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 |
|---|---|---|---|---|---|
| Hiddenite Capital Partners LP | 68,000 | $365.2 萬 | 4.19% | −57,000−45.6% | 減碼 |
| Balyasny Asset Management LLC | 67,677 | $363.5 萬 | 0.01% | +67,677 | 新進 |
| Walleye Capital LLC | 66,170 | $355.4 萬 | 0.04% | −177−0.3% | 減碼 |
| Abn Amro Investment Solutions | 64,458 | $346.2 萬 | 0.06% | +15,013+30.4% | 加碼 |
| American International Group, Inc. | 64,412 | $346.0 萬 | 0.01% | −2,776−4.1% | 減碼 |
| Stifel Financial Corp | 63,993 | $343.7 萬 | 0.00% | +17,133+36.6% | 加碼 |
| Voya Investment Management LLC | 60,149 | $323.1 萬 | 0.00% | +329+0.5% | 加碼 |
| Long Corridor Asset Management Ltd | 60,000 | $322.3 萬 | 2.86% | 00.0% | 不變 |
| Nissay Asset Management Corp | 58,463 | $314.0 萬 | 0.02% | +1,183+2.1% | 加碼 |
| DnB Asset Management AS | 54,255 | $291.4 萬 | 0.02% | +2,277+4.4% | 加碼 |
| ProShare Advisors LLC | 52,737 | $283.3 萬 | 0.01% | −80,298−60.4% | 減碼 |
| Mediolanum International Funds Ltd | 51,393 | $275.3 萬 | 0.04% | +51,393 | 新進 |
| Tudor Investment Corp Et Al | 51,057 | $274.2 萬 | 0.03% | +26,849+110.9% | 加碼 |
| Oppenheimer Asset Management Inc. | 50,164 | $269.4 萬 | 0.04% | +1,405+2.9% | 加碼 |
| IvyRock Asset Management (HK) Ltd | 48,859 | $262.4 萬 | 1.22% | 00.0% | 不變 |
| Rovida Advisors Inc. | 47,469 | $255.0 萬 | 0.89% | −202,531−81.0% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 45,500 | $244.4 萬 | 0.01% | +45,500 | 新進 |
| Skandinaviska Enskilda Banken AB (publ) | 45,421 | $244.0 萬 | 0.01% | −473−1.0% | 減碼 |
| Federation des caisses Desjardins du Quebec | 58,657 | $242.7 萬 | 0.02% | +3,074+5.5% | 加碼 |
| Bayesian Capital Management, LP | 44,944 | $241.4 萬 | 0.23% | +10,700+31.2% | 加碼 |
| Trexquant Investment LP | 44,248 | $237.7 萬 | 0.05% | −56,408−56.0% | 減碼 |
| Cloverfields Capital Group, LP | 42,228 | $226.8 萬 | 0.76% | +20,067+90.6% | 加碼 |
| Alberta Investment Management Corp | 41,000 | $220.2 萬 | 0.02% | 00.0% | 不變 |
| Natixis Advisors, L.P. | 40,256 | $216.2 萬 | 0.00% | +21,786+118.0% | 加碼 |
| QRG Capital Management, Inc. | 39,859 | $214.1 萬 | 0.03% | +15,547+63.9% | 加碼 |
| Addison Capital Co | 39,708 | $213.3 萬 | 1.06% | +1,814+4.8% | 加碼 |
| IMC-Chicago, LLC | 39,493 | $212.1 萬 | 0.07% | −2,559−6.1% | 減碼 |
| Vident Advisory, LLC | 39,049 | $209.7 萬 | 0.04% | +13,479+52.7% | 加碼 |
| Point72 Hong Kong Ltd | 38,384 | $206.2 萬 | 0.10% | +38,384 | 新進 |
| Group One Trading, L.P. | 36,997 | $198.7 萬 | 0.07% | −79,728−68.3% | 減碼 |
| Creative Planning | 36,860 | $198.0 萬 | 0.00% | +9,955+37.0% | 加碼 |
| DekaBank Deutsche Girozentrale | 36,656 | $195.8 萬 | 0.00% | −71,660−66.2% | 減碼 |
| Engineers Gate Manager LP | 35,351 | $189.9 萬 | 0.05% | −167,913−82.6% | 減碼 |
| Bright Valley Capital Ltd | 35,000 | $188.0 萬 | 2.78% | +35,000 | 新進 |
| State Board of Administration of Florida Retirement System | 21,624 | $187.2 萬 | 0.00% | +2,150+11.0% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 33,244 | $178.6 萬 | 0.02% | −1,101−3.2% | 減碼 |
| Strategic Vision Investment Ltd | 32,600 | $175.1 萬 | 1.26% | +32,600 | 新進 |
| CIBC Asset Management Inc | 32,532 | $174.7 萬 | 0.01% | −567−1.7% | 減碼 |
| Pekin Hardy Strauss, Inc. | 32,302 | $173.5 萬 | 0.24% | −3,000−8.5% | 減碼 |
| Cresset Asset Management, LLC | 32,295 | $173.5 萬 | 0.01% | +414+1.3% | 加碼 |
| AXA S.A. | 31,828 | $170.9 萬 | 0.01% | +80.0% | 加碼 |
| Ensign Peak Advisors, Inc | 31,550 | $169.5 萬 | 0.00% | 00.0% | 不變 |
| Tokio Marine Asset Management Co Ltd | 31,000 | $166.5 萬 | 0.08% | 00.0% | 不變 |
| Jupiter Asset Management Ltd | 30,500 | $163.8 萬 | 0.02% | +30,500 | 新進 |
| Bailard, Inc. | 30,101 | $161.7 萬 | 0.04% | 00.0% | 不變 |
| Dynamic Technology Lab Private Ltd | 29,900 | $160.6 萬 | 0.17% | +21,578+259.3% | 加碼 |
| Berylson Capital Partners, LLC | 29,500 | $158.4 萬 | 3.17% | −12,400−29.6% | 減碼 |
| Apollon Wealth Management, LLC | 28,769 | $154.5 萬 | 0.05% | +3,106+12.1% | 加碼 |
| Gulf International Bank (UK) Ltd | 28,745 | $154.3 萬 | 0.04% | +258+0.9% | 加碼 |
| CTC LLC | 28,458 | $152.8 萬 | 0.03% | −120,449−80.9% | 減碼 |
| River & Mercantile Asset Management LLP | 27,925 | $150.0 萬 | 0.38% | −317−1.1% | 減碼 |
| Principal Financial Group Inc | 27,540 | $147.9 萬 | 0.00% | −655−2.3% | 減碼 |
| Banque Cantonale Vaudoise | 27,079 | $145.4 萬 | 0.06% | −378−1.4% | 減碼 |
| Vontobel Holding Ltd. | 26,281 | $141.2 萬 | 0.01% | −25,373−49.1% | 減碼 |
| Natixis | 26,223 | $140.8 萬 | 0.01% | +25,379+3,007.0% | 加碼 |
| Daiwa Securities Group Inc. | 25,847 | $138.8 萬 | 0.01% | +2,747+11.9% | 加碼 |
| Virtu Financial LLC | 25,369 | $136.3 萬 | 0.10% | −10,185−28.6% | 減碼 |
| Bank of Nova Scotia | 24,994 | $134.2 萬 | 0.00% | +5,827+30.4% | 加碼 |
| Mackenzie Financial Corp | 24,443 | $131.3 萬 | 0.00% | +3,347+15.9% | 加碼 |
| Mercer Global Advisors Inc | 23,710 | $127.3 萬 | 0.00% | +10,629+81.3% | 加碼 |
| Northwestern Mutual Wealth Management Co | 23,240 | $124.8 萬 | 0.00% | +42+0.2% | 加碼 |
| Mariner, LLC | 22,883 | $122.9 萬 | 0.00% | +3,065+15.5% | 加碼 |
| Cetera Investment Advisers | 22,802 | $122.5 萬 | 0.00% | +16,342+253.0% | 加碼 |
| Leonteq Securities AG | 22,655 | $121.7 萬 | 0.16% | −59,338−72.4% | 減碼 |
| Bain Capital Public Equity, LP | 22,053 | $118.4 萬 | 0.98% | +22,053 | 新進 |
| Bridgewater Associates, LP | 21,775 | $117.0 萬 | 0.01% | 00.0% | 不變 |
| Ieq Capital, LLC | 21,637 | $116.2 萬 | 0.02% | −174−0.8% | 減碼 |
| American Century Companies Inc | 21,622 | $116.1 萬 | 0.00% | 00.0% | 不變 |
| Headlands Technologies LLC | 21,565 | $115.8 萬 | 0.28% | +21,565 | 新進 |
| MetLife Investment Management | 20,900 | $112.3 萬 | 0.01% | 00.0% | 不變 |
| Yousif Capital Management, LLC | 20,579 | $110.5 萬 | 0.01% | +580+2.9% | 加碼 |
| Robotti Robert | 20,000 | $107.4 萬 | 0.15% | −5,000−20.0% | 減碼 |
| HighVista Strategies LLC | 19,941 | $107.1 萬 | 0.38% | −400−2.0% | 減碼 |
| Polymer Capital Management (HK) LTD | 19,919 | $107.0 萬 | 0.27% | +19,919 | 新進 |
| Solstein Capital, LLC | 19,900 | $106.9 萬 | 0.74% | +19,900 | 新進 |
| First Trust Advisors LP | 19,504 | $104.8 萬 | 0.00% | −331−1.7% | 減碼 |
| Verition Fund Management LLC | 19,355 | $104.0 萬 | 0.01% | +19,355 | 新進 |
| Martin Currie Ltd | 18,624 | $100.0 萬 | 0.03% | +6,519+53.9% | 加碼 |
| Ossiam | 17,953 | $96.4 萬 | 0.02% | −14,453−44.6% | 減碼 |
| Shell Asset Management Co | 13,470 | $96.2 萬 | 0.04% | +10,693+385.1% | 加碼 |
| Susquehanna International Group Ltd. | 17,902 | $96.2 萬 | 0.23% | +17,902 | 新進 |
| Guggenheim Capital LLC | 17,818 | $95.7 萬 | 0.01% | −7,502−29.6% | 減碼 |
| Baader Bank INC | 17,500 | $94.0 萬 | 0.08% | −71,760−80.4% | 減碼 |
| SlateStone Wealth, LLC | 16,994 | $91.3 萬 | 0.09% | +2,216+15.0% | 加碼 |
| New York State Common Retirement Fund | 16,731 | $89.9 萬 | 0.00% | −15,346−47.8% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 16,326 | $87.7 萬 | 0.01% | 00.0% | 不變 |
| Duality Advisers, LP | 15,733 | $84.5 萬 | 0.08% | +15,733 | 新進 |
| XTX Topco Ltd | 15,294 | $82.1 萬 | 0.11% | +15,294 | 新進 |
| Metropolitan Life Insurance Co | 15,200 | $81.6 萬 | 0.04% | +600+4.1% | 加碼 |
| Degroof Petercam Asset Management | 14,713 | $79.5 萬 | 0.01% | −23,420−61.4% | 減碼 |
| DeepCurrents Investment Group LLC | 14,804 | $79.5 萬 | 0.03% | +14,804 | 新進 |
| TCW Group Inc | 14,195 | $76.2 萬 | 0.01% | +14,195 | 新進 |
| GTS Securities LLC | 14,116 | $75.8 萬 | 0.02% | −96,410−87.2% | 減碼 |
| Vinva Investment Management Ltd | 14,029 | $75.3 萬 | 0.04% | +14,029 | 新進 |
| Seaport Global Advisors, LLC | 13,707 | $73.6 萬 | 1.49% | 00.0% | 不變 |
| Cutler Group LP | 13,529 | $72.6 萬 | 0.37% | −2,816−17.2% | 減碼 |
| Fox Run Management, L.L.C. | 13,460 | $72.3 萬 | 0.16% | +13,460 | 新進 |
| Financial Perspectives, Inc | 13,329 | $71.6 萬 | 0.27% | +33+0.2% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 13,317 | $71.5 萬 | 0.00% | +4,008+43.1% | 加碼 |
| AustralianSuper Pty Ltd | 13,239 | $70.2 萬 | 0.00% | +6,332+91.7% | 加碼 |