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 |
|---|---|---|---|---|---|
| Keystone Investors Pte Ltd | 691,520 | $4,939 萬 | 4.16% | −209,024−23.2% | 減碼 |
| Baird Financial Group, Inc. | 715,955 | $5,113 萬 | 0.11% | +30,569+4.5% | 加碼 |
| Allspring Global Investments Holdings, LLC | 719,486 | $5,139 萬 | 0.08% | −3,174−0.4% | 減碼 |
| Renaissance Technologies LLC | 734,700 | $5,247 萬 | 0.09% | +567,600+339.7% | 加碼 |
| Greenoaks Capital Partners LLC | 756,942 | $5,406 萬 | 3.64% | 00.0% | 不變 |
| Healthcare of Ontario Pension Plan Trust Fund | 775,900 | $5,541 萬 | 0.16% | −344,400−30.7% | 減碼 |
| Coronation Fund Managers Ltd. | 778,065 | $5,557 萬 | 3.21% | −282,361−26.6% | 減碼 |
| Aviva PLC | 793,609 | $5,668 萬 | 0.16% | −202,950−20.4% | 減碼 |
| BNP Paribas Arbitrage, SA | 798,676 | $5,704 萬 | 0.06% | +188,997+31.0% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 828,804 | $5,919 萬 | 0.14% | −64,457−7.2% | 減碼 |
| Public Investment Fund | 833,335 | $5,952 萬 | 0.34% | 00.0% | 不變 |
| ShawSpring Partners LLC | 848,797 | $6,062 萬 | 8.74% | −1,041,510−55.1% | 減碼 |
| Canada Pension Plan Investment Board | 864,800 | $6,176 萬 | 0.06% | +30,000+3.6% | 加碼 |
| Unisphere Establishment | 875,000 | $6,249 萬 | 0.63% | 00.0% | 不變 |
| Toronto Dominion Bank | 892,969 | $6,378 萬 | 0.10% | +196,506+28.2% | 加碼 |
| Deutsche Bank AG | 898,657 | $6,418 萬 | 0.03% | +40,255+4.7% | 加碼 |
| Vanguard Group Inc | 899,446 | $6,424 萬 | 0.00% | +5,102+0.6% | 加碼 |
| FIL Ltd | 931,929 | $6,656 萬 | 0.07% | +82,365+9.7% | 加碼 |
| Los Angeles Capital Management LLC | 1,035,722 | $7,397 萬 | 0.26% | +1,025,833+10,373.5% | 加碼 |
| Tree Line Advisors (Hong Kong) Ltd. | 1,080,000 | $7,713 萬 | 20.02% | +170,000+18.7% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 1,080,436 | $7,716 萬 | 0.32% | +618,915+134.1% | 加碼 |
| Swiss National Bank | 1,083,500 | $7,738 萬 | 0.05% | −2,900−0.3% | 減碼 |
| Manufacturers Life Insurance Company, The | 1,096,878 | $7,834 萬 | 0.07% | −62,788−5.4% | 減碼 |
| Ribbit Management Company, LLC | 1,100,179 | $7,857 萬 | 5.47% | +335,000+43.8% | 加碼 |
| Citadel Advisors LLC | 1,105,122 | $7,893 萬 | 0.08% | −724,121−39.6% | 減碼 |
| Macquarie Group Ltd | 1,120,864 | $8,005 萬 | 0.09% | +439,792+64.6% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,124,304 | $8,030 萬 | 0.06% | −96,626−7.9% | 減碼 |
| SEI Investments Co | 1,154,904 | $8,248 萬 | 0.12% | +389,281+50.8% | 加碼 |
| Northern Trust Corp | 1,296,057 | $9,256 萬 | 0.02% | +66,766+5.4% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 1,340,340 | $9,574 萬 | 2.88% | +6,431+0.5% | 加碼 |
| First Manhattan Co | 1,351,126 | $9,650 萬 | 0.31% | +5,200+0.4% | 加碼 |
| Marshall Wace, LLP | 1,356,788 | $9,690 萬 | 0.14% | −1,061,785−43.9% | 減碼 |
| Clearbridge Investments, LLC | 1,400,007 | $9,999 萬 | 0.08% | +1,400,007 | 新進 |
| Wasatch Advisors Inc | 1,534,045 | $1.10 億 | 0.59% | −10,447−0.7% | 減碼 |
| Atreides Management, LP | 1,739,219 | $1.24 億 | 4.06% | −3,164,393−64.5% | 減碼 |
| Nuveen Asset Management, LLC | 1,752,670 | $1.25 億 | 0.04% | −270,395−13.4% | 減碼 |
| Point72 Asset Management, L.P. | 1,756,768 | $1.25 億 | 0.41% | −1,090,633−38.3% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 1,876,471 | $1.34 億 | 0.12% | +273,825+17.1% | 加碼 |
| HSBC Holdings PLC | 1,956,394 | $1.40 億 | 0.09% | +352,809+22.0% | 加碼 |
| Arohi Asset Management PTE Ltd. | 1,992,258 | $1.42 億 | 58.51% | −437,296−18.0% | 減碼 |
| Legal & General Group Plc | 2,227,830 | $1.59 億 | 0.04% | −49,349−2.2% | 減碼 |
| Assenagon Asset Management S.A. | 2,583,619 | $1.85 億 | 0.46% | −1,083,466−29.5% | 減碼 |
| Ward Ferry Management (BVI) Ltd | 2,618,041 | $1.87 億 | 25.19% | 00.0% | 不變 |
| Slate Path Capital LP | 2,850,200 | $2.04 億 | 4.12% | −45,000−1.6% | 減碼 |
| Geode Capital Management, LLC | 2,935,088 | $2.07 億 | 0.02% | +118,486+4.2% | 加碼 |
| Citigroup Inc | 2,897,824 | $2.07 億 | 0.20% | +442,120+18.0% | 加碼 |
| Bank of America Corp | 3,132,644 | $2.24 億 | 0.02% | +762,851+32.2% | 加碼 |
| JPMorgan Chase & Co | 3,184,200 | $2.27 億 | 0.02% | +945,213+42.2% | 加碼 |
| Invesco Ltd. | 3,216,597 | $2.30 億 | 0.05% | −444,149−12.1% | 減碼 |
| Artisan Partners Limited Partnership | 3,546,909 | $2.53 億 | 0.39% | −552,131−13.5% | 減碼 |
| Kontiki Capital Management (HK) Ltd. | 3,615,716 | $2.58 億 | 25.65% | −128,700−3.4% | 減碼 |
| Prudential PLC | 3,649,862 | $2.61 億 | 1.81% | +229,500+6.7% | 加碼 |
| Aspex Management (HK) Ltd | 4,282,103 | $3.06 億 | 6.53% | −3,146,626−42.4% | 減碼 |
| Eminence Capital, LP | 4,522,441 | $3.23 億 | 5.21% | +1,408,314+45.2% | 加碼 |
| Kora Management LP | 4,637,500 | $3.31 億 | 58.20% | 00.0% | 不變 |
| First Beijing Investment Ltd | 4,821,080 | $3.44 億 | 37.25% | +1,560,124+47.8% | 加碼 |
| Temasek Holdings (Private) Ltd | 4,875,226 | $3.48 億 | 1.62% | 00.0% | 不變 |
| State Street Corp | 6,857,138 | $4.90 億 | 0.02% | +184,957+2.8% | 加碼 |
| Morgan Stanley | 7,309,235 | $5.22 億 | 0.04% | −902,529−11.0% | 減碼 |
| Sands Capital Management, LLC | 8,691,528 | $6.21 億 | 1.82% | −636,701−6.8% | 減碼 |
| Price T Rowe Associates Inc | 9,694,905 | $6.92 億 | 0.08% | −812,132−7.7% | 減碼 |
| Goldman Sachs Group Inc | 11,645,428 | $8.32 億 | 0.16% | +3,833,610+49.1% | 加碼 |
| Norges Bank | 15,860,015 | $11.3 億 | 0.17% | +233,154+1.5% | 加碼 |
| Tiger Global Management LLC大師老虎環球 | 16,041,335 | $11.5 億 | 5.30% | +1,045,267+7.0% | 加碼 |
| WCM Investment Management, LLC | 15,384,819 | $11.5 億 | 2.71% | +15,384,819 | 新進 |
| BlackRock Inc. | 16,857,191 | $12.0 億 | 0.03% | +1,018,874+6.4% | 加碼 |
| FMR LLC | 28,100,647 | $20.1 億 | 0.13% | −4,488,342−13.8% | 減碼 |
| Baillie Gifford & Co | 34,268,428 | $24.5 億 | 1.91% | +148,980+0.4% | 加碼 |
| Mane Global Capital Management LP | 0 | $0 | 0.00% | −873,067−100.0% | 清倉 |
| Wolf Hill Capital Management, LP | 0 | $0 | 0.00% | −839,778−100.0% | 清倉 |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −651,307−100.0% | 清倉 |
| Cypress Funds LLC | 0 | $0 | 0.00% | −487,884−100.0% | 清倉 |
| Oakmont Corp | 0 | $0 | 0.00% | −350,612−100.0% | 清倉 |
| Bain Capital Public Equity Management II, LLC | 0 | $0 | 0.00% | −316,686−100.0% | 清倉 |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −206,917−100.0% | 清倉 |
| Stonehage Fleming Financial Services Holdings Ltd | 0 | $0 | 0.00% | −81,140−100.0% | 清倉 |
| Woodline Partners LP | 0 | $0 | 0.00% | −109,596−100.0% | 清倉 |
| LMR Partners LLP | 0 | $0 | 0.00% | −95,982−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −70,002−100.0% | 清倉 |
| Hiddenite Capital Partners LP | 0 | $0 | 0.00% | −68,000−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −67,677−100.0% | 清倉 |
| American International Group, Inc. | 0 | $0 | 0.00% | −64,412−100.0% | 清倉 |
| Rovida Advisors Inc. | 0 | $0 | 0.00% | −47,469−100.0% | 清倉 |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −38,384−100.0% | 清倉 |
| Bright Valley Capital Ltd | 0 | $0 | 0.00% | −35,000−100.0% | 清倉 |
| Strategic Vision Investment Ltd | 0 | $0 | 0.00% | −32,600−100.0% | 清倉 |
| Pekin Hardy Strauss, Inc. | 0 | $0 | 0.00% | −32,302−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −29,900−100.0% | 清倉 |
| CTC LLC | 0 | $0 | 0.00% | −28,458−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −25,369−100.0% | 清倉 |
| Bain Capital Public Equity, LP | 0 | $0 | 0.00% | −22,053−100.0% | 清倉 |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −21,565−100.0% | 清倉 |
| Martin Currie Ltd | 0 | $0 | 0.00% | −18,624−100.0% | 清倉 |
| Duality Advisers, LP | 0 | $0 | 0.00% | −15,733−100.0% | 清倉 |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −15,200−100.0% | 清倉 |
| DeepCurrents Investment Group LLC | 0 | $0 | 0.00% | −14,804−100.0% | 清倉 |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −13,460−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −11,161−100.0% | 清倉 |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −10,526−100.0% | 清倉 |
| Marex Group plc | 0 | $0 | 0.00% | −8,815−100.0% | 清倉 |