11% | +115,265+22.2% | 加碼 |
| Wasatch Advisors Inc | 614,088 | $3,442 萬 | 0.24% | −1,069,857−63.5% | 減碼 |
| Must Asset Management Inc. | 637,543 | $3,419 萬 | 28.15% | +234,552+58.2% | 加碼 |
| Steadview Capital Management LLC | 608,445 | $3,410 萬 | 9.64% | 00.0% | 不變 |
| E Fund Management Co., Ltd. | 603,681 | $3,384 萬 | 3.15% | +261,681+76.5% | 加碼 |
| Alua Capital Management LP | 583,790 | $3,272 萬 | 2.67% | −108,500−15.7% | 減碼 |
| British Columbia Investment Management Corp | 568,749 | $3,188 萬 | 0.36% | 00.0% | 不變 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 539,740 | $3,025 萬 | 1.74% | +539,740 | 新進 |
| Janus Henderson Group PLC | 537,093 | $3,011 萬 | 0.02% | −365,985−40.5% | 減碼 |
| C WorldWide Group Holding A/S | 524,396 | $2,939 萬 | 0.40% | −5,224−1.0% | 減碼 |
| Cypress Funds LLC | 492,884 | $2,763 萬 | 4.97% | 00.0% | 不變 |
| Capital International Inc | 487,297 | $2,731 萬 | 0.61% | +8,344+1.7% | 加碼 |
| Martin Currie Ltd | 464,465 | $2,603 萬 | 1.11% | −1,968−0.4% | 減碼 |
| Bridgewater Associates, LP | 459,240 | $2,574 萬 | 0.13% | 00.0% | 不變 |
| California State Teachers Retirement System | 456,339 | $2,558 萬 | 0.04% | −5,311−1.2% | 減碼 |
| Citigroup Inc | 439,140 | $2,461 萬 | 0.03% | −68,818−13.5% | 減碼 |
| Barings LLC | 433,075 | $2,427 萬 | 0.97% | +3,608+0.8% | 加碼 |
| Think Investments LP | 431,400 | $2,418 萬 | 7.41% | 00.0% | 不變 |
| National Pension Service | 441,200 | $2,366 萬 | 0.05% | +45,000+11.4% | 加碼 |
| State of New Jersey Common Pension Fund D | 396,277 | $2,221 萬 | 0.09% | +22,486+6.0% | 加碼 |
| Allianz Asset Management GmbH | 389,158 | $2,181 萬 | 0.05% | −278,534−41.7% | 減碼 |
| ATOMVEST Ltd | 375,000 | $2,102 萬 | 21.91% | −159,500−29.8% | 減碼 |
| Matthews International Capital Management LLC | 374,765 | $2,101 萬 | 3.05% | +72,259+23.9% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 362,967 | $2,034 萬 | 0.20% | −4,035−1.1% | 減碼 |
| Antipodean Advisors LLC | 350,000 | $1,962 萬 | 50.20% | 00.0% | 不變 |