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 4 季 13F 持有人
Sea Ltd 在 2024/12/31 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
- 685
- 較 2024 年第 3 季 +84 家
- 持有股數
- 3.41 億
- 較 2024 年第 3 季 +1,805 萬 (+5.6%)
- 總市值
- $362.2 億
- 較 2024 年第 3 季 +$59.2 億 (+19.5%)
- 新進機構
- 135
- 另有 261 家加碼
- 清倉機構
- 51
- 另有 206 家減碼
另有 12 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Baillie Gifford & Co | 40,954,549 | $43.5 億 | 3.34% | +1,390,531+3.5% | 加碼 |
| WCM Investment Management, LLC | 25,663,667 | $27.6 億 | 6.49% | +4,761,289+22.8% | 加碼 |
| BlackRock, Inc. | 17,752,083 | $18.8 億 | 0.04% | +1,097,437+6.6% | 加碼 |
| Tiger Global Management LLC大師老虎環球 | 16,041,335 | $17.0 億 | 6.43% | 00.0% | 不變 |
| Norges Bank | 14,078,061 | $14.9 億 | 0.20% | +41,239+0.3% | 加碼 |
| FMR LLC | 11,187,792 | $11.9 億 | 0.07% | −3,194,129−22.2% | 減碼 |
| JPMorgan Chase & Co | 9,701,787 | $10.3 億 | 0.08% | +1,719,082+21.5% | 加碼 |
| Price T Rowe Associates Inc | 8,278,808 | $8.78 億 | 0.10% | −874,778−9.6% | 減碼 |
| Capital Research Global Investors | 8,126,064 | $8.62 億 | 0.18% | +1,325,183+19.5% | 加碼 |
| Sands Capital Management, LLC | 7,391,632 | $7.84 億 | 2.32% | −949,226−11.4% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 7,093,887 | $7.53 億 | 0.60% | −53,397−0.7% | 減碼 |
| State Street Corp | 6,878,644 | $7.30 億 | 0.03% | −52,163−0.8% | 減碼 |
| Morgan Stanley | 5,887,561 | $6.25 億 | 0.04% | +1,918,835+48.3% | 加碼 |
| Artisan Partners Limited Partnership | 5,120,641 | $5.43 億 | 0.84% | −420,085−7.6% | 減碼 |
| Aspex Management (HK) Ltd | 4,895,815 | $5.19 億 | 14.04% | −60,667−1.2% | 減碼 |
| Goldman Sachs Group Inc | 4,854,627 | $5.15 億 | 0.10% | −1,284,533−20.9% | 減碼 |
| Acadian Asset Management LLC | 4,423,195 | $4.69 億 | 1.36% | +3,373,118+321.2% | 加碼 |
| Kora Management LP | 4,243,625 | $4.50 億 | 60.66% | −393,875−8.5% | 減碼 |
| Eminence Capital, LP | 4,050,063 | $4.30 億 | 6.57% | −215,621−5.1% | 減碼 |
| Temasek Holdings (Private) Ltd | 3,648,767 | $3.87 億 | 1.53% | −1,226,459−25.2% | 減碼 |
| Kontiki Capital Management (HK) Ltd. | 3,277,116 | $3.48 億 | 30.32% | −286,000−8.0% | 減碼 |
| Prudential PLC | 3,209,914 | $3.41 億 | 1.72% | −448,719−12.3% | 減碼 |
| Geode Capital Management, LLC | 3,201,601 | $3.35 億 | 0.03% | +142,080+4.6% | 加碼 |
| Northern Trust Corp | 2,946,347 | $3.13 億 | 0.04% | +732,881+33.1% | 加碼 |
| Citigroup Inc | 2,782,706 | $2.95 億 | 0.28% | +736,727+36.0% | 加碼 |
| FIL Ltd | 2,631,081 | $2.79 億 | 0.26% | +840,550+46.9% | 加碼 |
| First Beijing Investment Ltd | 2,557,398 | $2.71 億 | 19.26% | +20,000+0.8% | 加碼 |
| Clearbridge Investments, LLC | 2,509,363 | $2.66 億 | 0.22% | −77,026−3.0% | 減碼 |
| Invesco Ltd. | 2,440,169 | $2.59 億 | 0.05% | −546,047−18.3% | 減碼 |
| William Blair Investment Management, LLC | 2,233,158 | $2.37 億 | 0.58% | +547,509+32.5% | 加碼 |
| CoreView Capital Management Ltd | 2,191,601 | $2.33 億 | 24.23% | +195,225+9.8% | 加碼 |
| SEI Investments Co | 2,181,685 | $2.31 億 | 0.30% | +245,324+12.7% | 加碼 |
| Point72 Asset Management, L.P. | 2,160,495 | $2.29 億 | 0.63% | +290,743+15.5% | 加碼 |
| Legal & General Group Plc | 2,145,378 | $2.28 億 | 0.06% | −85,894−3.8% | 減碼 |
| Perpetual Ltd | 2,098,003 | $2.23 億 | 2.61% | +2,031,038+3,033.0% | 加碼 |
| Ward Ferry Management (BVI) Ltd | 1,970,041 | $2.09 億 | 22.69% | 00.0% | 不變 |
| Arohi Asset Management PTE Ltd. | 1,861,758 | $1.98 億 | 53.86% | −126,200−6.3% | 減碼 |
| Wasatch Advisors Inc | 1,624,984 | $1.72 億 | 0.85% | +86,181+5.6% | 加碼 |
| HSBC Holdings PLC | 1,588,184 | $1.69 億 | 0.10% | +164,811+11.6% | 加碼 |
| UBS Asset Management Americas Inc | 1,518,129 | $1.61 億 | 0.04% | +90,297+6.3% | 加碼 |
| Marshall Wace, LLP | 1,501,395 | $1.59 億 | 0.20% | +1,303,642+659.2% | 加碼 |
| BNP Paribas Arbitrage, SA | 1,486,795 | $1.58 億 | 0.12% | +165,822+12.6% | 加碼 |
| Bank of America Corp | 1,480,985 | $1.57 億 | 0.01% | −82,932−5.3% | 減碼 |
| Deutsche Bank AG | 1,430,117 | $1.52 億 | 0.06% | −480,640−25.2% | 減碼 |
| Dorsal Capital Management, LLC | 1,425,000 | $1.51 億 | 4.55% | +425,000+42.5% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 1,317,939 | $1.40 億 | 4.00% | +66,771+5.3% | 加碼 |
| Slate Path Capital LP | 1,279,330 | $1.36 億 | 2.45% | −550,570−30.1% | 減碼 |
| UBS Group AG | 1,243,939 | $1.32 億 | 0.03% | +545,642+78.1% | 加碼 |
| Ninety One UK Ltd | 1,243,888 | $1.32 億 | 0.35% | +1,173,738+1,673.2% | 加碼 |
| Kensico Capital Management Corp | 1,243,500 | $1.32 億 | 3.01% | +338,500+37.4% | 加碼 |
| Tree Line Advisors (Hong Kong) Ltd. | 1,230,000 | $1.31 億 | 24.54% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 1,221,228 | $1.30 億 | 0.04% | +306,693+33.5% | 加碼 |
| Manufacturers Life Insurance Company, The | 1,161,131 | $1.23 億 | 0.11% | −90,465−7.2% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,144,493 | $1.21 億 | 0.08% | −22,858−2.0% | 減碼 |
| Ribbit Management Company, LLC | 1,100,179 | $1.17 億 | 13.20% | 00.0% | 不變 |
| Fred Alger Management, LLC | 1,056,878 | $1.12 億 | 0.53% | +529,237+100.3% | 加碼 |
| Coronation Fund Managers Ltd. | 1,050,935 | $1.12 億 | 6.56% | +69,817+7.1% | 加碼 |
| Toronto Dominion Bank | 1,030,221 | $1.09 億 | 0.21% | −49,042−4.5% | 減碼 |
| Swiss National Bank | 1,022,000 | $1.08 億 | 0.07% | −77,800−7.1% | 減碼 |
| Charles-Lim Capital Ltd | 1,008,301 | $1.07 億 | 26.80% | +133,301+15.2% | 加碼 |
| Orbis Allan Gray Ltd | 1,006,544 | $1.07 億 | 0.57% | +392,022+63.8% | 加碼 |
| 1832 Asset Management L.P. | 978,800 | $1.04 億 | 0.19% | +978,800 | 新進 |
| Two Sigma Investments, LP | 953,116 | $1.01 億 | 0.23% | −867,354−47.6% | 減碼 |
| Nuveen Asset Management, LLC | 949,989 | $1.01 億 | 0.03% | +58,096+6.5% | 加碼 |
| Macquarie Group Ltd | 944,140 | $1.00 億 | 0.12% | −201,047−17.6% | 減碼 |
| Barclays PLC | 939,684 | $9,970 萬 | 0.05% | +68,341+7.8% | 加碼 |
| Keystone Investors Pte Ltd | 932,634 | $9,895 萬 | 6.91% | +92,459+11.0% | 加碼 |
| Scge Management, L.P. | 909,000 | $9,644 萬 | 1.78% | +909,000 | 新進 |
| Aviva PLC | 875,631 | $9,290 萬 | 0.24% | +21,351+2.5% | 加碼 |
| Vanguard Group Inc | 869,753 | $9,228 萬 | 0.00% | −15,120−1.7% | 減碼 |
| Public Investment Fund | 833,335 | $8,842 萬 | 0.46% | 00.0% | 不變 |
| Franklin Resources Inc | 814,919 | $8,646 萬 | 0.02% | +652,516+401.8% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 769,611 | $8,166 萬 | 0.19% | −30,395−3.8% | 減碼 |
| Renaissance Technologies LLC | 765,900 | $8,126 萬 | 0.12% | +196,700+34.6% | 加碼 |
| Canada Pension Plan Investment Board | 741,172 | $7,864 萬 | 0.07% | −133,700−15.3% | 減碼 |
| Trivest Advisors Ltd | 710,000 | $7,533 萬 | 3.42% | +650,000+1,083.3% | 加碼 |
| Public Employees Retirement System of Ohio | 685,129 | $7,269 萬 | 0.25% | +283,738+70.7% | 加碼 |
| Coatue Management LLC大師Coatue | 678,308 | $7,197 萬 | 0.24% | 00.0% | 不變 |
| Qube Research & Technologies Ltd | 664,450 | $7,050 萬 | 0.12% | +383,269+136.3% | 加碼 |
| Allspring Global Investments Holdings, LLC | 655,420 | $6,873 萬 | 0.11% | −32,514−4.7% | 減碼 |
| Davis Selected Advisers | 638,014 | $6,769 萬 | 0.39% | −11,014−1.7% | 減碼 |
| Axiom Investors LLC | 629,174 | $6,676 萬 | 0.49% | +269,684+75.0% | 加碼 |
| Bank of New York Mellon Corp | 627,947 | $6,663 萬 | 0.01% | +54,469+9.5% | 加碼 |
| Bridgewater Associates, LP | 597,039 | $6,335 萬 | 0.29% | +298,655+100.1% | 加碼 |
| Mane Global Capital Management LP | 593,133 | $6,293 萬 | 2.88% | +82,918+16.3% | 加碼 |
| Royal Bank of Canada | 584,168 | $6,198 萬 | 0.01% | +48,988+9.2% | 加碼 |
| Russell Investments Group, Ltd. | 577,960 | $6,159 萬 | 0.09% | +356,875+161.4% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 553,140 | $5,869 萬 | 0.27% | −12,333−2.2% | 減碼 |
| Voloridge Investment Management, LLC | 550,847 | $5,844 萬 | 0.21% | +137,947+33.4% | 加碼 |
| State of Tennessee, Treasury Department | 535,136 | $5,678 萬 | 0.21% | −7,348−1.4% | 減碼 |
| National Pension Service | 530,648 | $5,630 萬 | 0.05% | −30,000−5.4% | 減碼 |
| Unisphere Establishment | 525,000 | $5,570 萬 | 0.49% | −350,000−40.0% | 減碼 |
| National Bank of Canada | 516,671 | $5,482 萬 | 0.07% | +95,472+22.7% | 加碼 |
| Teacher Retirement System of Texas | 515,663 | $5,471 萬 | 0.20% | +334,513+184.7% | 加碼 |
| Infinitum Asset Management, LLC | 506,500 | $5,374 萬 | 28.40% | +506,500 | 新進 |
| Polar Capital Holdings Plc | 499,353 | $5,298 萬 | 0.30% | −121,319−19.5% | 減碼 |
| Citadel Advisors LLC | 498,161 | $5,285 萬 | 0.05% | +82,389+19.8% | 加碼 |
| Baird Financial Group, Inc. | 493,234 | $5,233 萬 | 0.10% | −108,821−18.1% | 減碼 |
| AIA Group Ltd | 492,986 | $5,231 萬 | 1.26% | −111,697−18.5% | 減碼 |
| Carrhae Capital LLP | 474,672 | $5,036 萬 | 5.95% | −74,722−13.6% | 減碼 |