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。
2023 年第 1 季 13F 持有人
Sea Ltd 在 2023/3/31 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
- 595
- 較 2022 年第 4 季 +77 家
- 持有股數
- 3.14 億
- 較 2022 年第 4 季 −537.5 萬 (−1.7%)
- 總市值
- $271.7 億
- 較 2022 年第 4 季 +$105.6 億 (+63.6%)
- 新進機構
- 126
- 另有 217 家加碼
- 清倉機構
- 49
- 另有 170 家減碼
另有 8 家機構在 2022 年第 4 季持有、還沒有申報 2023 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 |
2023 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 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Capital Research Global Investors | 42,005,318 | $36.4 億 | 1.04% | +1,154,356+2.8% | 加碼 |
| FMR LLC | 22,458,374 | $19.4 億 | 0.18% | +4,028,624+21.9% | 加碼 |
| Baillie Gifford & Co | 21,991,406 | $19.0 億 | 1.72% | +1,736,996+8.6% | 加碼 |
| Price T Rowe Associates Inc | 16,419,338 | $14.2 億 | 0.21% | −5,041,280−23.5% | 減碼 |
| Sands Capital Management, LLC | 15,709,367 | $13.6 億 | 4.48% | +673,845+4.5% | 加碼 |
| BlackRock Inc. | 15,214,991 | $13.2 億 | 0.04% | +245,289+1.6% | 加碼 |
| Norges Bank | 7,546,968 | $6.53 億 | 0.14% | +2,984,480+65.4% | 加碼 |
| Capital International Investors | 6,704,267 | $5.80 億 | 0.15% | −384,177−5.4% | 減碼 |
| State Street Corp | 6,650,698 | $5.76 億 | 0.03% | −242,945−3.5% | 減碼 |
| Morgan Stanley | 6,296,804 | $5.45 億 | 0.06% | −715,867−10.2% | 減碼 |
| Capital World Investors | 6,211,450 | $5.38 億 | 0.11% | −1,978,391−24.2% | 減碼 |
| Aspex Management (HK) Ltd | 5,501,284 | $4.76 億 | 11.69% | −998,115−15.4% | 減碼 |
| Himension Fund | 4,698,142 | $4.07 億 | 36.45% | +1,030,652+28.1% | 加碼 |
| Goldman Sachs Group Inc | 4,278,436 | $3.70 億 | 0.10% | −2,023,415−32.1% | 減碼 |
| Schroder Investment Management Group | 4,192,168 | $3.63 億 | 0.54% | +585,899+16.2% | 加碼 |
| JPMorgan Chase & Co | 4,094,527 | $3.54 億 | 0.05% | −178,164−4.2% | 減碼 |
| Kora Management LP | 3,974,500 | $3.44 億 | 79.04% | 00.0% | 不變 |
| Ward Ferry Management (BVI) Ltd | 3,585,797 | $3.10 億 | 28.37% | 00.0% | 不變 |
| Tiger Global Management LLC大師老虎環球 | 3,371,611 | $2.92 億 | 2.65% | −188,116−5.3% | 減碼 |
| Kontiki Capital Management (HK) Ltd. | 3,257,786 | $2.82 億 | 28.53% | +74,928+2.4% | 加碼 |
| Prudential PLC | 3,176,340 | $2.75 億 | 3.23% | +285,470+9.9% | 加碼 |
| Clearbridge Investments, LLC | 3,108,351 | $2.69 億 | 0.26% | −78,201−2.5% | 減碼 |
| Temasek Holdings (Private) Ltd | 3,096,926 | $2.68 億 | 1.59% | 00.0% | 不變 |
| Artisan Partners Limited Partnership | 3,059,314 | $2.65 億 | 0.44% | −876,769−22.3% | 減碼 |
| Scge Management, L.P. | 2,759,987 | $2.39 億 | 6.56% | 00.0% | 不變 |
| EdgePoint Investment Group Inc. | 2,716,078 | $2.35 億 | 2.36% | −830,175−23.4% | 減碼 |
| Nuveen Asset Management, LLC | 2,711,855 | $2.35 億 | 0.09% | +1,223,286+82.2% | 加碼 |
| Bank of America Corp | 2,321,765 | $2.01 億 | 0.02% | −293,327−11.2% | 減碼 |
| Geode Capital Management, LLC | 2,343,167 | $2.00 億 | 0.03% | +64,565+2.8% | 加碼 |
| Legal & General Group Plc | 2,037,349 | $1.76 億 | 0.06% | +80,706+4.1% | 加碼 |
| Charles-Lim Capital Ltd | 2,000,200 | $1.73 億 | 24.93% | −2,249,800−52.9% | 減碼 |
| ShawSpring Partners LLC | 1,843,068 | $1.60 億 | 21.02% | −889,977−32.6% | 減碼 |
| HSBC Holdings PLC | 1,697,885 | $1.47 億 | 0.19% | −344,615−16.9% | 減碼 |
| Arisaig Partners (Asia) Pte Ltd. | 1,667,716 | $1.44 億 | 49.83% | 00.0% | 不變 |
| Hardman Johnston Global Advisors LLC | 1,633,338 | $1.41 億 | 4.62% | +570,252+53.6% | 加碼 |
| AIA Group Ltd | 1,604,006 | $1.39 億 | 7.53% | −124,473−7.2% | 減碼 |
| Tekne Capital Management, LLC | 1,594,467 | $1.38 億 | 37.66% | +360,162+29.2% | 加碼 |
| American Century Companies Inc | 1,477,120 | $1.28 億 | 0.10% | −53,827−3.5% | 減碼 |
| Swiss National Bank | 1,416,500 | $1.23 億 | 0.08% | −33,700−2.3% | 減碼 |
| Northern Trust Corp | 1,411,399 | $1.22 億 | 0.02% | −108,269−7.1% | 減碼 |
| Canada Pension Plan Investment Board | 1,353,140 | $1.17 億 | 0.19% | +391,161+40.7% | 加碼 |
| Bessemer Group Inc | 1,303,529 | $1.13 億 | 0.27% | +75,784+6.2% | 加碼 |
| Fullerton Fund Management Co Ltd. | 1,287,187 | $1.11 億 | 8.48% | −41,919−3.2% | 減碼 |
| Credit Suisse AG | 1,264,716 | $1.09 億 | 0.11% | −186,684−12.9% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,248,548 | $1.08 億 | 0.08% | +27,290+2.2% | 加碼 |
| Manufacturers Life Insurance Company, The | 1,245,661 | $1.08 億 | 0.06% | +35,671+2.9% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 1,225,750 | $1.06 億 | 5.35% | +79,305+6.9% | 加碼 |
| Invesco Ltd. | 1,213,633 | $1.05 億 | 0.03% | +586,940+93.7% | 加碼 |
| FIL Ltd | 1,197,396 | $1.04 億 | 0.12% | −32,696−2.7% | 減碼 |
| Alkeon Capital Management LLC | 1,166,911 | $1.01 億 | 0.65% | +317,817+37.4% | 加碼 |
| SG Americas Securities, LLC | 1,151,015 | $9,962 萬 | 1.34% | +856,661+291.0% | 加碼 |
| Aviva PLC | 1,071,082 | $9,270 萬 | 0.42% | +16,121+1.5% | 加碼 |
| SEI Investments Co | 1,003,964 | $8,689 萬 | 0.16% | +225,002+28.9% | 加碼 |
| Oceanlink Management Ltd. | 1,000,000 | $8,655 萬 | 20.54% | −1,632,868−62.0% | 減碼 |
| Bank of New York Mellon Corp | 969,810 | $8,394 萬 | 0.02% | +5,226+0.5% | 加碼 |
| Somerset Capital Management LLP | 902,699 | $7,800 萬 | 10.83% | +104,200+13.0% | 加碼 |
| Vanguard Group Inc | 899,619 | $7,786 萬 | 0.00% | +23,803+2.7% | 加碼 |
| Oakmont Corp | 840,307 | $7,273 萬 | 9.74% | 00.0% | 不變 |
| Axiom Investors LLC | 835,670 | $7,233 萬 | 1.19% | +835,670 | 新進 |
| Public Investment Fund | 833,335 | $7,213 萬 | 0.20% | +593,894+248.0% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 811,905 | $7,027 萬 | 0.17% | −44,950−5.2% | 減碼 |
| UBS Group AG | 800,613 | $6,929 萬 | 0.03% | −1,994,836−71.4% | 減碼 |
| Discovery Value Fund | 795,451 | $6,885 萬 | 34.68% | −1,268,946−61.5% | 減碼 |
| UBS Asset Management Americas Inc | 791,524 | $6,851 萬 | 0.03% | +34,507+4.6% | 加碼 |
| Wasatch Advisors Inc | 782,277 | $6,771 萬 | 0.42% | +102,272+15.0% | 加碼 |
| Tree Line Advisors (Hong Kong) Ltd. | 770,000 | $6,664 萬 | 51.91% | 00.0% | 不變 |
| Greenoaks Capital Partners LLC | 756,942 | $6,551 萬 | 9.54% | 00.0% | 不變 |
| E Fund Management Co., Ltd. | 756,446 | $6,547 萬 | 4.78% | +15,765+2.1% | 加碼 |
| Whale Rock Capital Management LLC | 750,550 | $6,496 萬 | 1.43% | +750,550 | 新進 |
| Millennium Management LLC | 727,022 | $6,292 萬 | 0.07% | +715,508+6,214.2% | 加碼 |
| Coatue Management LLC大師Coatue | 678,308 | $5,871 萬 | 0.39% | +618,288+1,030.1% | 加碼 |
| TD Asset Management Inc | 673,440 | $5,829 萬 | 0.07% | −788,482−53.9% | 減碼 |
| Deutsche Bank AG | 672,404 | $5,820 萬 | 0.03% | +3,422+0.5% | 加碼 |
| Capital International Inc | 623,165 | $5,393 萬 | 1.08% | −47,880−7.1% | 減碼 |
| Van Eck Associates Corp | 612,573 | $5,302 萬 | 0.12% | +24,269+4.1% | 加碼 |
| Coronation Fund Managers Ltd. | 611,651 | $5,294 萬 | 1.41% | −593,736−49.3% | 減碼 |
| Citadel Advisors LLC | 602,077 | $5,211 萬 | 0.06% | +400,414+198.6% | 加碼 |
| Marshall Wace, LLP | 584,414 | $5,058 萬 | 0.12% | +262,585+81.6% | 加碼 |
| Clear Street Markets LLC | 569,800 | $4,932 萬 | 13.67% | −8,181−1.4% | 減碼 |
| British Columbia Investment Management Corp | 568,899 | $4,924 萬 | 0.51% | +1300.0% | 加碼 |
| Man Group plc | – | $4,510 萬 | 0.16% | – | 新進 |
| C WorldWide Group Holding A/S | 506,539 | $4,384 萬 | 0.60% | −6,880−1.3% | 減碼 |
| Tybourne Capital Management (HK) Ltd | 491,655 | $4,255 萬 | 4.28% | −89,463−15.4% | 減碼 |
| Polar Capital Holdings Plc | 491,097 | $4,250 萬 | 0.31% | +20,813+4.4% | 加碼 |
| Martin Currie Ltd | 484,277 | $4,191 萬 | 1.50% | +24,981+5.4% | 加碼 |
| Ardevora Asset Management LLP | 475,016 | $4,111 萬 | 0.74% | −184,610−28.0% | 減碼 |
| National Pension Service | 458,600 | $3,972 萬 | 0.07% | 00.0% | 不變 |
| Allianz Asset Management GmbH | 443,866 | $3,842 萬 | 0.08% | +89,454+25.2% | 加碼 |
| Cypress Funds LLC | 437,884 | $3,790 萬 | 5.35% | −55,000−11.2% | 減碼 |
| California State Teachers Retirement System | 435,393 | $3,768 萬 | 0.06% | −16,223−3.6% | 減碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 426,766 | $3,694 萬 | 2.14% | −762,624−64.1% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 422,509 | $3,657 萬 | 0.09% | +144,843+52.2% | 加碼 |
| Carmignac Gestion | 418,947 | $3,626 萬 | 0.60% | +11,200+2.7% | 加碼 |
| Matthews International Capital Management LLC | 418,898 | $3,626 萬 | 3.62% | +22,008+5.5% | 加碼 |
| Franklin Resources Inc | 396,513 | $3,432 萬 | 0.02% | +152,434+62.5% | 加碼 |
| Barings LLC | 393,060 | $3,402 萬 | 1.17% | −25,607−6.1% | 減碼 |
| Driehaus Capital Management LLC | 380,762 | $3,295 萬 | 0.46% | +380,762 | 新進 |
| BSN Capital Partners Ltd | 422,300 | $3,280 萬 | 71.33% | −704,680−62.5% | 減碼 |
| Korea Investment CORP | 377,172 | $3,264 萬 | 0.10% | +198,681+111.3% | 加碼 |
| Royal Bank of Canada | 358,293 | $3,101 萬 | 0.01% | +5,625+1.6% | 加碼 |