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、87 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 4 季 13F 持有人
Sea Ltd 在 2023/12/31 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
- 470
- 較 2023 年第 3 季 −15 家
- 持有股數
- 3.03 億
- 較 2023 年第 3 季 +849.6 萬 (+2.9%)
- 總市值
- $122.7 億
- 較 2023 年第 3 季 −$6.80 億 (−5.3%)
- 新進機構
- 69
- 另有 160 家加碼
- 清倉機構
- 84
- 另有 155 家減碼
另有 8 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Old Well Partners, LLC | 84,700 | $343.0 萬 | 3.19% | +84,700 | 新進 |
| SRS Investment Management, LLC | 88,264 | $357.5 萬 | 0.04% | 00.0% | 不變 |
| Baader Bank INC | 89,260 | $359.7 萬 | 0.31% | −10,741−10.7% | 減碼 |
| Handelsbanken Fonder AB | 90,802 | $367.7 萬 | 0.02% | +19,406+27.2% | 加碼 |
| Noesis Capital Mangement Corp | 93,960 | $380.5 萬 | 0.90% | −1,232−1.3% | 減碼 |
| Neuberger Berman Group LLC | 94,501 | $382.7 萬 | 0.00% | +6,162+7.0% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 94,700 | $383.5 萬 | 0.37% | +6,100+6.9% | 加碼 |
| Investment House LLC | 96,030 | $388.9 萬 | 0.28% | +8,363+9.5% | 加碼 |
| Capricorn Fund Managers Ltd | 96,200 | $389.6 萬 | 2.14% | +26,300+37.6% | 加碼 |
| Jarislowsky, Fraser Ltd | 97,556 | $395.1 萬 | 0.02% | +3,150+3.3% | 加碼 |
| Trexquant Investment LP | 100,656 | $407.7 萬 | 0.09% | +100,656 | 新進 |
| Corecam Pte. Ltd. | 101,836 | $412.4 萬 | 4.51% | +101,836 | 新進 |
| TD Asset Management Inc | 102,476 | $415.0 萬 | 0.00% | −532,696−83.9% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 105,346 | $426.7 萬 | 0.02% | −78,551−42.7% | 減碼 |
| State of Wisconsin Investment Board | 107,796 | $436.6 萬 | 0.01% | −193,100−64.2% | 減碼 |
| Panagora Asset Management Inc | 108,968 | $441.3 萬 | 0.02% | −304−0.3% | 減碼 |
| DekaBank Deutsche Girozentrale | 108,316 | $442.2 萬 | 0.01% | −25,134−18.8% | 減碼 |
| GTS Securities LLC | 110,526 | $447.6 萬 | 0.10% | −40,159−26.7% | 減碼 |
| Forsta Ap-Fonden | 112,000 | $453.6 萬 | 0.05% | −1,700−1.5% | 減碼 |
| Lakehouse Capital Pty Ltd | 112,383 | $455.2 萬 | 3.64% | 00.0% | 不變 |
| Korea Investment CORP | 114,263 | $462.8 萬 | 0.01% | +3,492+3.2% | 加碼 |
| Privium Fund Management B.V. | 118,000 | $464.0 萬 | 1.29% | +20,000+20.4% | 加碼 |
| Group One Trading, L.P. | 116,725 | $472.7 萬 | 0.15% | +55,760+91.5% | 加碼 |
| Ninety One UK Ltd | 119,516 | $484.0 萬 | 0.01% | +98,035+456.4% | 加碼 |
| Hiddenite Capital Partners LP | 125,000 | $506.3 萬 | 7.43% | +125,000 | 新進 |
| STRS Ohio | 130,331 | $527.8 萬 | 0.02% | +125+0.1% | 加碼 |
| Public Sector Pension Investment Board | 131,165 | $531.2 萬 | 0.04% | +1,100+0.8% | 加碼 |
| Rhumbline Advisers | 132,878 | $538.2 萬 | 0.01% | +12,833+10.7% | 加碼 |
| ProShare Advisors LLC | 133,035 | $538.8 萬 | 0.02% | −4,688−3.4% | 減碼 |
| Equitable Trust Co | 138,439 | $560.7 萬 | 0.42% | +46,545+50.7% | 加碼 |
| Nomura Asset Management Co Ltd | 139,741 | $566.0 萬 | 0.02% | −3,900−2.7% | 減碼 |
| KBC Group NV | 141,325 | $572.4 萬 | 0.02% | +7,875+5.9% | 加碼 |
| Asset Management One Co.,Ltd. | 144,263 | $582.2 萬 | 0.02% | +5,701+4.1% | 加碼 |
| CTC LLC | 148,907 | $603.1 萬 | 0.06% | −14,477−8.9% | 減碼 |
| Bienville Capital Management, LLC | 151,732 | $614.5 萬 | 1.87% | +53,900+55.1% | 加碼 |
| LPL Financial LLC | 159,215 | $644.8 萬 | 0.00% | +55,715+53.8% | 加碼 |
| Kinetic Partners Management, LP | 160,000 | $648.0 萬 | 0.55% | +160,000 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 170,759 | $662.5 萬 | 0.01% | +15,019+9.6% | 加碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 174,800 | $707.9 萬 | 0.14% | 00.0% | 不變 |
| Wolverine Trading, LLC | 176,467 | $714.7 萬 | 0.05% | +87,860+99.2% | 加碼 |
| TB Alternative Assets Ltd. | 190,900 | $773.1 萬 | 2.06% | −41,100−17.7% | 減碼 |
| Robeco Institutional Asset Management B.V. | 197,470 | $799.8 萬 | 0.02% | −114,753−36.8% | 減碼 |
| Ameriprise Financial Inc | 199,693 | $808.8 萬 | 0.00% | +26,816+15.5% | 加碼 |
| 683 Capital Management, LLC | 200,000 | $810.0 萬 | 0.81% | 00.0% | 不變 |
| Engineers Gate Manager LP | 203,264 | $823.2 萬 | 0.24% | +193,088+1,897.5% | 加碼 |
| Nomura Holdings Inc | 203,757 | $825.2 萬 | 0.07% | −109,708−35.0% | 減碼 |
| Charles Schwab Investment Management Inc | 208,482 | $844.4 萬 | 0.00% | −9,674−4.4% | 減碼 |
| State of New Jersey Common Pension Fund D | 216,800 | $878.0 萬 | 0.03% | −113,352−34.3% | 減碼 |
| Bessemer Group Inc | 227,701 | $922.1 萬 | 0.02% | −1,114,613−83.0% | 減碼 |
| Pictet Asset Management Holding SA | 232,306 | $940.8 萬 | 0.01% | +2,500+1.1% | 加碼 |
| PEAK6 Investments LLC | 236,033 | $955.9 萬 | 0.41% | +10,775+4.8% | 加碼 |
| Great West Life Assurance Co | 237,565 | $957.5 萬 | 0.02% | −231,631−49.4% | 減碼 |
| Russell Investments Group, Ltd. | 240,333 | $972.9 萬 | 0.02% | −30,727−11.3% | 減碼 |
| Rovida Advisors Inc. | 250,000 | $1,013 萬 | 4.13% | +250,000 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 172,780 | $1,021 萬 | 0.02% | −46,782−21.3% | 減碼 |
| Exchange Traded Concepts, LLC | 253,385 | $1,026 萬 | 0.27% | +16,169+6.8% | 加碼 |
| Penserra Capital Management LLC | 260,094 | $1,053 萬 | 0.20% | −20,761−7.4% | 減碼 |
| Cubist Systematic Strategies, LLC | 263,317 | $1,066 萬 | 0.13% | +263,317 | 新進 |
| Think Investments LP | 272,100 | $1,102 萬 | 2.74% | 00.0% | 不變 |
| Untitled Investments LP | 284,493 | $1,152 萬 | 3.96% | 00.0% | 不變 |
| SG Americas Securities, LLC | 292,465 | $1,185 萬 | 0.13% | −684,773−70.1% | 減碼 |
| Standard Life Aberdeen plc | 296,266 | $1,200 萬 | 0.03% | +2,150+0.7% | 加碼 |
| AQR Capital Management LLC | 297,556 | $1,205 萬 | 0.02% | +108,345+57.3% | 加碼 |
| Railway Pension Investments Ltd | 303,800 | $1,230 萬 | 0.13% | +143,000+88.9% | 加碼 |
| C WorldWide Group Holding A/S | 319,561 | $1,294 萬 | 0.17% | −17,986−5.3% | 減碼 |
| Hidden Lake Asset Management LP | 322,060 | $1,304 萬 | 14.13% | −146,470−31.3% | 減碼 |
| Oakmont Corp | 350,612 | $1,420 萬 | 3.73% | 00.0% | 不變 |
| Barings LLC | 350,830 | $1,421 萬 | 0.45% | −89,853−20.4% | 減碼 |
| Allianz Asset Management GmbH | 358,180 | $1,451 萬 | 0.03% | −129,535−26.6% | 減碼 |
| Artal Group S.A. | 372,000 | $1,507 萬 | 0.51% | −25,000−6.3% | 減碼 |
| Contrarius Investment Management Ltd | 411,038 | $1,665 萬 | 0.90% | +30,425+8.0% | 加碼 |
| Capital Fund Management S.A. | 415,007 | $1,681 萬 | 0.21% | +322,248+347.4% | 加碼 |
| Polar Capital Holdings Plc | 432,300 | $1,751 萬 | 0.12% | +150,015+53.1% | 加碼 |
| Tybourne Capital Management (HK) Ltd | 435,335 | $1,763 萬 | 2.63% | −141,070−24.5% | 減碼 |
| California State Teachers Retirement System | 436,976 | $1,770 萬 | 0.02% | +20,860+5.0% | 加碼 |
| Cypress Funds LLC | 437,884 | $1,773 萬 | 2.06% | 00.0% | 不變 |
| Simplex Trading, LLC | 447,522 | $1,812 萬 | 0.56% | +44,209+11.0% | 加碼 |
| D. E. Shaw & Co., Inc. | 456,113 | $1,847 萬 | 0.03% | −265,913−36.8% | 減碼 |
| APG Asset Management N.V. | 534,884 | $1,961 萬 | 0.04% | +10,971+2.1% | 加碼 |
| Avanda Investment Management Pte. Ltd. | 501,334 | $2,030 萬 | 1.98% | +501,334 | 新進 |
| Two Sigma Investments, LP | 537,800 | $2,178 萬 | 0.05% | +537,800 | 新進 |
| UBS Group AG | 569,516 | $2,307 萬 | 0.01% | −166,679−22.6% | 減碼 |
| Barclays PLC | 571,736 | $2,316 萬 | 0.01% | −243,849−29.9% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 587,807 | $2,381 萬 | 0.11% | +223,160+61.2% | 加碼 |
| National Pension Service | 589,400 | $2,387 萬 | 0.03% | 00.0% | 不變 |
| Millennium Management LLC | 611,458 | $2,476 萬 | 0.02% | +229,062+59.9% | 加碼 |
| Baird Financial Group, Inc. | 611,924 | $2,478 萬 | 0.06% | +61,630+11.2% | 加碼 |
| Walleye Trading LLC | 634,897 | $2,571 萬 | 0.39% | +117,150+22.6% | 加碼 |
| E Fund Management Co., Ltd. | 660,000 | $2,673 萬 | 1.69% | 00.0% | 不變 |
| Bank of New York Mellon Corp | 667,829 | $2,705 萬 | 0.01% | −300,540−31.0% | 減碼 |
| Squarepoint Ops LLC | 670,601 | $2,716 萬 | 0.11% | +158,037+30.8% | 加碼 |
| Blue Grotto Capital, LLC | 700,001 | $2,835 萬 | 6.21% | +500,001+250.0% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 717,695 | $2,907 萬 | 0.03% | +717,695 | 新進 |
| SEI Investments Co | 718,473 | $2,910 萬 | 0.05% | −92,878−11.4% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 719,024 | $2,912 萬 | 0.21% | +230,311+47.1% | 加碼 |
| Royal Bank of Canada | 736,671 | $2,984 萬 | 0.01% | +43,512+6.3% | 加碼 |
| Greenoaks Capital Partners LLC | 756,942 | $3,066 萬 | 3.57% | 00.0% | 不變 |
| Ribbit Management Company, LLC | 765,179 | $3,099 萬 | 2.62% | +765,179 | 新進 |
| Allspring Global Investments Holdings, LLC | 785,720 | $3,182 萬 | 0.05% | +42,452+5.7% | 加碼 |
| AIA Group Ltd | 796,632 | $3,226 萬 | 1.32% | −390,371−32.9% | 減碼 |