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 |
|---|---|---|---|---|---|
| STRS Ohio | 130,276 | $756.1 萬 | 0.03% | +61,910+90.6% | 加碼 |
| New Silk Road Investment Pte Ltd | 130,465 | $757.2 萬 | 15.40% | 00.0% | 不變 |
| KBC Group NV | 134,145 | $778.6 萬 | 0.03% | +35,337+35.8% | 加碼 |
| Nissay Asset Management Corp | 136,577 | $792.7 萬 | 0.07% | +6,666+5.1% | 加碼 |
| DekaBank Deutsche Girozentrale | 137,865 | $794.2 萬 | 0.02% | +32,081+30.3% | 加碼 |
| Russell Investments Group, Ltd. | 138,200 | $798.6 萬 | 0.02% | −101,640−42.4% | 減碼 |
| Trexquant Investment LP | 141,459 | $821.0 萬 | 0.22% | +18,916+15.4% | 加碼 |
| Panagora Asset Management Inc | 144,156 | $836.7 萬 | 0.05% | +14,940+11.6% | 加碼 |
| LPL Financial LLC | 146,698 | $851.4 萬 | 0.01% | +12,170+9.0% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 148,170 | $860.0 萬 | 0.02% | +15,434+11.6% | 加碼 |
| PEAK6 Investments LLC | 151,136 | $877.2 萬 | 0.75% | +151,136 | 新進 |
| Public Sector Pension Investment Board | 152,266 | $883.8 萬 | 0.06% | +2,300+1.5% | 加碼 |
| Korea Investment CORP | 154,482 | $896.6 萬 | 0.03% | −222,690−59.0% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 154,522 | $896.8 萬 | 0.04% | +5,181+3.5% | 加碼 |
| Putnam Investments LLC | 159,151 | $923.7 萬 | 0.01% | −1,223−0.8% | 減碼 |
| Exchange Traded Concepts, LLC | 160,301 | $930.4 萬 | 0.23% | +40,498+33.8% | 加碼 |
| Railway Pension Investments Ltd | 160,800 | $933.3 萬 | 0.09% | 00.0% | 不變 |
| Nikko Asset Management Americas, Inc. | 171,655 | $996.1 萬 | 0.10% | −1,875−1.1% | 減碼 |
| Asset Management One Co.,Ltd. | 172,816 | $1,003 萬 | 0.04% | −14,390−7.7% | 減碼 |
| Neuberger Berman Group LLC | 175,133 | $1,007 萬 | 0.01% | +11,436+7.0% | 加碼 |
| Teacher Retirement System of Texas | 177,169 | $1,028 萬 | 0.07% | −6,404−3.5% | 減碼 |
| Stifel Financial Corp | 178,536 | $1,036 萬 | 0.01% | −5,611−3.0% | 減碼 |
| Public Employees Retirement Association of Colorado | 180,223 | $1,046 萬 | 0.05% | −1,700−0.9% | 減碼 |
| Nomura Holdings Inc | 181,035 | $1,051 萬 | 0.11% | +124,627+220.9% | 加碼 |
| Raymond James & Associates | 182,022 | $1,056 萬 | 0.01% | −11,484−5.9% | 減碼 |
| BNP Paribas Arbitrage, SA | 182,047 | $1,057 萬 | 0.02% | +33,744+22.8% | 加碼 |
| Untitled Investments LP | 182,213 | $1,058 萬 | 3.76% | 00.0% | 不變 |
| New York State Common Retirement Fund | 186,241 | $1,081 萬 | 0.01% | +48,499+35.2% | 加碼 |
| Liontrust Investment Partners LLP | 186,462 | $1,082 萬 | 0.16% | +83,000+80.2% | 加碼 |
| MayTech Global Investments, LLC | 191,625 | $1,112 萬 | 2.20% | +53,594+38.8% | 加碼 |
| Nomura Asset Management Co Ltd | 191,971 | $1,114 萬 | 0.05% | +59,700+45.1% | 加碼 |
| First Beijing Investment Ltd | 197,027 | $1,144 萬 | 3.45% | +197,027 | 新進 |
| Must Asset Management Inc. | 209,163 | $1,190 萬 | 32.81% | −1,747−0.8% | 減碼 |
| Wells Fargo & Company | 207,496 | $1,204 萬 | 0.00% | −28,272−12.0% | 減碼 |
| Lombard Odier Asset Management (USA) Corp | 207,733 | $1,206 萬 | 1.35% | +207,733 | 新進 |
| Ameriprise Financial Inc | 207,930 | $1,207 萬 | 0.00% | +32,814+18.7% | 加碼 |
| Hidden Lake Asset Management LP | 209,170 | $1,214 萬 | 17.64% | +116,387+125.4% | 加碼 |
| Charles Schwab Investment Management Inc | 210,936 | $1,224 萬 | 0.00% | +10,533+5.3% | 加碼 |
| Point72 Asset Management, L.P. | 211,512 | $1,228 萬 | 0.04% | +211,512 | 新進 |
| Envestnet Asset Management Inc | 212,256 | $1,232 萬 | 0.01% | +27,200+14.7% | 加碼 |
| Contrarius Investment Management Ltd | 214,875 | $1,247 萬 | 0.67% | +214,875 | 新進 |
| Great West Life Assurance Co | 215,398 | $1,257 萬 | 0.03% | −714−0.3% | 減碼 |
| Alliancebernstein L.P. | 218,445 | $1,268 萬 | 0.01% | +29,695+15.7% | 加碼 |
| Pictet Asset Management SA | 220,131 | $1,278 萬 | 0.02% | +11,200+5.4% | 加碼 |
| Alua Capital Management LP | 237,063 | $1,376 萬 | 0.95% | −29,576−11.1% | 減碼 |
| Barclays PLC | 239,036 | $1,387 萬 | 0.01% | +120,783+102.1% | 加碼 |
| Capital World Investors | 239,740 | $1,391 萬 | 0.00% | −5,971,710−96.1% | 減碼 |
| Oasis Management Co Ltd. | 252,439 | $1,465 萬 | 5.11% | +77,296+44.1% | 加碼 |
| Standard Life Aberdeen plc | 256,304 | $1,488 萬 | 0.03% | +53,002+26.1% | 加碼 |
| MY.Alpha Management HK Advisors Ltd | 258,577 | $1,501 萬 | 6.80% | +258,577 | 新進 |
| Wolverine Asset Management LLC | 265,985 | $1,544 萬 | 0.29% | −9,431−3.4% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 268,633 | $1,559 萬 | 0.07% | +79,569+42.1% | 加碼 |
| Polar Capital Holdings Plc | 269,418 | $1,564 萬 | 0.11% | −221,679−45.1% | 減碼 |
| Blue Grotto Capital, LLC | 270,000 | $1,567 萬 | 3.73% | +270,000 | 新進 |
| Think Investments LP | 272,100 | $1,579 萬 | 3.56% | 00.0% | 不變 |
| Discovery Value Fund | 273,620 | $1,588 萬 | 8.05% | −521,831−65.6% | 減碼 |
| Penserra Capital Management LLC | 290,019 | $1,683 萬 | 0.33% | −57,380−16.5% | 減碼 |
| State of Wisconsin Investment Board | 290,596 | $1,687 萬 | 0.05% | +4,820+1.7% | 加碼 |
| British Columbia Investment Management Corp | 302,174 | $1,754 萬 | 0.16% | −266,725−46.9% | 減碼 |
| Clear Street LLC | 310,300 | $1,801 萬 | 0.43% | +310,300 | 新進 |
| Alberta Investment Management Corp | 310,464 | $1,802 萬 | 0.17% | +861+0.3% | 加碼 |
| Citigroup Inc | 312,777 | $1,815 萬 | 0.02% | −4,962−1.6% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 289,237 | $1,873 萬 | 0.04% | −133,272−31.5% | 減碼 |
| Capital Fund Management S.A. | 326,699 | $1,896 萬 | 0.30% | +179,349+121.7% | 加碼 |
| Matthews International Capital Management LLC | 327,641 | $1,902 萬 | 2.23% | −91,257−21.8% | 減碼 |
| Robeco Institutional Asset Management B.V. | 337,706 | $1,960 萬 | 0.05% | −1,249−0.4% | 減碼 |
| Cubist Systematic Strategies, LLC | 342,457 | $1,988 萬 | 0.22% | +263,118+331.6% | 加碼 |
| C WorldWide Group Holding A/S | 346,610 | $2,012 萬 | 0.26% | −159,929−31.6% | 減碼 |
| Artal Group S.A. | 350,000 | $2,031 萬 | 0.65% | +47,500+15.7% | 加碼 |
| State of New Jersey Common Pension Fund D | 351,361 | $2,039 萬 | 0.07% | +25,209+7.7% | 加碼 |
| Marcho Partners LLP | 362,012 | $2,101 萬 | 5.19% | +71,968+24.8% | 加碼 |
| Qube Research & Technologies Ltd | 391,464 | $2,272 萬 | 0.09% | +391,464 | 新進 |
| Jupiter Asset Management Ltd | 404,651 | $2,348 萬 | 0.26% | +395,151+4,159.5% | 加碼 |
| Franklin Resources Inc | 406,584 | $2,360 萬 | 0.01% | +10,071+2.5% | 加碼 |
| Squarepoint Ops LLC | 417,306 | $2,422 萬 | 0.13% | +364,734+693.8% | 加碼 |
| Baird Financial Group, Inc. | 425,417 | $2,469 萬 | 0.07% | +186,712+78.2% | 加碼 |
| Barings LLC | 427,056 | $2,479 萬 | 0.84% | +33,996+8.6% | 加碼 |
| California State Teachers Retirement System | 427,176 | $2,479 萬 | 0.04% | −8,217−1.9% | 減碼 |
| Cypress Funds LLC | 437,884 | $2,541 萬 | 3.19% | 00.0% | 不變 |
| Tybourne Capital Management (HK) Ltd | 443,805 | $2,576 萬 | 2.78% | −47,850−9.7% | 減碼 |
| Susquehanna International Group, LLP | 447,891 | $2,600 萬 | 0.04% | +303,852+211.0% | 加碼 |
| Twinbeech Capital LP | 453,947 | $2,635 萬 | 0.52% | +453,947 | 新進 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 498,824 | $2,895 萬 | 0.23% | +149,200+42.7% | 加碼 |
| Martin Currie Ltd | 509,526 | $2,957 萬 | 1.00% | +25,249+5.2% | 加碼 |
| Credit Suisse AG | 509,845 | $2,959 萬 | 0.03% | −754,871−59.7% | 減碼 |
| National Pension Service | 525,200 | $2,987 萬 | 0.05% | +66,600+14.5% | 加碼 |
| Royal Bank of Canada | 515,460 | $2,992 萬 | 0.01% | +157,167+43.9% | 加碼 |
| Citadel Advisors LLC | 532,314 | $3,090 萬 | 0.03% | −69,763−11.6% | 減碼 |
| Man Group plc | 557,444 | $3,235 萬 | 0.10% | – | – |
| Alkeon Capital Management LLC | 563,168 | $3,269 萬 | 0.20% | −603,743−51.7% | 減碼 |
| Macquarie Group Ltd | 615,046 | $3,570 萬 | 0.04% | +382,494+164.5% | 加碼 |
| Ardevora Asset Management LLP | 648,416 | $3,763 萬 | 0.91% | +173,400+36.5% | 加碼 |
| Allianz Asset Management GmbH | 648,887 | $3,766 萬 | 0.08% | +205,021+46.2% | 加碼 |
| Van Eck Associates Corp | 652,517 | $3,787 萬 | 0.08% | +39,944+6.5% | 加碼 |
| Millennium Management LLC | 671,239 | $3,896 萬 | 0.04% | −55,783−7.7% | 減碼 |
| TD Asset Management Inc | 675,432 | $3,920 萬 | 0.04% | +1,992+0.3% | 加碼 |
| Coatue Management LLC大師Coatue | 678,308 | $3,937 萬 | 0.19% | 00.0% | 不變 |
| UBS Group AG | 704,003 | $4,086 萬 | 0.02% | −96,610−12.1% | 減碼 |
| Holocene Advisors, LP | 720,223 | $4,180 萬 | 0.18% | +690,573+2,329.1% | 加碼 |
| E Fund Management Co., Ltd. | 737,000 | $4,278 萬 | 3.38% | −19,446−2.6% | 減碼 |