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。
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 |
|---|---|---|---|---|---|
| B. Metzler seel. Sohn & Co. AG | 25,224 | $146.4 萬 | 0.02% | +16,848+201.1% | 加碼 |
| SlateStone Wealth, LLC | 25,387 | $147.3 萬 | 0.28% | −2,276−8.2% | 減碼 |
| Virtu Financial LLC | 25,448 | $147.7 萬 | 0.11% | +25,448 | 新進 |
| Deltec Asset Management LLC | 25,600 | $148.6 萬 | 0.32% | +2,500+10.8% | 加碼 |
| Ossiam | 25,877 | $150.2 萬 | 0.03% | +1,000+4.0% | 加碼 |
| Ensign Peak Advisors, Inc | 26,900 | $156.1 萬 | 0.00% | +400+1.5% | 加碼 |
| Advisor Group Holdings, Inc. | 26,983 | $156.6 萬 | 0.00% | −423−1.5% | 減碼 |
| Marsico Capital Management LLC | 27,378 | $158.9 萬 | 0.06% | 00.0% | 不變 |
| Jefferies Financial Group Inc. | 27,580 | $160.1 萬 | 0.03% | +23,993+668.9% | 加碼 |
| Bailard, Inc. | 27,956 | $162.3 萬 | 0.06% | +10,756+62.5% | 加碼 |
| Banque Cantonale Vaudoise | 28,038 | $162.7 萬 | 0.08% | −12,033−30.0% | 減碼 |
| Natixis Advisors, L.P. | 28,121 | $163.2 萬 | 0.01% | −3,090−9.9% | 減碼 |
| Seven Eight Capital, LP | 28,526 | $165.6 萬 | 0.27% | +28,526 | 新進 |
| Lazard Asset Management LLC | 28,875 | $167.5 萬 | 0.00% | −45,922−61.4% | 減碼 |
| Lakehouse Capital Pty Ltd | 29,478 | $171.1 萬 | 1.47% | 00.0% | 不變 |
| Maxi Investments CY Ltd | 30,000 | $174.1 萬 | 1.25% | +30,000 | 新進 |
| Wolverine Trading, LLC | 30,770 | $175.0 萬 | 0.02% | −7,380−19.3% | 減碼 |
| TCW Group Inc | 30,254 | $175.6 萬 | 0.02% | +1,657+5.8% | 加碼 |
| Principal Financial Group Inc | 30,609 | $177.7 萬 | 0.00% | −12,205−28.5% | 減碼 |
| Baader Bank INC | 31,000 | $179.9 萬 | 0.16% | +28,399+1,091.8% | 加碼 |
| Cutler Group LP | 31,552 | $183.1 萬 | 0.43% | −7,526−19.3% | 減碼 |
| Parallax Volatility Advisers, L.P. | 31,624 | $183.5 萬 | 0.06% | −213,408−87.1% | 減碼 |
| Daiwa Securities Group Inc. | 26,698 | $186.0 萬 | 0.01% | −664−2.4% | 減碼 |
| Mariner, LLC | 32,287 | $187.3 萬 | 0.01% | −4,455−12.1% | 減碼 |
| Compagnie Lombard Odier SCmA | 32,505 | $188.7 萬 | 0.05% | +31,105+2,221.8% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 32,589 | $189.1 萬 | 0.03% | +3,964+13.8% | 加碼 |
| Leonteq Securities AG | 34,064 | $197.7 萬 | 0.20% | +4,937+16.9% | 加碼 |
| Candriam Luxembourg S.C.A. | 34,860 | $202.3 萬 | 0.01% | +13,991+67.0% | 加碼 |
| CIBC Asset Management Inc | 35,054 | $203.5 萬 | 0.01% | 00.0% | 不變 |
| Banque Pictet & Cie SA | 35,719 | $207.3 萬 | 0.02% | +546+1.6% | 加碼 |
| Gulf International Bank (UK) Ltd | 36,493 | $211.8 萬 | 0.05% | −10,759−22.8% | 減碼 |
| Freemont Management S.A. | 36,981 | $214.6 萬 | 0.27% | +36,981 | 新進 |
| Capital International Ltd | 37,097 | $215.3 萬 | 0.12% | +2,796+8.2% | 加碼 |
| Dynamic Technology Lab Private Ltd | 37,910 | $220.0 萬 | 0.28% | +37,910 | 新進 |
| Berylson Capital Partners, LLC | 38,400 | $222.9 萬 | 6.30% | +38,400 | 新進 |
| Addison Capital Co | 38,624 | $224.1 萬 | 1.60% | −1,703−4.2% | 減碼 |
| Central Asset Investments & Management Holdings (HK) Ltd | 39,249 | $227.8 萬 | 2.26% | −13,751−25.9% | 減碼 |
| SeaTown Holdings Pte. Ltd. | 42,377 | $246.0 萬 | 0.38% | 00.0% | 不變 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 43,626 | $253.2 萬 | 3.53% | +43,626 | 新進 |
| Picton Mahoney Asset Management | 43,800 | $254.2 萬 | 0.12% | +43,800 | 新進 |
| The PNC Financial Services Group, Inc. | 43,913 | $254.9 萬 | 0.00% | −1,696−3.7% | 減碼 |
| Diversified Trust Co | 47,456 | $275.4 萬 | 0.10% | +9,561+25.2% | 加碼 |
| Thornburg Investment Management Inc | 47,484 | $275.6 萬 | 0.04% | −60,085−55.9% | 減碼 |
| Cheyne Capital Management (UK) LLP | 48,800 | $283.2 萬 | 10.44% | −4,856−9.1% | 減碼 |
| IvyRock Asset Management (HK) Ltd | 48,859 | $283.6 萬 | 1.65% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 48,936 | $284.0 萬 | 0.01% | +9,653+24.6% | 加碼 |
| FWL Investment Management, LLC | 50,273 | $291.8 萬 | 1.99% | +17,816+54.9% | 加碼 |
| Vontobel Holding Ltd. | 51,317 | $297.8 萬 | 0.03% | +34,229+200.3% | 加碼 |
| DnB Asset Management AS | 51,327 | $297.9 萬 | 0.02% | +992+2.0% | 加碼 |
| Bridgewater Associates, LP | 51,896 | $301.2 萬 | 0.02% | −169,627−76.6% | 減碼 |
| AQR Capital Management LLC | 52,741 | $302.7 萬 | 0.01% | +633+1.2% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 53,767 | $312.1 萬 | 0.02% | +9,668+21.9% | 加碼 |
| AXA S.A. | 53,949 | $313.1 萬 | 0.01% | +4,457+9.0% | 加碼 |
| Oppenheimer Asset Management Inc. | 54,831 | $318.2 萬 | 0.05% | +16,780+44.1% | 加碼 |
| Voya Investment Management LLC | 54,905 | $318.7 萬 | 0.00% | +387+0.7% | 加碼 |
| Long Corridor Asset Management Ltd | 60,000 | $348.2 萬 | 3.74% | −45,000−42.9% | 減碼 |
| Jump Financial, LLC | 64,762 | $375.9 萬 | 0.14% | +49,623+327.8% | 加碼 |
| IFM Investors Pty Ltd | 66,363 | $385.2 萬 | 0.05% | +1,075+1.6% | 加碼 |
| Waverton Investment Management Ltd | 67,395 | $391.1 萬 | 0.11% | 00.0% | 不變 |
| Aquatic Capital Management LLC | 68,500 | $397.6 萬 | 0.22% | +6,400+10.3% | 加碼 |
| American International Group, Inc. | 68,965 | $400.3 萬 | 0.02% | +786+1.2% | 加碼 |
| Jarislowsky, Fraser Ltd | 69,926 | $405.9 萬 | 0.02% | 00.0% | 不變 |
| Antipodean Advisors LLC | 70,000 | $406.3 萬 | 28.81% | 00.0% | 不變 |
| Old Well Partners, LLC | 70,245 | $407.7 萬 | 3.68% | −18,100−20.5% | 減碼 |
| Wellington Management Group LLP | 70,548 | $409.5 萬 | 0.00% | +27,057+62.2% | 加碼 |
| Partners Capital Investment Group, LLP | 71,053 | $412.4 萬 | 0.09% | −9,238−11.5% | 減碼 |
| Vancity Investment Management Ltd | 71,656 | $415.9 萬 | 0.54% | 00.0% | 不變 |
| Federated Hermes, Inc. | 74,086 | $430.0 萬 | 0.01% | +43,107+139.1% | 加碼 |
| Privium Fund Management B.V. | 77,000 | $438.0 萬 | 1.26% | +77,000 | 新進 |
| USS Investment Management Ltd | 76,394 | $443.4 萬 | 0.05% | +1,973+2.7% | 加碼 |
| Pinebridge Investments, L.P. | 80,475 | $467.1 萬 | 0.05% | −48,977−37.8% | 減碼 |
| Storebrand Asset Management AS | 80,847 | $469.2 萬 | 0.02% | +15,568+23.8% | 加碼 |
| Handelsbanken Fonder AB | 82,996 | $481.7 萬 | 0.03% | +8,164+10.9% | 加碼 |
| Janus Henderson Group PLC | 83,653 | $485.5 萬 | 0.00% | −11,810−12.4% | 減碼 |
| ProShare Advisors LLC | 86,273 | $500.7 萬 | 0.01% | −5,638−6.1% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 87,200 | $506.1 萬 | 0.01% | −29,000−25.0% | 減碼 |
| SRS Investment Management, LLC | 88,264 | $512.3 萬 | 0.06% | 00.0% | 不變 |
| Livforsakringsbolaget Skandia, Omsesidigt | 88,600 | $514.1 萬 | 0.53% | −8,800−9.0% | 減碼 |
| Swedbank AB | 88,850 | $515.7 萬 | 0.01% | +32,750+58.4% | 加碼 |
| Federation des caisses Desjardins du Quebec | 91,121 | $528.9 萬 | 0.05% | −12,260−11.9% | 減碼 |
| Schonfeld Strategic Advisors LLC | 91,900 | $533.4 萬 | 0.05% | +40,800+79.8% | 加碼 |
| Capital International Sarl | 93,840 | $544.6 萬 | 0.24% | −10,920−10.4% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 94,748 | $549.7 萬 | 0.01% | +20,986+28.5% | 加碼 |
| Exor Capital LLP | 96,985 | $562.9 萬 | 0.36% | +96,985 | 新進 |
| AMS Capital Ltda | 100,441 | $583.0 萬 | 6.85% | +100,441 | 新進 |
| Noesis Capital Mangement Corp | 101,003 | $586.2 萬 | 1.44% | +3,764+3.9% | 加碼 |
| Engineers Gate Manager LP | 101,265 | $587.7 萬 | 0.22% | +94,429+1,381.3% | 加碼 |
| Abn Amro Investment Solutions | 102,924 | $597.4 萬 | 0.12% | −10,778−9.5% | 減碼 |
| Bayesian Capital Management, LP | 110,944 | $643.9 萬 | 0.69% | +72,200+186.4% | 加碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 111,721 | $648.4 萬 | 0.24% | +30,581+37.7% | 加碼 |
| Aubrey Capital Management Ltd | 112,313 | $651.9 萬 | 4.28% | +23,513+26.5% | 加碼 |
| State of Tennessee, Treasury Department | 113,163 | $656.8 萬 | 0.03% | +67,588+148.3% | 加碼 |
| Rhumbline Advisers | 113,824 | $660.6 萬 | 0.01% | +113,824 | 新進 |
| Kadensa Capital Ltd | 114,881 | $666.8 萬 | 1.17% | +114,881 | 新進 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 119,327 | $685.8 萬 | 0.09% | +10,258+9.4% | 加碼 |
| Ci Investments Inc. | 119,857 | $695.7 萬 | 0.04% | +119,704+78,237.9% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 121,706 | $706.3 萬 | 0.02% | +114,857+1,677.0% | 加碼 |
| Forsta Ap-Fonden | 124,900 | $724.9 萬 | 0.08% | −37,000−22.9% | 減碼 |
| APG Asset Management N.V. | 139,139 | $740.2 萬 | 0.01% | −50,425−26.6% | 減碼 |
| Axiom Investors LLC | 129,530 | $751.8 萬 | 0.11% | −706,140−84.5% | 減碼 |