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 |
|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 1,222,321 | $1.95 億 | 0.06% | +17,737+1.5% | 加碼 |
| Tree Line Advisors (Hong Kong) Ltd. | 1,230,000 | $1.97 億 | 51.22% | 00.0% | 不變 |
| Oversea-Chinese Banking CORP Ltd | 1,292,199 | $2.07 億 | 5.84% | −27,689−2.1% | 減碼 |
| National Pension Service | 1,294,804 | $2.07 億 | 0.18% | +459,576+55.0% | 加碼 |
| Castle Hook Partners LP | 1,319,200 | $2.11 億 | 3.10% | −352,794−21.1% | 減碼 |
| D. E. Shaw & Co., Inc. | 1,365,221 | $2.18 億 | 0.22% | +1,365,221 | 新進 |
| Whale Rock Capital Management LLC | 1,409,496 | $2.25 億 | 3.13% | +1,409,496 | 新進 |
| Arohi Asset Management PTE Ltd. | 1,453,979 | $2.33 億 | 62.47% | +42,385+3.0% | 加碼 |
| Deutsche Bank AG | 1,498,750 | $2.40 億 | 0.09% | −127,692−7.9% | 減碼 |
| BNP Paribas Arbitrage, SA | 1,507,253 | $2.41 億 | 0.19% | +517,426+52.3% | 加碼 |
| Wasatch Advisors Inc | 1,524,805 | $2.44 億 | 1.28% | −151,818−9.1% | 減碼 |
| Eminence Capital, LP | 1,548,494 | $2.48 億 | 3.65% | −987,716−38.9% | 減碼 |
| Perpetual Ltd | 1,565,679 | $2.50 億 | 2.94% | −463,840−22.9% | 減碼 |
| Kensico Capital Management Corp | 1,608,800 | $2.57 億 | 4.95% | −61,400−3.7% | 減碼 |
| Two Sigma Investments, LP | 1,641,413 | $2.63 億 | 0.47% | +602,208+57.9% | 加碼 |
| Ninety One UK Ltd | 1,699,639 | $2.72 億 | 0.64% | +15,778+0.9% | 加碼 |
| Scge Management, L.P. | 1,755,000 | $2.81 億 | 5.89% | −405,000−18.8% | 減碼 |
| Ward Ferry Management (BVI) Ltd | 1,848,541 | $2.96 億 | 31.81% | −121,500−6.2% | 減碼 |
| Dorsal Capital Management, LLC | 1,850,000 | $2.96 億 | 8.42% | +350,000+23.3% | 加碼 |
| Two Sigma Advisers, LP | 1,906,300 | $3.05 億 | 0.62% | +1,211,100+174.2% | 加碼 |
| HSBC Holdings PLC | 1,942,869 | $3.11 億 | 0.20% | +56,330+3.0% | 加碼 |
| Bank of America Corp | 2,004,872 | $3.21 億 | 0.03% | +302,066+17.7% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 2,031,548 | $3.25 億 | 0.75% | +1,300,143+177.8% | 加碼 |
| Franklin Resources Inc | 2,054,546 | $3.29 億 | 0.09% | +517,501+33.7% | 加碼 |
| Legal & General Group Plc | 2,145,834 | $3.43 億 | 0.09% | +81,736+4.0% | 加碼 |
| Kontiki Capital Management (HK) Ltd. | 2,244,855 | $3.59 億 | 20.50% | −1,143,661−33.8% | 減碼 |
| Prudential PLC | 2,293,942 | $3.67 億 | 2.24% | −73,460−3.1% | 減碼 |
| UBS Group AG | 2,343,334 | $3.75 億 | 0.08% | +1,043,120+80.2% | 加碼 |
| SEI Investments Co | 2,351,800 | $3.76 億 | 0.44% | −23,182−1.0% | 減碼 |
| Fred Alger Management, LLC | 2,364,659 | $3.78 億 | 1.69% | −220,520−8.5% | 減碼 |
| Clearbridge Investments, LLC | 2,463,243 | $3.94 億 | 0.32% | +19,607+0.8% | 加碼 |
| Temasek Holdings (Private) Ltd | 2,475,226 | $3.96 億 | 1.54% | 00.0% | 不變 |
| Capital Research Global Investors | 2,631,167 | $4.21 億 | 0.08% | −1,670,484−38.8% | 減碼 |
| Point72 Asset Management, L.P. | 2,708,643 | $4.33 億 | 1.02% | −345,377−11.3% | 減碼 |
| Northern Trust Corp | 3,004,467 | $4.81 億 | 0.07% | −215,246−6.7% | 減碼 |
| Citigroup Inc | 3,132,977 | $5.01 億 | 0.35% | −454,427−12.7% | 減碼 |
| Geode Capital Management, LLC | 3,355,611 | $5.27 億 | 0.04% | +168,937+5.3% | 加碼 |
| Kora Management LP | 3,439,588 | $5.50 億 | 67.61% | −528,500−13.3% | 減碼 |
| Viking Global Investors LP大師維京全球投資 | 3,536,987 | $5.66 億 | 1.64% | −623,109−15.0% | 減碼 |
| William Blair Investment Management, LLC | 3,588,147 | $5.74 億 | 1.52% | −89,864−2.4% | 減碼 |
| FIL Ltd | 3,644,589 | $5.83 億 | 0.50% | +210,806+6.1% | 加碼 |
| Acadian Asset Management LLC | 4,080,726 | $6.53 億 | 1.35% | −696,627−14.6% | 減碼 |
| Jennison Associates LLC | 4,266,600 | $6.82 億 | 0.40% | +1,687,695+65.4% | 加碼 |
| Morgan Stanley | 4,544,624 | $7.27 億 | 0.05% | +331,500+7.9% | 加碼 |
| Goldman Sachs Group Inc | 4,794,864 | $7.67 億 | 0.12% | −1,9600.0% | 減碼 |
| Aspex Management (HK) Ltd | 5,180,898 | $8.29 億 | 18.03% | −667,308−11.4% | 減碼 |
| Artisan Partners Limited Partnership | 5,251,353 | $8.40 億 | 1.25% | +388,056+8.0% | 加碼 |
| Sands Capital Management, LLC | 5,678,005 | $9.08 億 | 2.61% | −1,139,989−16.7% | 減碼 |
| State Street Corp | 6,481,562 | $10.4 億 | 0.04% | +33,772+0.5% | 加碼 |
| Norges Bank | 6,901,535 | $11.0 億 | 0.14% | −7,935,677−53.5% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 7,068,252 | $11.3 億 | 0.80% | −10,601−0.1% | 減碼 |
| FMR LLC | 7,328,814 | $11.7 億 | 0.07% | −4,137,326−36.1% | 減碼 |
| Price T Rowe Associates Inc | 15,631,250 | $25.0 億 | 0.28% | +6,050,974+63.2% | 加碼 |
| Tiger Global Management LLC大師老虎環球 | 16,041,335 | $25.7 億 | 7.53% | 00.0% | 不變 |
| JPMorgan Chase & Co | 18,743,172 | $30.0 億 | 0.21% | +7,112,404+61.2% | 加碼 |
| BlackRock, Inc. | 20,189,358 | $32.3 億 | 0.06% | +2,136,835+11.8% | 加碼 |
| WCM Investment Management, LLC | 25,807,216 | $41.1 億 | 9.38% | +662,548+2.6% | 加碼 |
| Baillie Gifford & Co | 41,623,294 | $66.6 億 | 4.97% | +2,097,452+5.3% | 加碼 |
| First Beijing Investment Ltd | 0 | $0 | 0.00% | −957,702−100.0% | 清倉 |
| Public Investment Fund | 0 | $0 | 0.00% | −833,335−100.0% | 清倉 |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −707,767−100.0% | 清倉 |
| University of Wisconsin Foundation | 0 | $0 | 0.00% | −307,504−100.0% | 清倉 |
| Ardmore Road Asset Management LP | 0 | $0 | 0.00% | −200,000−100.0% | 清倉 |
| Science & Technology Partners, L.P. | 0 | $0 | 0.00% | −112,800−100.0% | 清倉 |
| SPX Equities Gestao de Recursos Ltda | 0 | $0 | 0.00% | −75,000−100.0% | 清倉 |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −64,608−100.0% | 清倉 |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −60,179−100.0% | 清倉 |
| Maytus Capital Management, LLC | 0 | $0 | 0.00% | −49,426−100.0% | 清倉 |
| Apis Capital Advisors, LLC | 0 | $0 | 0.00% | −38,000−100.0% | 清倉 |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −37,100−100.0% | 清倉 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −30,959−100.0% | 清倉 |
| Woodline Partners LP | 0 | $0 | 0.00% | −30,870−100.0% | 清倉 |
| O'Neil Global Advisors, Inc. | 0 | $0 | 0.00% | −27,322−100.0% | 清倉 |
| Wealth High Governance Capital Ltda | 0 | $0 | 0.00% | −24,800−100.0% | 清倉 |
| BW Gestao de Investimentos Ltda. | 0 | $0 | 0.00% | −15,200−100.0% | 清倉 |
| United Services Automobile Association | 0 | $0 | 0.00% | −12,312−100.0% | 清倉 |
| Signal Advisors Wealth, LLC | 0 | $0 | 0.00% | −11,744−100.0% | 清倉 |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −8,406−100.0% | 清倉 |
| Fig Financial Advisory Services Inc | 0 | $0 | 0.00% | −7,666−100.0% | 清倉 |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −4,969−100.0% | 清倉 |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −4,630−100.0% | 清倉 |
| Banque Transatlantique SA | 0 | $0 | 0.00% | −2,886−100.0% | 清倉 |
| Claro Advisors LLC | 0 | $0 | 0.00% | −2,665−100.0% | 清倉 |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −2,383−100.0% | 清倉 |
| GM Advisory Group, Inc. | 0 | $0 | 0.00% | −2,300−100.0% | 清倉 |
| HB Wealth Management, LLC | 0 | $0 | 0.00% | −2,188−100.0% | 清倉 |
| Meiji Yasuda Asset Management Co Ltd. | 0 | $0 | 0.00% | −1,994−100.0% | 清倉 |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −1,986−100.0% | 清倉 |
| Camelot Portfolios, LLC | 0 | $0 | 0.00% | −1,900−100.0% | 清倉 |
| Capital Markets Trading UK LLP | 0 | $0 | 0.00% | −1,697−100.0% | 清倉 |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −1,655−100.0% | 清倉 |
| Eagle Rock Investment Company, LLC | 0 | $0 | 0.00% | −1,638−100.0% | 清倉 |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −1,623−100.0% | 清倉 |
| British Columbia Investment Management Corp | 0 | $0 | 0.00% | −1,583−100.0% | 清倉 |
| Zacks Investment Management | 0 | $0 | 0.00% | −1,554−100.0% | 清倉 |
| Paradice Investment Management LLC | 0 | $0 | 0.00% | −1,546−100.0% | 清倉 |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −840−100.0% | 清倉 |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −673−100.0% | 清倉 |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −627−100.0% | 清倉 |
| Natixis | 0 | $0 | 0.00% | −546−100.0% | 清倉 |