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。
2024 年第 1 季 13F 持有人
Sea Ltd 在 2024/3/31 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
- 517
- 較 2023 年第 4 季 +51 家
- 持有股數
- 3.08 億
- 較 2023 年第 4 季 +475.7 萬 (+1.6%)
- 總市值
- $165.6 億
- 較 2023 年第 4 季 +$42.9 億 (+34.9%)
- 新進機構
- 91
- 另有 180 家加碼
- 清倉機構
- 40
- 另有 162 家減碼
另有 4 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Baillie Gifford & Co | 34,119,448 | $18.3 億 | 1.43% | −63,946−0.2% | 減碼 |
| FMR LLC | 32,588,989 | $17.5 億 | 0.12% | +4,935,442+17.8% | 加碼 |
| BlackRock Inc. | 15,838,317 | $8.51 億 | 0.02% | −338,095−2.1% | 減碼 |
| Norges Bank | 15,626,861 | $8.39 億 | 0.13% | −181,007−1.1% | 減碼 |
| Tiger Global Management LLC大師老虎環球 | 14,996,068 | $8.05 億 | 4.40% | +675,900+4.7% | 加碼 |
| Price T Rowe Associates Inc | 10,507,037 | $5.64 億 | 0.07% | −939,013−8.2% | 減碼 |
| Sands Capital Management, LLC | 9,328,229 | $5.01 億 | 1.40% | +1,979,432+26.9% | 加碼 |
| Morgan Stanley | 8,211,764 | $4.41 億 | 0.04% | +2,256,816+37.9% | 加碼 |
| Goldman Sachs Group Inc | 7,811,818 | $4.20 億 | 0.09% | +1,528,997+24.3% | 加碼 |
| Aspex Management (HK) Ltd | 7,428,729 | $3.99 億 | 10.78% | +641,845+9.5% | 加碼 |
| State Street Corp | 6,672,181 | $3.58 億 | 0.02% | +285,745+4.5% | 加碼 |
| Atreides Management, LP | 4,903,612 | $2.63 億 | 7.90% | −2,631,860−34.9% | 減碼 |
| Temasek Holdings (Private) Ltd | 4,875,226 | $2.62 億 | 1.45% | 00.0% | 不變 |
| Kora Management LP | 4,637,500 | $2.49 億 | 51.58% | +400,000+9.4% | 加碼 |
| Artisan Partners Limited Partnership | 4,099,040 | $2.20 億 | 0.32% | −32,840−0.8% | 減碼 |
| Kontiki Capital Management (HK) Ltd. | 3,744,416 | $2.01 億 | 22.18% | +68,900+1.9% | 加碼 |
| Assenagon Asset Management S.A. | 3,667,085 | $1.97 億 | 0.52% | +1,011,417+38.1% | 加碼 |
| Invesco Ltd. | 3,660,746 | $1.97 億 | 0.04% | −345,050−8.6% | 減碼 |
| Prudential PLC | 3,420,362 | $1.84 億 | 1.51% | +191,113+5.9% | 加碼 |
| First Beijing Investment Ltd | 3,260,956 | $1.75 億 | 33.71% | +138,276+4.4% | 加碼 |
| Eminence Capital, LP | 3,114,127 | $1.67 億 | 3.07% | +1,615,015+107.7% | 加碼 |
| Slate Path Capital LP | 2,895,200 | $1.56 億 | 3.08% | +2,895,200 | 新進 |
| Point72 Asset Management, L.P. | 2,847,401 | $1.53 億 | 0.44% | +1,527,446+115.7% | 加碼 |
| Geode Capital Management, LLC | 2,816,602 | $1.49 億 | 0.01% | +130,956+4.9% | 加碼 |
| Ward Ferry Management (BVI) Ltd | 2,618,041 | $1.41 億 | 19.87% | 00.0% | 不變 |
| Citigroup Inc | 2,455,704 | $1.32 億 | 0.14% | +540,877+28.2% | 加碼 |
| Arohi Asset Management PTE Ltd. | 2,429,554 | $1.30 億 | 56.59% | +213,432+9.6% | 加碼 |
| Marshall Wace, LLP | 2,418,573 | $1.30 億 | 0.22% | −2,110,447−46.6% | 減碼 |
| Bank of America Corp | 2,369,793 | $1.27 億 | 0.01% | +836,999+54.6% | 加碼 |
| Legal & General Group Plc | 2,277,179 | $1.22 億 | 0.04% | +3,980+0.2% | 加碼 |
| JPMorgan Chase & Co | 2,238,987 | $1.20 億 | 0.01% | +185,691+9.0% | 加碼 |
| Nuveen Asset Management, LLC | 2,023,065 | $1.09 億 | 0.03% | −1,623,091−44.5% | 減碼 |
| ShawSpring Partners LLC | 1,890,307 | $1.02 億 | 13.04% | −815,007−30.1% | 減碼 |
| Sylebra Capital LLC | 1,833,580 | $9,848 萬 | 3.27% | +335,588+22.4% | 加碼 |
| Citadel Advisors LLC | 1,829,243 | $9,825 萬 | 0.09% | +190,432+11.6% | 加碼 |
| HSBC Holdings PLC | 1,603,585 | $8,627 萬 | 0.06% | +19,837+1.3% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 1,602,646 | $8,608 萬 | 0.08% | +884,951+123.3% | 加碼 |
| Wasatch Advisors Inc | 1,544,492 | $8,295 萬 | 0.43% | +48,273+3.2% | 加碼 |
| Tekne Capital Management, LLC | 1,375,693 | $7,389 萬 | 21.12% | 00.0% | 不變 |
| First Manhattan Co | 1,345,926 | $7,229 萬 | 0.23% | −70.0% | 減碼 |
| Oversea-Chinese Banking CORP Ltd | 1,333,909 | $7,164 萬 | 2.30% | −1,032−0.1% | 減碼 |
| Northern Trust Corp | 1,229,291 | $6,603 萬 | 0.01% | −6,124−0.5% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,220,930 | $6,558 萬 | 0.05% | +363,694+42.4% | 加碼 |
| Manufacturers Life Insurance Company, The | 1,159,666 | $6,229 萬 | 0.06% | −13,162−1.1% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 1,120,300 | $6,017 萬 | 0.21% | +1,120,300 | 新進 |
| Carmignac Gestion | 1,111,006 | $5,967 萬 | 0.94% | −205,399−15.6% | 減碼 |
| Ribbit Management Company, LLC | 765,179 | $5,909 萬 | 4.28% | 00.0% | 不變 |
| Swiss National Bank | 1,086,400 | $5,835 萬 | 0.04% | −49,900−4.4% | 減碼 |
| Coronation Fund Managers Ltd. | 1,060,426 | $5,696 萬 | 1.55% | −601,819−36.2% | 減碼 |
| Charles-Lim Capital Ltd | 1,000,000 | $5,371 萬 | 17.90% | +75,000+8.1% | 加碼 |
| Aviva PLC | 996,559 | $5,353 萬 | 0.18% | −53,114−5.1% | 減碼 |
| Jane Street Group, LLC | 961,092 | $5,162 萬 | 0.07% | −664,664−40.9% | 減碼 |
| Tree Line Advisors (Hong Kong) Ltd. | 910,000 | $4,888 萬 | 14.75% | +910,000 | 新進 |
| Keystone Investors Pte Ltd | 900,544 | $4,837 萬 | 4.20% | +900,544 | 新進 |
| Vanguard Group Inc | 894,344 | $4,804 萬 | 0.00% | −4,928−0.5% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 893,261 | $4,796 萬 | 0.11% | −33,590−3.6% | 減碼 |
| UBS Asset Management Americas Inc | 886,183 | $4,760 萬 | 0.02% | +15,042+1.7% | 加碼 |
| Two Sigma Investments, LP | 876,520 | $4,708 萬 | 0.12% | +338,720+63.0% | 加碼 |
| Unisphere Establishment | 875,000 | $4,700 萬 | 0.47% | 00.0% | 不變 |
| Mane Global Capital Management LP | 873,067 | $4,689 萬 | 3.98% | +873,067 | 新進 |
| Deutsche Bank AG | 858,402 | $4,610 萬 | 0.02% | +1,147+0.1% | 加碼 |
| FIL Ltd | 849,564 | $4,563 萬 | 0.05% | −188,711−18.2% | 減碼 |
| Wolf Hill Capital Management, LP | 839,778 | $4,510 萬 | 2.97% | +839,778 | 新進 |
| Canada Pension Plan Investment Board | 834,800 | $4,484 萬 | 0.05% | −1,678,123−66.8% | 減碼 |
| Public Investment Fund | 833,335 | $4,476 萬 | 0.25% | 00.0% | 不變 |
| Holocene Advisors, LP | 828,365 | $4,449 萬 | 0.16% | +828,365 | 新進 |
| SEI Investments Co | 765,623 | $4,112 萬 | 0.06% | +47,150+6.6% | 加碼 |
| Greenoaks Capital Partners LLC | 756,942 | $4,066 萬 | 3.35% | 00.0% | 不變 |
| Blue Grotto Capital, LLC | 728,071 | $3,910 萬 | 7.94% | +28,070+4.0% | 加碼 |
| Nordea Investment Management AB | 721,499 | $3,882 萬 | 0.05% | −444,178−38.1% | 減碼 |
| Allspring Global Investments Holdings, LLC | 722,660 | $3,881 萬 | 0.06% | −63,060−8.0% | 減碼 |
| BIT Capital GmbH | 716,341 | $3,847 萬 | 3.40% | −160,515−18.3% | 減碼 |
| Toronto Dominion Bank | 696,463 | $3,741 萬 | 0.06% | +673,693+2,958.7% | 加碼 |
| Baird Financial Group, Inc. | 685,386 | $3,681 萬 | 0.08% | +73,462+12.0% | 加碼 |
| Macquarie Group Ltd | 681,072 | $3,658 萬 | 0.04% | −1,352,919−66.5% | 減碼 |
| Coatue Management LLC大師Coatue | 678,308 | $3,643 萬 | 0.14% | +678,308 | 新進 |
| Van Eck Associates Corp | 651,307 | $3,498 萬 | 0.05% | −281,868−30.2% | 減碼 |
| BNP Paribas Arbitrage, SA | 609,679 | $3,275 萬 | 0.04% | −313,824−34.0% | 減碼 |
| Schroder Investment Management Group | 608,236 | $3,267 萬 | 0.04% | −1,865,630−75.4% | 減碼 |
| Bank of New York Mellon Corp | 600,347 | $3,224 萬 | 0.01% | −67,482−10.1% | 減碼 |
| National Pension Service | 594,400 | $3,193 萬 | 0.04% | +5,000+0.8% | 加碼 |
| AIA Group Ltd | 582,551 | $3,129 萬 | 1.02% | −214,081−26.9% | 減碼 |
| UBS Group AG | 575,133 | $3,089 萬 | 0.01% | +5,617+1.0% | 加碼 |
| 12 West Capital Management LP | 565,000 | $3,035 萬 | 2.76% | +565,000 | 新進 |
| Tybourne Capital Management (HK) Ltd | 512,735 | $2,754 萬 | 4.71% | +77,400+17.8% | 加碼 |
| SG Americas Securities, LLC | 511,229 | $2,746 萬 | 0.14% | +218,764+74.8% | 加碼 |
| Kinetic Partners Management, LP | 493,000 | $2,648 萬 | 1.85% | +333,000+208.1% | 加碼 |
| Cypress Funds LLC | 487,884 | $2,620 萬 | 2.81% | +50,000+11.4% | 加碼 |
| Untitled Investments LP | 471,223 | $2,531 萬 | 5.78% | +186,730+65.6% | 加碼 |
| Barclays PLC | 465,326 | $2,499 萬 | 0.01% | −106,410−18.6% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 461,521 | $2,479 萬 | 0.11% | +461,521 | 新進 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 460,307 | $2,472 萬 | 0.09% | −127,500−21.7% | 減碼 |
| Credit Suisse AG | 457,167 | $2,455 萬 | 0.02% | −720,444−61.2% | 減碼 |
| California State Teachers Retirement System | 441,921 | $2,374 萬 | 0.03% | +4,945+1.1% | 加碼 |
| Polar Capital Holdings Plc | 426,109 | $2,289 萬 | 0.14% | −6,191−1.4% | 減碼 |
| Avanda Investment Management Pte. Ltd. | 419,591 | $2,254 萬 | 3.02% | −81,743−16.3% | 減碼 |
| APG Asset Management N.V. | 446,158 | $2,219 萬 | 0.04% | −88,726−16.6% | 減碼 |
| Long Walk Management LP | 390,000 | $2,095 萬 | 10.45% | +390,000 | 新進 |
| Walleye Trading LLC | 384,346 | $2,064 萬 | 0.34% | −250,551−39.5% | 減碼 |
| Oakmont Corp | 350,612 | $1,883 萬 | 4.61% | 00.0% | 不變 |