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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 2 季與 2025 年第 1 季比較

持有 Sea Ltd 的機構從 2025 年第 1 季到 2025 年第 2 季的變化。

2025 年第 2 季全部持有人2025 年第 1 季全部持有人

SE 的 13F 持有人:2025 年第 1 季與 2025 年第 2 季比較
項目2025 年第 1 季其中尚未申報 2025 年第 2 季2025 年第 2 季變化
持有家數7569858+111
股數3.54 億11.5 萬3.64 億+929.2 萬 (+2.6%)
市值$461.2 億$1,502 萬$581.0 億+$119.9 億 (+26.0%)

9 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 季:沒申報不算清倉,所以變化不計入它們。

新進機構(162 家)

2025 年第 2 季季末持有 Sea Ltd、2025 年第 1 季季末沒有持有的機構。

依市值列出前 100 家,共 162 家。

2025 年第 2 季新進 SE 的機構
機構股數市值佔組合 %
Whale Rock Capital Management LLC1,409,496$2.25 億3.13%
D. E. Shaw & Co., Inc.1,365,221$2.18 億0.22%
Foxhaven Asset Management, LP949,050$1.52 億3.66%
Renaissance Technologies LLC811,100$1.30 億0.17%
Palestra Capital Management LLC647,095$1.03 億3.07%
Anomaly Capital Management, LP523,849$8,378 萬2.66%
Hound Partners, LLC500,000$7,997 萬10.81%
Atreides Management, LP341,083$5,455 萬1.51%
Avala Global LP330,251$5,282 萬2.75%
Duquesne Family Office LLC大師杜肯家族辦公室309,730$4,954 萬1.27%
Swedbank AB278,641$4,457 萬0.05%
Samlyn Capital, LLC273,161$4,369 萬0.63%
BWCP, LP126,073$2,016 萬3.29%
Light Street Capital Management, LLC120,630$1,929 萬3.94%
Untitled Investments LP113,542$1,816 萬4.96%
Aquatic Capital Management LLC98,189$1,570 萬0.32%
Polen Capital Management LLC83,932$1,342 萬0.04%
Oaktree Capital Management LP大師橡樹資本83,513$1,336 萬0.26%
Premier Fund Managers Ltd81,000$1,289 萬0.47%
Healthcare of Ontario Pension Plan Trust Fund70,453$1,127 萬0.02%
Third Point LLC大師第三點資本50,000$799.7 萬0.10%
Proem Advisors LLC50,000$799.7 萬2.11%
Geneva Partners, LLC42,400$678.1 萬2.69%
Varma Mutual Pension Insurance Co42,200$674.9 萬0.05%
Engineers Gate Manager LP40,147$642.1 萬0.08%
Capital Wealth Planning, LLC36,733$587.5 萬0.05%
Flight Deck Capital, LP26,859$429.6 萬4.54%
PEAK6 LLC26,667$426.5 萬0.14%
Mitchell Capital Management Co22,617$381.2 萬0.71%
FORA Capital, LLC23,451$375.1 萬0.42%
Glenmede Investment Management, LP23,422$374.6 萬0.02%
Erste Asset Management GmbH22,811$363.5 萬0.03%
EHP Funds Inc.20,600$329.5 萬3.78%
Virginia Retirement Systems Et Al20,200$323.1 萬0.02%
Concurrent Investment Advisors, LLC19,998$319.8 萬0.06%
Del-Sette Capital Management, LLC19,337$309.3 萬2.15%
Campbell & CO Investment Adviser LLC18,785$300.4 萬0.19%
Quantitative Investment Management, LLC18,188$290.8 萬0.39%
Virtu Financial LLC17,510$280.0 萬0.14%
Headlands Technologies LLC17,215$275.3 萬0.33%
Parametrica Management Ltd16,000$255.9 萬4.76%
New Vernon Capital Holdings II LLC15,698$251.1 萬1.20%
Wealthstar Advisors, LLC14,775$236.3 萬0.89%
Eleva Capital SAS14,243$227.8 萬0.49%
Covenant Asset Management, LLC14,077$225.1 萬0.46%
Parallax Volatility Advisers, L.P.13,036$208.5 萬0.08%
Skye Global Management LP12,600$201.5 萬0.04%
Marvin & Palmer Associates Inc11,800$188.7 萬1.62%
Capstone Investment Advisors, LLC11,777$188.4 萬0.02%
Westerkirk Capital Inc.10,773$172.3 萬0.21%
Bayesian Capital Management, LP10,700$171.1 萬0.27%
Vise Technologies, Inc.10,068$161.0 萬0.07%
Horizon Investments, LLC8,548$136.7 萬0.02%
Financiere des Professionnels - Fonds d,investissement inc.7,616$121.8 萬0.07%
GAM Holding AG7,500$120.0 萬0.08%
UBS Oconnor LLC6,800$108.8 萬0.03%
Flow Traders U.S. LLC6,682$106.9 萬0.04%
Wetherby Asset Management Inc6,230$99.6 萬0.04%
Armistice Capital, LLC6,200$99.2 萬0.04%
Omers Administration Corp5,969$95.5 萬0.01%
Centiva Capital, LP5,781$92.5 萬0.06%
Oaktree Fund Advisors, LLC5,077$81.2 萬1.41%
Graham Capital Management, L.P.4,825$77.2 萬0.02%
Glaxis Capital Management, LLC4,000$64.0 萬0.86%
Global Retirement Partners, LLC3,475$55.6 萬0.01%
Fox Run Management, L.L.C.3,463$55.4 萬0.09%
R Squared Ltd3,282$52.5 萬0.29%
Pensionmark Financial Group, LLC3,237$51.8 萬0.01%
Bridgefront Capital, LLC3,000$48.0 萬0.13%
Freemont Capital Pte Ltd2,800$44.8 萬0.01%
Klingman & Associates, LLC2,612$41.8 萬0.02%
Frank, Rimerman Advisors LLC2,578$41.2 萬0.03%
Parnassus Investments2,569$41.1 萬0.00%
Two Sigma Securities, LLC2,359$37.7 萬0.05%
American Trust2,324$37.2 萬0.04%
Summit Trail Advisors, LLC2,308$36.9 萬0.01%
Scott Marsh Financial, LLC2,123$34.0 萬0.13%
Alliance Wealth Advisors, LLC2,034$32.5 萬0.08%
Prospera Financial Services Inc2,010$32.1 萬0.01%
Blueshift Asset Management, LLC1,836$29.4 萬0.09%
Meitav Dash Investments Ltd1,800$28.8 萬0.00%
Banco Santander, S.A.1,685$26.9 萬0.00%
Ground Swell Capital, LLC1,679$26.9 萬0.44%
PFG Investments, LLC1,669$26.7 萬0.02%
Sivia Capital Partners, LLC1,668$26.7 萬0.09%
Brown Advisory Inc1,623$26.0 萬0.00%
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund1,600$25.6 萬0.01%
Colony Group, LLC1,596$25.5 萬0.00%
Burns Matteson Capital Management, LLC1,595$25.5 萬0.12%
Tower Wealth Partners, Inc.1,589$25.4 萬0.15%
GWN Securities Inc.1,576$25.2 萬0.05%
Rehmann Capital Advisory Group1,515$24.2 萬0.01%
Intellus Advisors LLC1,500$24.0 萬0.04%
Xponance, Inc.1,497$23.9 萬0.00%
Equitable Holdings, Inc.1,486$23.8 萬0.00%
Savant Capital, LLC1,485$23.7 萬0.00%
Journey Strategic Wealth LLC1,474$23.6 萬0.01%
IHT Wealth Management, LLC1,451$23.2 萬0.01%
BCS Private Wealth Management, Inc.1,450$23.2 萬0.09%
Sigma Planning Corp1,443$23.1 萬0.01%

清倉機構(51 家)

2025 年第 1 季季末持有 Sea Ltd、2025 年第 2 季有申報但已經沒有持有的機構。

2025 年第 2 季清倉 SE 的機構
機構2025 年第 1 季股數2025 年第 1 季市值
First Beijing Investment Ltd957,702$1.25 億
Public Investment Fund833,335$1.09 億
Holocene Advisors, LP707,767$9,236 萬
University of Wisconsin Foundation307,504$2,903 萬
Ardmore Road Asset Management LP200,000$2,610 萬
Science & Technology Partners, L.P.112,800$1,472 萬
SPX Equities Gestao de Recursos Ltda75,000$978.7 萬
Corebridge Financial, Inc.64,608$843.1 萬
Old Mission Capital LLC60,179$785.3 萬
Maytus Capital Management, LLC49,426$645.0 萬
Apis Capital Advisors, LLC38,000$495.9 萬
Point72 Hong Kong Ltd37,100$484.1 萬
Grantham, Mayo, Van Otterloo & Co. LLC30,959$404.0 萬
Woodline Partners LP30,870$402.8 萬
O'Neil Global Advisors, Inc.27,322$356.5 萬
Wealth High Governance Capital Ltda24,800$323.6 萬
BW Gestao de Investimentos Ltda.15,200$198.3 萬
United Services Automobile Association12,312$160.9 萬
Signal Advisors Wealth, LLC11,744$153.2 萬
Scotia Capital Inc.8,406$109.7 萬
Fig Financial Advisory Services Inc7,666$100.0 萬
Lighthouse Investment Partners, LLC4,969$64.8 萬
Eqis Capital Management, Inc.4,630$60.4 萬
Banque Transatlantique SA2,886$37.7 萬
Claro Advisors LLC2,665$34.8 萬
Prime Capital Investment Advisors, LLC2,383$31.1 萬
GM Advisory Group, Inc.2,300$30.0 萬
HB Wealth Management, LLC2,188$28.6 萬
Meiji Yasuda Asset Management Co Ltd.1,994$26.0 萬
Level Four Advisory Services, LLC1,986$25.9 萬
Camelot Portfolios, LLC1,900$24.8 萬
Capital Markets Trading UK LLP1,697$22.1 萬
Sowell Financial Services LLC1,655$21.6 萬
Eagle Rock Investment Company, LLC1,638$21.4 萬
Boston Private Wealth LLC1,623$21.2 萬
British Columbia Investment Management Corp1,583$20.7 萬
Zacks Investment Management1,554$20.3 萬
Paradice Investment Management LLC1,546$20.2 萬
Hexagon Capital Partners LLC840$11.0 萬
Point72 Asia (Singapore) Pte. Ltd.673$8.78 萬
Loomis Sayles & Co L P627$8.20 萬
Natixis546$7.02 萬
Harel Insurance Investments & Financial Services Ltd.288$3.80 萬
Ci Investments Inc.137$1.80 萬
Cape Investment Advisory, Inc.102$1.33 萬
ROSS\JOHNSON & Associates LLC31$4,045
Covestor Ltd33$4,000
Caitong International Asset Management Co., Ltd26$3,393
Mather Group, LLC.25$3,262
Halbert Hargrove Global Advisors, LLC1$131
Perkins Coie Trust Co1$130

尚未申報 2025 年第 2 季的機構(9 家)

2025 年第 1 季季末持有 Sea Ltd、還沒有申報 2025 年第 2 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2025 年第 1 季持有 SE、尚未申報 2025 年第 2 季的機構
機構2025 年第 1 季股數2025 年第 1 季市值
Credit Agricole S A42,506$554.7 萬
Orion Portfolio Solutions, LLC24,070$314.1 萬
Glenmede Trust Co NA23,384$305.1 萬
Rakuten Investment Management, Inc.10,600$138.5 萬
Impact Asset Management GmbH3,797$49.5 萬
Redwood Investments, LLC3,711$48.4 萬
CAPROCK Group, Inc.3,565$46.5 萬
Callan Capital, LLC1,810$23.6 萬
Lindbrook Capital, LLC1,651$21.5 萬