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 2 季 13F 持有人
Sea Ltd 在 2023/6/30 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
- 571
- 較 2023 年第 1 季 −20 家
- 持有股數
- 3.04 億
- 較 2023 年第 1 季 −943.4 萬 (−3.0%)
- 總市值
- $176.8 億
- 較 2023 年第 1 季 −$94.9 億 (−34.9%)
- 新進機構
- 77
- 另有 218 家加碼
- 清倉機構
- 97
- 另有 176 家減碼
另有 4 家機構在 2023 年第 1 季持有、還沒有申報 2023 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 |
2023 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Capital Research Global Investors | 36,849,092 | $21.4 億 | 0.57% | −5,156,226−12.3% | 減碼 |
| Baillie Gifford & Co | 21,795,993 | $12.7 億 | 1.08% | −195,413−0.9% | 減碼 |
| BlackRock Inc. | 16,515,843 | $9.59 億 | 0.03% | +1,300,852+8.5% | 加碼 |
| FMR LLC | 16,385,119 | $9.51 億 | 0.08% | −6,073,255−27.0% | 減碼 |
| Sands Capital Management, LLC | 15,576,947 | $9.04 億 | 2.81% | −132,420−0.8% | 減碼 |
| Price T Rowe Associates Inc | 10,307,631 | $5.98 億 | 0.08% | −6,111,707−37.2% | 減碼 |
| Norges Bank | 8,546,658 | $4.96 億 | 0.10% | +999,690+13.2% | 加碼 |
| Capital International Investors | 6,417,469 | $3.72 億 | 0.09% | −286,798−4.3% | 減碼 |
| State Street Corp | 6,373,278 | $3.70 億 | 0.02% | −277,420−4.2% | 減碼 |
| Goldman Sachs Group Inc | 6,224,254 | $3.61 億 | 0.09% | +1,945,818+45.5% | 加碼 |
| Aspex Management (HK) Ltd | 5,846,284 | $3.39 億 | 9.87% | +345,000+6.3% | 加碼 |
| Schroder Investment Management Group | 5,770,578 | $3.35 億 | 0.48% | +1,578,410+37.7% | 加碼 |
| Charles-Lim Capital Ltd | 5,000,000 | $2.90 億 | 42.84% | +2,999,800+150.0% | 加碼 |
| Morgan Stanley | 4,684,765 | $2.72 億 | 0.03% | −1,612,039−25.6% | 減碼 |
| JPMorgan Chase & Co | 4,528,121 | $2.63 億 | 0.03% | +433,594+10.6% | 加碼 |
| Artisan Partners Limited Partnership | 4,040,204 | $2.34 億 | 0.38% | +980,890+32.1% | 加碼 |
| Ward Ferry Management (BVI) Ltd | 3,904,986 | $2.27 億 | 24.51% | +319,189+8.9% | 加碼 |
| Kora Management LP | 3,854,500 | $2.24 億 | 60.21% | −120,000−3.0% | 減碼 |
| Temasek Holdings (Private) Ltd | 3,564,826 | $2.07 億 | 1.20% | +467,900+15.1% | 加碼 |
| Nuveen Asset Management, LLC | 3,456,932 | $2.01 億 | 0.07% | +745,077+27.5% | 加碼 |
| Prudential PLC | 3,374,004 | $1.96 億 | 2.31% | +197,664+6.2% | 加碼 |
| Tiger Global Management LLC大師老虎環球 | 3,371,611 | $1.96 億 | 1.64% | 00.0% | 不變 |
| Marshall Wace, LLP | 3,338,448 | $1.94 億 | 0.42% | +2,754,034+471.2% | 加碼 |
| Kontiki Capital Management (HK) Ltd. | 3,184,439 | $1.85 億 | 18.45% | −73,347−2.3% | 減碼 |
| Clearbridge Investments, LLC | 2,992,670 | $1.74 億 | 0.16% | −115,681−3.7% | 減碼 |
| Geode Capital Management, LLC | 2,489,345 | $1.43 億 | 0.02% | +146,178+6.2% | 加碼 |
| Scge Management, L.P. | 2,254,816 | $1.31 億 | 3.08% | −505,171−18.3% | 減碼 |
| Bank of America Corp | 2,243,142 | $1.30 億 | 0.02% | −78,623−3.4% | 減碼 |
| Legal & General Group Plc | 2,147,397 | $1.25 億 | 0.04% | +110,048+5.4% | 加碼 |
| Atreides Management, LP | 2,106,432 | $1.22 億 | 3.71% | +2,106,432 | 新進 |
| Himension Fund | 1,889,087 | $1.10 億 | 10.00% | −2,809,055−59.8% | 減碼 |
| Canada Pension Plan Investment Board | 1,839,372 | $1.07 億 | 0.16% | +486,232+35.9% | 加碼 |
| ShawSpring Partners LLC | 1,838,289 | $1.07 億 | 14.54% | −4,779−0.3% | 減碼 |
| HSBC Holdings PLC | 1,787,660 | $1.04 億 | 0.11% | +89,775+5.3% | 加碼 |
| AIA Group Ltd | 1,767,036 | $1.03 億 | 4.97% | +163,030+10.2% | 加碼 |
| SG Americas Securities, LLC | 1,640,089 | $9,519 萬 | 0.81% | +489,074+42.5% | 加碼 |
| Hardman Johnston Global Advisors LLC | 1,593,202 | $9,247 萬 | 3.00% | −40,136−2.5% | 減碼 |
| Renaissance Technologies LLC | 1,574,700 | $9,140 萬 | 0.13% | +1,381,000+713.0% | 加碼 |
| Carmignac Gestion | 1,430,436 | $8,300 萬 | 1.43% | +1,011,489+241.4% | 加碼 |
| Tekne Capital Management, LLC | 1,416,528 | $8,222 萬 | 25.53% | −177,939−11.2% | 減碼 |
| Northern Trust Corp | 1,384,285 | $8,034 萬 | 0.02% | −27,114−1.9% | 減碼 |
| Invesco Ltd. | 1,379,375 | $8,006 萬 | 0.02% | +165,742+13.7% | 加碼 |
| American Century Companies Inc | 1,367,231 | $7,935 萬 | 0.06% | −109,889−7.4% | 減碼 |
| Bessemer Group Inc | 1,318,525 | $7,653 萬 | 0.16% | +14,996+1.2% | 加碼 |
| Manufacturers Life Insurance Company, The | 1,317,609 | $7,647 萬 | 0.04% | +71,948+5.8% | 加碼 |
| Arisaig Partners (Asia) Pte Ltd. | 1,310,612 | $7,607 萬 | 36.47% | −357,104−21.4% | 減碼 |
| Swiss National Bank | 1,302,700 | $7,561 萬 | 0.05% | −113,800−8.0% | 減碼 |
| Fullerton Fund Management Co Ltd. | 1,301,611 | $7,555 萬 | 5.28% | +14,424+1.1% | 加碼 |
| FIL Ltd | 1,292,622 | $7,502 萬 | 0.08% | +95,226+8.0% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 1,288,058 | $7,474 萬 | 3.63% | +62,308+5.1% | 加碼 |
| Aviva PLC | 1,182,053 | $6,861 萬 | 0.28% | +110,971+10.4% | 加碼 |
| UBS Asset Management Americas Inc | 791,524 | $6,851 萬 | 0.03% | 00.0% | 不變 |
| Wasatch Advisors Inc | 1,147,974 | $6,663 萬 | 0.40% | +365,697+46.7% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,029,650 | $5,976 萬 | 0.05% | −218,898−17.5% | 減碼 |
| Bank of New York Mellon Corp | 989,655 | $5,744 萬 | 0.01% | +19,845+2.0% | 加碼 |
| Vanguard Group Inc | 930,418 | $5,400 萬 | 0.00% | +30,799+3.4% | 加碼 |
| Coronation Fund Managers Ltd. | 926,034 | $5,375 萬 | 1.45% | +314,383+51.4% | 加碼 |
| Clear Street Markets LLC | 890,000 | $5,166 萬 | 21.39% | +320,200+56.2% | 加碼 |
| SEI Investments Co | 875,773 | $5,083 萬 | 0.09% | −128,191−12.8% | 減碼 |
| Somerset Capital Management LLP | 869,499 | $5,031 萬 | 7.97% | −33,200−3.7% | 減碼 |
| Nordea Investment Management AB | 867,240 | $4,977 萬 | 0.07% | +758,049+694.2% | 加碼 |
| National Bank of Canada | 858,286 | $4,956 萬 | 0.10% | +594,224+225.0% | 加碼 |
| Oakmont Corp | 840,307 | $4,877 萬 | 6.23% | 00.0% | 不變 |
| Public Investment Fund | 833,335 | $4,837 萬 | 0.12% | 00.0% | 不變 |
| Mitsubishi UFJ Trust & Banking Corp | 788,430 | $4,576 萬 | 0.11% | −23,475−2.9% | 減碼 |
| Deutsche Bank AG | 770,863 | $4,474 萬 | 0.02% | +98,459+14.6% | 加碼 |
| Tree Line Advisors (Hong Kong) Ltd. | 770,000 | $4,469 萬 | 30.97% | 00.0% | 不變 |
| Greenoaks Capital Partners LLC | 756,942 | $4,393 萬 | 5.32% | 00.0% | 不變 |
| Jane Street Group, LLC | 746,390 | $4,332 萬 | 0.06% | +551,017+282.0% | 加碼 |
| Capital International Inc | 737,702 | $4,282 萬 | 0.78% | +114,537+18.4% | 加碼 |
| E Fund Management Co., Ltd. | 737,000 | $4,278 萬 | 3.38% | −19,446−2.6% | 減碼 |
| Holocene Advisors, LP | 720,223 | $4,180 萬 | 0.18% | +690,573+2,329.1% | 加碼 |
| UBS Group AG | 704,003 | $4,086 萬 | 0.02% | −96,610−12.1% | 減碼 |
| Coatue Management LLC大師Coatue | 678,308 | $3,937 萬 | 0.19% | 00.0% | 不變 |
| TD Asset Management Inc | 675,432 | $3,920 萬 | 0.04% | +1,992+0.3% | 加碼 |
| Millennium Management LLC | 671,239 | $3,896 萬 | 0.04% | −55,783−7.7% | 減碼 |
| Van Eck Associates Corp | 652,517 | $3,787 萬 | 0.08% | +39,944+6.5% | 加碼 |
| Allianz Asset Management GmbH | 648,887 | $3,766 萬 | 0.08% | +205,021+46.2% | 加碼 |
| Ardevora Asset Management LLP | 648,416 | $3,763 萬 | 0.91% | +173,400+36.5% | 加碼 |
| Macquarie Group Ltd | 615,046 | $3,570 萬 | 0.04% | +382,494+164.5% | 加碼 |
| Alkeon Capital Management LLC | 563,168 | $3,269 萬 | 0.20% | −603,743−51.7% | 減碼 |
| Man Group plc | 557,444 | $3,235 萬 | 0.10% | – | – |
| Citadel Advisors LLC | 532,314 | $3,090 萬 | 0.03% | −69,763−11.6% | 減碼 |
| Royal Bank of Canada | 515,460 | $2,992 萬 | 0.01% | +157,167+43.9% | 加碼 |
| National Pension Service | 525,200 | $2,987 萬 | 0.05% | +66,600+14.5% | 加碼 |
| Credit Suisse AG | 509,845 | $2,959 萬 | 0.03% | −754,871−59.7% | 減碼 |
| Martin Currie Ltd | 509,526 | $2,957 萬 | 1.00% | +25,249+5.2% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 498,824 | $2,895 萬 | 0.23% | +149,200+42.7% | 加碼 |
| Twinbeech Capital LP | 453,947 | $2,635 萬 | 0.52% | +453,947 | 新進 |
| Susquehanna International Group, LLP | 447,891 | $2,600 萬 | 0.04% | +303,852+211.0% | 加碼 |
| Tybourne Capital Management (HK) Ltd | 443,805 | $2,576 萬 | 2.78% | −47,850−9.7% | 減碼 |
| Cypress Funds LLC | 437,884 | $2,541 萬 | 3.19% | 00.0% | 不變 |
| California State Teachers Retirement System | 427,176 | $2,479 萬 | 0.04% | −8,217−1.9% | 減碼 |
| Barings LLC | 427,056 | $2,479 萬 | 0.84% | +33,996+8.6% | 加碼 |
| Baird Financial Group, Inc. | 425,417 | $2,469 萬 | 0.07% | +186,712+78.2% | 加碼 |
| Squarepoint Ops LLC | 417,306 | $2,422 萬 | 0.13% | +364,734+693.8% | 加碼 |
| Franklin Resources Inc | 406,584 | $2,360 萬 | 0.01% | +10,071+2.5% | 加碼 |
| Jupiter Asset Management Ltd | 404,651 | $2,348 萬 | 0.26% | +395,151+4,159.5% | 加碼 |
| Qube Research & Technologies Ltd | 391,464 | $2,272 萬 | 0.09% | +391,464 | 新進 |
| Marcho Partners LLP | 362,012 | $2,101 萬 | 5.19% | +71,968+24.8% | 加碼 |