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 |
|---|---|---|---|---|---|
| Think Investments LP | 382,400 | $2,731 萬 | 5.62% | +110,300+40.5% | 加碼 |
| Two Sigma Investments, LP | 374,616 | $2,676 萬 | 0.06% | −501,904−57.3% | 減碼 |
| Susquehanna International Group, LLP | 356,404 | $2,545 萬 | 0.04% | +215,390+152.7% | 加碼 |
| Carmignac Gestion | 355,629 | $2,542 萬 | 0.44% | −755,377−68.0% | 減碼 |
| Long Walk Management LP | 345,000 | $2,464 萬 | 11.63% | −45,000−11.5% | 減碼 |
| Twinbeech Capital LP | 343,415 | $2,453 萬 | 0.48% | +183,649+114.9% | 加碼 |
| National Bank of Canada | 349,901 | $2,428 萬 | 0.04% | +86,623+32.9% | 加碼 |
| Acadian Asset Management LLC | 338,260 | $2,415 萬 | 0.07% | +328,502+3,366.5% | 加碼 |
| Contrarius Investment Management Ltd | 330,977 | $2,364 萬 | 1.48% | −11,412−3.3% | 減碼 |
| C WorldWide Group Holding A/S | 317,298 | $2,266 萬 | 0.25% | −1,119−0.4% | 減碼 |
| Barings LLC | 313,820 | $2,241 萬 | 0.54% | −13,475−4.1% | 減碼 |
| Railway Pension Investments Ltd | 303,800 | $2,170 萬 | 0.26% | 00.0% | 不變 |
| Penserra Capital Management LLC | 299,597 | $2,140 萬 | 0.27% | +66,214+28.4% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 294,239 | $2,101 萬 | 0.14% | −3,563−1.2% | 減碼 |
| Jane Street Group, LLC | 294,212 | $2,101 萬 | 0.02% | −666,880−69.4% | 減碼 |
| Millennium Management LLC | 289,872 | $2,070 萬 | 0.02% | −12,776−4.2% | 減碼 |
| Thornburg Investment Management Inc | 283,552 | $2,026 萬 | 0.29% | +112,835+66.1% | 加碼 |
| Holocene Advisors, LP | 272,182 | $1,944 萬 | 0.08% | −556,183−67.1% | 減碼 |
| Avanda Investment Management Pte. Ltd. | 268,365 | $1,917 萬 | 2.90% | −151,226−36.0% | 減碼 |
| Nikko Asset Management Americas, Inc. | 262,745 | $1,877 萬 | 0.22% | −24,740−8.6% | 減碼 |
| Great West Life Assurance Co | 259,370 | $1,854 萬 | 0.03% | +16,024+6.6% | 加碼 |
| Charles Schwab Investment Management Inc | 247,531 | $1,768 萬 | 0.00% | +25,187+11.3% | 加碼 |
| Cooperman Leon G | 240,000 | $1,714 萬 | 0.72% | 00.0% | 不變 |
| Asset Management One Co.,Ltd. | 236,142 | $1,687 萬 | 0.06% | +98,289+71.3% | 加碼 |
| Neuberger Berman Group LLC | 230,616 | $1,647 萬 | 0.01% | −74,192−24.3% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 221,707 | $1,583 萬 | 0.02% | +19,478+9.6% | 加碼 |
| Prudential Financial Inc | 220,349 | $1,574 萬 | 0.02% | +79,106+56.0% | 加碼 |
| Hidden Lake Asset Management LP | 216,073 | $1,543 萬 | 13.16% | −61,147−22.1% | 減碼 |
| Standard Life Aberdeen plc | 212,859 | $1,520 萬 | 0.03% | −14,067−6.2% | 減碼 |
| Squarepoint Ops LLC | 210,700 | $1,505 萬 | 0.06% | −3,141−1.5% | 減碼 |
| ARK Investment Management LLC大師方舟投資 | 208,841 | $1,492 萬 | 0.13% | −39,144−15.8% | 減碼 |
| Privium Fund Management B.V. | 210,000 | $1,468 萬 | 3.74% | 00.0% | 不變 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 202,253 | $1,444 萬 | 0.05% | −258,054−56.1% | 減碼 |
| Janus Henderson Group PLC | 199,586 | $1,426 萬 | 0.01% | +119,266+148.5% | 加碼 |
| Principal Financial Group Inc | 199,420 | $1,424 萬 | 0.01% | +171,880+624.1% | 加碼 |
| Walleye Capital LLC | 197,414 | $1,410 萬 | 0.15% | +131,244+198.3% | 加碼 |
| Ameriprise Financial Inc | 190,053 | $1,357 萬 | 0.00% | +20,906+12.4% | 加碼 |
| Envestnet Asset Management Inc | 182,377 | $1,303 萬 | 0.00% | +103,365+130.8% | 加碼 |
| Hel Ved Capital Management Ltd | 181,540 | $1,297 萬 | 4.57% | +37,850+26.3% | 加碼 |
| KBC Group NV | 175,530 | $1,254 萬 | 0.04% | +29,276+20.0% | 加碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 174,800 | $1,248 萬 | 0.31% | 00.0% | 不變 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 174,672 | $1,248 萬 | 0.04% | +74,104+73.7% | 加碼 |
| Handelsbanken Fonder AB | 170,883 | $1,220 萬 | 0.05% | +19,724+13.0% | 加碼 |
| 683 Capital Management, LLC | 170,000 | $1,214 萬 | 1.27% | −10,000−5.6% | 減碼 |
| LPL Financial LLC | 163,331 | $1,167 萬 | 0.01% | −4,521−2.7% | 減碼 |
| Franklin Resources Inc | 161,892 | $1,156 萬 | 0.00% | +17,951+12.5% | 加碼 |
| Korea Investment CORP | 158,758 | $1,134 萬 | 0.03% | +42,900+37.0% | 加碼 |
| E Fund Management Co., Ltd. | 158,000 | $1,128 萬 | 0.62% | −50,000−24.0% | 減碼 |
| Russell Investments Group, Ltd. | 152,520 | $1,098 萬 | 0.02% | +2,552+1.7% | 加碼 |
| Public Sector Pension Investment Board | 153,707 | $1,098 萬 | 0.07% | +7,343+5.0% | 加碼 |
| State of New Jersey Common Pension Fund D | 147,962 | $1,057 萬 | 0.05% | −70,838−32.4% | 減碼 |
| Nomura Asset Management Co Ltd | 147,081 | $1,050 萬 | 0.04% | +3,270+2.3% | 加碼 |
| Cubist Systematic Strategies, LLC | 145,683 | $1,040 萬 | 0.18% | −44,175−23.3% | 減碼 |
| Bank of Montreal | 138,463 | $1,028 萬 | 0.01% | +138,463 | 新進 |
| Vancity Investment Management Ltd | 145,967 | $985.6 萬 | 0.62% | +69,338+90.5% | 加碼 |
| AQR Capital Management LLC | 137,222 | $980.0 萬 | 0.02% | +839+0.6% | 加碼 |
| Fullerton Fund Management Co Ltd. | 135,710 | $969.2 萬 | 0.43% | +135,710 | 新進 |
| Wells Fargo & Company | 135,363 | $966.8 萬 | 0.00% | +67,029+98.1% | 加碼 |
| Mediolanum International Funds Ltd | 138,706 | $964.8 萬 | 0.16% | +87,313+169.9% | 加碼 |
| Equitable Trust Co | 134,592 | $961.3 萬 | 0.66% | +30.0% | 加碼 |
| Danske Bank A/S | 133,900 | $956.3 萬 | 0.04% | −41,329−23.6% | 減碼 |
| Investment House LLC | 132,377 | $945.4 萬 | 0.54% | +1,717+1.3% | 加碼 |
| Forsta Ap-Fonden | 131,600 | $939.9 萬 | 0.08% | +16,800+14.6% | 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 |
| STRS Ohio | 130,341 | $930.9 萬 | 0.04% | +100.0% | 加碼 |
| USS Investment Management Ltd | 120,989 | $864.3 萬 | 0.07% | +4,247+3.6% | 加碼 |
| Alliancebernstein L.P. | 120,984 | $864.1 萬 | 0.00% | +52,721+77.2% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 105,615 | $861.3 萬 | 0.04% | −75,031−41.5% | 減碼 |
| State of Wisconsin Investment Board | 118,996 | $849.9 萬 | 0.02% | −16,600−12.2% | 減碼 |
| Exchange Traded Concepts, LLC | 117,720 | $840.8 萬 | 0.21% | −71,419−37.8% | 減碼 |
| Rhumbline Advisers | 116,393 | $831.3 萬 | 0.01% | −18,595−13.8% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 112,528 | $803.7 萬 | 0.02% | +112,528 | 新進 |
| Lakehouse Capital Pty Ltd | 112,383 | $802.6 萬 | 5.62% | 00.0% | 不變 |
| Wolverine Trading, LLC | 110,114 | $786.4 萬 | 0.13% | +28,779+35.4% | 加碼 |
| Raymond James & Associates | 109,994 | $785.6 萬 | 0.01% | +29,166+36.1% | 加碼 |
| Resona Asset Management Co.,Ltd. | 109,089 | $782.8 萬 | 0.05% | −10,335−8.7% | 減碼 |
| Thrivent Financial for Lutherans | 105,593 | $754.1 萬 | 0.02% | +101,249+2,330.8% | 加碼 |
| DekaBank Deutsche Girozentrale | 100,858 | $749.1 萬 | 0.01% | +64,202+175.1% | 加碼 |
| HAP Trading, LLC | 104,690 | $747.7 萬 | 3.26% | −60,477−36.6% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 98,702 | $705.2 萬 | 0.58% | +98,702 | 新進 |
| Artal Group S.A. | 97,500 | $696.3 萬 | 0.18% | −140,000−58.9% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 96,612 | $690.0 萬 | 0.17% | +89,751+1,308.1% | 加碼 |
| Nissay Asset Management Corp | 96,301 | $687.8 萬 | 0.05% | +37,838+64.7% | 加碼 |
| Oasis Management Co Ltd. | 94,533 | $675.2 萬 | 2.26% | −11,190−10.6% | 減碼 |
| Swedbank AB | 93,660 | $668.9 萬 | 0.01% | +11,660+14.2% | 加碼 |
| Storebrand Asset Management AS | 92,009 | $657.1 萬 | 0.02% | +12,477+15.7% | 加碼 |
| Noesis Capital Mangement Corp | 89,045 | $636.0 萬 | 1.41% | −722−0.8% | 減碼 |
| Jarislowsky, Fraser Ltd | 88,476 | $631.9 萬 | 0.04% | −9,080−9.3% | 減碼 |
| Nomura Holdings Inc | 84,910 | $606.4 萬 | 0.04% | −72,262−46.0% | 減碼 |
| PEAK6 Investments LLC | 80,444 | $574.5 萬 | 0.27% | −166,977−67.5% | 減碼 |
| Oppenheimer Asset Management Inc. | 80,375 | $574.0 萬 | 0.07% | +30,211+60.2% | 加碼 |
| Ninety One UK Ltd | 80,088 | $572.0 萬 | 0.02% | −41,334−34.0% | 減碼 |
| Bienville Capital Management, LLC | 76,800 | $548.5 萬 | 1.32% | +76,800 | 新進 |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 76,208 | $544.3 萬 | 0.06% | +76,208 | 新進 |
| Engineers Gate Manager LP | 71,977 | $514.1 萬 | 0.12% | +36,626+103.6% | 加碼 |
| Public Employees Retirement Association of Colorado | 71,723 | $512.2 萬 | 0.02% | −3,000−4.0% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 71,600 | $511.4 萬 | 0.01% | +26,100+57.4% | 加碼 |
| IFM Investors Pty Ltd | 71,442 | $510.2 萬 | 0.05% | −940−1.3% | 減碼 |
| Quadrature Capital Ltd | 70,909 | $506.5 萬 | 0.08% | −65,434−48.0% | 減碼 |
| Abn Amro Investment Solutions | 70,368 | $502.6 萬 | 0.09% | +5,910+9.2% | 加碼 |