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。
2024 年第 2 季 13F 持有人
Sea Ltd 在 2024/6/30 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
- 568
- 較 2024 年第 1 季 +59 家
- 持有股數
- 3.14 億
- 較 2024 年第 1 季 +666.0 萬 (+2.2%)
- 總市值
- $224.5 億
- 較 2024 年第 1 季 +$59.3 億 (+35.9%)
- 新進機構
- 107
- 另有 207 家加碼
- 清倉機構
- 48
- 另有 166 家減碼
另有 8 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Mirae Asset Global Investments Co., Ltd. | 105,615 | $861.3 萬 | 0.04% | −75,031−41.5% | 減碼 |
| Alliancebernstein L.P. | 120,984 | $864.1 萬 | 0.00% | +52,721+77.2% | 加碼 |
| USS Investment Management Ltd | 120,989 | $864.3 萬 | 0.07% | +4,247+3.6% | 加碼 |
| STRS Ohio | 130,341 | $930.9 萬 | 0.04% | +100.0% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 131,144 | $936.3 萬 | 0.01% | +34,056+35.1% | 加碼 |
| Forsta Ap-Fonden | 131,600 | $939.9 萬 | 0.08% | +16,800+14.6% | 加碼 |
| Investment House LLC | 132,377 | $945.4 萬 | 0.54% | +1,717+1.3% | 加碼 |
| Danske Bank A/S | 133,900 | $956.3 萬 | 0.04% | −41,329−23.6% | 減碼 |
| Equitable Trust Co | 134,592 | $961.3 萬 | 0.66% | +30.0% | 加碼 |
| Mediolanum International Funds Ltd | 138,706 | $964.8 萬 | 0.16% | +87,313+169.9% | 加碼 |
| Wells Fargo & Company | 135,363 | $966.8 萬 | 0.00% | +67,029+98.1% | 加碼 |
| Fullerton Fund Management Co Ltd. | 135,710 | $969.2 萬 | 0.43% | +135,710 | 新進 |
| AQR Capital Management LLC | 137,222 | $980.0 萬 | 0.02% | +839+0.6% | 加碼 |
| Vancity Investment Management Ltd | 145,967 | $985.6 萬 | 0.62% | +69,338+90.5% | 加碼 |
| Bank of Montreal | 138,463 | $1,028 萬 | 0.01% | +138,463 | 新進 |
| Cubist Systematic Strategies, LLC | 145,683 | $1,040 萬 | 0.18% | −44,175−23.3% | 減碼 |
| Nomura Asset Management Co Ltd | 147,081 | $1,050 萬 | 0.04% | +3,270+2.3% | 加碼 |
| State of New Jersey Common Pension Fund D | 147,962 | $1,057 萬 | 0.05% | −70,838−32.4% | 減碼 |
| Public Sector Pension Investment Board | 153,707 | $1,098 萬 | 0.07% | +7,343+5.0% | 加碼 |
| Russell Investments Group, Ltd. | 152,520 | $1,098 萬 | 0.02% | +2,552+1.7% | 加碼 |
| E Fund Management Co., Ltd. | 158,000 | $1,128 萬 | 0.62% | −50,000−24.0% | 減碼 |
| Korea Investment CORP | 158,758 | $1,134 萬 | 0.03% | +42,900+37.0% | 加碼 |
| Franklin Resources Inc | 161,892 | $1,156 萬 | 0.00% | +17,951+12.5% | 加碼 |
| LPL Financial LLC | 163,331 | $1,167 萬 | 0.01% | −4,521−2.7% | 減碼 |
| 683 Capital Management, LLC | 170,000 | $1,214 萬 | 1.27% | −10,000−5.6% | 減碼 |
| Handelsbanken Fonder AB | 170,883 | $1,220 萬 | 0.05% | +19,724+13.0% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 174,672 | $1,248 萬 | 0.04% | +74,104+73.7% | 加碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 174,800 | $1,248 萬 | 0.31% | 00.0% | 不變 |
| KBC Group NV | 175,530 | $1,254 萬 | 0.04% | +29,276+20.0% | 加碼 |
| Hel Ved Capital Management Ltd | 181,540 | $1,297 萬 | 4.57% | +37,850+26.3% | 加碼 |
| Envestnet Asset Management Inc | 182,377 | $1,303 萬 | 0.00% | +103,365+130.8% | 加碼 |
| Ameriprise Financial Inc | 190,053 | $1,357 萬 | 0.00% | +20,906+12.4% | 加碼 |
| Walleye Capital LLC | 197,414 | $1,410 萬 | 0.15% | +131,244+198.3% | 加碼 |
| Principal Financial Group Inc | 199,420 | $1,424 萬 | 0.01% | +171,880+624.1% | 加碼 |
| Janus Henderson Group PLC | 199,586 | $1,426 萬 | 0.01% | +119,266+148.5% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 202,253 | $1,444 萬 | 0.05% | −258,054−56.1% | 減碼 |
| Privium Fund Management B.V. | 210,000 | $1,468 萬 | 3.74% | 00.0% | 不變 |
| ARK Investment Management LLC大師方舟投資 | 208,841 | $1,492 萬 | 0.13% | −39,144−15.8% | 減碼 |
| Squarepoint Ops LLC | 210,700 | $1,505 萬 | 0.06% | −3,141−1.5% | 減碼 |
| Standard Life Aberdeen plc | 212,859 | $1,520 萬 | 0.03% | −14,067−6.2% | 減碼 |
| Hidden Lake Asset Management LP | 216,073 | $1,543 萬 | 13.16% | −61,147−22.1% | 減碼 |
| Prudential Financial Inc | 220,349 | $1,574 萬 | 0.02% | +79,106+56.0% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 221,707 | $1,583 萬 | 0.02% | +19,478+9.6% | 加碼 |
| Neuberger Berman Group LLC | 230,616 | $1,647 萬 | 0.01% | −74,192−24.3% | 減碼 |
| Asset Management One Co.,Ltd. | 236,142 | $1,687 萬 | 0.06% | +98,289+71.3% | 加碼 |
| Cooperman Leon G | 240,000 | $1,714 萬 | 0.72% | 00.0% | 不變 |
| Charles Schwab Investment Management Inc | 247,531 | $1,768 萬 | 0.00% | +25,187+11.3% | 加碼 |
| Great West Life Assurance Co | 259,370 | $1,854 萬 | 0.03% | +16,024+6.6% | 加碼 |
| Nikko Asset Management Americas, Inc. | 262,745 | $1,877 萬 | 0.22% | −24,740−8.6% | 減碼 |
| Avanda Investment Management Pte. Ltd. | 268,365 | $1,917 萬 | 2.90% | −151,226−36.0% | 減碼 |
| Holocene Advisors, LP | 272,182 | $1,944 萬 | 0.08% | −556,183−67.1% | 減碼 |
| Thornburg Investment Management Inc | 283,552 | $2,026 萬 | 0.29% | +112,835+66.1% | 加碼 |
| Millennium Management LLC | 289,872 | $2,070 萬 | 0.02% | −12,776−4.2% | 減碼 |
| Jane Street Group, LLC | 294,212 | $2,101 萬 | 0.02% | −666,880−69.4% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 294,239 | $2,101 萬 | 0.14% | −3,563−1.2% | 減碼 |
| Penserra Capital Management LLC | 299,597 | $2,140 萬 | 0.27% | +66,214+28.4% | 加碼 |
| Railway Pension Investments Ltd | 303,800 | $2,170 萬 | 0.26% | 00.0% | 不變 |
| Barings LLC | 313,820 | $2,241 萬 | 0.54% | −13,475−4.1% | 減碼 |
| C WorldWide Group Holding A/S | 317,298 | $2,266 萬 | 0.25% | −1,119−0.4% | 減碼 |
| Contrarius Investment Management Ltd | 330,977 | $2,364 萬 | 1.48% | −11,412−3.3% | 減碼 |
| Acadian Asset Management LLC | 338,260 | $2,415 萬 | 0.07% | +328,502+3,366.5% | 加碼 |
| National Bank of Canada | 349,901 | $2,428 萬 | 0.04% | +86,623+32.9% | 加碼 |
| Twinbeech Capital LP | 343,415 | $2,453 萬 | 0.48% | +183,649+114.9% | 加碼 |
| Long Walk Management LP | 345,000 | $2,464 萬 | 11.63% | −45,000−11.5% | 減碼 |
| Carmignac Gestion | 355,629 | $2,542 萬 | 0.44% | −755,377−68.0% | 減碼 |
| Susquehanna International Group, LLP | 356,404 | $2,545 萬 | 0.04% | +215,390+152.7% | 加碼 |
| Two Sigma Investments, LP | 374,616 | $2,676 萬 | 0.06% | −501,904−57.3% | 減碼 |
| Think Investments LP | 382,400 | $2,731 萬 | 5.62% | +110,300+40.5% | 加碼 |
| TD Asset Management Inc | 386,143 | $2,758 萬 | 0.03% | +260,562+207.5% | 加碼 |
| Panagora Asset Management Inc | 392,925 | $2,806 萬 | 0.14% | +46,033+13.3% | 加碼 |
| Robeco Institutional Asset Management B.V. | 396,921 | $2,835 萬 | 0.06% | +154,530+63.8% | 加碼 |
| D. E. Shaw & Co., Inc. | 408,693 | $2,919 萬 | 0.04% | +113,050+38.2% | 加碼 |
| Tybourne Capital Management (HK) Ltd | 416,635 | $2,976 萬 | 6.05% | −96,100−18.7% | 減碼 |
| Kinetic Partners Management, LP | 417,500 | $2,982 萬 | 2.17% | −75,500−15.3% | 減碼 |
| UBS Asset Management Americas Inc | 427,228 | $3,051 萬 | 0.01% | −458,955−51.8% | 減碼 |
| California State Teachers Retirement System | 440,374 | $3,145 萬 | 0.04% | −1,547−0.4% | 減碼 |
| Barclays PLC | 442,804 | $3,163 萬 | 0.01% | −22,522−4.8% | 減碼 |
| CoreView Capital Management Ltd | 452,633 | $3,233 萬 | 5.08% | +452,633 | 新進 |
| Schroder Investment Management Group | 456,446 | $3,260 萬 | 0.04% | −151,790−25.0% | 減碼 |
| APG Asset Management N.V. | 489,241 | $3,260 萬 | 0.06% | +43,083+9.7% | 加碼 |
| Walleye Trading LLC | 465,703 | $3,326 萬 | 0.66% | +81,357+21.2% | 加碼 |
| Untitled Investments LP | 471,223 | $3,365 萬 | 7.51% | 00.0% | 不變 |
| UBS Group AG | 487,387 | $3,481 萬 | 0.01% | −87,746−15.3% | 減碼 |
| National Pension Service | 511,100 | $3,650 萬 | 0.04% | −83,300−14.0% | 減碼 |
| Sylebra Capital LLC | 522,777 | $3,734 萬 | 1.38% | −1,310,803−71.5% | 減碼 |
| State of Tennessee, Treasury Department | 525,404 | $3,752 萬 | 0.14% | +428,215+440.6% | 加碼 |
| Royal Bank of Canada | 530,848 | $3,791 萬 | 0.01% | +334,144+169.9% | 加碼 |
| Pictet Asset Management Holding SA | 544,564 | $3,889 萬 | 0.04% | +312,576+134.7% | 加碼 |
| Nordea Investment Management AB | 539,557 | $3,894 萬 | 0.05% | −181,942−25.2% | 減碼 |
| AIA Group Ltd | 554,713 | $3,962 萬 | 1.16% | −27,838−4.8% | 減碼 |
| 12 West Capital Management LP | 565,000 | $4,035 萬 | 4.15% | 00.0% | 不變 |
| Polar Capital Holdings Plc | 569,183 | $4,065 萬 | 0.24% | +143,074+33.6% | 加碼 |
| Bank of New York Mellon Corp | 589,809 | $4,212 萬 | 0.01% | −10,538−1.8% | 減碼 |
| Matthews International Capital Management LLC | 601,345 | $4,295 萬 | 9.35% | +289,726+93.0% | 加碼 |
| Blue Grotto Capital, LLC | 634,227 | $4,530 萬 | 9.10% | −93,844−12.9% | 減碼 |
| BIT Capital GmbH | 634,383 | $4,531 萬 | 4.11% | −81,958−11.4% | 減碼 |
| Charles-Lim Capital Ltd | 650,000 | $4,642 萬 | 11.39% | −350,000−35.0% | 減碼 |
| Davis Selected Advisers | 652,316 | $4,659 萬 | 0.27% | +652,316 | 新進 |
| Jupiter Asset Management Ltd | 658,807 | $4,705 萬 | 0.44% | +628,307+2,060.0% | 加碼 |
| Coatue Management LLC大師Coatue | 678,308 | $4,844 萬 | 0.19% | 00.0% | 不變 |