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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、85 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 4 季與 2025 年第 3 季比較

持有 Sea Ltd 的機構從 2025 年第 3 季到 2025 年第 4 季的變化。

2025 年第 4 季全部持有人2025 年第 3 季全部持有人

SE 的 13F 持有人:2025 年第 3 季與 2025 年第 4 季比較
項目2025 年第 3 季其中尚未申報 2025 年第 4 季2025 年第 4 季變化
持有家數90419872−13
股數3.70 億59.3 萬3.79 億+998.3 萬 (+2.7%)
市值$661.7 億$1.06 億$483.9 億−$176.8 億 (−26.8%)

19 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 季:沒申報不算清倉,所以變化不計入它們。

新進機構(148 家)

2025 年第 4 季季末持有 Sea Ltd、2025 年第 3 季季末沒有持有的機構。

依市值列出前 100 家,共 148 家。

2025 年第 4 季新進 SE 的機構
機構股數市值佔組合 %
Norges Bank4,518,219$5.76 億0.06%
Sustainable Growth Advisers, LP760,360$9,700 萬0.67%
Capitolis Liquid Global Markets LLC673,970$8,598 萬0.51%
Nomura Asset Management International Inc.657,728$8,391 萬0.13%
Syquant Capital SAS446,114$5,691 萬6.96%
Steadfast Capital Management LP286,801$3,659 萬0.64%
Avantyr Capital Partners, LP242,529$3,094 萬1.85%
North Peak Capital Management, LLC221,599$2,827 萬3.09%
PFA Pension, Forsikringsaktieselskab204,772$2,628 萬0.07%
Walleye Trading LLC200,931$2,563 萬0.41%
Allen Investment Management LLC153,735$1,961 萬0.22%
PensionDanmark Pensionsforsikringsaktieselskab148,946$1,900 萬0.17%
Incision Capital Management LP140,000$1,786 萬16.21%
MayTech Global Investments, LLC123,418$1,575 萬1.59%
Eurizon Capital SGR S.p.A.113,910$1,454 萬0.05%
Owl Creek Asset Management, L.P.111,350$1,420 萬1.71%
Nishkama Capital, LLC104,000$1,327 萬1.79%
IMC-Chicago, LLC99,512$1,269 萬0.22%
Lansforsakringar Fondforvaltning AB (publ)90,711$1,157 萬0.06%
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund83,473$1,065 萬0.09%
Wolverine Asset Management LLC82,676$1,055 萬0.15%
Fund 1 Investments, LLC79,000$1,008 萬1.46%
Sherman Porfolios, LLC75,475$962.8 萬0.66%
Tairen Capital Ltd71,300$909.6 萬0.95%
MY.Alpha Management HK Advisors Ltd67,000$854.7 萬4.58%
Grafton Street Partners Management Company, LLC63,972$816.1 萬4.00%
WCG Wealth Advisors LLC53,058$676.9 萬0.19%
J. Goldman & Co LP51,100$651.9 萬0.25%
Dixon Mitchell Investment Counsel Inc.47,000$599.6 萬0.20%
PEAK6 LLC43,310$552.5 萬0.15%
Octahedron Capital Management L.P.41,000$523.0 萬3.56%
FirstWave Capital Management LLC39,586$505.0 萬3.00%
Kultura Capital Management LP38,988$497.4 萬3.61%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)38,000$484.8 萬0.67%
Generate Investment Management Ltd37,935$483.9 萬0.22%
Intercapital, LLC37,413$477.3 萬2.50%
Metavasi Capital LP35,000$446.5 萬1.97%
Myriad Asset Management Advisors LLC32,773$418.1 萬1.29%
Kids Capital Management, L.P.31,000$395.5 萬3.04%
EFG International AG28,936$369.0 萬0.07%
Simplex Trading, LLC28,880$368.4 萬0.10%
Ramirez Asset Management, Inc.27,904$356.0 萬0.47%
Deeter Investments LLP26,178$334.0 萬0.72%
Veritas Asset Management LLP22,860$291.6 萬0.03%
Old Mission Capital LLC22,337$285.0 萬0.11%
Glenmede Trust Co NA21,849$278.7 萬0.01%
Militia Capital Partners, LP21,400$273.0 萬1.03%
National Philanthropic Trust20,244$258.3 萬0.03%
Anson Funds Management LP20,000$255.1 萬0.35%
Capelight Capital Asset Management LP20,000$255.1 萬2.53%
Watershed Asset Management, L.L.C.19,480$248.5 萬2.32%
Westover Capital Advisors, LLC16,701$213.1 萬0.39%
Greenland Capital Management LP15,691$200.2 萬0.29%
Flossbach Von Storch AG15,000$191.4 萬0.01%
Eurizon SLJ Capital Ltd14,387$183.5 萬0.73%
Eagle Global Advisors LLC14,300$182.4 萬0.07%
Bluebird Wealth Management LLC13,047$166.4 萬1.55%
Storgate, LLC12,333$157.3 萬1.29%
Capstone Investment Advisors, LLC11,996$153.0 萬0.01%
FengHe Fund Management Pte. Ltd.11,500$146.7 萬0.08%
Centiva Capital, LP11,197$142.8 萬0.09%
Fortis Group Advisors, LLC11,140$129.8 萬0.22%
Integrated Quantitative Investments LLC10,161$129.6 萬0.28%
Havemeyer Place LP9,849$125.6 萬0.25%
Laird Norton Trust Company, LLC9,703$123.8 萬0.03%
Murphy, Middleton, Hinkle & Parker, Inc.3,629$118.8 萬0.82%
Natixis9,115$116.3 萬0.00%
Picton Mahoney Asset Management9,100$116.1 萬0.01%
Brevan Howard Capital Management LP9,000$114.4 萬0.02%
Central Asset Investments & Management Holdings (HK) Ltd8,173$104.3 萬0.68%
Himension Fund8,172$104.3 萬0.06%
Mawer Investment Management Ltd.8,123$103.6 萬0.01%
Woodline Partners LP7,049$89.9 萬0.00%
Limestone Investment Advisors LP7,000$89.3 萬0.60%
SBI Okasan Asset Management Co.Ltd.6,600$86.4 萬0.05%
NLB Skladi, upravljanje premozenja, d.o.o.6,674$85.1 萬0.04%
Sunstone Asset Management, L.P.6,614$84.4 萬0.83%
Pinnacle Financial Partners, Inc.6,459$82.4 萬0.01%
TCW Group Inc5,986$76.4 萬0.01%
ClearAlpha Technologies LP5,663$72.2 萬2.06%
Indivisible Partners5,455$69.6 萬0.08%
Davenport & Co LLC5,363$68.4 萬0.00%
Stanley-Laman Group, Ltd.5,000$63.8 萬0.08%
Persistent Asset Partners Ltd5,000$63.8 萬0.31%
Liberty One Investment Management, LLC4,629$59.1 萬0.08%
Pinebridge Investments Asia Ltd4,366$55.7 萬0.19%
Franchise GP Ltd4,266$54.4 萬0.63%
Tudor Investment Corp Et Al4,195$53.5 萬0.00%
Achmea Investment Management B.V.4,160$53.1 萬0.01%
UBS Oconnor LLC4,000$51.0 萬0.01%
Fairtree Asset Management (Pty) Ltd3,907$49.8 萬0.23%
EP Wealth Advisors, LLC3,758$47.9 萬0.00%
Two Sigma Securities, LLC3,524$45.0 萬0.06%
Arta Finance Wealth Management LLC3,374$43.0 萬0.22%
SummitTX Capital, L.P.3,289$42.0 萬0.01%
QVT Financial LP2,811$36.0 萬0.03%
Titan Wealth (CI) Ltd2,815$35.9 萬0.14%
Pasadena Private Wealth, LLC2,800$35.7 萬0.05%
Pension & Wealth Management Advisors, Inc.2,695$34.4 萬0.10%
International Assets Investment Management, LLC2,659$33.9 萬0.02%

清倉機構(161 家)

2025 年第 3 季季末持有 Sea Ltd、2025 年第 4 季有申報但已經沒有持有的機構。

依市值列出前 100 家,共 161 家。

2025 年第 4 季清倉 SE 的機構
機構2025 年第 3 季股數2025 年第 3 季市值
Lone Pine Capital LLC大師孤松資本1,869,501$3.34 億
Whale Rock Capital Management LLC1,160,795$2.07 億
Coatue Management LLC大師Coatue666,305$1.19 億
Trivest Advisors Ltd626,000$1.12 億
Palestra Capital Management LLC621,330$1.11 億
Ninety One North America, Inc.372,502$6,658 萬
Cookson Peirce & Co Inc297,272$5,313 萬
Los Angeles Capital Management LLC186,299$3,330 萬
HHLR Advisors, Ltd.大師高瓴 HHLR180,050$3,218 萬
Aubrey Capital Management Ltd177,901$3,180 萬
Causeway Capital Management LLC153,370$2,741 萬
Healthcare of Ontario Pension Plan Trust Fund146,544$2,619 萬
Oaktree Capital Management LP大師橡樹資本141,368$2,527 萬
Samlyn Capital, LLC137,630$2,460 萬
Light Street Capital Management, LLC69,303$1,239 萬
M&G Plc63,121$1,130 萬
Contrarius Group Holdings Ltd62,728$1,121 萬
Marsico Capital Management LLC56,713$1,014 萬
Aquatic Capital Management LLC51,602$922.3 萬
Calamos Advisors LLC44,481$795.0 萬
Totem Point Management, LLC43,978$786.0 萬
Schonfeld Strategic Advisors LLC42,671$762.7 萬
Geneva Partners, LLC41,998$750.6 萬
Voloridge Investment Management, LLC41,297$738.1 萬
Hiddenite Capital Partners LP40,000$714.9 萬
SPX Equities Gestao de Recursos Ltda38,000$679.2 萬
Algert Global LLC35,081$627.0 萬
Castle Hook Partners LP33,158$592.6 萬
Adviser Investments LLC31,178$557.2 萬
Pinnbrook Capital Management LP31,070$555.3 萬
Absoluto Partners Gestao de Recursos Ltda31,061$555.2 萬
Covenant Asset Management, LLC29,403$525.5 萬
Catalyst Capital Advisors LLC24,575$439.2 萬
Alcosta Capital Management, Inc.18,089$323.3 萬
Oberweis Asset Management Inc17,000$303.8 萬
New Vernon Capital Holdings II LLC15,698$280.6 萬
Calamos Wealth Management LLC14,307$255.7 萬
Dakota Wealth Management14,022$250.6 萬
Bayesian Capital Management, LP13,900$248.4 萬
SeaTown Holdings Pte. Ltd.13,100$234.1 萬
Morningstar Investment Management LLC12,876$230.1 萬
Numerai GP LLC12,568$224.6 萬
Denali Advisors LLC12,123$216.7 萬
RFG Advisory, LLC10,456$186.9 萬
Virginia Retirement Systems Et Al9,900$176.9 萬
SIH Partners, LLLP9,783$174.9 萬
Weiss Asset Management LP9,044$161.6 萬
Roman Butler Fullerton & Co9,582$149.4 萬
Mfg Wealth Management, Inc.8,292$148.2 萬
FDx Advisors, Inc.9,427$147.3 萬
Oaktree Fund Advisors, LLC8,141$145.5 萬
Prospera Financial Services Inc7,973$142.5 萬
Guggenheim Capital LLC7,776$139.0 萬
J.W. Cole Advisors, Inc.7,406$132.4 萬
Williamson Legacy Group, LLC6,893$123.2 萬
Fox Run Management, L.L.C.6,623$118.4 萬
Pitcairn Co6,160$110.1 萬
O'Neil Global Advisors, Inc.6,082$108.7 萬
Altfest L J & Co Inc5,662$101.2 萬
Freemont Capital Pte Ltd5,600$100.1 萬
Mesirow Financial Investment Management, Inc.4,887$87.3 萬
Quantbot Technologies LP4,529$80.9 萬
Oppenheimer & Co Inc3,798$67.9 萬
Petra Financial Advisors Inc3,760$67.2 萬
Harvest Fund Management Co., Ltd3,661$65.4 萬
Sheets Smith Wealth Management3,428$61.3 萬
Venture Visionary Partners LLC3,427$61.3 萬
Kestra Private Wealth Services, LLC3,054$54.6 萬
Parnassus Investments2,910$52.0 萬
Cynosure Management, LLC2,832$50.6 萬
Fogel Capital Management, Inc.2,785$49.8 萬
Summit Trail Advisors, LLC2,762$49.4 萬
Meitav Dash Investments Ltd2,500$44.7 萬
Private Advisor Group, LLC2,477$44.3 萬
Virtu Financial LLC2,212$39.5 萬
OneAscent Financial Services LLC2,177$38.9 萬
Cardiff Park Advisors, LLC2,092$37.4 萬
Advisors Preferred, LLC1,993$36.3 萬
Wesbanco Bank Inc2,000$35.7 萬
Blue Barn Wealth, LLC1,988$35.5 萬
Summit Wealth Group LLC13,847$34.6 萬
Alliance Wealth Advisors, LLC1,799$32.2 萬
Equitable Holdings, Inc.1,796$32.1 萬
PFG Investments, LLC1,781$31.8 萬
Wallace Advisory Group, LLC1,988$31.8 萬
Banco Santander, S.A.1,665$29.8 萬
Tower Wealth Partners, Inc.1,647$29.4 萬
Golden State Equity Partners1,595$28.5 萬
May Hill Capital, LLC1,560$27.9 萬
Asahi Life Asset Management Co., Ltd.1,554$27.8 萬
Adalta Capital Management LLC1,550$27.7 萬
Journey Strategic Wealth LLC1,545$27.6 萬
Paradice Investment Management LLC1,542$27.6 萬
TBH Global Asset Management, LLC1,528$27.3 萬
Baker Tilly Wealth Management, LLC1,502$26.8 萬
BBR Partners, LLC1,484$26.5 萬
Wedbush Securities Inc1,474$26.3 萬
PDS Planning, Inc1,470$26.3 萬
BluePath Capital Management, LLC1,454$26.0 萬
CMT Capital Markets Trading GmbH1,427$25.5 萬

尚未申報 2025 年第 4 季的機構(19 家)

2025 年第 3 季季末持有 Sea Ltd、還沒有申報 2025 年第 4 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2025 年第 3 季持有 SE、尚未申報 2025 年第 4 季的機構
機構2025 年第 3 季股數2025 年第 3 季市值
AXA Investment Managers S.A.341,556$6,105 萬
Jarislowsky, Fraser Ltd86,522$1,546 萬
Cubist Systematic Strategies, LLC78,320$1,400 萬
Glenmede Investment Management, LP26,717$477.5 萬
Point72 Europe (London) LLP14,000$250.2 萬
Shell Asset Management Co10,320$184.4 萬
Sheets Smith Investment Management8,032$143.6 萬
Creekmur Asset Management LLC7,100$126.9 萬
Wetherby Asset Management Inc6,266$112.0 萬
Pinebridge Investments, L.P.5,148$92.0 萬
Franchise Capital Ltd4,266$76.2 萬
Lion Street Advisors, LLC1,158$39.8 萬
Shilanski & Associates, Inc.2,041$36.5 萬
Point72 Hong Kong Ltd1,399$25.0 萬
Binnacle Investments Inc408$7.29 萬
FSA Wealth Management LLC26$4,647
Hemington Wealth Management23$4,000
Guerra Advisors Inc10$1,787
Pineridge Advisors LLC1$179