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 |
|---|---|---|---|---|---|
| Quadrature Capital Ltd | 217,457 | $2,836 萬 | 0.63% | +110,117+102.6% | 加碼 |
| Raymond James Financial Inc | 218,931 | $2,857 萬 | 0.01% | +37,526+20.7% | 加碼 |
| University of Wisconsin Foundation | 307,504 | $2,903 萬 | 24.63% | −7,719−2.4% | 減碼 |
| Jump Financial, LLC | 232,145 | $3,029 萬 | 0.46% | −3,127−1.3% | 減碼 |
| Nikko Asset Management Americas, Inc. | 237,290 | $3,094 萬 | 0.40% | −6,563−2.7% | 減碼 |
| Nomura Asset Management Co Ltd | 238,361 | $3,110 萬 | 0.10% | +67,834+39.8% | 加碼 |
| Korea Investment CORP | 243,970 | $3,184 萬 | 0.08% | +8,159+3.5% | 加碼 |
| Los Angeles Capital Management LLC | 248,601 | $3,244 萬 | 0.14% | −114,087−31.5% | 減碼 |
| Tudor Investment Corp Et Al | 250,025 | $3,263 萬 | 0.29% | +187,004+296.7% | 加碼 |
| Avanda Investment Management Pte. Ltd. | 251,362 | $3,280 萬 | 11.62% | −805−0.3% | 減碼 |
| 111 Capital | 259,577 | $3,295 萬 | 6.36% | −6,400−2.4% | 減碼 |
| Wells Fargo & Company | 256,753 | $3,350 萬 | 0.01% | +41,384+19.2% | 加碼 |
| Asset Management One Co.,Ltd. | 261,264 | $3,409 萬 | 0.12% | +8,942+3.5% | 加碼 |
| LPL Financial LLC | 262,394 | $3,424 萬 | 0.01% | +53,757+25.8% | 加碼 |
| Voloridge Investment Management, LLC | 267,128 | $3,486 萬 | 0.13% | −283,719−51.5% | 減碼 |
| Capital Advisors Inc | 267,546 | $3,491 萬 | 0.69% | +10,824+4.2% | 加碼 |
| Cookson Peirce & Co Inc | 269,945 | $3,523 萬 | 1.77% | +269,945 | 新進 |
| Teacher Retirement System of Texas | 270,377 | $3,528 萬 | 0.15% | −245,286−47.6% | 減碼 |
| Prudential Financial Inc | 270,995 | $3,536 萬 | 0.05% | −29,620−9.9% | 減碼 |
| Carmignac Gestion | 272,645 | $3,558 萬 | 0.58% | −9,508−3.4% | 減碼 |
| Canada Pension Plan Investment Board | 273,300 | $3,566 萬 | 0.03% | −467,872−63.1% | 減碼 |
| New York State Common Retirement Fund | 277,280 | $3,618 萬 | 0.05% | +2,153+0.8% | 加碼 |
| Tiger Pacific Capital LP | 280,654 | $3,662 萬 | 13.19% | +280,654 | 新進 |
| Great West Life Assurance Co | 282,160 | $3,685 萬 | 0.06% | −1,845−0.6% | 減碼 |
| Alliancebernstein L.P. | 287,730 | $3,755 萬 | 0.01% | +192,904+203.4% | 加碼 |
| Barings LLC | 291,272 | $3,801 萬 | 0.95% | −8,758−2.9% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 292,847 | $3,821 萬 | 0.04% | +22,878+8.5% | 加碼 |
| Nordea Investment Management AB | 303,840 | $3,871 萬 | 0.04% | −67,963−18.3% | 減碼 |
| Maplelane Capital, LLC | 300,000 | $3,915 萬 | 3.65% | +300,000 | 新進 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 305,353 | $3,985 萬 | 0.24% | +2,332+0.8% | 加碼 |
| Charles Schwab Investment Management Inc | 306,907 | $4,005 萬 | 0.01% | +15,749+5.4% | 加碼 |
| C WorldWide Group Holding A/S | 313,506 | $4,091 萬 | 0.51% | −2,343−0.7% | 減碼 |
| Blue Grotto Capital, LLC | 320,000 | $4,176 萬 | 7.97% | −60,000−15.8% | 減碼 |
| Cooperman Leon G | 326,058 | $4,255 萬 | 1.69% | 00.0% | 不變 |
| AXA S.A. | 330,268 | $4,310 萬 | 0.14% | +313,816+1,907.5% | 加碼 |
| American Century Companies Inc | 332,947 | $4,345 萬 | 0.03% | +181,416+119.7% | 加碼 |
| Think Investments LP | 335,400 | $4,377 萬 | 8.54% | 00.0% | 不變 |
| Neuberger Berman Group LLC | 339,653 | $4,432 萬 | 0.04% | +202,199+147.1% | 加碼 |
| Jupiter Asset Management Ltd | 347,704 | $4,537 萬 | 0.43% | +29,811+9.4% | 加碼 |
| Manufacturers Life Insurance Company, The | 354,731 | $4,629 萬 | 0.04% | −806,400−69.4% | 減碼 |
| Pictet Asset Management Holding SA | 355,514 | $4,639 萬 | 0.05% | +102,588+40.6% | 加碼 |
| Ninety One North America, Inc. | 359,659 | $4,693 萬 | 3.16% | +71,946+25.0% | 加碼 |
| Allianz Asset Management GmbH | 363,598 | $4,745 萬 | 0.07% | +139,967+62.6% | 加碼 |
| Thornburg Investment Management Inc | 369,689 | $4,824 萬 | 0.67% | −9,302−2.5% | 減碼 |
| Schroder Investment Management Group | 372,838 | $4,872 萬 | 0.05% | −47,085−11.2% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 378,795 | $4,943 萬 | 0.10% | +154,288+68.7% | 加碼 |
| Long Walk Management LP | 394,000 | $5,140 萬 | 16.65% | +52,250+15.3% | 加碼 |
| SG Americas Securities, LLC | 406,239 | $5,301 萬 | 0.18% | +395,926+3,839.1% | 加碼 |
| Natixis Advisors, L.P. | 408,500 | $5,331 萬 | 0.10% | +16,596+4.2% | 加碼 |
| Matthews International Capital Management LLC | 420,254 | $5,484 萬 | 11.32% | +18,255+4.5% | 加碼 |
| California State Teachers Retirement System | 441,270 | $5,758 萬 | 0.07% | +10,721+2.5% | 加碼 |
| Mane Global Capital Management LP | 441,696 | $5,764 萬 | 4.58% | −151,437−25.5% | 減碼 |
| AIA Group Ltd | 468,034 | $6,107 萬 | 1.50% | −24,952−5.1% | 減碼 |
| TD Asset Management Inc | 483,711 | $6,312 萬 | 0.06% | +229,269+90.1% | 加碼 |
| Baird Financial Group, Inc. | 485,913 | $6,341 萬 | 0.12% | −7,321−1.5% | 減碼 |
| Ameriprise Financial Inc | 492,460 | $6,426 萬 | 0.02% | +294,150+148.3% | 加碼 |
| Kinetic Partners Management, LP | 494,400 | $6,451 萬 | 4.63% | +353,900+251.9% | 加碼 |
| Bridgewater Associates, LP | 505,714 | $6,599 萬 | 0.31% | −91,325−15.3% | 減碼 |
| Infinitum Asset Management, LLC | 506,500 | $6,609 萬 | 21.13% | 00.0% | 不變 |
| Davis Selected Advisers | 514,628 | $6,715 萬 | 0.39% | −123,386−19.3% | 減碼 |
| State of Tennessee, Treasury Department | 515,239 | $6,723 萬 | 0.26% | −19,897−3.7% | 減碼 |
| Polar Capital Holdings Plc | 528,832 | $6,901 萬 | 0.43% | +29,479+5.9% | 加碼 |
| Carrhae Capital LLP | 551,700 | $7,199 萬 | 8.37% | +77,028+16.2% | 加碼 |
| Allspring Global Investments Holdings, LLC | 569,582 | $7,545 萬 | 0.13% | −85,838−13.1% | 減碼 |
| Axiom Investors LLC | 581,760 | $7,591 萬 | 0.73% | −47,414−7.5% | 減碼 |
| Bank of New York Mellon Corp | 626,401 | $8,174 萬 | 0.02% | −1,546−0.2% | 減碼 |
| Driehaus Capital Management LLC | 637,544 | $8,319 萬 | 0.80% | +615,182+2,751.0% | 加碼 |
| Trivest Advisors Ltd | 640,000 | $8,351 萬 | 7.08% | −70,000−9.9% | 減碼 |
| Qube Research & Technologies Ltd | 644,850 | $8,415 萬 | 0.13% | −19,600−2.9% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 647,821 | $8,453 萬 | 0.37% | +94,681+17.1% | 加碼 |
| Royal Bank of Canada | 649,587 | $8,477 萬 | 0.02% | +65,419+11.2% | 加碼 |
| Two Sigma Advisers, LP | 695,200 | $9,072 萬 | 0.20% | +313,900+82.3% | 加碼 |
| Coatue Management LLC大師Coatue | 696,609 | $9,090 萬 | 0.40% | +18,301+2.7% | 加碼 |
| Holocene Advisors, LP | 707,767 | $9,236 萬 | 0.27% | +707,767 | 新進 |
| Mitsubishi UFJ Trust & Banking Corp | 731,405 | $9,544 萬 | 0.25% | −38,206−5.0% | 減碼 |
| Public Employees Retirement System of Ohio | 758,273 | $9,895 萬 | 0.36% | +73,144+10.7% | 加碼 |
| Russell Investments Group, Ltd. | 765,164 | $9,988 萬 | 0.14% | +187,204+32.4% | 加碼 |
| Fullerton Fund Management Co Ltd. | 776,261 | $1.01 億 | 6.50% | +344,853+79.9% | 加碼 |
| Aviva PLC | 796,657 | $1.04 億 | 0.25% | −78,974−9.0% | 減碼 |
| Charles-Lim Capital Ltd | 800,000 | $1.04 億 | 30.76% | −208,301−20.7% | 減碼 |
| Robeco Institutional Asset Management B.V. | 805,562 | $1.05 億 | 0.20% | +361,756+81.5% | 加碼 |
| Keystone Investors Pte Ltd | 823,565 | $1.07 億 | 15.10% | −109,069−11.7% | 減碼 |
| Orbis Allan Gray Ltd | 828,958 | $1.08 億 | 0.62% | −177,586−17.6% | 減碼 |
| Public Investment Fund | 833,335 | $1.09 億 | 0.56% | 00.0% | 不變 |
| National Pension Service | 835,228 | $1.09 億 | 0.10% | +304,580+57.4% | 加碼 |
| 1832 Asset Management L.P. | 845,800 | $1.10 億 | 0.21% | −133,000−13.6% | 減碼 |
| Vanguard Group Inc | 873,400 | $1.14 億 | 0.00% | +3,647+0.4% | 加碼 |
| Macquarie Group Ltd | 885,076 | $1.15 億 | 0.14% | −59,064−6.3% | 減碼 |
| First Beijing Investment Ltd | 957,702 | $1.25 億 | 8.58% | −1,599,696−62.6% | 減碼 |
| Agf Management Ltd | 982,853 | $1.28 億 | 0.68% | +620,587+171.3% | 加碼 |
| BNP Paribas Arbitrage, SA | 989,827 | $1.29 億 | 0.10% | −496,968−33.4% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 990,178 | $1.29 億 | 0.09% | −154,315−13.5% | 減碼 |
| Swiss National Bank | 1,023,400 | $1.34 億 | 0.09% | +1,400+0.1% | 加碼 |
| Two Sigma Investments, LP | 1,039,205 | $1.36 億 | 0.29% | +86,089+9.0% | 加碼 |
| Coronation Fund Managers Ltd. | 1,073,399 | $1.40 億 | 7.61% | +22,464+2.1% | 加碼 |
| Ribbit Management Company, LLC | 1,100,179 | $1.44 億 | 14.72% | 00.0% | 不變 |
| Lord, Abbett & Co. LLC | 1,105,178 | $1.44 億 | 0.51% | +696,940+170.7% | 加碼 |
| Barclays PLC | 1,162,533 | $1.52 億 | 0.07% | +222,849+23.7% | 加碼 |
| Toronto Dominion Bank | 1,170,371 | $1.53 億 | 0.39% | +140,150+13.6% | 加碼 |
| Envestnet Asset Management Inc | 1,204,584 | $1.57 億 | 0.05% | −16,644−1.4% | 減碼 |