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 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 |
|---|---|---|---|---|---|
| National Bank of Canada | 587,319 | $1.05 億 | 0.12% | −472,639−44.6% | 減碼 |
| Keystone Investors Pte Ltd | 581,531 | $1.04 億 | 12.01% | +191,012+48.9% | 加碼 |
| Baird Financial Group, Inc. | 558,231 | $9,977 萬 | 0.16% | +2,248+0.4% | 加碼 |
| State of Tennessee, Treasury Department | 543,203 | $9,709 萬 | 0.32% | 00.0% | 不變 |
| Carrhae Capital LLP | 533,060 | $9,527 萬 | 9.05% | +120,100+29.1% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 518,042 | $9,259 萬 | 0.29% | −120,411−18.9% | 減碼 |
| Infinitum Asset Management, LLC | 508,088 | $9,081 萬 | 16.70% | −50,000−9.0% | 減碼 |
| Polar Capital Holdings Plc | 504,419 | $9,015 萬 | 0.43% | −17,067−3.3% | 減碼 |
| Hound Partners, LLC | 500,000 | $8,937 萬 | 11.48% | 00.0% | 不變 |
| AIA Group Ltd | 499,049 | $8,920 萬 | 1.58% | +43,942+9.7% | 加碼 |
| Agf Management Ltd | 473,410 | $8,461 萬 | 0.37% | −310,319−39.6% | 減碼 |
| Man Group plc | 465,861 | $8,326 萬 | 0.16% | +85,477+22.5% | 加碼 |
| SG Americas Securities, LLC | 459,576 | $8,214 萬 | 0.30% | +370,682+417.0% | 加碼 |
| Tiger Pacific Capital LP | 458,764 | $8,199 萬 | 20.74% | −24,041−5.0% | 減碼 |
| New York State Common Retirement Fund | 456,014 | $8,150 萬 | 0.11% | −19,372−4.1% | 減碼 |
| Avala Global LP | 451,751 | $8,074 萬 | 3.34% | +121,500+36.8% | 加碼 |
| California State Teachers Retirement System | 442,252 | $7,904 萬 | 0.08% | −31,678−6.7% | 減碼 |
| Davis Selected Advisers | 440,594 | $7,875 萬 | 0.41% | −7,711−1.7% | 減碼 |
| Natixis Advisors, L.P. | 427,466 | $7,640 萬 | 0.11% | +2,764+0.7% | 加碼 |
| Maplelane Capital, LLC | 417,000 | $7,453 萬 | 3.58% | −156,000−27.2% | 減碼 |
| Wells Fargo & Company | 411,842 | $7,361 萬 | 0.02% | +64,213+18.5% | 加碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 411,144 | $7,348 萬 | 1.65% | +231,385+128.7% | 加碼 |
| American Century Companies Inc | 380,317 | $6,797 萬 | 0.03% | +155,969+69.5% | 加碼 |
| Ninety One North America, Inc. | 372,502 | $6,658 萬 | 3.02% | +38,887+11.7% | 加碼 |
| LPL Financial LLC | 367,471 | $6,568 萬 | 0.02% | +53,977+17.2% | 加碼 |
| Nordea Investment Management AB | 368,380 | $6,544 萬 | 0.06% | +16,281+4.6% | 加碼 |
| Pictet Asset Management Holding SA | 363,998 | $6,506 萬 | 0.06% | −142,683−28.2% | 減碼 |
| Blue Grotto Capital, LLC | 361,664 | $6,464 萬 | 7.50% | −111,836−23.6% | 減碼 |
| Allspring Global Investments Holdings, LLC | 352,116 | $6,409 萬 | 0.10% | −87,114−19.8% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 351,056 | $6,274 萬 | 0.05% | +12,180+3.6% | 加碼 |
| Lazard Asset Management LLC | 350,727 | $6,269 萬 | 0.08% | +84,952+32.0% | 加碼 |
| AXA Investment Managers S.A. | 341,556 | $6,105 萬 | 0.16% | +341,556 | 新進 |
| Capital Fund Management S.A. | 339,888 | $6,075 萬 | 0.61% | +44,642+15.1% | 加碼 |
| Qube Research & Technologies Ltd | 337,014 | $6,023 萬 | 0.09% | −489,392−59.2% | 減碼 |
| Cooperman Leon G | 326,058 | $5,828 萬 | 1.82% | 00.0% | 不變 |
| Charles Schwab Investment Management Inc | 320,189 | $5,723 萬 | 0.01% | +9,778+3.2% | 加碼 |
| Korea Investment CORP | 316,525 | $5,657 萬 | 0.12% | +69,911+28.3% | 加碼 |
| Holocene Advisors, LP | 314,500 | $5,621 萬 | 0.13% | +314,500 | 新進 |
| Anomaly Capital Management, LP | 314,072 | $5,613 萬 | 1.65% | −209,777−40.0% | 減碼 |
| Allianz Asset Management GmbH | 313,552 | $5,604 萬 | 0.07% | +9,445+3.1% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 309,464 | $5,531 萬 | 0.10% | −81,873−20.9% | 減碼 |
| Thornburg Investment Management Inc | 308,681 | $5,517 萬 | 0.72% | −9,214−2.9% | 減碼 |
| Asset Management One Co.,Ltd. | 308,360 | $5,511 萬 | 0.16% | −21,110−6.4% | 減碼 |
| Long Walk Management LP | 305,000 | $5,451 萬 | 11.02% | −126,500−29.3% | 減碼 |
| Teacher Retirement System of Texas | 304,929 | $5,450 萬 | 0.22% | +43,670+16.7% | 加碼 |
| Raymond James Financial Inc | 303,448 | $5,424 萬 | 0.02% | +19,455+6.9% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 303,300 | $5,421 萬 | 0.27% | −60.0% | 減碼 |
| Cookson Peirce & Co Inc | 297,272 | $5,313 萬 | 2.18% | −9,603−3.1% | 減碼 |
| Neuberger Berman Group LLC | 292,338 | $5,235 萬 | 0.04% | −151,943−34.2% | 減碼 |
| Swedbank AB | 290,706 | $5,196 萬 | 0.05% | +12,065+4.3% | 加碼 |
| Great West Life Assurance Co | 285,007 | $5,167 萬 | 0.07% | +8,816+3.2% | 加碼 |
| Carmignac Gestion | 283,455 | $5,070 萬 | 0.76% | 00.0% | 不變 |
| Capital Advisors Inc | 281,430 | $5,030 萬 | 0.84% | +7,706+2.8% | 加碼 |
| Charles-Lim Capital Ltd | 275,000 | $4,915 萬 | 12.54% | −375,000−57.7% | 減碼 |
| Prudential Financial Inc | 274,615 | $4,908 萬 | 0.06% | −13,644−4.7% | 減碼 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 274,200 | $4,901 萬 | 1.25% | −35,530−11.5% | 減碼 |
| Atreides Management, LP | 270,173 | $4,829 萬 | 1.25% | −70,910−20.8% | 減碼 |
| Zurich Insurance Group Ltd | 260,376 | $4,654 萬 | 0.33% | +90,799+53.5% | 加碼 |
| Public Sector Pension Investment Board | 252,807 | $4,518 萬 | 0.17% | +61,500+32.1% | 加碼 |
| Storebrand Asset Management AS | 250,600 | $4,479 萬 | 0.12% | −550−0.2% | 減碼 |
| C WorldWide Group Holding A/S | 236,425 | $4,226 萬 | 0.65% | −39,497−14.3% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 232,291 | $4,152 萬 | 0.10% | +10,095+4.5% | 加碼 |
| Stifel Financial Corp | 228,015 | $4,075 萬 | 0.04% | +22,284+10.8% | 加碼 |
| Jupiter Asset Management Ltd | 224,993 | $4,021 萬 | 0.35% | −363,109−61.7% | 減碼 |
| KBC Group NV | 218,619 | $3,907 萬 | 0.09% | +3,788+1.8% | 加碼 |
| Worldquant Millennium Advisors LLC | 216,391 | $3,868 萬 | 0.17% | +42,703+24.6% | 加碼 |
| AQR Capital Management LLC | 215,118 | $3,845 萬 | 0.02% | +50,319+30.5% | 加碼 |
| Susquehanna International Group, LLP | 214,726 | $3,838 萬 | 0.06% | +141,553+193.4% | 加碼 |
| Nikko Asset Management Americas, Inc. | 213,702 | $3,818 萬 | 0.37% | −9,149−4.1% | 減碼 |
| Matthews International Capital Management LLC | 213,226 | $3,811 萬 | 8.87% | −106,055−33.2% | 減碼 |
| Barings LLC | 209,385 | $3,742 萬 | 0.71% | −20,185−8.8% | 減碼 |
| Vinva Investment Management Ltd | 203,965 | $3,729 萬 | 0.75% | +14,635+7.7% | 加碼 |
| Mane Global Capital Management LP | 205,443 | $3,672 萬 | 1.72% | −341,439−62.4% | 減碼 |
| Fullerton Fund Management Co Ltd. | 203,298 | $3,634 萬 | 1.40% | −112,412−35.6% | 減碼 |
| Ardmore Road Asset Management LP | 201,000 | $3,592 萬 | 2.32% | +201,000 | 新進 |
| Mackenzie Financial Corp | 199,048 | $3,558 萬 | 0.04% | +108,716+120.4% | 加碼 |
| Nomura Asset Management Co Ltd | 194,540 | $3,477 萬 | 0.09% | −37,149−16.0% | 減碼 |
| Panagora Asset Management Inc | 194,093 | $3,469 萬 | 0.14% | −1,563−0.8% | 減碼 |
| Avanda Investment Management Pte. Ltd. | 189,269 | $3,383 萬 | 26.63% | 00.0% | 不變 |
| Los Angeles Capital Management LLC | 186,299 | $3,330 萬 | 0.11% | −65,060−25.9% | 減碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 180,050 | $3,218 萬 | 0.79% | +180,050 | 新進 |
| Aubrey Capital Management Ltd | 177,901 | $3,180 萬 | 10.02% | −18,600−9.5% | 減碼 |
| State of New Jersey Common Pension Fund D | 174,862 | $3,125 萬 | 0.11% | +1,700+1.0% | 加碼 |
| Think Investments LP | 174,000 | $3,110 萬 | 4.11% | 00.0% | 不變 |
| Danske Bank A/S | 172,854 | $3,089 萬 | 0.08% | +5,354+3.2% | 加碼 |
| Trexquant Investment LP | 172,034 | $3,075 萬 | 0.32% | +7,325+4.4% | 加碼 |
| Handelsbanken Fonder AB | 168,093 | $3,004 萬 | 0.10% | −869−0.5% | 減碼 |
| Exchange Traded Concepts, LLC | 165,772 | $2,963 萬 | 0.28% | +384+0.2% | 加碼 |
| State of Wisconsin Investment Board | 164,584 | $2,942 萬 | 0.07% | +10,688+6.9% | 加碼 |
| Privium Fund Management B.V. | 160,000 | $2,860 萬 | 5.14% | −50,000−23.8% | 減碼 |
| ARK Investment Management LLC大師方舟投資 | 157,132 | $2,808 萬 | 0.17% | +1,978+1.3% | 加碼 |
| USS Investment Management Ltd | 155,268 | $2,774 萬 | 0.13% | +81,658+110.9% | 加碼 |
| Causeway Capital Management LLC | 153,370 | $2,741 萬 | 0.36% | −58,961−27.8% | 減碼 |
| Driehaus Capital Management LLC | 152,902 | $2,733 萬 | 0.20% | −247,863−61.8% | 減碼 |
| US Bancorp | 150,953 | $2,698 萬 | 0.03% | +4,248+2.9% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 146,544 | $2,619 萬 | 0.05% | +76,091+108.0% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 145,913 | $2,612 萬 | 0.07% | −14,352−9.0% | 減碼 |
| Andra AP-fonden | 144,300 | $2,579 萬 | 0.33% | +9,400+7.0% | 加碼 |
| Oaktree Capital Management LP大師橡樹資本 | 141,368 | $2,527 萬 | 0.42% | +57,855+69.3% | 加碼 |
| Equitable Trust Co | 139,742 | $2,498 萬 | 1.15% | −4,415−3.1% | 減碼 |