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、87 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 |
|---|---|---|---|---|---|
| UBS Asset Management Americas Inc | 572,502 | $9,157 萬 | 0.02% | −1,001,155−63.6% | 減碼 |
| Infinitum Asset Management, LLC | 558,088 | $8,926 萬 | 19.77% | +51,588+10.2% | 加碼 |
| Baird Financial Group, Inc. | 555,983 | $8,892 萬 | 0.16% | +70,070+14.4% | 加碼 |
| Royal Bank of Canada | 555,277 | $8,881 萬 | 0.02% | −94,310−14.5% | 減碼 |
| Mane Global Capital Management LP | 546,882 | $8,747 萬 | 3.98% | +105,186+23.8% | 加碼 |
| State of Tennessee, Treasury Department | 543,203 | $8,688 萬 | 0.31% | +27,964+5.4% | 加碼 |
| Anomaly Capital Management, LP | 523,849 | $8,378 萬 | 2.66% | +523,849 | 新進 |
| Polar Capital Holdings Plc | 521,486 | $8,341 萬 | 0.44% | −7,346−1.4% | 減碼 |
| Pictet Asset Management Holding SA | 506,681 | $8,104 萬 | 0.08% | +151,167+42.5% | 加碼 |
| Hound Partners, LLC | 500,000 | $7,997 萬 | 10.81% | +500,000 | 新進 |
| Canada Pension Plan Investment Board | 490,513 | $7,845 萬 | 0.07% | +217,213+79.5% | 加碼 |
| Tiger Pacific Capital LP | 482,805 | $7,722 萬 | 25.63% | +202,151+72.0% | 加碼 |
| New York State Common Retirement Fund | 475,386 | $7,603 萬 | 0.10% | +198,106+71.4% | 加碼 |
| California State Teachers Retirement System | 473,930 | $7,580 萬 | 0.08% | +32,660+7.4% | 加碼 |
| Blue Grotto Capital, LLC | 473,500 | $7,573 萬 | 9.14% | +153,500+48.0% | 加碼 |
| AIA Group Ltd | 455,107 | $7,279 萬 | 1.58% | −12,927−2.8% | 減碼 |
| Davis Selected Advisers | 448,305 | $7,170 萬 | 0.38% | −66,323−12.9% | 減碼 |
| Neuberger Berman Group LLC | 444,281 | $7,106 萬 | 0.05% | +104,628+30.8% | 加碼 |
| Long Walk Management LP | 431,500 | $6,901 萬 | 17.47% | +37,500+9.5% | 加碼 |
| Jane Street Group, LLC | 424,724 | $6,793 萬 | 0.11% | +242,704+133.3% | 加碼 |
| Natixis Advisors, L.P. | 424,702 | $6,793 萬 | 0.11% | +16,202+4.0% | 加碼 |
| Allspring Global Investments Holdings, LLC | 439,230 | $6,610 萬 | 0.11% | −130,352−22.9% | 減碼 |
| Carrhae Capital LLP | 412,960 | $6,605 萬 | 6.32% | −138,740−25.1% | 減碼 |
| Driehaus Capital Management LLC | 400,765 | $6,410 萬 | 0.51% | −236,779−37.1% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 391,337 | $6,259 萬 | 0.13% | +12,542+3.3% | 加碼 |
| Keystone Investors Pte Ltd | 390,519 | $6,246 萬 | 12.89% | −433,046−52.6% | 減碼 |
| Manufacturers Life Insurance Company, The | 385,088 | $6,159 萬 | 0.06% | +30,357+8.6% | 加碼 |
| Man Group plc | 380,384 | $6,084 萬 | 0.13% | +337,877+794.9% | 加碼 |
| AXA S.A. | 375,496 | $6,006 萬 | 0.17% | +45,228+13.7% | 加碼 |
| Bank of Montreal | 351,393 | $5,620 萬 | 0.03% | +193,988+123.2% | 加碼 |
| Nordea Investment Management AB | 352,099 | $5,605 萬 | 0.05% | +48,259+15.9% | 加碼 |
| Wells Fargo & Company | 347,629 | $5,560 萬 | 0.01% | +90,876+35.4% | 加碼 |
| Atreides Management, LP | 341,083 | $5,455 萬 | 1.51% | +341,083 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 338,876 | $5,420 萬 | 0.04% | +46,029+15.7% | 加碼 |
| Ninety One North America, Inc. | 333,615 | $5,336 萬 | 2.62% | −26,044−7.2% | 減碼 |
| Avala Global LP | 330,251 | $5,282 萬 | 2.75% | +330,251 | 新進 |
| Asset Management One Co.,Ltd. | 329,470 | $5,270 萬 | 0.17% | +68,206+26.1% | 加碼 |
| Cooperman Leon G | 326,058 | $5,215 萬 | 1.83% | 00.0% | 不變 |
| Matthews International Capital Management LLC | 319,281 | $5,107 萬 | 11.75% | −100,973−24.0% | 減碼 |
| Thornburg Investment Management Inc | 317,895 | $5,084 萬 | 0.65% | −51,794−14.0% | 減碼 |
| Fullerton Fund Management Co Ltd. | 315,710 | $5,049 萬 | 2.04% | −460,551−59.3% | 減碼 |
| LPL Financial LLC | 313,494 | $5,014 萬 | 0.02% | +51,100+19.5% | 加碼 |
| Charles Schwab Investment Management Inc | 310,411 | $4,965 萬 | 0.01% | +3,504+1.1% | 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 |
| Cookson Peirce & Co Inc | 306,875 | $4,908 萬 | 2.16% | +36,930+13.7% | 加碼 |
| Cubist Systematic Strategies, LLC | 306,580 | $4,903 萬 | 0.53% | +249,764+439.6% | 加碼 |
| Allianz Asset Management GmbH | 304,107 | $4,864 萬 | 0.06% | −59,491−16.4% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 303,306 | $4,851 萬 | 0.26% | −2,047−0.7% | 減碼 |
| Quadrature Capital Ltd | 296,109 | $4,736 萬 | 0.82% | +78,652+36.2% | 加碼 |
| Capital Fund Management S.A. | 295,246 | $4,722 萬 | 0.52% | +125,515+73.9% | 加碼 |
| Prudential Financial Inc | 288,259 | $4,610 萬 | 0.06% | +17,264+6.4% | 加碼 |
| Alliancebernstein L.P. | 284,193 | $4,545 萬 | 0.01% | −3,537−1.2% | 減碼 |
| Raymond James Financial Inc | 283,993 | $4,542 萬 | 0.02% | +65,062+29.7% | 加碼 |
| Carmignac Gestion | 283,455 | $4,532 萬 | 0.70% | +10,810+4.0% | 加碼 |
| WT Asset Management Ltd | 280,200 | $4,482 萬 | 3.14% | +118,300+73.1% | 加碼 |
| Swedbank AB | 278,641 | $4,457 萬 | 0.05% | +278,641 | 新進 |
| Great West Life Assurance Co | 276,191 | $4,426 萬 | 0.07% | −5,969−2.1% | 減碼 |
| C WorldWide Group Holding A/S | 275,922 | $4,413 萬 | 0.60% | −37,584−12.0% | 減碼 |
| Capital Advisors Inc | 273,724 | $4,378 萬 | 0.79% | +6,178+2.3% | 加碼 |
| Samlyn Capital, LLC | 273,161 | $4,369 萬 | 0.63% | +273,161 | 新進 |
| Lazard Asset Management LLC | 265,775 | $4,251 萬 | 0.06% | +179,881+209.4% | 加碼 |
| Teacher Retirement System of Texas | 261,259 | $4,179 萬 | 0.18% | −9,118−3.4% | 減碼 |
| Los Angeles Capital Management LLC | 251,359 | $4,020 萬 | 0.15% | +2,758+1.1% | 加碼 |
| Storebrand Asset Management AS | 251,150 | $4,017 萬 | 0.12% | +70,354+38.9% | 加碼 |
| Korea Investment CORP | 246,614 | $3,944 萬 | 0.09% | +2,644+1.1% | 加碼 |
| Nomura Asset Management Co Ltd | 231,689 | $3,706 萬 | 0.10% | −6,672−2.8% | 減碼 |
| Barings LLC | 229,570 | $3,672 萬 | 0.86% | −61,702−21.2% | 減碼 |
| American Century Companies Inc | 224,348 | $3,588 萬 | 0.02% | −108,599−32.6% | 減碼 |
| Nikko Asset Management Americas, Inc. | 222,851 | $3,566 萬 | 0.36% | −14,439−6.1% | 減碼 |
| Tudor Investment Corp Et Al | 222,921 | $3,565 萬 | 0.27% | −27,104−10.8% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 222,196 | $3,554 萬 | 0.09% | +42,125+23.4% | 加碼 |
| KBC Group NV | 214,831 | $3,436 萬 | 0.09% | +13,551+6.7% | 加碼 |
| Causeway Capital Management LLC | 212,331 | $3,396 萬 | 0.54% | +13,643+6.9% | 加碼 |
| Stifel Financial Corp | 205,731 | $3,290 萬 | 0.03% | +11,760+6.1% | 加碼 |
| Privium Fund Management B.V. | 210,000 | $3,250 萬 | 7.01% | 00.0% | 不變 |
| 111 Capital | 202,962 | $3,213 萬 | 5.52% | −56,615−21.8% | 減碼 |
| Tredje AP-fonden | 200,000 | $3,199 萬 | 0.25% | +40,000+25.0% | 加碼 |
| Aubrey Capital Management Ltd | 196,501 | $3,143 萬 | 11.41% | −10,099−4.9% | 減碼 |
| Panagora Asset Management Inc | 195,656 | $3,129 萬 | 0.14% | −3,134−1.6% | 減碼 |
| Public Sector Pension Investment Board | 191,307 | $3,060 萬 | 0.13% | +8,400+4.6% | 加碼 |
| Vinva Investment Management Ltd | 189,330 | $3,043 萬 | 0.81% | +42,232+28.7% | 加碼 |
| Avanda Investment Management Pte. Ltd. | 189,269 | $3,027 萬 | 17.14% | −62,093−24.7% | 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 |
| Think Investments LP | 174,000 | $2,783 萬 | 4.82% | −161,400−48.1% | 減碼 |
| Worldquant Millennium Advisors LLC | 173,688 | $2,778 萬 | 0.14% | +165,043+1,909.1% | 加碼 |
| State of New Jersey Common Pension Fund D | 173,162 | $2,770 萬 | 0.11% | +3,800+2.2% | 加碼 |
| Zurich Insurance Group Ltd | 169,577 | $2,712 萬 | 0.21% | −7,226−4.1% | 減碼 |
| Handelsbanken Fonder AB | 168,962 | $2,702 萬 | 0.10% | +2,106+1.3% | 加碼 |
| Danske Bank A/S | 167,500 | $2,679 萬 | 0.07% | +3,998+2.4% | 加碼 |
| Exchange Traded Concepts, LLC | 165,388 | $2,645 萬 | 0.34% | +69,662+72.8% | 加碼 |
| AQR Capital Management LLC | 164,799 | $2,636 萬 | 0.02% | +15,149+10.1% | 加碼 |
| Trexquant Investment LP | 164,709 | $2,634 萬 | 0.30% | +45,157+37.8% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 160,265 | $2,562 萬 | 0.06% | +29,420+22.5% | 加碼 |
| Nissay Asset Management Corp | 159,136 | $2,545 萬 | 0.15% | +2,814+1.8% | 加碼 |
| Marcho Partners LLP | 158,165 | $2,530 萬 | 9.94% | −15,090−8.7% | 減碼 |
| ARK Investment Management LLC大師方舟投資 | 155,154 | $2,482 萬 | 0.18% | −13,243−7.9% | 減碼 |
| State of Wisconsin Investment Board | 153,896 | $2,461 萬 | 0.06% | +30,468+24.7% | 加碼 |
| US Bancorp | 146,705 | $2,346 萬 | 0.03% | −6,860−4.5% | 減碼 |
| Equitable Trust Co | 144,157 | $2,306 萬 | 1.15% | −13,739−8.7% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 141,575 | $2,264 萬 | 0.02% | −6,762−4.6% | 減碼 |