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。
2025 年第 1 季 13F 持有人
Sea Ltd 在 2025/3/31 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
- 756
- 較 2024 年第 4 季 +84 家
- 持有股數
- 3.54 億
- 較 2024 年第 4 季 +1,451 萬 (+4.3%)
- 總市值
- $461.2 億
- 較 2024 年第 4 季 +$100.4 億 (+27.8%)
- 新進機構
- 144
- 另有 299 家加碼
- 清倉機構
- 60
- 另有 231 家減碼
另有 13 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 |
2025 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Baillie Gifford & Co | 39,525,842 | $51.6 億 | 4.50% | −1,428,707−3.5% | 減碼 |
| WCM Investment Management, LLC | 25,144,668 | $32.9 億 | 8.45% | −518,999−2.0% | 減碼 |
| BlackRock, Inc. | 18,052,523 | $23.6 億 | 0.05% | +300,440+1.7% | 加碼 |
| Tiger Global Management LLC大師老虎環球 | 16,041,335 | $20.9 億 | 7.87% | 00.0% | 不變 |
| Norges Bank | 14,837,212 | $19.4 億 | 0.27% | +759,151+5.4% | 加碼 |
| JPMorgan Chase & Co | 11,630,768 | $15.2 億 | 0.12% | +1,928,981+19.9% | 加碼 |
| FMR LLC | 11,466,140 | $15.0 億 | 0.10% | +278,348+2.5% | 加碼 |
| Price T Rowe Associates Inc | 9,580,276 | $12.5 億 | 0.15% | +1,301,468+15.7% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 7,078,853 | $9.24 億 | 0.75% | −15,034−0.2% | 減碼 |
| Sands Capital Management, LLC | 6,817,994 | $8.90 億 | 3.03% | −573,638−7.8% | 減碼 |
| State Street Corp | 6,447,790 | $8.41 億 | 0.03% | −430,854−6.3% | 減碼 |
| Aspex Management (HK) Ltd | 5,848,206 | $7.63 億 | 19.71% | +952,391+19.5% | 加碼 |
| Artisan Partners Limited Partnership | 4,863,297 | $6.35 億 | 1.03% | −257,344−5.0% | 減碼 |
| Goldman Sachs Group Inc | 4,796,824 | $6.26 億 | 0.12% | −57,803−1.2% | 減碼 |
| Acadian Asset Management LLC | 4,777,353 | $6.23 億 | 1.76% | +354,158+8.0% | 加碼 |
| Capital Research Global Investors | 4,301,651 | $5.61 億 | 0.12% | −3,824,413−47.1% | 減碼 |
| Morgan Stanley | 4,213,124 | $5.50 億 | 0.04% | −1,674,437−28.4% | 減碼 |
| Viking Global Investors LP大師維京全球投資 | 4,160,096 | $5.43 億 | 1.72% | +4,160,096 | 新進 |
| Kora Management LP | 3,968,088 | $5.18 億 | 67.74% | −275,537−6.5% | 減碼 |
| William Blair Investment Management, LLC | 3,678,011 | $4.80 億 | 1.35% | +1,444,853+64.7% | 加碼 |
| Citigroup Inc | 3,587,404 | $4.68 億 | 0.36% | +804,698+28.9% | 加碼 |
| FIL Ltd | 3,433,783 | $4.48 億 | 0.43% | +802,702+30.5% | 加碼 |
| Kontiki Capital Management (HK) Ltd. | 3,388,516 | $4.42 億 | 31.82% | +111,400+3.4% | 加碼 |
| Marshall Wace, LLP | 3,303,068 | $4.31 億 | 0.58% | +1,801,673+120.0% | 加碼 |
| Northern Trust Corp | 3,219,713 | $4.20 億 | 0.06% | +273,366+9.3% | 加碼 |
| Geode Capital Management, LLC | 3,186,674 | $4.09 億 | 0.03% | −14,927−0.5% | 減碼 |
| Point72 Asset Management, L.P. | 3,054,020 | $3.99 億 | 1.12% | +893,525+41.4% | 加碼 |
| Fred Alger Management, LLC | 2,585,179 | $3.37 億 | 1.92% | +1,528,301+144.6% | 加碼 |
| Jennison Associates LLC | 2,578,905 | $3.37 億 | 0.24% | +2,578,905 | 新進 |
| Eminence Capital, LP | 2,536,210 | $3.31 億 | 5.53% | −1,513,853−37.4% | 減碼 |
| Temasek Holdings (Private) Ltd | 2,475,226 | $3.23 億 | 1.31% | −1,173,541−32.2% | 減碼 |
| Clearbridge Investments, LLC | 2,443,636 | $3.19 億 | 0.28% | −65,727−2.6% | 減碼 |
| SEI Investments Co | 2,374,982 | $3.10 億 | 0.40% | +193,297+8.9% | 加碼 |
| Prudential PLC | 2,367,402 | $3.09 億 | 1.56% | −842,512−26.2% | 減碼 |
| Scge Management, L.P. | 2,160,000 | $2.82 億 | 8.12% | +1,251,000+137.6% | 加碼 |
| Invesco Ltd. | 2,088,635 | $2.73 億 | 0.05% | −351,534−14.4% | 減碼 |
| Legal & General Group Plc | 2,064,098 | $2.69 億 | 0.07% | −81,280−3.8% | 減碼 |
| Perpetual Ltd | 2,029,519 | $2.65 億 | 3.20% | −68,484−3.3% | 減碼 |
| Ward Ferry Management (BVI) Ltd | 1,970,041 | $2.57 億 | 28.69% | 00.0% | 不變 |
| HSBC Holdings PLC | 1,886,539 | $2.46 億 | 0.16% | +298,355+18.8% | 加碼 |
| CoreView Capital Management Ltd | 1,750,393 | $2.28 億 | 22.72% | −441,208−20.1% | 減碼 |
| Bank of America Corp | 1,702,806 | $2.22 億 | 0.02% | +221,821+15.0% | 加碼 |
| Ninety One UK Ltd | 1,683,861 | $2.20 億 | 0.61% | +439,973+35.4% | 加碼 |
| Wasatch Advisors Inc | 1,676,623 | $2.19 億 | 1.22% | +51,639+3.2% | 加碼 |
| Castle Hook Partners LP | 1,671,994 | $2.18 億 | 5.74% | +1,671,994 | 新進 |
| Kensico Capital Management Corp | 1,670,200 | $2.18 億 | 4.91% | +426,700+34.3% | 加碼 |
| Deutsche Bank AG | 1,626,442 | $2.12 億 | 0.08% | +196,325+13.7% | 加碼 |
| UBS Asset Management Americas Inc | 1,573,657 | $2.05 億 | 0.05% | +55,528+3.7% | 加碼 |
| Franklin Resources Inc | 1,537,045 | $2.01 億 | 0.06% | +722,126+88.6% | 加碼 |
| Dorsal Capital Management, LLC | 1,500,000 | $1.96 億 | 6.32% | +75,000+5.3% | 加碼 |
| Arohi Asset Management PTE Ltd. | 1,411,594 | $1.84 億 | 61.83% | −450,164−24.2% | 減碼 |
| Oversea-Chinese Banking CORP Ltd | 1,319,888 | $1.72 億 | 5.04% | +1,949+0.1% | 加碼 |
| UBS Group AG | 1,300,214 | $1.70 億 | 0.04% | +56,275+4.5% | 加碼 |
| Citadel Advisors LLC | 1,254,584 | $1.64 億 | 0.16% | +756,423+151.8% | 加碼 |
| Nuveen, LLC | 1,247,577 | $1.63 億 | 0.05% | +1,247,577 | 新進 |
| Tree Line Advisors (Hong Kong) Ltd. | 1,230,000 | $1.61 億 | 40.05% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 1,204,584 | $1.57 億 | 0.05% | −16,644−1.4% | 減碼 |
| Toronto Dominion Bank | 1,170,371 | $1.53 億 | 0.39% | +140,150+13.6% | 加碼 |
| Barclays PLC | 1,162,533 | $1.52 億 | 0.07% | +222,849+23.7% | 加碼 |
| Lord, Abbett & Co. LLC | 1,105,178 | $1.44 億 | 0.51% | +696,940+170.7% | 加碼 |
| Ribbit Management Company, LLC | 1,100,179 | $1.44 億 | 14.72% | 00.0% | 不變 |
| Coronation Fund Managers Ltd. | 1,073,399 | $1.40 億 | 7.61% | +22,464+2.1% | 加碼 |
| Two Sigma Investments, LP | 1,039,205 | $1.36 億 | 0.29% | +86,089+9.0% | 加碼 |
| Swiss National Bank | 1,023,400 | $1.34 億 | 0.09% | +1,400+0.1% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 990,178 | $1.29 億 | 0.09% | −154,315−13.5% | 減碼 |
| BNP Paribas Arbitrage, SA | 989,827 | $1.29 億 | 0.10% | −496,968−33.4% | 減碼 |
| Agf Management Ltd | 982,853 | $1.28 億 | 0.68% | +620,587+171.3% | 加碼 |
| First Beijing Investment Ltd | 957,702 | $1.25 億 | 8.58% | −1,599,696−62.6% | 減碼 |
| Macquarie Group Ltd | 885,076 | $1.15 億 | 0.14% | −59,064−6.3% | 減碼 |
| Vanguard Group Inc | 873,400 | $1.14 億 | 0.00% | +3,647+0.4% | 加碼 |
| 1832 Asset Management L.P. | 845,800 | $1.10 億 | 0.21% | −133,000−13.6% | 減碼 |
| National Pension Service | 835,228 | $1.09 億 | 0.10% | +304,580+57.4% | 加碼 |
| Public Investment Fund | 833,335 | $1.09 億 | 0.56% | 00.0% | 不變 |
| Orbis Allan Gray Ltd | 828,958 | $1.08 億 | 0.62% | −177,586−17.6% | 減碼 |
| Keystone Investors Pte Ltd | 823,565 | $1.07 億 | 15.10% | −109,069−11.7% | 減碼 |
| Robeco Institutional Asset Management B.V. | 805,562 | $1.05 億 | 0.20% | +361,756+81.5% | 加碼 |
| Charles-Lim Capital Ltd | 800,000 | $1.04 億 | 30.76% | −208,301−20.7% | 減碼 |
| Aviva PLC | 796,657 | $1.04 億 | 0.25% | −78,974−9.0% | 減碼 |
| Fullerton Fund Management Co Ltd. | 776,261 | $1.01 億 | 6.50% | +344,853+79.9% | 加碼 |
| Russell Investments Group, Ltd. | 765,164 | $9,988 萬 | 0.14% | +187,204+32.4% | 加碼 |
| Public Employees Retirement System of Ohio | 758,273 | $9,895 萬 | 0.36% | +73,144+10.7% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 731,405 | $9,544 萬 | 0.25% | −38,206−5.0% | 減碼 |
| Holocene Advisors, LP | 707,767 | $9,236 萬 | 0.27% | +707,767 | 新進 |
| Coatue Management LLC大師Coatue | 696,609 | $9,090 萬 | 0.40% | +18,301+2.7% | 加碼 |
| Two Sigma Advisers, LP | 695,200 | $9,072 萬 | 0.20% | +313,900+82.3% | 加碼 |
| Royal Bank of Canada | 649,587 | $8,477 萬 | 0.02% | +65,419+11.2% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 647,821 | $8,453 萬 | 0.37% | +94,681+17.1% | 加碼 |
| Qube Research & Technologies Ltd | 644,850 | $8,415 萬 | 0.13% | −19,600−2.9% | 減碼 |
| Trivest Advisors Ltd | 640,000 | $8,351 萬 | 7.08% | −70,000−9.9% | 減碼 |
| Driehaus Capital Management LLC | 637,544 | $8,319 萬 | 0.80% | +615,182+2,751.0% | 加碼 |
| Bank of New York Mellon Corp | 626,401 | $8,174 萬 | 0.02% | −1,546−0.2% | 減碼 |
| Axiom Investors LLC | 581,760 | $7,591 萬 | 0.73% | −47,414−7.5% | 減碼 |
| Allspring Global Investments Holdings, LLC | 569,582 | $7,545 萬 | 0.13% | −85,838−13.1% | 減碼 |
| Carrhae Capital LLP | 551,700 | $7,199 萬 | 8.37% | +77,028+16.2% | 加碼 |
| Polar Capital Holdings Plc | 528,832 | $6,901 萬 | 0.43% | +29,479+5.9% | 加碼 |
| State of Tennessee, Treasury Department | 515,239 | $6,723 萬 | 0.26% | −19,897−3.7% | 減碼 |
| Davis Selected Advisers | 514,628 | $6,715 萬 | 0.39% | −123,386−19.3% | 減碼 |
| Infinitum Asset Management, LLC | 506,500 | $6,609 萬 | 21.13% | 00.0% | 不變 |
| Bridgewater Associates, LP | 505,714 | $6,599 萬 | 0.31% | −91,325−15.3% | 減碼 |
| Kinetic Partners Management, LP | 494,400 | $6,451 萬 | 4.63% | +353,900+251.9% | 加碼 |