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 4 季 13F 持有人
Sea Ltd 在 2022/12/31 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
- 526
- 較 2022 年第 3 季 +9 家
- 持有股數
- 3.19 億
- 較 2022 年第 3 季 +176.7 萬 (+0.6%)
- 總市值
- $166.2 億
- 較 2022 年第 3 季 −$11.8 億 (−6.6%)
- 新進機構
- 79
- 另有 165 家加碼
- 清倉機構
- 70
- 另有 199 家減碼
另有 10 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Capital Research Global Investors | 40,850,962 | $21.3 億 | 0.64% | +8,775,411+27.4% | 加碼 |
| Price T Rowe Associates Inc | 21,460,618 | $11.2 億 | 0.18% | −4,867,477−18.5% | 減碼 |
| Baillie Gifford & Co | 20,254,410 | $10.5 億 | 1.10% | +3,536,349+21.2% | 加碼 |
| FMR LLC | 18,429,750 | $9.59 億 | 0.10% | +5,786,411+45.8% | 加碼 |
| Sands Capital Management, LLC | 15,035,522 | $7.82 億 | 2.96% | −4,518,580−23.1% | 減碼 |
| BlackRock Inc. | 14,969,702 | $7.79 億 | 0.02% | −627,564−4.0% | 減碼 |
| Capital World Investors | 8,189,841 | $4.26 億 | 0.09% | +3,294,179+67.3% | 加碼 |
| Capital International Investors | 7,088,444 | $3.69 億 | 0.10% | +2,996,631+73.2% | 加碼 |
| Morgan Stanley | 7,012,671 | $3.65 億 | 0.04% | −2,543,465−26.6% | 減碼 |
| State Street Corp | 6,893,643 | $3.59 億 | 0.02% | −127,930−1.8% | 減碼 |
| Aspex Management (HK) Ltd | 6,499,399 | $3.38 億 | 9.46% | +1,185,503+22.3% | 加碼 |
| Goldman Sachs Group Inc | 6,301,851 | $3.28 億 | 0.09% | −337,888−5.1% | 減碼 |
| Norges Bank | 4,562,488 | $2.37 億 | 0.06% | +931,677+25.7% | 加碼 |
| JPMorgan Chase & Co | 4,272,691 | $2.22 億 | 0.03% | −405,602−8.7% | 減碼 |
| Charles-Lim Capital Ltd | 4,250,000 | $2.21 億 | 32.97% | −500,000−10.5% | 減碼 |
| Kora Management LP | 3,974,500 | $2.07 億 | 65.72% | 00.0% | 不變 |
| Artisan Partners Limited Partnership | 3,936,083 | $2.05 億 | 0.36% | −15,141−0.4% | 減碼 |
| Himension Fund | 3,667,490 | $1.91 億 | 25.52% | +98,635+2.8% | 加碼 |
| Schroder Investment Management Group | 3,606,269 | $1.88 億 | 0.30% | −439,203−10.9% | 減碼 |
| Ward Ferry Management (BVI) Ltd | 3,585,797 | $1.87 億 | 19.90% | +291,300+8.8% | 加碼 |
| Tiger Global Management LLC大師老虎環球 | 3,559,727 | $1.85 億 | 2.27% | −5,994,137−62.7% | 減碼 |
| EdgePoint Investment Group Inc. | 3,546,253 | $1.85 億 | 1.97% | +283,869+8.7% | 加碼 |
| Clearbridge Investments, LLC | 3,186,552 | $1.66 億 | 0.16% | −365,568−10.3% | 減碼 |
| Kontiki Capital Management (HK) Ltd. | 3,182,858 | $1.66 億 | 21.61% | +1,177,126+58.7% | 加碼 |
| Temasek Holdings (Private) Ltd | 3,096,926 | $1.61 億 | 0.94% | 00.0% | 不變 |
| Prudential PLC | 2,890,870 | $1.50 億 | 1.89% | −128,467−4.3% | 減碼 |
| UBS Group AG | 2,795,449 | $1.45 億 | 0.07% | +582,908+26.3% | 加碼 |
| Scge Management, L.P. | 2,759,987 | $1.44 億 | 5.07% | 00.0% | 不變 |
| ShawSpring Partners LLC | 2,733,045 | $1.42 億 | 22.59% | +321,247+13.3% | 加碼 |
| Oceanlink Management Ltd. | 2,632,868 | $1.37 億 | 29.09% | −2,811,389−51.6% | 減碼 |
| Bank of America Corp | 2,615,092 | $1.36 億 | 0.02% | +283,526+12.2% | 加碼 |
| Geode Capital Management, LLC | 2,278,602 | $1.17 億 | 0.02% | −27,887−1.2% | 減碼 |
| Discovery Value Fund | 2,064,397 | $1.07 億 | 31.11% | +6,589+0.3% | 加碼 |
| HSBC Holdings PLC | 2,042,500 | $1.06 億 | 0.13% | +257,178+14.4% | 加碼 |
| Legal & General Group Plc | 1,956,643 | $1.02 億 | 0.04% | +20,048+1.0% | 加碼 |
| AIA Group Ltd | 1,728,479 | $8,993 萬 | 5.48% | +498,856+40.6% | 加碼 |
| Arisaig Partners (Asia) Pte Ltd. | 1,667,716 | $8,807 萬 | 40.12% | 00.0% | 不變 |
| American Century Companies Inc | 1,530,947 | $7,966 萬 | 0.07% | −876−0.1% | 減碼 |
| Northern Trust Corp | 1,519,668 | $7,907 萬 | 0.02% | +23,588+1.6% | 加碼 |
| Wolverine Trading, LLC | 1,501,031 | $7,810 萬 | 1.33% | +1,473,417+5,335.8% | 加碼 |
| Nuveen Asset Management, LLC | 1,488,569 | $7,745 萬 | 0.03% | +652,086+78.0% | 加碼 |
| TD Asset Management Inc | 1,461,922 | $7,606 萬 | 0.09% | −553,478−27.5% | 減碼 |
| Credit Suisse AG | 1,451,400 | $7,552 萬 | 0.08% | +51,050+3.6% | 加碼 |
| Swiss National Bank | 1,450,200 | $7,545 萬 | 0.05% | −74,600−4.9% | 減碼 |
| Fullerton Fund Management Co Ltd. | 1,329,106 | $6,915 萬 | 5.15% | +45,434+3.5% | 加碼 |
| BSN Capital Partners Ltd | 1,126,980 | $6,852 萬 | 4.85% | +1,126,980 | 新進 |
| Tekne Capital Management, LLC | 1,234,305 | $6,422 萬 | 21.60% | +390,229+46.2% | 加碼 |
| FIL Ltd | 1,230,092 | $6,400 萬 | 0.08% | −10,988−0.9% | 減碼 |
| Bessemer Group Inc | 1,227,745 | $6,388 萬 | 0.16% | −823,386−40.1% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,221,258 | $6,354 萬 | 0.05% | −30,479−2.4% | 減碼 |
| Manufacturers Life Insurance Company, The | 1,209,990 | $6,296 萬 | 0.04% | +58,689+5.1% | 加碼 |
| Coronation Fund Managers Ltd. | 1,205,387 | $6,272 萬 | 1.74% | +217,923+22.1% | 加碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 1,189,390 | $6,188 萬 | 3.80% | −944,183−44.3% | 減碼 |
| Oversea-Chinese Banking CORP Ltd | 1,146,445 | $5,965 萬 | 3.46% | +1,146,445 | 新進 |
| Hardman Johnston Global Advisors LLC | 1,063,086 | $5,531 萬 | 2.17% | −25,185−2.3% | 減碼 |
| Aviva PLC | 1,054,961 | $5,489 萬 | 0.27% | +73,402+7.5% | 加碼 |
| Bank of New York Mellon Corp | 964,584 | $5,019 萬 | 0.01% | −32,953−3.3% | 減碼 |
| Canada Pension Plan Investment Board | 961,979 | $5,005 萬 | 0.09% | 00.0% | 不變 |
| Vanguard Group Inc | 875,816 | $4,557 萬 | 0.00% | −8,819−1.0% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 856,855 | $4,458 萬 | 0.12% | +89,576+11.7% | 加碼 |
| Alkeon Capital Management LLC | 849,094 | $4,418 萬 | 0.33% | −123,914−12.7% | 減碼 |
| Oakmont Corp | 840,307 | $4,372 萬 | 7.00% | −15,374−1.8% | 減碼 |
| Somerset Capital Management LLP | 798,499 | $4,139 萬 | 6.89% | +4,959+0.6% | 加碼 |
| SEI Investments Co | 778,962 | $4,053 萬 | 0.09% | +106,405+15.8% | 加碼 |
| Tree Line Advisors (Hong Kong) Ltd. | 770,000 | $4,006 萬 | 43.61% | 00.0% | 不變 |
| UBS Asset Management Americas Inc | 757,017 | $3,939 萬 | 0.02% | −134,319−15.1% | 減碼 |
| Greenoaks Capital Partners LLC | 756,942 | $3,938 萬 | 6.60% | 00.0% | 不變 |
| E Fund Management Co., Ltd. | 740,681 | $3,854 萬 | 3.21% | +137,000+22.7% | 加碼 |
| Wasatch Advisors Inc | 680,005 | $3,538 萬 | 0.24% | +65,917+10.7% | 加碼 |
| Capital International Inc | 671,045 | $3,491 萬 | 0.75% | +183,748+37.7% | 加碼 |
| Deutsche Bank AG | 668,982 | $3,481 萬 | 0.02% | −419,879−38.6% | 減碼 |
| Barclays PLC | 662,249 | $3,446 萬 | 0.03% | −86,715−11.6% | 減碼 |
| Ameriprise Financial Inc | 662,535 | $3,444 萬 | 0.01% | −136,161−17.0% | 減碼 |
| Ardevora Asset Management LLP | 659,626 | $3,432 萬 | 0.58% | +317,926+93.0% | 加碼 |
| Invesco Ltd. | 626,693 | $3,261 萬 | 0.01% | −316,348−33.5% | 減碼 |
| Steadview Capital Management LLC | 608,445 | $3,166 萬 | 9.85% | 00.0% | 不變 |
| Van Eck Associates Corp | 588,304 | $3,061 萬 | 0.08% | −47,031−7.4% | 減碼 |
| Tybourne Capital Management (HK) Ltd | 581,118 | $3,024 萬 | 3.01% | −74,608−11.4% | 減碼 |
| Clear Street Markets LLC | 577,981 | $3,007 萬 | 6.09% | +390,181+207.8% | 加碼 |
| British Columbia Investment Management Corp | 568,769 | $2,959 萬 | 0.32% | +200.0% | 加碼 |
| C WorldWide Group Holding A/S | 513,419 | $2,671 萬 | 0.35% | −10,977−2.1% | 減碼 |
| Cypress Funds LLC | 492,884 | $2,565 萬 | 4.46% | 00.0% | 不變 |
| Polar Capital Holdings Plc | 470,284 | $2,447 萬 | 0.20% | +195,500+71.1% | 加碼 |
| Martin Currie Ltd | 459,296 | $2,390 萬 | 0.93% | −5,169−1.1% | 減碼 |
| National Pension Service | 458,600 | $2,386 萬 | 0.05% | +17,400+3.9% | 加碼 |
| California State Teachers Retirement System | 451,616 | $2,350 萬 | 0.04% | −4,723−1.0% | 減碼 |
| CloudAlpha Capital Management Limited/Hong Kong | 440,500 | $2,292 萬 | 11.43% | +440,500 | 新進 |
| Barings LLC | 418,667 | $2,178 萬 | 0.77% | −14,408−3.3% | 減碼 |
| Carmignac Gestion | 407,747 | $2,122 萬 | 0.38% | +169,427+71.1% | 加碼 |
| Matthews International Capital Management LLC | 396,890 | $2,065 萬 | 2.44% | +22,125+5.9% | 加碼 |
| Jane Street Group, LLC | 377,686 | $1,965 萬 | 0.04% | +103,306+37.7% | 加碼 |
| State of New Jersey Common Pension Fund D | 375,191 | $1,952 萬 | 0.07% | −21,086−5.3% | 減碼 |
| Parallax Volatility Advisers, L.P. | 373,748 | $1,945 萬 | 0.50% | +139,340+59.4% | 加碼 |
| Ribbit Capital GP V, Ltd. | 370,208 | $1,926 萬 | 97.14% | +370,208 | 新進 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 363,372 | $1,891 萬 | 0.16% | +405+0.1% | 加碼 |
| Allianz Asset Management GmbH | 354,412 | $1,844 萬 | 0.04% | −34,746−8.9% | 減碼 |
| Royal Bank of Canada | 352,668 | $1,835 萬 | 0.01% | +26,229+8.0% | 加碼 |
| Think Investments LP | 351,900 | $1,831 萬 | 6.09% | −79,500−18.4% | 減碼 |
| Penserra Capital Management LLC | 351,780 | $1,830 萬 | 0.40% | +25,469+7.8% | 加碼 |
| Antipodean Advisors LLC | 350,000 | $1,821 萬 | 60.80% | 00.0% | 不變 |