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 |
|---|---|---|---|---|---|
| Andra AP-fonden | 134,900 | $2,158 萬 | 0.30% | +33,900+33.6% | 加碼 |
| KLP Kapitalforvaltning AS | 133,000 | $2,127 萬 | 0.09% | +5,000+3.9% | 加碼 |
| Investment House LLC | 130,593 | $2,089 萬 | 1.06% | −1,075−0.8% | 減碼 |
| BWCP, LP | 126,073 | $2,016 萬 | 3.29% | +126,073 | 新進 |
| Principal Financial Group Inc | 124,305 | $1,988 萬 | 0.01% | −37,981−23.4% | 減碼 |
| Ossiam | 122,790 | $1,964 萬 | 0.22% | +1,522+1.3% | 加碼 |
| Banque Pictet & Cie SA | 121,913 | $1,950 萬 | 0.20% | +1,711+1.4% | 加碼 |
| Light Street Capital Management, LLC | 120,630 | $1,929 萬 | 3.94% | +120,630 | 新進 |
| Resona Asset Management Co.,Ltd. | 120,668 | $1,929 萬 | 0.09% | +10,312+9.3% | 加碼 |
| Rhumbline Advisers | 115,045 | $1,840 萬 | 0.02% | −500.0% | 減碼 |
| Retirement Systems of Alabama | 114,782 | $1,836 萬 | 0.07% | 00.0% | 不變 |
| Livforsakringsbolaget Skandia, Omsesidigt | 114,700 | $1,835 萬 | 0.84% | +10,200+9.8% | 加碼 |
| Untitled Investments LP | 113,542 | $1,816 萬 | 4.96% | +113,542 | 新進 |
| Lakehouse Capital Pty Ltd | 112,383 | $1,798 萬 | 10.97% | 00.0% | 不變 |
| Jain Global LLC | 108,488 | $1,735 萬 | 0.27% | +85,923+380.8% | 加碼 |
| Federation des caisses Desjardins du Quebec | 105,165 | $1,682 萬 | 0.07% | +40,921+63.7% | 加碼 |
| M&G Plc | 103,236 | $1,652 萬 | 0.09% | +120.0% | 加碼 |
| Aquatic Capital Management LLC | 98,189 | $1,570 萬 | 0.32% | +98,189 | 新進 |
| Pathstone Holdings, LLC | 97,783 | $1,564 萬 | 0.06% | −28,465−22.5% | 減碼 |
| MML Investors Services, LLC | 95,164 | $1,522 萬 | 0.04% | −310−0.3% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 94,980 | $1,519 萬 | 0.43% | +17,738+23.0% | 加碼 |
| Daiwa Securities Group Inc. | 94,690 | $1,514 萬 | 0.06% | +28,775+43.7% | 加碼 |
| Standard Life Aberdeen plc | 94,092 | $1,505 萬 | 0.03% | +11,172+13.5% | 加碼 |
| General Equity Holdings LP | 93,500 | $1,495 萬 | 11.32% | +3,500+3.9% | 加碼 |
| Noesis Capital Mangement Corp | 93,215 | $1,491 萬 | 2.59% | +565+0.6% | 加碼 |
| Polymer Capital Management (HK) LTD | 91,066 | $1,457 萬 | 2.28% | +27,453+43.2% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 90,815 | $1,452 萬 | 0.06% | +40,494+80.5% | 加碼 |
| Mackenzie Financial Corp | 90,332 | $1,445 萬 | 0.02% | +65,011+256.7% | 加碼 |
| Employees Retirement System of Texas | 90,318 | $1,445 萬 | 0.12% | 00.0% | 不變 |
| Hidden Lake Asset Management LP | 89,680 | $1,434 萬 | 7.05% | −25,138−21.9% | 減碼 |
| Jarislowsky, Fraser Ltd | 89,480 | $1,431 萬 | 0.08% | −303−0.3% | 減碼 |
| SG Americas Securities, LLC | 88,894 | $1,422 萬 | 0.06% | −317,345−78.1% | 減碼 |
| Polen Capital Management LLC | 83,932 | $1,342 萬 | 0.04% | +83,932 | 新進 |
| Oaktree Capital Management LP大師橡樹資本 | 83,513 | $1,336 萬 | 0.26% | +83,513 | 新進 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 81,973 | $1,311 萬 | 0.12% | +9,465+13.1% | 加碼 |
| Premier Fund Managers Ltd | 81,000 | $1,289 萬 | 0.47% | +81,000 | 新進 |
| USS Investment Management Ltd | 73,610 | $1,178 萬 | 0.07% | −178−0.2% | 減碼 |
| Susquehanna International Group, LLP | 73,173 | $1,170 萬 | 0.02% | −64,728−46.9% | 減碼 |
| IFM Investors Pty Ltd | 70,662 | $1,130 萬 | 0.11% | +6,544+10.2% | 加碼 |
| Oppenheimer Asset Management Inc. | 70,475 | $1,127 萬 | 0.13% | −4,449−5.9% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 70,453 | $1,127 萬 | 0.02% | +70,453 | 新進 |
| ASR Vermogensbeheer N.V. | 69,361 | $1,109 萬 | 0.14% | +2,978+4.5% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 68,682 | $1,098 萬 | 0.27% | +54,283+377.0% | 加碼 |
| Public Employees Retirement Association of Colorado | 68,523 | $1,096 萬 | 0.04% | +500+0.7% | 加碼 |
| Aragon Global Management, LP | 67,700 | $1,083 萬 | 4.35% | +54,800+424.8% | 加碼 |
| Contrarius Group Holdings Ltd | 67,568 | $1,081 萬 | 0.61% | −11,515−14.6% | 減碼 |
| DnB Asset Management AS | 65,524 | $1,048 萬 | 0.04% | +4,733+7.8% | 加碼 |
| Victory Capital Management Inc | 65,177 | $1,042 萬 | 0.01% | +3,804+6.2% | 加碼 |
| M&T Bank Corp | 64,876 | $1,038 萬 | 0.04% | +230+0.4% | 加碼 |
| Vancity Investment Management Ltd | 64,735 | $1,035 萬 | 1.31% | −1,085−1.6% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 63,448 | $1,015 萬 | 0.09% | −300.0% | 減碼 |
| Mediolanum International Funds Ltd | 63,457 | $1,011 萬 | 0.12% | −7,043−10.0% | 減碼 |
| Sylebra Capital LLC | 62,211 | $995.0 萬 | 0.41% | −53,730−46.3% | 減碼 |
| Totem Point Management, LLC | 62,078 | $992.9 萬 | 10.46% | −23,880−27.8% | 減碼 |
| Bailard, Inc. | 61,081 | $976.9 萬 | 0.23% | −2,000−3.2% | 減碼 |
| STRS Ohio | 60,687 | $970.6 萬 | 0.04% | +7,272+13.6% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 60,436 | $966.5 萬 | 0.02% | −16,986−21.9% | 減碼 |
| Voya Investment Management LLC | 59,994 | $959.5 萬 | 0.01% | +2,475+4.3% | 加碼 |
| Verition Fund Management LLC | 59,617 | $953.5 萬 | 0.05% | +24,232+68.5% | 加碼 |
| iA Global Asset Management Inc. | 59,417 | $950.3 萬 | 0.14% | −11,790−16.6% | 減碼 |
| Ieq Capital, LLC | 59,117 | $945.5 萬 | 0.06% | +614+1.0% | 加碼 |
| Janus Henderson Group PLC | 58,602 | $937.7 萬 | 0.00% | −73,515−55.6% | 減碼 |
| Caxton Associates LLP | 57,368 | $917.5 萬 | 0.24% | +7,870+15.9% | 加碼 |
| Balyasny Asset Management LLC | 56,143 | $898.0 萬 | 0.02% | +38,981+227.1% | 加碼 |
| Walleye Capital LLC | 55,723 | $891.2 萬 | 0.08% | +25,680+85.5% | 加碼 |
| Abn Amro Investment Solutions | 55,618 | $889.6 萬 | 0.18% | −18,407−24.9% | 減碼 |
| Allianz SE | 54,510 | $871.8 萬 | 0.21% | +30,000+122.4% | 加碼 |
| Cetera Investment Advisers | 54,237 | $867.5 萬 | 0.01% | −2,926−5.1% | 減碼 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 53,505 | $855.8 萬 | 15.11% | +47,675+817.8% | 加碼 |
| DekaBank Deutsche Girozentrale | 51,881 | $831.3 萬 | 0.01% | +15,225+41.5% | 加碼 |
| HighTower Advisors, LLC | 51,320 | $820.8 萬 | 0.01% | −2,344−4.4% | 減碼 |
| Kadensa Capital Ltd | 50,639 | $809.9 萬 | 1.29% | −102,936−67.0% | 減碼 |
| GF Fund Management Co. Ltd. | 50,626 | $809.7 萬 | 0.16% | −32,948−39.4% | 減碼 |
| Calamos Advisors LLC | 50,483 | $807.4 萬 | 0.03% | +6,594+15.0% | 加碼 |
| Third Point LLC大師第三點資本 | 50,000 | $799.7 萬 | 0.10% | +50,000 | 新進 |
| Proem Advisors LLC | 50,000 | $799.7 萬 | 2.11% | +50,000 | 新進 |
| Creative Planning | 49,893 | $798.0 萬 | 0.01% | +963+2.0% | 加碼 |
| Dimensional Fund Advisors LP | 49,291 | $788.4 萬 | 0.00% | −2,069−4.0% | 減碼 |
| Candriam Luxembourg S.C.A. | 49,132 | $785.9 萬 | 0.05% | −19,215−28.1% | 減碼 |
| Truist Financial Corp | 46,405 | $742.2 萬 | 0.01% | −686−1.5% | 減碼 |
| The PNC Financial Services Group, Inc. | 45,045 | $720.4 萬 | 0.00% | +4,579+11.3% | 加碼 |
| Toroso Investments, LLC | 43,069 | $688.8 萬 | 0.05% | −11,731−21.4% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 42,500 | $679.7 萬 | 0.06% | +3,862+10.0% | 加碼 |
| Geneva Partners, LLC | 42,400 | $678.1 萬 | 2.69% | +42,400 | 新進 |
| Bessemer Group Inc | 42,354 | $677.3 萬 | 0.01% | +2,206+5.5% | 加碼 |
| Varma Mutual Pension Insurance Co | 42,200 | $674.9 萬 | 0.05% | +42,200 | 新進 |
| Pictet & Cie (Europe) SA | 42,089 | $673.2 萬 | 0.14% | +9,698+29.9% | 加碼 |
| Schonfeld Strategic Advisors LLC | 42,043 | $672.4 萬 | 0.05% | −4,110−8.9% | 減碼 |
| Mariner, LLC | 41,825 | $668.9 萬 | 0.01% | +2,737+7.0% | 加碼 |
| Swiss Life Asset Management Ltd | 41,588 | $665.2 萬 | 0.04% | +20,354+95.9% | 加碼 |
| CIBC Asset Management Inc | 40,549 | $648.5 萬 | 0.02% | +2,778+7.4% | 加碼 |
| Amiral Gestion | 40,500 | $647.8 萬 | 2.79% | +500+1.3% | 加碼 |
| CIBC World Markets Inc. | 40,151 | $642.2 萬 | 0.01% | +37,229+1,274.1% | 加碼 |
| Engineers Gate Manager LP | 40,147 | $642.1 萬 | 0.08% | +40,147 | 新進 |
| Addison Capital Co | 39,684 | $634.7 萬 | 2.21% | −205−0.5% | 減碼 |
| Vontobel Holding Ltd. | 39,423 | $630.5 萬 | 0.02% | −5,986−13.2% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 39,192 | $626.8 萬 | 0.06% | +27,953+248.7% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 38,819 | $620.9 萬 | 0.02% | −751,719−95.1% | 減碼 |
| Advisor Group Holdings, Inc. | 37,228 | $593.6 萬 | 0.01% | +6,972+23.0% | 加碼 |
| MetLife Investment Management | 37,000 | $591.8 萬 | 0.03% | −1,100−2.9% | 減碼 |