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 3 季 13F 持有人
Sea Ltd 在 2025/9/30 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
- 904
- 較 2025 年第 2 季 +56 家
- 持有股數
- 3.70 億
- 較 2025 年第 2 季 +1,332 萬 (+3.7%)
- 總市值
- $661.7 億
- 較 2025 年第 2 季 +$91.8 億 (+16.1%)
- 新進機構
- 138
- 另有 359 家加碼
- 清倉機構
- 82
- 另有 300 家減碼
另有 10 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Baillie Gifford & Co | 40,090,290 | $71.7 億 | 5.31% | −1,533,004−3.7% | 減碼 |
| WCM Investment Management, LLC | 26,053,176 | $47.3 億 | 9.84% | +245,960+1.0% | 加碼 |
| JPMorgan Chase & Co | 24,708,804 | $44.2 億 | 0.28% | +5,965,632+31.8% | 加碼 |
| BlackRock, Inc. | 20,621,821 | $36.9 億 | 0.06% | +432,463+2.1% | 加碼 |
| Price T Rowe Associates Inc | 16,985,544 | $30.4 億 | 0.32% | +1,354,294+8.7% | 加碼 |
| Tiger Global Management LLC大師老虎環球 | 16,041,335 | $28.7 億 | 8.86% | 00.0% | 不變 |
| FMR LLC | 10,807,966 | $19.3 億 | 0.10% | +3,479,152+47.5% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 6,964,531 | $12.4 億 | 0.78% | −103,721−1.5% | 減碼 |
| State Street Corp | 6,569,751 | $11.7 億 | 0.04% | +88,189+1.4% | 加碼 |
| Jennison Associates LLC | 5,987,445 | $10.7 億 | 0.62% | +1,720,845+40.3% | 加碼 |
| Artisan Partners Limited Partnership | 5,051,047 | $9.03 億 | 1.30% | −200,306−3.8% | 減碼 |
| Sands Capital Management, LLC | 4,883,167 | $8.73 億 | 2.41% | −794,838−14.0% | 減碼 |
| Aspex Management (HK) Ltd | 4,291,369 | $7.67 億 | 16.39% | −889,529−17.2% | 減碼 |
| Morgan Stanley | 4,194,199 | $7.50 億 | 0.05% | −350,425−7.7% | 減碼 |
| Schroder Investment Management Group | 4,062,678 | $7.26 億 | 0.57% | +3,182,194+361.4% | 加碼 |
| Goldman Sachs Group Inc | 3,886,900 | $6.95 億 | 0.10% | −907,964−18.9% | 減碼 |
| William Blair Investment Management, LLC | 3,463,532 | $6.19 億 | 1.60% | −124,615−3.5% | 減碼 |
| Geode Capital Management, LLC | 3,446,405 | $6.07 億 | 0.04% | +90,794+2.7% | 加碼 |
| UBS Group AG | 3,390,891 | $6.06 億 | 0.12% | +1,047,557+44.7% | 加碼 |
| Orbis Allan Gray Ltd | 3,105,766 | $5.55 億 | 2.38% | +2,088,232+205.2% | 加碼 |
| Kora Management LP | 3,085,138 | $5.51 億 | 58.55% | −354,450−10.3% | 減碼 |
| FIL Ltd | 3,054,873 | $5.46 億 | 0.43% | −589,716−16.2% | 減碼 |
| Northern Trust Corp | 3,041,333 | $5.44 億 | 0.07% | +36,866+1.2% | 加碼 |
| Viking Global Investors LP大師維京全球投資 | 3,039,203 | $5.43 億 | 1.41% | −497,784−14.1% | 減碼 |
| Fred Alger Management, LLC | 2,886,441 | $5.16 億 | 2.01% | +521,782+22.1% | 加碼 |
| Clearbridge Investments, LLC | 2,625,354 | $4.69 億 | 0.35% | +162,111+6.6% | 加碼 |
| SEI Investments Co | 2,479,048 | $4.43 億 | 0.48% | +127,248+5.4% | 加碼 |
| Acadian Asset Management LLC | 2,477,194 | $4.43 億 | 0.77% | −1,603,532−39.3% | 減碼 |
| Temasek Holdings (Private) Ltd | 2,475,226 | $4.42 億 | 1.54% | 00.0% | 不變 |
| Citigroup Inc | 2,462,365 | $4.40 億 | 0.30% | −670,612−21.4% | 減碼 |
| Deutsche Bank AG | 2,202,167 | $3.94 億 | 0.13% | +703,417+46.9% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 2,197,452 | $3.93 億 | 0.86% | +165,904+8.2% | 加碼 |
| Franklin Resources Inc | 2,184,880 | $3.91 億 | 0.10% | +130,334+6.3% | 加碼 |
| BNP Paribas Arbitrage, SA | 2,137,548 | $3.82 億 | 0.30% | +630,295+41.8% | 加碼 |
| Legal & General Group Plc | 2,128,372 | $3.80 億 | 0.09% | −17,462−0.8% | 減碼 |
| Prudential PLC | 2,088,011 | $3.73 億 | 2.74% | −205,931−9.0% | 減碼 |
| Bank of America Corp | 1,994,274 | $3.56 億 | 0.03% | −10,598−0.5% | 減碼 |
| Marshall Wace, LLP | 1,964,858 | $3.51 億 | 0.39% | +832,156+73.5% | 加碼 |
| Kontiki Capital Management (HK) Ltd. | 1,933,887 | $3.46 億 | 18.40% | −310,968−13.9% | 減碼 |
| Capital Research Global Investors | 1,911,679 | $3.42 億 | 0.06% | −719,488−27.3% | 減碼 |
| HSBC Holdings PLC | 1,905,561 | $3.41 億 | 0.20% | −37,308−1.9% | 減碼 |
| Lone Pine Capital LLC大師孤松資本 | 1,869,501 | $3.34 億 | 2.43% | +1,869,501 | 新進 |
| D. E. Shaw & Co., Inc. | 1,817,407 | $3.25 億 | 0.26% | +452,186+33.1% | 加碼 |
| Barclays PLC | 1,729,116 | $3.09 億 | 0.11% | +845,664+95.7% | 加碼 |
| Scge Management, L.P. | 1,704,000 | $3.05 億 | 5.95% | −51,000−2.9% | 減碼 |
| Point72 Asset Management, L.P. | 1,663,627 | $2.97 億 | 0.65% | −1,045,016−38.6% | 減碼 |
| Dorsal Capital Management, LLC | 1,625,000 | $2.90 億 | 7.85% | −225,000−12.2% | 減碼 |
| Bridgewater Associates, LP | 1,605,624 | $2.87 億 | 1.12% | +732,692+83.9% | 加碼 |
| Harding Loevner LP | 1,562,614 | $2.79 億 | 2.05% | +1,562,614 | 新進 |
| Wasatch Advisors Inc | 1,553,418 | $2.78 億 | 1.49% | +28,613+1.9% | 加碼 |
| Ninety One UK Ltd | 1,495,986 | $2.67 億 | 0.58% | −203,653−12.0% | 減碼 |
| Eminence Capital, LP | 1,478,815 | $2.64 億 | 3.89% | −69,679−4.5% | 減碼 |
| Oversea-Chinese Banking CORP Ltd | 1,440,820 | $2.57 億 | 6.67% | +148,621+11.5% | 加碼 |
| National Pension Service | 1,325,380 | $2.37 億 | 0.18% | +30,576+2.4% | 加碼 |
| Toronto Dominion Bank | 1,320,870 | $2.36 億 | 0.46% | +121,100+10.1% | 加碼 |
| Kensico Capital Management Corp | 1,320,000 | $2.36 億 | 3.63% | −288,800−18.0% | 減碼 |
| Envestnet Asset Management Inc | 1,312,844 | $2.35 億 | 0.07% | +90,523+7.4% | 加碼 |
| D1 Capital Partners L.P.大師D1 資本 | 1,292,643 | $2.31 億 | 2.65% | +1,292,643 | 新進 |
| Arohi Asset Management PTE Ltd. | 1,251,241 | $2.24 億 | 56.58% | −202,738−13.9% | 減碼 |
| Evergreen Quality Fund GP, Ltd. | 1,241,482 | $2.22 億 | 4.92% | +1,241,482 | 新進 |
| Two Sigma Investments, LP | 1,231,986 | $2.20 億 | 0.34% | −409,427−24.9% | 減碼 |
| Two Sigma Advisers, LP | 1,228,100 | $2.19 億 | 0.44% | −678,200−35.6% | 減碼 |
| Perpetual Ltd | 1,182,528 | $2.11 億 | 2.62% | −383,151−24.5% | 減碼 |
| Whale Rock Capital Management LLC | 1,160,795 | $2.07 億 | 2.44% | −248,701−17.6% | 減碼 |
| Invesco Ltd. | 1,155,398 | $2.07 億 | 0.03% | +350.0% | 加碼 |
| Swiss National Bank | 1,143,500 | $2.04 億 | 0.12% | −62,700−5.2% | 減碼 |
| Russell Investments Group, Ltd. | 1,107,340 | $1.98 億 | 0.22% | +277,338+33.4% | 加碼 |
| Ribbit Management Company, LLC | 1,100,179 | $1.97 億 | 9.34% | 00.0% | 不變 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,099,782 | $1.97 億 | 0.11% | +91,445+9.1% | 加碼 |
| Ward Ferry Management (BVI) Ltd | 1,091,741 | $1.95 億 | 21.64% | −756,800−40.9% | 減碼 |
| Royal Bank of Canada | 1,069,357 | $1.91 億 | 0.03% | +514,080+92.6% | 加碼 |
| Robeco Institutional Asset Management B.V. | 1,049,197 | $1.88 億 | 0.27% | +28,429+2.8% | 加碼 |
| Nuveen, LLC | 995,406 | $1.78 億 | 0.05% | −187,018−15.8% | 減碼 |
| Coronation Fund Managers Ltd. | 989,926 | $1.77 億 | 9.23% | +45,295+4.8% | 加碼 |
| Bank of Montreal | 986,371 | $1.76 億 | 0.08% | +634,978+180.7% | 加碼 |
| Axiom Investors LLC | 971,755 | $1.74 億 | 1.28% | +174,174+21.8% | 加碼 |
| Manufacturers Life Insurance Company, The | 962,333 | $1.72 億 | 0.14% | +577,245+149.9% | 加碼 |
| Tree Line Advisors (Hong Kong) Ltd. | 940,000 | $1.71 億 | 31.15% | −290,000−23.6% | 減碼 |
| Vanguard Group Inc | 903,200 | $1.61 億 | 0.00% | +13,960+1.6% | 加碼 |
| Ameriprise Financial Inc | 856,913 | $1.53 億 | 0.04% | +252,073+41.7% | 加碼 |
| Lord, Abbett & Co. LLC | 833,341 | $1.49 億 | 0.44% | −6,244−0.7% | 減碼 |
| Foxhaven Asset Management, LP | 790,285 | $1.41 億 | 3.53% | −158,765−16.7% | 減碼 |
| Wellington Management Group LLP | 772,092 | $1.38 億 | 0.02% | +14,738+1.9% | 加碼 |
| TD Asset Management Inc | 757,647 | $1.35 億 | 0.11% | +26,976+3.7% | 加碼 |
| Alliancebernstein L.P. | 743,485 | $1.33 億 | 0.04% | +459,292+161.6% | 加碼 |
| CoreView Capital Management Ltd | 736,319 | $1.32 億 | 14.47% | −30,000−3.9% | 減碼 |
| Millennium Management LLC | 710,006 | $1.27 億 | 0.10% | +98,758+16.2% | 加碼 |
| Public Employees Retirement System of Ohio | 705,146 | $1.26 億 | 0.40% | +43,140+6.5% | 加碼 |
| Renaissance Technologies LLC | 692,700 | $1.24 億 | 0.16% | −118,400−14.6% | 減碼 |
| Macquarie Group Ltd | 691,157 | $1.24 億 | 0.14% | −54,228−7.3% | 減碼 |
| Bank of New York Mellon Corp | 685,734 | $1.23 億 | 0.02% | +35,303+5.4% | 加碼 |
| Coatue Management LLC大師Coatue | 666,305 | $1.19 億 | 0.29% | 00.0% | 不變 |
| Aviva PLC | 652,941 | $1.17 億 | 0.21% | −177,755−21.4% | 減碼 |
| CIBC Private Wealth Group, LLC | 640,878 | $1.15 億 | 0.20% | +635,321+11,432.8% | 加碼 |
| Trivest Advisors Ltd | 626,000 | $1.12 億 | 3.57% | −110,600−15.0% | 減碼 |
| Palestra Capital Management LLC | 621,330 | $1.11 億 | 3.64% | −25,765−4.0% | 減碼 |
| Kinetic Partners Management, LP | 611,856 | $1.09 億 | 5.30% | −85,200−12.2% | 減碼 |
| Citadel Advisors LLC | 603,727 | $1.08 億 | 0.09% | −236,763−28.2% | 減碼 |
| Tredje AP-fonden | 603,400 | $1.08 億 | 0.87% | +403,400+201.7% | 加碼 |
| 1832 Asset Management L.P. | 597,413 | $1.07 億 | 0.18% | −97,069−14.0% | 減碼 |