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、85 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 |
|---|---|---|---|---|---|
| Tree Line Advisors (Hong Kong) Ltd. | 1,230,000 | $1.61 億 | 40.05% | 00.0% | 不變 |
| Nuveen, LLC | 1,247,577 | $1.63 億 | 0.05% | +1,247,577 | 新進 |
| Citadel Advisors LLC | 1,254,584 | $1.64 億 | 0.16% | +756,423+151.8% | 加碼 |
| UBS Group AG | 1,300,214 | $1.70 億 | 0.04% | +56,275+4.5% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 1,319,888 | $1.72 億 | 5.04% | +1,949+0.1% | 加碼 |
| Arohi Asset Management PTE Ltd. | 1,411,594 | $1.84 億 | 61.83% | −450,164−24.2% | 減碼 |
| Dorsal Capital Management, LLC | 1,500,000 | $1.96 億 | 6.32% | +75,000+5.3% | 加碼 |
| Franklin Resources Inc | 1,537,045 | $2.01 億 | 0.06% | +722,126+88.6% | 加碼 |
| UBS Asset Management Americas Inc | 1,573,657 | $2.05 億 | 0.05% | +55,528+3.7% | 加碼 |
| Deutsche Bank AG | 1,626,442 | $2.12 億 | 0.08% | +196,325+13.7% | 加碼 |
| Kensico Capital Management Corp | 1,670,200 | $2.18 億 | 4.91% | +426,700+34.3% | 加碼 |
| Castle Hook Partners LP | 1,671,994 | $2.18 億 | 5.74% | +1,671,994 | 新進 |
| Wasatch Advisors Inc | 1,676,623 | $2.19 億 | 1.22% | +51,639+3.2% | 加碼 |
| Ninety One UK Ltd | 1,683,861 | $2.20 億 | 0.61% | +439,973+35.4% | 加碼 |
| Bank of America Corp | 1,702,806 | $2.22 億 | 0.02% | +221,821+15.0% | 加碼 |
| CoreView Capital Management Ltd | 1,750,393 | $2.28 億 | 22.72% | −441,208−20.1% | 減碼 |
| HSBC Holdings PLC | 1,886,539 | $2.46 億 | 0.16% | +298,355+18.8% | 加碼 |
| Ward Ferry Management (BVI) Ltd | 1,970,041 | $2.57 億 | 28.69% | 00.0% | 不變 |
| Perpetual Ltd | 2,029,519 | $2.65 億 | 3.20% | −68,484−3.3% | 減碼 |
| Legal & General Group Plc | 2,064,098 | $2.69 億 | 0.07% | −81,280−3.8% | 減碼 |
| Invesco Ltd. | 2,088,635 | $2.73 億 | 0.05% | −351,534−14.4% | 減碼 |
| Scge Management, L.P. | 2,160,000 | $2.82 億 | 8.12% | +1,251,000+137.6% | 加碼 |
| Prudential PLC | 2,367,402 | $3.09 億 | 1.56% | −842,512−26.2% | 減碼 |
| SEI Investments Co | 2,374,982 | $3.10 億 | 0.40% | +193,297+8.9% | 加碼 |
| Clearbridge Investments, LLC | 2,443,636 | $3.19 億 | 0.28% | −65,727−2.6% | 減碼 |
| Temasek Holdings (Private) Ltd | 2,475,226 | $3.23 億 | 1.31% | −1,173,541−32.2% | 減碼 |
| Eminence Capital, LP | 2,536,210 | $3.31 億 | 5.53% | −1,513,853−37.4% | 減碼 |
| Jennison Associates LLC | 2,578,905 | $3.37 億 | 0.24% | +2,578,905 | 新進 |
| Fred Alger Management, LLC | 2,585,179 | $3.37 億 | 1.92% | +1,528,301+144.6% | 加碼 |
| Point72 Asset Management, L.P. | 3,054,020 | $3.99 億 | 1.12% | +893,525+41.4% | 加碼 |
| Geode Capital Management, LLC | 3,186,674 | $4.09 億 | 0.03% | −14,927−0.5% | 減碼 |
| Northern Trust Corp | 3,219,713 | $4.20 億 | 0.06% | +273,366+9.3% | 加碼 |
| Marshall Wace, LLP | 3,303,068 | $4.31 億 | 0.58% | +1,801,673+120.0% | 加碼 |
| Kontiki Capital Management (HK) Ltd. | 3,388,516 | $4.42 億 | 31.82% | +111,400+3.4% | 加碼 |
| FIL Ltd | 3,433,783 | $4.48 億 | 0.43% | +802,702+30.5% | 加碼 |
| Citigroup Inc | 3,587,404 | $4.68 億 | 0.36% | +804,698+28.9% | 加碼 |
| William Blair Investment Management, LLC | 3,678,011 | $4.80 億 | 1.35% | +1,444,853+64.7% | 加碼 |
| Kora Management LP | 3,968,088 | $5.18 億 | 67.74% | −275,537−6.5% | 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 |
| Morgan Stanley | 4,213,124 | $5.50 億 | 0.04% | −1,674,437−28.4% | 減碼 |
| Capital Research Global Investors | 4,301,651 | $5.61 億 | 0.12% | −3,824,413−47.1% | 減碼 |
| Acadian Asset Management LLC | 4,777,353 | $6.23 億 | 1.76% | +354,158+8.0% | 加碼 |
| Goldman Sachs Group Inc | 4,796,824 | $6.26 億 | 0.12% | −57,803−1.2% | 減碼 |
| Artisan Partners Limited Partnership | 4,863,297 | $6.35 億 | 1.03% | −257,344−5.0% | 減碼 |
| Aspex Management (HK) Ltd | 5,848,206 | $7.63 億 | 19.71% | +952,391+19.5% | 加碼 |
| State Street Corp | 6,447,790 | $8.41 億 | 0.03% | −430,854−6.3% | 減碼 |
| Sands Capital Management, LLC | 6,817,994 | $8.90 億 | 3.03% | −573,638−7.8% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 7,078,853 | $9.24 億 | 0.75% | −15,034−0.2% | 減碼 |
| Price T Rowe Associates Inc | 9,580,276 | $12.5 億 | 0.15% | +1,301,468+15.7% | 加碼 |
| FMR LLC | 11,466,140 | $15.0 億 | 0.10% | +278,348+2.5% | 加碼 |
| JPMorgan Chase & Co | 11,630,768 | $15.2 億 | 0.12% | +1,928,981+19.9% | 加碼 |
| Norges Bank | 14,837,212 | $19.4 億 | 0.27% | +759,151+5.4% | 加碼 |
| Tiger Global Management LLC大師老虎環球 | 16,041,335 | $20.9 億 | 7.87% | 00.0% | 不變 |
| BlackRock, Inc. | 18,052,523 | $23.6 億 | 0.05% | +300,440+1.7% | 加碼 |
| WCM Investment Management, LLC | 25,144,668 | $32.9 億 | 8.45% | −518,999−2.0% | 減碼 |
| Baillie Gifford & Co | 39,525,842 | $51.6 億 | 4.50% | −1,428,707−3.5% | 減碼 |
| Proequities, Inc. | 0 | $0 | 0.00% | −10,410−100.0% | 清倉 |
| Slate Path Capital LP | 0 | $0 | 0.00% | −1,279,330−100.0% | 清倉 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −765,900−100.0% | 清倉 |
| Unisphere Establishment | 0 | $0 | 0.00% | −525,000−100.0% | 清倉 |
| Walleye Trading LLC | 0 | $0 | 0.00% | −374,324−100.0% | 清倉 |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −323,779−100.0% | 清倉 |
| ShawSpring Partners LLC | 0 | $0 | 0.00% | −315,538−100.0% | 清倉 |
| GQG Partners LLC | 0 | $0 | 0.00% | −269,444−100.0% | 清倉 |
| Anatole Investment Management Ltd | 0 | $0 | 0.00% | −208,655−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −107,412−100.0% | 清倉 |
| Massachusetts Institute of Technology | 0 | $0 | 0.00% | −99,063−100.0% | 清倉 |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −93,249−100.0% | 清倉 |
| Bienville Capital Management, LLC | 0 | $0 | 0.00% | −83,310−100.0% | 清倉 |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −82,900−100.0% | 清倉 |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −77,027−100.0% | 清倉 |
| PEAK6 LLC | 0 | $0 | 0.00% | −49,163−100.0% | 清倉 |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −43,535−100.0% | 清倉 |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −41,950−100.0% | 清倉 |
| Optimas Capital Ltd | 0 | $0 | 0.00% | −40,273−100.0% | 清倉 |
| Hiddenite Capital Partners LP | 0 | $0 | 0.00% | −38,000−100.0% | 清倉 |
| Tekne Capital Management, LLC | 0 | $0 | 0.00% | −26,684−100.0% | 清倉 |
| Soros Fund Management LLC大師索羅斯基金管理 | 0 | $0 | 0.00% | −25,449−100.0% | 清倉 |
| Siren, L.L.C. | 0 | $0 | 0.00% | −25,000−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −21,983−100.0% | 清倉 |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −16,785−100.0% | 清倉 |
| Marvin & Palmer Associates Inc | 0 | $0 | 0.00% | −16,490−100.0% | 清倉 |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −16,181−100.0% | 清倉 |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −14,921−100.0% | 清倉 |
| Quantessence Capital LLC | 0 | $0 | 0.00% | −10,480−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −10,257−100.0% | 清倉 |
| First Manhattan Co | 0 | $0 | 0.00% | −5,208−100.0% | 清倉 |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −5,049−100.0% | 清倉 |
| United Advisor Group, LLC | 0 | $0 | 0.00% | −4,661−100.0% | 清倉 |
| Capula Management Ltd | 0 | $0 | 0.00% | −3,715−100.0% | 清倉 |
| American Trust | 0 | $0 | 0.00% | −3,134−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −3,031−100.0% | 清倉 |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −3,000−100.0% | 清倉 |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −2,861−100.0% | 清倉 |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −1,989−100.0% | 清倉 |
| Fedenia Advisers LLC | 0 | $0 | 0.00% | −1,498−100.0% | 清倉 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −1,169−100.0% | 清倉 |
| Militia Capital Partners, LP | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Strategic Investment Solutions, Inc. | 0 | $0 | 0.00% | −1,388−100.0% | 清倉 |