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 |
|---|---|---|---|---|---|
| Public Investment Fund | 833,335 | $3,375 萬 | 0.10% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 838,413 | $3,396 萬 | 0.06% | −766,614−47.8% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 857,236 | $3,472 萬 | 0.03% | +18,976+2.3% | 加碼 |
| Deutsche Bank AG | 857,255 | $3,472 萬 | 0.02% | +120,397+16.3% | 加碼 |
| Arisaig Partners (Asia) Pte Ltd. | 860,459 | $3,485 萬 | 22.63% | −483,353−36.0% | 減碼 |
| UBS Asset Management Americas Inc | 871,141 | $3,528 萬 | 0.01% | −24,849−2.8% | 減碼 |
| Unisphere Establishment | 875,000 | $3,544 萬 | 0.37% | +875,000 | 新進 |
| BIT Capital GmbH | 876,856 | $3,551 萬 | 3.84% | +495,589+130.0% | 加碼 |
| Vanguard Group Inc | 899,272 | $3,642 萬 | 0.00% | −21,805−2.4% | 減碼 |
| BNP Paribas Arbitrage, SA | 923,503 | $3,740 萬 | 0.07% | +585,815+173.5% | 加碼 |
| Charles-Lim Capital Ltd | 925,000 | $3,746 萬 | 10.74% | −2,075,000−69.2% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 926,851 | $3,754 萬 | 0.09% | +23,283+2.6% | 加碼 |
| Van Eck Associates Corp | 933,175 | $3,779 萬 | 0.07% | −18,765−2.0% | 減碼 |
| Fullerton Fund Management Co Ltd. | 989,762 | $4,009 萬 | 2.33% | −60,897−5.8% | 減碼 |
| Twinbeech Capital LP | 1,020,505 | $4,133 萬 | 0.67% | +1,020,505 | 新進 |
| FIL Ltd | 1,038,275 | $4,205 萬 | 0.04% | −156,114−13.1% | 減碼 |
| Aviva PLC | 1,049,673 | $4,251 萬 | 0.15% | −287,771−21.5% | 減碼 |
| Swiss National Bank | 1,136,300 | $4,602 萬 | 0.03% | −31,200−2.7% | 減碼 |
| Manufacturers Life Insurance Company, The | 1,172,828 | $4,750 萬 | 0.03% | −64,714−5.2% | 減碼 |
| Credit Suisse AG | 1,177,611 | $4,769 萬 | 0.05% | +564,921+92.2% | 加碼 |
| Nordea Investment Management AB | 1,165,677 | $4,808 萬 | 0.06% | +1,579+0.1% | 加碼 |
| Northern Trust Corp | 1,235,415 | $5,003 萬 | 0.01% | −234,346−15.9% | 減碼 |
| Carmignac Gestion | 1,316,405 | $5,331 萬 | 0.90% | −354,513−21.2% | 減碼 |
| Point72 Asset Management, L.P. | 1,319,955 | $5,346 萬 | 0.16% | −135,732−9.3% | 減碼 |
| Oversea-Chinese Banking CORP Ltd | 1,334,941 | $5,406 萬 | 1.92% | −201,027−13.1% | 減碼 |
| First Manhattan Co | 1,345,933 | $5,451 萬 | 0.19% | +602,443+81.0% | 加碼 |
| Tekne Capital Management, LLC | 1,375,693 | $5,572 萬 | 20.34% | −122,425−8.2% | 減碼 |
| Wasatch Advisors Inc | 1,496,219 | $6,060 萬 | 0.33% | +256,798+20.7% | 加碼 |
| Sylebra Capital LLC | 1,497,992 | $6,067 萬 | 2.30% | +1,497,992 | 新進 |
| Eminence Capital, LP | 1,499,112 | $6,071 萬 | 1.19% | +1,499,112 | 新進 |
| Renaissance Technologies LLC | 1,527,800 | $6,188 萬 | 0.10% | +1,527,800 | 新進 |
| Bank of America Corp | 1,532,794 | $6,208 萬 | 0.01% | −146,988−8.8% | 減碼 |
| HSBC Holdings PLC | 1,583,748 | $6,430 萬 | 0.06% | +333,995+26.7% | 加碼 |
| Jane Street Group, LLC | 1,625,756 | $6,584 萬 | 0.08% | +1,105,442+212.5% | 加碼 |
| Citadel Advisors LLC | 1,638,811 | $6,637 萬 | 0.07% | +753,473+85.1% | 加碼 |
| Coronation Fund Managers Ltd. | 1,662,245 | $6,732 萬 | 1.88% | +279,401+20.2% | 加碼 |
| National Bank of Canada | 1,907,333 | $7,334 萬 | 0.13% | +1,267,467+198.1% | 加碼 |
| Citigroup Inc | 1,914,827 | $7,755 萬 | 0.10% | +1,130,901+144.3% | 加碼 |
| Macquarie Group Ltd | 2,033,991 | $8,238 萬 | 0.10% | +1,445,024+245.3% | 加碼 |
| JPMorgan Chase & Co | 2,053,296 | $8,316 萬 | 0.01% | −1,200,225−36.9% | 減碼 |
| Arohi Asset Management PTE Ltd. | 2,216,122 | $8,975 萬 | 43.15% | +2,216,122 | 新進 |
| Legal & General Group Plc | 2,273,199 | $9,206 萬 | 0.03% | +101,462+4.7% | 加碼 |
| Schroder Investment Management Group | 2,473,866 | $1.00 億 | 0.13% | −759,983−23.5% | 減碼 |
| Voloridge Investment Management, LLC | 2,483,734 | $1.01 億 | 0.40% | +1,596,450+179.9% | 加碼 |
| Canada Pension Plan Investment Board | 2,512,923 | $1.02 億 | 0.13% | +400,000+18.9% | 加碼 |
| Ward Ferry Management (BVI) Ltd | 2,618,041 | $1.06 億 | 14.42% | −1,801,400−40.8% | 減碼 |
| Geode Capital Management, LLC | 2,685,646 | $1.07 億 | 0.01% | +97,283+3.8% | 加碼 |
| Assenagon Asset Management S.A. | 2,655,668 | $1.08 億 | 0.33% | +2,634,327+12,344.0% | 加碼 |
| ShawSpring Partners LLC | 2,705,314 | $1.10 億 | 17.99% | +124,732+4.8% | 加碼 |
| First Beijing Investment Ltd | 3,122,680 | $1.26 億 | 20.92% | +1,361,612+77.3% | 加碼 |
| Prudential PLC | 3,229,249 | $1.31 億 | 1.39% | −51,426−1.6% | 減碼 |
| Nuveen Asset Management, LLC | 3,646,156 | $1.48 億 | 0.05% | −733,890−16.8% | 減碼 |
| Kontiki Capital Management (HK) Ltd. | 3,675,516 | $1.49 億 | 17.57% | −121,441−3.2% | 減碼 |
| Invesco Ltd. | 4,005,796 | $1.62 億 | 0.04% | −154,726−3.7% | 減碼 |
| Artisan Partners Limited Partnership | 4,131,880 | $1.67 億 | 0.26% | +420,802+11.3% | 加碼 |
| Kora Management LP | 4,237,500 | $1.72 億 | 42.27% | +28,000+0.7% | 加碼 |
| Marshall Wace, LLP | 4,529,020 | $1.83 億 | 0.35% | −45,347−1.0% | 減碼 |
| Temasek Holdings (Private) Ltd | 4,875,226 | $1.97 億 | 1.11% | +876,900+21.9% | 加碼 |
| Morgan Stanley | 5,954,948 | $2.41 億 | 0.02% | −114,824−1.9% | 減碼 |
| Goldman Sachs Group Inc | 6,282,821 | $2.54 億 | 0.06% | +628,112+11.1% | 加碼 |
| State Street Corp | 6,386,436 | $2.59 億 | 0.01% | +86,973+1.4% | 加碼 |
| Aspex Management (HK) Ltd | 6,786,884 | $2.75 億 | 8.06% | +800,000+13.4% | 加碼 |
| Sands Capital Management, LLC | 7,348,797 | $2.98 億 | 0.90% | −8,771,146−54.4% | 減碼 |
| Atreides Management, LP | 7,535,472 | $3.05 億 | 10.97% | +450,538+6.4% | 加碼 |
| Price T Rowe Associates Inc | 11,446,050 | $4.64 億 | 0.06% | +219,490+2.0% | 加碼 |
| Tiger Global Management LLC大師老虎環球 | 14,320,168 | $5.80 億 | 4.13% | +2,617,348+22.4% | 加碼 |
| Norges Bank | 15,807,868 | $6.40 億 | 0.11% | +3,956,061+33.4% | 加碼 |
| BlackRock Inc. | 16,176,412 | $6.55 億 | 0.02% | −36,119−0.2% | 減碼 |
| FMR LLC | 27,653,547 | $11.2 億 | 0.09% | +5,967,060+27.5% | 加碼 |
| Baillie Gifford & Co | 34,183,394 | $13.8 億 | 1.10% | +8,045,977+30.8% | 加碼 |
| Oliver Lagore Vanvalin Investment Group | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Capital Research Global Investors | 0 | $0 | 0.00% | −10,356,685−100.0% | 清倉 |
| Scge Management, L.P. | 0 | $0 | 0.00% | −2,254,816−100.0% | 清倉 |
| Indus Capital Partners, LLC | 0 | $0 | 0.00% | −914,668−100.0% | 清倉 |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −852,605−100.0% | 清倉 |
| Tree Line Advisors (Hong Kong) Ltd. | 0 | $0 | 0.00% | −770,000−100.0% | 清倉 |
| Coatue Management LLC大師Coatue | 0 | $0 | 0.00% | −678,308−100.0% | 清倉 |
| Marcho Partners LLP | 0 | $0 | 0.00% | −491,544−100.0% | 清倉 |
| Capital International Investors | 0 | $0 | 0.00% | −476,104−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −356,807−100.0% | 清倉 |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −352,480−100.0% | 清倉 |
| MY.Alpha Management HK Advisors Ltd | 0 | $0 | 0.00% | −258,577−100.0% | 清倉 |
| Matthews International Capital Management LLC | 0 | $0 | 0.00% | −292,096−100.0% | 清倉 |
| Capital World Investors | 0 | $0 | 0.00% | −239,727−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −214,600−100.0% | 清倉 |
| Putnam Investments LLC | 0 | $0 | 0.00% | −158,173−100.0% | 清倉 |
| Stonehage Fleming Financial Services Holdings Ltd | 0 | $0 | 0.00% | −121,840−100.0% | 清倉 |
| AMS Capital Ltda | 0 | $0 | 0.00% | −113,652−100.0% | 清倉 |
| Zevenbergen Capital Investments LLC | 0 | $0 | 0.00% | −101,300−100.0% | 清倉 |
| Exor Capital LLP | 0 | $0 | 0.00% | −96,985−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −95,641−100.0% | 清倉 |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −87,200−100.0% | 清倉 |
| Ardmore Road Asset Management LP | 0 | $0 | 0.00% | −80,000−100.0% | 清倉 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 0 | $0 | 0.00% | −77,092−100.0% | 清倉 |
| Rip Road Capital Partners LP | 0 | $0 | 0.00% | −73,800−100.0% | 清倉 |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −60,012−100.0% | 清倉 |
| Diversified Trust Co | 0 | $0 | 0.00% | −47,533−100.0% | 清倉 |
| Waverton Investment Management Ltd | 0 | $0 | 0.00% | −43,395−100.0% | 清倉 |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −42,868−100.0% | 清倉 |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −37,129−100.0% | 清倉 |