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 3 季 13F 持有人
Sea Ltd 在 2024/9/30 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
- 613
- 較 2024 年第 2 季 +51 家
- 持有股數
- 3.24 億
- 較 2024 年第 2 季 +2,685 萬 (+9.0%)
- 總市值
- $303.6 億
- 較 2024 年第 2 季 +$91.2 億 (+43.0%)
- 新進機構
- 118
- 另有 230 家加碼
- 清倉機構
- 67
- 另有 167 家減碼
另有 6 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Baillie Gifford & Co | 39,564,018 | $37.3 億 | 2.79% | +5,295,590+15.5% | 加碼 |
| WCM Investment Management, LLC | 20,902,378 | $19.7 億 | 4.47% | +5,517,559+35.9% | 加碼 |
| BlackRock, Inc. | 16,654,646 | $15.7 億 | 0.03% | +16,654,646 | 新進 |
| Tiger Global Management LLC大師老虎環球 | 16,041,335 | $15.1 億 | 6.45% | 00.0% | 不變 |
| FMR LLC | 14,381,921 | $13.6 億 | 0.08% | −13,718,726−48.8% | 減碼 |
| Norges Bank | 14,036,822 | $13.2 億 | 0.18% | −1,823,193−11.5% | 減碼 |
| Price T Rowe Associates Inc | 9,153,586 | $8.63 億 | 0.10% | −541,319−5.6% | 減碼 |
| Sands Capital Management, LLC | 8,340,858 | $7.86 億 | 2.39% | −350,670−4.0% | 減碼 |
| JPMorgan Chase & Co | 7,982,705 | $7.53 億 | 0.06% | +4,798,505+150.7% | 加碼 |
| State Street Corp | 6,930,807 | $6.53 億 | 0.03% | +73,669+1.1% | 加碼 |
| Capital Research Global Investors | 6,800,881 | $6.41 億 | 0.13% | +6,800,881 | 新進 |
| Goldman Sachs Group Inc | 6,139,160 | $5.79 億 | 0.11% | −5,506,268−47.3% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 7,147,284 | $5.24 億 | 0.45% | +5,270,813+280.9% | 加碼 |
| Artisan Partners Limited Partnership | 5,540,726 | $5.22 億 | 0.78% | +1,993,817+56.2% | 加碼 |
| Aspex Management (HK) Ltd | 4,956,482 | $4.67 億 | 12.37% | +674,379+15.7% | 加碼 |
| Temasek Holdings (Private) Ltd | 4,875,226 | $4.60 億 | 1.86% | 00.0% | 不變 |
| Kora Management LP | 4,637,500 | $4.37 億 | 63.57% | 00.0% | 不變 |
| Eminence Capital, LP | 4,265,684 | $4.02 億 | 6.11% | −256,757−5.7% | 減碼 |
| Morgan Stanley | 3,968,726 | $3.74 億 | 0.03% | −3,340,509−45.7% | 減碼 |
| Prudential PLC | 3,658,633 | $3.45 億 | 1.75% | +8,771+0.2% | 加碼 |
| Kontiki Capital Management (HK) Ltd. | 3,563,116 | $3.36 億 | 26.56% | −52,600−1.5% | 減碼 |
| Geode Capital Management, LLC | 3,059,521 | $2.84 億 | 0.02% | +124,433+4.2% | 加碼 |
| Invesco Ltd. | 2,986,216 | $2.82 億 | 0.05% | −230,381−7.2% | 減碼 |
| Clearbridge Investments, LLC | 2,586,389 | $2.44 億 | 0.19% | +1,186,382+84.7% | 加碼 |
| First Beijing Investment Ltd | 2,537,398 | $2.39 億 | 17.57% | −2,283,682−47.4% | 減碼 |
| Legal & General Group Plc | 2,231,272 | $2.10 億 | 0.06% | +3,442+0.2% | 加碼 |
| Northern Trust Corp | 2,213,466 | $2.09 億 | 0.03% | +917,409+70.8% | 加碼 |
| Citigroup Inc | 2,045,979 | $1.93 億 | 0.18% | −851,845−29.4% | 減碼 |
| CoreView Capital Management Ltd | 1,996,376 | $1.88 億 | 22.56% | +1,543,743+341.1% | 加碼 |
| Arohi Asset Management PTE Ltd. | 1,987,958 | $1.87 億 | 61.84% | −4,300−0.2% | 減碼 |
| Ward Ferry Management (BVI) Ltd | 1,970,041 | $1.86 億 | 20.52% | −648,000−24.8% | 減碼 |
| SEI Investments Co | 1,936,361 | $1.83 億 | 0.24% | +781,457+67.7% | 加碼 |
| Deutsche Bank AG | 1,910,757 | $1.80 億 | 0.07% | +1,012,100+112.6% | 加碼 |
| Point72 Asset Management, L.P. | 1,869,752 | $1.76 億 | 0.61% | +112,984+6.4% | 加碼 |
| Slate Path Capital LP | 1,829,900 | $1.73 億 | 2.89% | −1,020,300−35.8% | 減碼 |
| Two Sigma Investments, LP | 1,820,470 | $1.72 億 | 0.39% | +1,445,854+386.0% | 加碼 |
| FIL Ltd | 1,790,531 | $1.69 億 | 0.15% | +858,602+92.1% | 加碼 |
| William Blair Investment Management, LLC | 1,685,649 | $1.59 億 | 0.39% | +1,685,649 | 新進 |
| Bank of America Corp | 1,563,917 | $1.47 億 | 0.01% | −1,568,727−50.1% | 減碼 |
| Wasatch Advisors Inc | 1,538,803 | $1.45 億 | 0.71% | +4,758+0.3% | 加碼 |
| UBS Asset Management Americas Inc | 1,427,832 | $1.35 億 | 0.03% | +1,000,604+234.2% | 加碼 |
| HSBC Holdings PLC | 1,423,373 | $1.34 億 | 0.08% | −533,021−27.2% | 減碼 |
| BNP Paribas Arbitrage, SA | 1,320,973 | $1.25 億 | 0.12% | +522,297+65.4% | 加碼 |
| Manufacturers Life Insurance Company, The | 1,251,596 | $1.18 億 | 0.10% | +154,718+14.1% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 1,251,168 | $1.18 億 | 3.31% | −89,172−6.7% | 減碼 |
| Tree Line Advisors (Hong Kong) Ltd. | 1,230,000 | $1.16 億 | 26.93% | +150,000+13.9% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,167,351 | $1.10 億 | 0.08% | +43,047+3.8% | 加碼 |
| Macquarie Group Ltd | 1,145,187 | $1.08 億 | 0.12% | +24,323+2.2% | 加碼 |
| Ribbit Management Company, LLC | 1,100,179 | $1.04 億 | 6.95% | 00.0% | 不變 |
| Swiss National Bank | 1,099,800 | $1.04 億 | 0.07% | +16,300+1.5% | 加碼 |
| Toronto Dominion Bank | 1,079,263 | $1.02 億 | 0.18% | +186,294+20.9% | 加碼 |
| Atreides Management, LP | 1,074,456 | $1.01 億 | 3.42% | −664,763−38.2% | 減碼 |
| Acadian Asset Management LLC | 1,050,077 | $9,898 萬 | 0.31% | +711,817+210.4% | 加碼 |
| Dorsal Capital Management, LLC | 1,000,000 | $9,428 萬 | 3.04% | +1,000,000 | 新進 |
| D. E. Shaw & Co., Inc. | 995,469 | $9,385 萬 | 0.12% | +586,776+143.6% | 加碼 |
| Coronation Fund Managers Ltd. | 981,118 | $9,250 萬 | 5.13% | +203,053+26.1% | 加碼 |
| ShawSpring Partners LLC | 943,179 | $8,892 萬 | 11.23% | +94,382+11.1% | 加碼 |
| Envestnet Asset Management Inc | 914,535 | $8,622 萬 | 0.03% | +732,158+401.5% | 加碼 |
| Kensico Capital Management Corp | 905,000 | $8,532 萬 | 2.27% | +905,000 | 新進 |
| Nuveen Asset Management, LLC | 891,893 | $8,409 萬 | 0.02% | −860,777−49.1% | 減碼 |
| Vanguard Group Inc | 884,873 | $8,343 萬 | 0.00% | −14,573−1.6% | 減碼 |
| Jupiter Asset Management Ltd | 883,950 | $8,334 萬 | 0.73% | +225,143+34.2% | 加碼 |
| Unisphere Establishment | 875,000 | $8,250 萬 | 0.78% | 00.0% | 不變 |
| Charles-Lim Capital Ltd | 875,000 | $8,250 萬 | 23.45% | +225,000+34.6% | 加碼 |
| Canada Pension Plan Investment Board | 874,872 | $8,248 萬 | 0.08% | +10,072+1.2% | 加碼 |
| Barclays PLC | 871,343 | $8,215 萬 | 0.04% | +428,539+96.8% | 加碼 |
| Aviva PLC | 854,280 | $8,054 萬 | 0.21% | +60,671+7.6% | 加碼 |
| Keystone Investors Pte Ltd | 840,175 | $7,921 萬 | 5.79% | +148,655+21.5% | 加碼 |
| Public Investment Fund | 833,335 | $7,857 萬 | 0.40% | 00.0% | 不變 |
| Mitsubishi UFJ Trust & Banking Corp | 800,006 | $7,542 萬 | 0.17% | −28,798−3.5% | 減碼 |
| Greenoaks Capital Partners LLC | 756,942 | $7,136 萬 | 3.83% | 00.0% | 不變 |
| UBS Group AG | 698,297 | $6,584 萬 | 0.02% | +210,910+43.3% | 加碼 |
| Allspring Global Investments Holdings, LLC | 687,934 | $6,486 萬 | 0.10% | −31,552−4.4% | 減碼 |
| Coatue Management LLC大師Coatue | 678,308 | $6,395 萬 | 0.24% | 00.0% | 不變 |
| Davis Selected Advisers | 649,028 | $6,119 萬 | 0.34% | −3,288−0.5% | 減碼 |
| Matthews International Capital Management LLC | 624,025 | $5,883 萬 | 9.69% | +22,680+3.8% | 加碼 |
| Polar Capital Holdings Plc | 620,672 | $5,852 萬 | 0.34% | +51,489+9.0% | 加碼 |
| Orbis Allan Gray Ltd | 614,522 | $5,794 萬 | 0.31% | +614,522 | 新進 |
| Schroder Investment Management Group | 610,752 | $5,760 萬 | 0.06% | +154,306+33.8% | 加碼 |
| AIA Group Ltd | 604,683 | $5,701 萬 | 1.47% | +49,970+9.0% | 加碼 |
| Baird Financial Group, Inc. | 602,055 | $5,676 萬 | 0.11% | −113,900−15.9% | 減碼 |
| Two Sigma Advisers, LP | 589,600 | $5,559 萬 | 0.13% | +576,300+4,333.1% | 加碼 |
| Driehaus Capital Management LLC | 580,952 | $5,477 萬 | 0.47% | +580,952 | 新進 |
| Bank of New York Mellon Corp | 573,478 | $5,407 萬 | 0.01% | −16,331−2.8% | 減碼 |
| Renaissance Technologies LLC | 569,200 | $5,366 萬 | 0.08% | −165,500−22.5% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 565,473 | $5,331 萬 | 0.26% | −514,963−47.7% | 減碼 |
| 12 West Capital Management LP | 565,000 | $5,327 萬 | 5.45% | 00.0% | 不變 |
| National Pension Service | 560,648 | $5,286 萬 | 0.05% | +49,548+9.7% | 加碼 |
| Carrhae Capital LLP | 549,394 | $5,180 萬 | 5.92% | +549,394 | 新進 |
| State of Tennessee, Treasury Department | 542,484 | $5,115 萬 | 0.18% | +17,080+3.3% | 加碼 |
| Royal Bank of Canada | 535,180 | $5,046 萬 | 0.01% | +4,332+0.8% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 534,100 | $5,035 萬 | 0.12% | −241,800−31.2% | 減碼 |
| Fred Alger Management, LLC | 527,641 | $4,975 萬 | 0.24% | +527,641 | 新進 |
| Mane Global Capital Management LP | 510,215 | $4,810 萬 | 3.36% | +510,215 | 新進 |
| AQR Capital Management LLC | 479,342 | $4,519 萬 | 0.06% | +342,120+249.3% | 加碼 |
| University of Wisconsin Foundation | 471,223 | $4,443 萬 | 28.98% | +471,223 | 新進 |
| California State Teachers Retirement System | 429,806 | $4,052 萬 | 0.05% | −10,568−2.4% | 減碼 |
| National Bank of Canada | 421,199 | $3,971 萬 | 0.05% | +71,298+20.4% | 加碼 |
| Citadel Advisors LLC | 415,772 | $3,920 萬 | 0.04% | −689,350−62.4% | 減碼 |
| Voloridge Investment Management, LLC | 412,900 | $3,893 萬 | 0.14% | +412,900 | 新進 |