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 3 季 13F 持有人
Sea Ltd 在 2023/9/30 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
- 493
- 較 2023 年第 2 季 −75 家
- 持有股數
- 2.96 億
- 較 2023 年第 2 季 −820.8 萬 (−2.7%)
- 總市值
- $130.0 億
- 較 2023 年第 2 季 −$46.6 億 (−26.4%)
- 新進機構
- 56
- 另有 171 家加碼
- 清倉機構
- 131
- 另有 191 家減碼
另有 3 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Baillie Gifford & Co | 26,137,417 | $11.5 億 | 1.05% | +4,341,424+19.9% | 加碼 |
| FMR LLC | 21,686,487 | $9.53 億 | 0.08% | +5,301,368+32.4% | 加碼 |
| BlackRock Inc. | 16,212,531 | $7.13 億 | 0.02% | −303,312−1.8% | 減碼 |
| Sands Capital Management, LLC | 16,119,943 | $7.08 億 | 2.41% | +542,996+3.5% | 加碼 |
| Norges Bank | 11,851,807 | $5.21 億 | 0.11% | +3,305,149+38.7% | 加碼 |
| Tiger Global Management LLC大師老虎環球 | 11,702,820 | $5.14 億 | 3.79% | +8,331,209+247.1% | 加碼 |
| Price T Rowe Associates Inc | 11,226,560 | $4.93 億 | 0.07% | +918,929+8.9% | 加碼 |
| Capital Research Global Investors | 10,356,685 | $4.55 億 | 0.13% | −26,492,407−71.9% | 減碼 |
| Atreides Management, LP | 7,084,934 | $3.11 億 | 10.83% | +4,978,502+236.3% | 加碼 |
| State Street Corp | 6,299,463 | $2.77 億 | 0.02% | −73,815−1.2% | 減碼 |
| Morgan Stanley | 6,069,772 | $2.67 億 | 0.03% | +1,385,007+29.6% | 加碼 |
| Aspex Management (HK) Ltd | 5,986,884 | $2.63 億 | 8.10% | +140,600+2.4% | 加碼 |
| Goldman Sachs Group Inc | 5,654,709 | $2.49 億 | 0.06% | −569,545−9.2% | 減碼 |
| Marshall Wace, LLP | 4,574,367 | $2.01 億 | 0.43% | +1,235,919+37.0% | 加碼 |
| Ward Ferry Management (BVI) Ltd | 4,419,441 | $1.94 億 | 23.49% | +514,455+13.2% | 加碼 |
| Nuveen Asset Management, LLC | 4,380,046 | $1.93 億 | 0.07% | +923,114+26.7% | 加碼 |
| Kora Management LP | 4,209,500 | $1.85 億 | 47.79% | +355,000+9.2% | 加碼 |
| Invesco Ltd. | 4,160,522 | $1.83 億 | 0.05% | +2,781,147+201.6% | 加碼 |
| Temasek Holdings (Private) Ltd | 3,998,326 | $1.76 億 | 1.05% | +433,500+12.2% | 加碼 |
| Kontiki Capital Management (HK) Ltd. | 3,796,957 | $1.67 億 | 18.22% | +612,518+19.2% | 加碼 |
| Artisan Partners Limited Partnership | 3,711,078 | $1.63 億 | 0.28% | −329,126−8.1% | 減碼 |
| Prudential PLC | 3,280,675 | $1.44 億 | 1.68% | −93,329−2.8% | 減碼 |
| JPMorgan Chase & Co | 3,253,521 | $1.43 億 | 0.02% | −1,274,600−28.1% | 減碼 |
| Schroder Investment Management Group | 3,233,849 | $1.42 億 | 0.21% | −2,536,729−44.0% | 減碼 |
| Charles-Lim Capital Ltd | 3,000,000 | $1.32 億 | 30.48% | −2,000,000−40.0% | 減碼 |
| ShawSpring Partners LLC | 2,580,582 | $1.13 億 | 18.99% | +742,293+40.4% | 加碼 |
| Geode Capital Management, LLC | 2,588,363 | $1.12 億 | 0.01% | +99,018+4.0% | 加碼 |
| Scge Management, L.P. | 2,254,816 | $9,910 萬 | 2.58% | 00.0% | 不變 |
| Legal & General Group Plc | 2,171,737 | $9,545 萬 | 0.03% | +24,340+1.1% | 加碼 |
| Canada Pension Plan Investment Board | 2,112,923 | $9,286 萬 | 0.14% | +273,551+14.9% | 加碼 |
| First Beijing Investment Ltd | 1,761,068 | $7,740 萬 | 14.90% | +1,564,041+793.8% | 加碼 |
| Bank of America Corp | 1,679,782 | $7,383 萬 | 0.01% | −563,360−25.1% | 減碼 |
| Carmignac Gestion | 1,670,918 | $7,342 萬 | 1.35% | +240,482+16.8% | 加碼 |
| Susquehanna International Group, LLP | 1,605,027 | $7,054 萬 | 0.11% | +1,157,136+258.4% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 1,535,968 | $6,750 萬 | 3.10% | +247,910+19.2% | 加碼 |
| Tekne Capital Management, LLC | 1,498,118 | $6,584 萬 | 24.32% | +81,590+5.8% | 加碼 |
| Northern Trust Corp | 1,469,761 | $6,460 萬 | 0.01% | +85,476+6.2% | 加碼 |
| Point72 Asset Management, L.P. | 1,455,687 | $6,398 萬 | 0.22% | +1,244,175+588.2% | 加碼 |
| Coronation Fund Managers Ltd. | 1,382,844 | $6,078 萬 | 1.83% | +456,810+49.3% | 加碼 |
| Arisaig Partners (Asia) Pte Ltd. | 1,343,812 | $5,906 萬 | 35.60% | +33,200+2.5% | 加碼 |
| Bessemer Group Inc | 1,342,314 | $5,900 萬 | 0.13% | +23,789+1.8% | 加碼 |
| Aviva PLC | 1,337,444 | $5,878 萬 | 0.25% | +155,391+13.1% | 加碼 |
| HSBC Holdings PLC | 1,249,753 | $5,511 萬 | 0.06% | −537,907−30.1% | 減碼 |
| Wasatch Advisors Inc | 1,239,421 | $5,447 萬 | 0.34% | +91,447+8.0% | 加碼 |
| Manufacturers Life Insurance Company, The | 1,237,542 | $5,439 萬 | 0.03% | −80,067−6.1% | 減碼 |
| FIL Ltd | 1,194,389 | $5,249 萬 | 0.06% | −98,233−7.6% | 減碼 |
| AIA Group Ltd | 1,187,003 | $5,217 萬 | 2.55% | −580,033−32.8% | 減碼 |
| Nordea Investment Management AB | 1,164,098 | $5,207 萬 | 0.07% | +296,858+34.2% | 加碼 |
| Swiss National Bank | 1,167,500 | $5,131 萬 | 0.04% | −135,200−10.4% | 減碼 |
| Fullerton Fund Management Co Ltd. | 1,050,659 | $4,618 萬 | 3.23% | −250,952−19.3% | 減碼 |
| SG Americas Securities, LLC | 977,238 | $4,295 萬 | 0.57% | −662,851−40.4% | 減碼 |
| Bank of New York Mellon Corp | 968,369 | $4,256 萬 | 0.01% | −21,286−2.2% | 減碼 |
| American Century Companies Inc | 967,918 | $4,254 萬 | 0.03% | −399,313−29.2% | 減碼 |
| Van Eck Associates Corp | 951,940 | $4,184 萬 | 0.09% | +299,423+45.9% | 加碼 |
| Vanguard Group Inc | 921,077 | $4,048 萬 | 0.00% | −9,341−1.0% | 減碼 |
| Indus Capital Partners, LLC | 914,668 | $4,020 萬 | 27.23% | +914,668 | 新進 |
| Mitsubishi UFJ Trust & Banking Corp | 903,568 | $3,971 萬 | 0.10% | +115,138+14.6% | 加碼 |
| UBS Asset Management Americas Inc | 895,990 | $3,938 萬 | 0.02% | +104,466+13.2% | 加碼 |
| Voloridge Investment Management, LLC | 887,284 | $3,900 萬 | 0.19% | +887,284 | 新進 |
| Citadel Advisors LLC | 885,338 | $3,891 萬 | 0.04% | +353,024+66.3% | 加碼 |
| Holocene Advisors, LP | 852,605 | $3,747 萬 | 0.17% | +132,382+18.4% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 838,260 | $3,684 萬 | 0.03% | −191,390−18.6% | 減碼 |
| Public Investment Fund | 833,335 | $3,663 萬 | 0.10% | 00.0% | 不變 |
| Barclays PLC | 815,585 | $3,584 萬 | 0.02% | +576,549+241.2% | 加碼 |
| SEI Investments Co | 811,351 | $3,566 萬 | 0.06% | −64,422−7.4% | 減碼 |
| Citigroup Inc | 783,926 | $3,445 萬 | 0.05% | +471,149+150.6% | 加碼 |
| Tree Line Advisors (Hong Kong) Ltd. | 770,000 | $3,384 萬 | 14.42% | 00.0% | 不變 |
| Ribbit Bullfrog GP II, Ltd. | 765,179 | $3,363 萬 | 13.02% | +765,179 | 新進 |
| Greenoaks Capital Partners LLC | 756,942 | $3,327 萬 | 4.11% | 00.0% | 不變 |
| First Manhattan Co | 743,490 | $3,268 萬 | 0.12% | +734,390+8,070.2% | 加碼 |
| Allspring Global Investments Holdings, LLC | 743,268 | $3,267 萬 | 0.06% | +739,702+20,743.2% | 加碼 |
| Deutsche Bank AG | 736,858 | $3,238 萬 | 0.02% | −34,005−4.4% | 減碼 |
| UBS Group AG | 736,195 | $3,236 萬 | 0.01% | +32,192+4.6% | 加碼 |
| D. E. Shaw & Co., Inc. | 722,026 | $3,173 萬 | 0.05% | +722,026 | 新進 |
| Royal Bank of Canada | 693,159 | $3,046 萬 | 0.01% | +177,699+34.5% | 加碼 |
| Coatue Management LLC大師Coatue | 678,308 | $2,981 萬 | 0.15% | 00.0% | 不變 |
| E Fund Management Co., Ltd. | 660,000 | $2,901 萬 | 2.21% | −77,000−10.4% | 減碼 |
| National Bank of Canada | 639,866 | $2,811 萬 | 0.05% | −218,420−25.4% | 減碼 |
| TD Asset Management Inc | 635,172 | $2,792 萬 | 0.03% | −40,260−6.0% | 減碼 |
| Credit Suisse AG | 612,690 | $2,693 萬 | 0.03% | +102,845+20.2% | 加碼 |
| Macquarie Group Ltd | 588,967 | $2,588 萬 | 0.03% | −26,079−4.2% | 減碼 |
| Tybourne Capital Management (HK) Ltd | 576,405 | $2,533 萬 | 3.54% | +132,600+29.9% | 加碼 |
| Baird Financial Group, Inc. | 550,294 | $2,419 萬 | 0.07% | +124,877+29.4% | 加碼 |
| National Pension Service | 589,400 | $2,366 萬 | 0.04% | +64,200+12.2% | 加碼 |
| APG Asset Management N.V. | 523,913 | $2,303 萬 | 0.05% | +384,774+276.5% | 加碼 |
| Jane Street Group, LLC | 520,314 | $2,287 萬 | 0.04% | −226,076−30.3% | 減碼 |
| Walleye Trading LLC | 517,747 | $2,275 萬 | 0.53% | +517,747 | 新進 |
| Squarepoint Ops LLC | 512,564 | $2,253 萬 | 0.11% | +95,258+22.8% | 加碼 |
| Marcho Partners LLP | 491,544 | $2,160 萬 | 6.70% | +129,532+35.8% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 488,713 | $2,148 萬 | 0.18% | −10,111−2.0% | 減碼 |
| Allianz Asset Management GmbH | 487,715 | $2,144 萬 | 0.04% | −161,172−24.8% | 減碼 |
| Capital International Investors | 476,104 | $2,092 萬 | 0.01% | −5,941,365−92.6% | 減碼 |
| Great West Life Assurance Co | 469,196 | $2,063 萬 | 0.05% | +253,798+117.8% | 加碼 |
| Hidden Lake Asset Management LP | 468,530 | $2,059 萬 | 24.53% | +259,360+124.0% | 加碼 |
| Barings LLC | 440,683 | $1,937 萬 | 0.66% | +13,627+3.2% | 加碼 |
| Cypress Funds LLC | 437,884 | $1,925 萬 | 2.59% | 00.0% | 不變 |
| Franklin Resources Inc | 423,403 | $1,861 萬 | 0.01% | +16,819+4.1% | 加碼 |
| California State Teachers Retirement System | 416,116 | $1,829 萬 | 0.03% | −11,060−2.6% | 減碼 |
| Simplex Trading, LLC | 403,313 | $1,773 萬 | 0.65% | +381,230+1,726.4% | 加碼 |
| Artal Group S.A. | 397,000 | $1,745 萬 | 0.76% | +47,000+13.4% | 加碼 |