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 |
|---|---|---|---|---|---|
| C WorldWide Group Holding A/S | 275,922 | $4,413 萬 | 0.60% | −37,584−12.0% | 減碼 |
| Great West Life Assurance Co | 276,191 | $4,426 萬 | 0.07% | −5,969−2.1% | 減碼 |
| Swedbank AB | 278,641 | $4,457 萬 | 0.05% | +278,641 | 新進 |
| WT Asset Management Ltd | 280,200 | $4,482 萬 | 3.14% | +118,300+73.1% | 加碼 |
| Carmignac Gestion | 283,455 | $4,532 萬 | 0.70% | +10,810+4.0% | 加碼 |
| Raymond James Financial Inc | 283,993 | $4,542 萬 | 0.02% | +65,062+29.7% | 加碼 |
| Alliancebernstein L.P. | 284,193 | $4,545 萬 | 0.01% | −3,537−1.2% | 減碼 |
| Prudential Financial Inc | 288,259 | $4,610 萬 | 0.06% | +17,264+6.4% | 加碼 |
| Capital Fund Management S.A. | 295,246 | $4,722 萬 | 0.52% | +125,515+73.9% | 加碼 |
| Quadrature Capital Ltd | 296,109 | $4,736 萬 | 0.82% | +78,652+36.2% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 303,306 | $4,851 萬 | 0.26% | −2,047−0.7% | 減碼 |
| Allianz Asset Management GmbH | 304,107 | $4,864 萬 | 0.06% | −59,491−16.4% | 減碼 |
| Cubist Systematic Strategies, LLC | 306,580 | $4,903 萬 | 0.53% | +249,764+439.6% | 加碼 |
| Cookson Peirce & Co Inc | 306,875 | $4,908 萬 | 2.16% | +36,930+13.7% | 加碼 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 309,730 | $4,954 萬 | 1.27% | +309,730 | 新進 |
| Charles Schwab Investment Management Inc | 310,411 | $4,965 萬 | 0.01% | +3,504+1.1% | 加碼 |
| LPL Financial LLC | 313,494 | $5,014 萬 | 0.02% | +51,100+19.5% | 加碼 |
| Fullerton Fund Management Co Ltd. | 315,710 | $5,049 萬 | 2.04% | −460,551−59.3% | 減碼 |
| Thornburg Investment Management Inc | 317,895 | $5,084 萬 | 0.65% | −51,794−14.0% | 減碼 |
| Matthews International Capital Management LLC | 319,281 | $5,107 萬 | 11.75% | −100,973−24.0% | 減碼 |
| Cooperman Leon G | 326,058 | $5,215 萬 | 1.83% | 00.0% | 不變 |
| Asset Management One Co.,Ltd. | 329,470 | $5,270 萬 | 0.17% | +68,206+26.1% | 加碼 |
| Avala Global LP | 330,251 | $5,282 萬 | 2.75% | +330,251 | 新進 |
| Ninety One North America, Inc. | 333,615 | $5,336 萬 | 2.62% | −26,044−7.2% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 338,876 | $5,420 萬 | 0.04% | +46,029+15.7% | 加碼 |
| Atreides Management, LP | 341,083 | $5,455 萬 | 1.51% | +341,083 | 新進 |
| Wells Fargo & Company | 347,629 | $5,560 萬 | 0.01% | +90,876+35.4% | 加碼 |
| Nordea Investment Management AB | 352,099 | $5,605 萬 | 0.05% | +48,259+15.9% | 加碼 |
| Bank of Montreal | 351,393 | $5,620 萬 | 0.03% | +193,988+123.2% | 加碼 |
| AXA S.A. | 375,496 | $6,006 萬 | 0.17% | +45,228+13.7% | 加碼 |
| Man Group plc | 380,384 | $6,084 萬 | 0.13% | +337,877+794.9% | 加碼 |
| Manufacturers Life Insurance Company, The | 385,088 | $6,159 萬 | 0.06% | +30,357+8.6% | 加碼 |
| Keystone Investors Pte Ltd | 390,519 | $6,246 萬 | 12.89% | −433,046−52.6% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 391,337 | $6,259 萬 | 0.13% | +12,542+3.3% | 加碼 |
| Driehaus Capital Management LLC | 400,765 | $6,410 萬 | 0.51% | −236,779−37.1% | 減碼 |
| Carrhae Capital LLP | 412,960 | $6,605 萬 | 6.32% | −138,740−25.1% | 減碼 |
| Allspring Global Investments Holdings, LLC | 439,230 | $6,610 萬 | 0.11% | −130,352−22.9% | 減碼 |
| Natixis Advisors, L.P. | 424,702 | $6,793 萬 | 0.11% | +16,202+4.0% | 加碼 |
| Jane Street Group, LLC | 424,724 | $6,793 萬 | 0.11% | +242,704+133.3% | 加碼 |
| Long Walk Management LP | 431,500 | $6,901 萬 | 17.47% | +37,500+9.5% | 加碼 |
| Neuberger Berman Group LLC | 444,281 | $7,106 萬 | 0.05% | +104,628+30.8% | 加碼 |
| Davis Selected Advisers | 448,305 | $7,170 萬 | 0.38% | −66,323−12.9% | 減碼 |
| AIA Group Ltd | 455,107 | $7,279 萬 | 1.58% | −12,927−2.8% | 減碼 |
| Blue Grotto Capital, LLC | 473,500 | $7,573 萬 | 9.14% | +153,500+48.0% | 加碼 |
| California State Teachers Retirement System | 473,930 | $7,580 萬 | 0.08% | +32,660+7.4% | 加碼 |
| New York State Common Retirement Fund | 475,386 | $7,603 萬 | 0.10% | +198,106+71.4% | 加碼 |
| Tiger Pacific Capital LP | 482,805 | $7,722 萬 | 25.63% | +202,151+72.0% | 加碼 |
| Canada Pension Plan Investment Board | 490,513 | $7,845 萬 | 0.07% | +217,213+79.5% | 加碼 |
| Hound Partners, LLC | 500,000 | $7,997 萬 | 10.81% | +500,000 | 新進 |
| Pictet Asset Management Holding SA | 506,681 | $8,104 萬 | 0.08% | +151,167+42.5% | 加碼 |
| Polar Capital Holdings Plc | 521,486 | $8,341 萬 | 0.44% | −7,346−1.4% | 減碼 |
| Anomaly Capital Management, LP | 523,849 | $8,378 萬 | 2.66% | +523,849 | 新進 |
| State of Tennessee, Treasury Department | 543,203 | $8,688 萬 | 0.31% | +27,964+5.4% | 加碼 |
| Mane Global Capital Management LP | 546,882 | $8,747 萬 | 3.98% | +105,186+23.8% | 加碼 |
| Royal Bank of Canada | 555,277 | $8,881 萬 | 0.02% | −94,310−14.5% | 減碼 |
| Baird Financial Group, Inc. | 555,983 | $8,892 萬 | 0.16% | +70,070+14.4% | 加碼 |
| Infinitum Asset Management, LLC | 558,088 | $8,926 萬 | 19.77% | +51,588+10.2% | 加碼 |
| UBS Asset Management Americas Inc | 572,502 | $9,157 萬 | 0.02% | −1,001,155−63.6% | 減碼 |
| Maplelane Capital, LLC | 573,000 | $9,165 萬 | 5.65% | +273,000+91.0% | 加碼 |
| Jupiter Asset Management Ltd | 588,102 | $9,406 萬 | 0.78% | +240,398+69.1% | 加碼 |
| Ameriprise Financial Inc | 604,840 | $9,674 萬 | 0.02% | +112,380+22.8% | 加碼 |
| Millennium Management LLC | 611,248 | $9,776 萬 | 0.09% | +416,031+213.1% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 638,453 | $1.02 億 | 0.36% | −9,368−1.4% | 減碼 |
| Palestra Capital Management LLC | 647,095 | $1.03 億 | 3.07% | +647,095 | 新進 |
| Charles-Lim Capital Ltd | 650,000 | $1.04 億 | 25.91% | −150,000−18.8% | 減碼 |
| Bank of New York Mellon Corp | 650,431 | $1.04 億 | 0.02% | +24,030+3.8% | 加碼 |
| Public Employees Retirement System of Ohio | 662,006 | $1.06 億 | 0.36% | −96,267−12.7% | 減碼 |
| Coatue Management LLC大師Coatue | 666,305 | $1.07 億 | 0.30% | −30,304−4.4% | 減碼 |
| 1832 Asset Management L.P. | 694,482 | $1.11 億 | 0.19% | −151,318−17.9% | 減碼 |
| Kinetic Partners Management, LP | 697,056 | $1.11 億 | 6.10% | +202,656+41.0% | 加碼 |
| TD Asset Management Inc | 730,671 | $1.17 億 | 0.10% | +246,960+51.1% | 加碼 |
| Trivest Advisors Ltd | 736,600 | $1.18 億 | 4.58% | +96,600+15.1% | 加碼 |
| Macquarie Group Ltd | 745,385 | $1.19 億 | 0.15% | −139,691−15.8% | 減碼 |
| Wellington Management Group LLP | 757,354 | $1.21 億 | 0.02% | +625,820+475.8% | 加碼 |
| CoreView Capital Management Ltd | 766,319 | $1.23 億 | 15.99% | −984,074−56.2% | 減碼 |
| Agf Management Ltd | 783,729 | $1.25 億 | 0.57% | −199,124−20.3% | 減碼 |
| Axiom Investors LLC | 797,581 | $1.28 億 | 1.05% | +215,821+37.1% | 加碼 |
| Renaissance Technologies LLC | 811,100 | $1.30 億 | 0.17% | +811,100 | 新進 |
| Qube Research & Technologies Ltd | 826,406 | $1.32 億 | 0.18% | +181,556+28.2% | 加碼 |
| Russell Investments Group, Ltd. | 830,002 | $1.33 億 | 0.17% | +64,838+8.5% | 加碼 |
| Aviva PLC | 830,696 | $1.33 億 | 0.27% | +34,039+4.3% | 加碼 |
| Lord, Abbett & Co. LLC | 839,585 | $1.34 億 | 0.43% | −265,593−24.0% | 減碼 |
| Citadel Advisors LLC | 840,490 | $1.34 億 | 0.12% | −414,094−33.0% | 減碼 |
| Bridgewater Associates, LP | 872,932 | $1.40 億 | 0.56% | +367,218+72.6% | 加碼 |
| Schroder Investment Management Group | 880,484 | $1.41 億 | 0.12% | +507,646+136.2% | 加碼 |
| Barclays PLC | 883,452 | $1.41 億 | 0.06% | −279,081−24.0% | 減碼 |
| Vanguard Group Inc | 889,240 | $1.42 億 | 0.00% | +15,840+1.8% | 加碼 |
| Voloridge Investment Management, LLC | 899,008 | $1.44 億 | 0.53% | +631,880+236.5% | 加碼 |
| Coronation Fund Managers Ltd. | 944,631 | $1.51 億 | 8.19% | −128,768−12.0% | 減碼 |
| Foxhaven Asset Management, LP | 949,050 | $1.52 億 | 3.66% | +949,050 | 新進 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,008,337 | $1.61 億 | 0.10% | +18,159+1.8% | 加碼 |
| Orbis Allan Gray Ltd | 1,017,534 | $1.63 億 | 0.79% | +188,576+22.7% | 加碼 |
| Robeco Institutional Asset Management B.V. | 1,020,768 | $1.63 億 | 0.26% | +215,206+26.7% | 加碼 |
| National Bank of Canada | 1,059,958 | $1.70 億 | 0.18% | +843,655+390.0% | 加碼 |
| Ribbit Management Company, LLC | 1,100,179 | $1.76 億 | 11.98% | 00.0% | 不變 |
| Marshall Wace, LLP | 1,132,702 | $1.81 億 | 0.22% | −2,170,366−65.7% | 減碼 |
| Invesco Ltd. | 1,155,363 | $1.85 億 | 0.03% | −933,272−44.7% | 減碼 |
| Nuveen, LLC | 1,182,424 | $1.89 億 | 0.05% | −65,153−5.2% | 減碼 |
| Toronto Dominion Bank | 1,199,770 | $1.92 億 | 0.41% | +29,399+2.5% | 加碼 |
| Swiss National Bank | 1,206,200 | $1.93 億 | 0.12% | +182,800+17.9% | 加碼 |