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 2 季 13F 持有人
Sea Ltd 在 2025/6/30 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
- 858
- 較 2025 年第 1 季 +111 家
- 持有股數
- 3.64 億
- 較 2025 年第 1 季 +929.2 萬 (+2.6%)
- 總市值
- $581.0 億
- 較 2025 年第 1 季 +$119.9 億 (+26.0%)
- 新進機構
- 162
- 另有 351 家加碼
- 清倉機構
- 51
- 另有 257 家減碼
另有 9 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Voya Investment Management LLC | 59,994 | $959.5 萬 | 0.01% | +2,475+4.3% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 60,436 | $966.5 萬 | 0.02% | −16,986−21.9% | 減碼 |
| STRS Ohio | 60,687 | $970.6 萬 | 0.04% | +7,272+13.6% | 加碼 |
| Bailard, Inc. | 61,081 | $976.9 萬 | 0.23% | −2,000−3.2% | 減碼 |
| Totem Point Management, LLC | 62,078 | $992.9 萬 | 10.46% | −23,880−27.8% | 減碼 |
| Sylebra Capital LLC | 62,211 | $995.0 萬 | 0.41% | −53,730−46.3% | 減碼 |
| Mediolanum International Funds Ltd | 63,457 | $1,011 萬 | 0.12% | −7,043−10.0% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 63,448 | $1,015 萬 | 0.09% | −300.0% | 減碼 |
| Vancity Investment Management Ltd | 64,735 | $1,035 萬 | 1.31% | −1,085−1.6% | 減碼 |
| M&T Bank Corp | 64,876 | $1,038 萬 | 0.04% | +230+0.4% | 加碼 |
| Victory Capital Management Inc | 65,177 | $1,042 萬 | 0.01% | +3,804+6.2% | 加碼 |
| DnB Asset Management AS | 65,524 | $1,048 萬 | 0.04% | +4,733+7.8% | 加碼 |
| Contrarius Group Holdings Ltd | 67,568 | $1,081 萬 | 0.61% | −11,515−14.6% | 減碼 |
| Aragon Global Management, LP | 67,700 | $1,083 萬 | 4.35% | +54,800+424.8% | 加碼 |
| Public Employees Retirement Association of Colorado | 68,523 | $1,096 萬 | 0.04% | +500+0.7% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 68,682 | $1,098 萬 | 0.27% | +54,283+377.0% | 加碼 |
| ASR Vermogensbeheer N.V. | 69,361 | $1,109 萬 | 0.14% | +2,978+4.5% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 70,453 | $1,127 萬 | 0.02% | +70,453 | 新進 |
| Oppenheimer Asset Management Inc. | 70,475 | $1,127 萬 | 0.13% | −4,449−5.9% | 減碼 |
| IFM Investors Pty Ltd | 70,662 | $1,130 萬 | 0.11% | +6,544+10.2% | 加碼 |
| Susquehanna International Group, LLP | 73,173 | $1,170 萬 | 0.02% | −64,728−46.9% | 減碼 |
| USS Investment Management Ltd | 73,610 | $1,178 萬 | 0.07% | −178−0.2% | 減碼 |
| Premier Fund Managers Ltd | 81,000 | $1,289 萬 | 0.47% | +81,000 | 新進 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 81,973 | $1,311 萬 | 0.12% | +9,465+13.1% | 加碼 |
| Oaktree Capital Management LP大師橡樹資本 | 83,513 | $1,336 萬 | 0.26% | +83,513 | 新進 |
| Polen Capital Management LLC | 83,932 | $1,342 萬 | 0.04% | +83,932 | 新進 |
| SG Americas Securities, LLC | 88,894 | $1,422 萬 | 0.06% | −317,345−78.1% | 減碼 |
| Jarislowsky, Fraser Ltd | 89,480 | $1,431 萬 | 0.08% | −303−0.3% | 減碼 |
| Hidden Lake Asset Management LP | 89,680 | $1,434 萬 | 7.05% | −25,138−21.9% | 減碼 |
| Employees Retirement System of Texas | 90,318 | $1,445 萬 | 0.12% | 00.0% | 不變 |
| Mackenzie Financial Corp | 90,332 | $1,445 萬 | 0.02% | +65,011+256.7% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 90,815 | $1,452 萬 | 0.06% | +40,494+80.5% | 加碼 |
| Polymer Capital Management (HK) LTD | 91,066 | $1,457 萬 | 2.28% | +27,453+43.2% | 加碼 |
| Noesis Capital Mangement Corp | 93,215 | $1,491 萬 | 2.59% | +565+0.6% | 加碼 |
| General Equity Holdings LP | 93,500 | $1,495 萬 | 11.32% | +3,500+3.9% | 加碼 |
| Standard Life Aberdeen plc | 94,092 | $1,505 萬 | 0.03% | +11,172+13.5% | 加碼 |
| Daiwa Securities Group Inc. | 94,690 | $1,514 萬 | 0.06% | +28,775+43.7% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 94,980 | $1,519 萬 | 0.43% | +17,738+23.0% | 加碼 |
| MML Investors Services, LLC | 95,164 | $1,522 萬 | 0.04% | −310−0.3% | 減碼 |
| Pathstone Holdings, LLC | 97,783 | $1,564 萬 | 0.06% | −28,465−22.5% | 減碼 |
| Aquatic Capital Management LLC | 98,189 | $1,570 萬 | 0.32% | +98,189 | 新進 |
| M&G Plc | 103,236 | $1,652 萬 | 0.09% | +120.0% | 加碼 |
| Federation des caisses Desjardins du Quebec | 105,165 | $1,682 萬 | 0.07% | +40,921+63.7% | 加碼 |
| Jain Global LLC | 108,488 | $1,735 萬 | 0.27% | +85,923+380.8% | 加碼 |
| Lakehouse Capital Pty Ltd | 112,383 | $1,798 萬 | 10.97% | 00.0% | 不變 |
| Untitled Investments LP | 113,542 | $1,816 萬 | 4.96% | +113,542 | 新進 |
| Livforsakringsbolaget Skandia, Omsesidigt | 114,700 | $1,835 萬 | 0.84% | +10,200+9.8% | 加碼 |
| Retirement Systems of Alabama | 114,782 | $1,836 萬 | 0.07% | 00.0% | 不變 |
| Rhumbline Advisers | 115,045 | $1,840 萬 | 0.02% | −500.0% | 減碼 |
| Resona Asset Management Co.,Ltd. | 120,668 | $1,929 萬 | 0.09% | +10,312+9.3% | 加碼 |
| Light Street Capital Management, LLC | 120,630 | $1,929 萬 | 3.94% | +120,630 | 新進 |
| Banque Pictet & Cie SA | 121,913 | $1,950 萬 | 0.20% | +1,711+1.4% | 加碼 |
| Ossiam | 122,790 | $1,964 萬 | 0.22% | +1,522+1.3% | 加碼 |
| Principal Financial Group Inc | 124,305 | $1,988 萬 | 0.01% | −37,981−23.4% | 減碼 |
| BWCP, LP | 126,073 | $2,016 萬 | 3.29% | +126,073 | 新進 |
| Investment House LLC | 130,593 | $2,089 萬 | 1.06% | −1,075−0.8% | 減碼 |
| KLP Kapitalforvaltning AS | 133,000 | $2,127 萬 | 0.09% | +5,000+3.9% | 加碼 |
| Andra AP-fonden | 134,900 | $2,158 萬 | 0.30% | +33,900+33.6% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 141,575 | $2,264 萬 | 0.02% | −6,762−4.6% | 減碼 |
| Equitable Trust Co | 144,157 | $2,306 萬 | 1.15% | −13,739−8.7% | 減碼 |
| US Bancorp | 146,705 | $2,346 萬 | 0.03% | −6,860−4.5% | 減碼 |
| State of Wisconsin Investment Board | 153,896 | $2,461 萬 | 0.06% | +30,468+24.7% | 加碼 |
| ARK Investment Management LLC大師方舟投資 | 155,154 | $2,482 萬 | 0.18% | −13,243−7.9% | 減碼 |
| Marcho Partners LLP | 158,165 | $2,530 萬 | 9.94% | −15,090−8.7% | 減碼 |
| Nissay Asset Management Corp | 159,136 | $2,545 萬 | 0.15% | +2,814+1.8% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 160,265 | $2,562 萬 | 0.06% | +29,420+22.5% | 加碼 |
| Trexquant Investment LP | 164,709 | $2,634 萬 | 0.30% | +45,157+37.8% | 加碼 |
| AQR Capital Management LLC | 164,799 | $2,636 萬 | 0.02% | +15,149+10.1% | 加碼 |
| Exchange Traded Concepts, LLC | 165,388 | $2,645 萬 | 0.34% | +69,662+72.8% | 加碼 |
| Danske Bank A/S | 167,500 | $2,679 萬 | 0.07% | +3,998+2.4% | 加碼 |
| Handelsbanken Fonder AB | 168,962 | $2,702 萬 | 0.10% | +2,106+1.3% | 加碼 |
| Zurich Insurance Group Ltd | 169,577 | $2,712 萬 | 0.21% | −7,226−4.1% | 減碼 |
| State of New Jersey Common Pension Fund D | 173,162 | $2,770 萬 | 0.11% | +3,800+2.2% | 加碼 |
| Worldquant Millennium Advisors LLC | 173,688 | $2,778 萬 | 0.14% | +165,043+1,909.1% | 加碼 |
| Think Investments LP | 174,000 | $2,783 萬 | 4.82% | −161,400−48.1% | 減碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 179,759 | $2,875 萬 | 1.00% | +89,025+98.1% | 加碼 |
| Avanda Investment Management Pte. Ltd. | 189,269 | $3,027 萬 | 17.14% | −62,093−24.7% | 減碼 |
| Vinva Investment Management Ltd | 189,330 | $3,043 萬 | 0.81% | +42,232+28.7% | 加碼 |
| Public Sector Pension Investment Board | 191,307 | $3,060 萬 | 0.13% | +8,400+4.6% | 加碼 |
| Panagora Asset Management Inc | 195,656 | $3,129 萬 | 0.14% | −3,134−1.6% | 減碼 |
| Aubrey Capital Management Ltd | 196,501 | $3,143 萬 | 11.41% | −10,099−4.9% | 減碼 |
| Tredje AP-fonden | 200,000 | $3,199 萬 | 0.25% | +40,000+25.0% | 加碼 |
| 111 Capital | 202,962 | $3,213 萬 | 5.52% | −56,615−21.8% | 減碼 |
| Privium Fund Management B.V. | 210,000 | $3,250 萬 | 7.01% | 00.0% | 不變 |
| Stifel Financial Corp | 205,731 | $3,290 萬 | 0.03% | +11,760+6.1% | 加碼 |
| Causeway Capital Management LLC | 212,331 | $3,396 萬 | 0.54% | +13,643+6.9% | 加碼 |
| KBC Group NV | 214,831 | $3,436 萬 | 0.09% | +13,551+6.7% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 222,196 | $3,554 萬 | 0.09% | +42,125+23.4% | 加碼 |
| Tudor Investment Corp Et Al | 222,921 | $3,565 萬 | 0.27% | −27,104−10.8% | 減碼 |
| Nikko Asset Management Americas, Inc. | 222,851 | $3,566 萬 | 0.36% | −14,439−6.1% | 減碼 |
| American Century Companies Inc | 224,348 | $3,588 萬 | 0.02% | −108,599−32.6% | 減碼 |
| Barings LLC | 229,570 | $3,672 萬 | 0.86% | −61,702−21.2% | 減碼 |
| Nomura Asset Management Co Ltd | 231,689 | $3,706 萬 | 0.10% | −6,672−2.8% | 減碼 |
| Korea Investment CORP | 246,614 | $3,944 萬 | 0.09% | +2,644+1.1% | 加碼 |
| Storebrand Asset Management AS | 251,150 | $4,017 萬 | 0.12% | +70,354+38.9% | 加碼 |
| Los Angeles Capital Management LLC | 251,359 | $4,020 萬 | 0.15% | +2,758+1.1% | 加碼 |
| Teacher Retirement System of Texas | 261,259 | $4,179 萬 | 0.18% | −9,118−3.4% | 減碼 |
| Lazard Asset Management LLC | 265,775 | $4,251 萬 | 0.06% | +179,881+209.4% | 加碼 |
| Samlyn Capital, LLC | 273,161 | $4,369 萬 | 0.63% | +273,161 | 新進 |
| Capital Advisors Inc | 273,724 | $4,378 萬 | 0.79% | +6,178+2.3% | 加碼 |