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 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 |
|---|---|---|---|---|---|
| Handelsbanken Fonder AB | 71,396 | $313.8 萬 | 0.02% | −11,600−14.0% | 減碼 |
| Vancity Investment Management Ltd | 71,656 | $314.9 萬 | 0.41% | 00.0% | 不變 |
| Stifel Financial Corp | 73,473 | $322.9 萬 | 0.00% | −105,063−58.8% | 減碼 |
| Rip Road Capital Partners LP | 73,800 | $324.4 萬 | 3.25% | +73,800 | 新進 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 77,092 | $338.8 萬 | 0.13% | +77,092 | 新進 |
| Public Employees Retirement Association of Colorado | 79,623 | $349.9 萬 | 0.02% | −100,600−55.8% | 減碼 |
| Ardmore Road Asset Management LP | 80,000 | $351.6 萬 | 1.19% | +80,000 | 新進 |
| Janus Henderson Group PLC | 80,027 | $351.8 萬 | 0.00% | −3,626−4.3% | 減碼 |
| USS Investment Management Ltd | 81,760 | $359.5 萬 | 0.04% | +5,366+7.0% | 加碼 |
| Wolverine Asset Management LLC | 86,680 | $381.0 萬 | 0.07% | −179,305−67.4% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 87,200 | $383.2 萬 | 0.01% | 00.0% | 不變 |
| Investment House LLC | 87,667 | $385.3 萬 | 0.30% | +81,425+1,304.5% | 加碼 |
| SRS Investment Management, LLC | 88,264 | $387.9 萬 | 0.06% | 00.0% | 不變 |
| Neuberger Berman Group LLC | 88,339 | $388.3 萬 | 0.00% | −86,794−49.6% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 88,600 | $389.4 萬 | 0.43% | 00.0% | 不變 |
| Wolverine Trading, LLC | 88,607 | $389.4 萬 | 0.04% | +57,837+188.0% | 加碼 |
| Swedbank AB | 88,840 | $390.5 萬 | 0.01% | −100.0% | 減碼 |
| Federation des caisses Desjardins du Quebec | 90,182 | $396.3 萬 | 0.04% | −939−1.0% | 減碼 |
| Equitable Trust Co | 91,894 | $403.9 萬 | 0.33% | +91,894 | 新進 |
| Capital Fund Management S.A. | 92,759 | $407.7 萬 | 0.05% | −233,940−71.6% | 減碼 |
| Jarislowsky, Fraser Ltd | 94,406 | $414.9 萬 | 0.03% | +24,480+35.0% | 加碼 |
| Noesis Capital Mangement Corp | 95,192 | $418.4 萬 | 1.10% | −5,811−5.8% | 減碼 |
| Jump Financial, LLC | 95,641 | $420.3 萬 | 0.16% | +30,879+47.7% | 加碼 |
| Exor Capital LLP | 96,985 | $426.2 萬 | 0.23% | 00.0% | 不變 |
| Bienville Capital Management, LLC | 97,832 | $430.0 萬 | 1.36% | +97,832 | 新進 |
| Privium Fund Management B.V. | 98,000 | $430.7 萬 | 1.28% | +21,000+27.3% | 加碼 |
| Baader Bank INC | 100,001 | $439.5 萬 | 0.40% | +69,001+222.6% | 加碼 |
| Zevenbergen Capital Investments LLC | 101,300 | $445.2 萬 | 0.11% | +101,300 | 新進 |
| LPL Financial LLC | 103,500 | $454.9 萬 | 0.00% | −43,198−29.4% | 減碼 |
| Abn Amro Investment Solutions | 107,652 | $473.1 萬 | 0.09% | +4,728+4.6% | 加碼 |
| Alliancebernstein L.P. | 107,938 | $474.4 萬 | 0.00% | −110,507−50.6% | 減碼 |
| Panagora Asset Management Inc | 109,272 | $480.3 萬 | 0.03% | −34,884−24.2% | 減碼 |
| Korea Investment CORP | 110,771 | $486.8 萬 | 0.01% | −43,711−28.3% | 減碼 |
| Lakehouse Capital Pty Ltd | 112,383 | $493.9 萬 | 4.45% | +82,905+281.2% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 110,649 | $495.1 萬 | 0.07% | −8,678−7.3% | 減碼 |
| AMS Capital Ltda | 113,652 | $499.5 萬 | 5.53% | +13,211+13.2% | 加碼 |
| Forsta Ap-Fonden | 113,700 | $499.7 萬 | 0.06% | −11,200−9.0% | 減碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 121,840 | $525.4 萬 | 0.47% | +10,119+9.1% | 加碼 |
| Rhumbline Advisers | 120,045 | $527.6 萬 | 0.01% | +6,221+5.5% | 加碼 |
| New Silk Road Investment Pte Ltd | 128,565 | $565.0 萬 | 11.21% | −1,900−1.5% | 減碼 |
| Public Sector Pension Investment Board | 130,065 | $571.6 萬 | 0.04% | −22,201−14.6% | 減碼 |
| STRS Ohio | 130,206 | $572.2 萬 | 0.03% | −70−0.1% | 減碼 |
| DekaBank Deutsche Girozentrale | 133,450 | $582.1 萬 | 0.01% | −4,415−3.2% | 減碼 |
| KBC Group NV | 133,450 | $586.5 萬 | 0.02% | −695−0.5% | 減碼 |
| Teacher Retirement System of Texas | 134,815 | $592.5 萬 | 0.04% | −42,354−23.9% | 減碼 |
| ProShare Advisors LLC | 137,723 | $605.3 萬 | 0.02% | +51,450+59.6% | 加碼 |
| Nissay Asset Management Corp | 137,983 | $606.4 萬 | 0.05% | +1,406+1.0% | 加碼 |
| Asset Management One Co.,Ltd. | 138,562 | $609.0 萬 | 0.03% | −34,254−19.8% | 減碼 |
| Nomura Asset Management Co Ltd | 143,641 | $631.3 萬 | 0.03% | −48,330−25.2% | 減碼 |
| GTS Securities LLC | 150,685 | $662.3 萬 | 0.14% | +130,783+657.1% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 152,950 | $672.2 萬 | 0.02% | +31,244+25.7% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 155,740 | $684.5 萬 | 0.01% | +7,570+5.1% | 加碼 |
| Putnam Investments LLC | 158,173 | $695.2 萬 | 0.01% | −978−0.6% | 減碼 |
| Railway Pension Investments Ltd | 160,800 | $706.7 萬 | 0.08% | 00.0% | 不變 |
| CTC LLC | 163,384 | $718.1 萬 | 0.32% | +147,579+933.7% | 加碼 |
| Must Asset Management Inc. | 184,389 | $740.3 萬 | 18.11% | −24,774−11.8% | 減碼 |
| Ameriprise Financial Inc | 172,877 | $760.3 萬 | 0.00% | −35,053−16.9% | 減碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 174,800 | $768.2 萬 | 0.17% | +174,800 | 新進 |
| Bayesian Capital Management, LP | 178,944 | $786.5 萬 | 0.90% | +68,000+61.3% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 183,897 | $808.2 萬 | 0.04% | +29,375+19.0% | 加碼 |
| AQR Capital Management LLC | 189,211 | $830.6 萬 | 0.02% | +136,470+258.8% | 加碼 |
| Blue Grotto Capital, LLC | 200,000 | $879.0 萬 | 2.06% | −70,000−25.9% | 減碼 |
| 683 Capital Management, LLC | 200,000 | $879.0 萬 | 0.89% | +200,000 | 新進 |
| Schonfeld Strategic Advisors LLC | 214,600 | $943.2 萬 | 0.09% | +122,700+133.5% | 加碼 |
| Charles Schwab Investment Management Inc | 218,156 | $958.8 萬 | 0.00% | +7,220+3.4% | 加碼 |
| PEAK6 Investments LLC | 225,258 | $990.0 萬 | 0.48% | +74,122+49.0% | 加碼 |
| Pictet Asset Management Holding SA | 229,806 | $1,010 萬 | 0.01% | +229,806 | 新進 |
| Alberta Investment Management Corp | 229,952 | $1,011 萬 | 0.11% | −80,512−25.9% | 減碼 |
| TB Alternative Assets Ltd. | 232,000 | $1,020 萬 | 2.77% | +232,000 | 新進 |
| Exchange Traded Concepts, LLC | 237,216 | $1,043 萬 | 0.30% | +76,915+48.0% | 加碼 |
| Capital World Investors | 239,727 | $1,054 萬 | 0.00% | −130.0% | 減碼 |
| Russell Investments Group, Ltd. | 271,060 | $1,189 萬 | 0.02% | +132,860+96.1% | 加碼 |
| Think Investments LP | 272,100 | $1,196 萬 | 2.77% | 00.0% | 不變 |
| Penserra Capital Management LLC | 280,855 | $1,234 萬 | 0.25% | −9,164−3.2% | 減碼 |
| Polar Capital Holdings Plc | 282,285 | $1,241 萬 | 0.09% | +12,867+4.8% | 加碼 |
| Untitled Investments LP | 284,493 | $1,250 萬 | 4.43% | +102,280+56.1% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 219,562 | $1,261 萬 | 0.03% | −69,675−24.1% | 減碼 |
| Matthews International Capital Management LLC | 292,096 | $1,284 萬 | 1.55% | −35,545−10.8% | 減碼 |
| Standard Life Aberdeen plc | 294,116 | $1,293 萬 | 0.03% | +37,812+14.8% | 加碼 |
| State of Wisconsin Investment Board | 300,896 | $1,322 萬 | 0.04% | +10,300+3.5% | 加碼 |
| Robeco Institutional Asset Management B.V. | 312,223 | $1,372 萬 | 0.04% | −25,483−7.5% | 減碼 |
| Nomura Holdings Inc | 313,465 | $1,378 萬 | 0.15% | +132,430+73.2% | 加碼 |
| State of New Jersey Common Pension Fund D | 330,152 | $1,451 萬 | 0.05% | −21,209−6.0% | 減碼 |
| C WorldWide Group Holding A/S | 337,547 | $1,484 萬 | 0.20% | −9,063−2.6% | 減碼 |
| BNP Paribas Arbitrage, SA | 337,688 | $1,484 萬 | 0.03% | +155,641+85.5% | 加碼 |
| MY.Alpha Management HK Advisors Ltd | 258,577 | $1,501 萬 | 6.80% | 00.0% | 不變 |
| Oakmont Corp | 350,612 | $1,541 萬 | 4.41% | −489,695−58.3% | 減碼 |
| Verition Fund Management LLC | 352,480 | $1,549 萬 | 0.21% | +352,480 | 新進 |
| Balyasny Asset Management LLC | 356,807 | $1,568 萬 | 0.04% | +356,807 | 新進 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 364,647 | $1,603 萬 | 0.08% | +96,014+35.7% | 加碼 |
| Contrarius Investment Management Ltd | 380,613 | $1,673 萬 | 0.94% | +165,738+77.1% | 加碼 |
| BIT Capital GmbH | 381,267 | $1,676 萬 | 2.24% | +375,474+6,481.5% | 加碼 |
| Millennium Management LLC | 382,396 | $1,681 萬 | 0.02% | −288,843−43.0% | 減碼 |
| Artal Group S.A. | 397,000 | $1,745 萬 | 0.76% | +47,000+13.4% | 加碼 |
| Simplex Trading, LLC | 403,313 | $1,773 萬 | 0.65% | +381,230+1,726.4% | 加碼 |
| California State Teachers Retirement System | 416,116 | $1,829 萬 | 0.03% | −11,060−2.6% | 減碼 |
| Franklin Resources Inc | 423,403 | $1,861 萬 | 0.01% | +16,819+4.1% | 加碼 |
| Cypress Funds LLC | 437,884 | $1,925 萬 | 2.59% | 00.0% | 不變 |
| Barings LLC | 440,683 | $1,937 萬 | 0.66% | +13,627+3.2% | 加碼 |
| Hidden Lake Asset Management LP | 468,530 | $2,059 萬 | 24.53% | +259,360+124.0% | 加碼 |