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 4 季 13F 持有人
Sea Ltd 在 2025/12/31 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
- 872
- 較 2025 年第 3 季 −13 家
- 持有股數
- 3.79 億
- 較 2025 年第 3 季 +998.3 萬 (+2.7%)
- 總市值
- $483.9 億
- 較 2025 年第 3 季 −$176.8 億 (−26.8%)
- 新進機構
- 148
- 另有 317 家加碼
- 清倉機構
- 161
- 另有 315 家減碼
另有 19 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Duquesne Family Office LLC大師杜肯家族辦公室 | 944,120 | $1.20 億 | 2.85% | +669,920+244.3% | 加碼 |
| Nuveen, LLC | 944,323 | $1.20 億 | 0.03% | −51,083−5.1% | 減碼 |
| Manufacturers Life Insurance Company, The | 946,509 | $1.21 億 | 0.10% | −15,824−1.6% | 減碼 |
| Foxhaven Asset Management, LP | 996,430 | $1.27 億 | 3.13% | +206,145+26.1% | 加碼 |
| Infinitum Asset Management, LLC | 1,006,500 | $1.28 億 | 19.00% | +498,412+98.1% | 加碼 |
| Ribbit Management Company, LLC | 1,010,179 | $1.29 億 | 6.39% | −90,000−8.2% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,053,710 | $1.34 億 | 0.08% | −46,072−4.2% | 減碼 |
| Dorsal Capital Management, LLC | 1,075,000 | $1.37 億 | 4.82% | −550,000−33.8% | 減碼 |
| Perpetual Ltd | 1,095,702 | $1.40 億 | 2.02% | −86,826−7.3% | 減碼 |
| Swiss National Bank | 1,096,200 | $1.40 億 | 0.08% | −47,300−4.1% | 減碼 |
| Balyasny Asset Management LLC | 1,097,102 | $1.40 億 | 0.26% | +1,091,334+18,920.5% | 加碼 |
| Arohi Asset Management PTE Ltd. | 1,131,800 | $1.44 億 | 43.32% | −119,441−9.5% | 減碼 |
| Renaissance Technologies LLC | 1,153,800 | $1.47 億 | 0.23% | +461,100+66.6% | 加碼 |
| National Bank of Canada | 1,157,200 | $1.48 億 | 0.15% | +569,881+97.0% | 加碼 |
| Envestnet Asset Management Inc | 1,175,371 | $1.50 億 | 0.04% | −137,473−10.5% | 減碼 |
| Kontiki Capital Management (HK) Ltd. | 1,359,992 | $1.73 億 | 10.09% | −573,895−29.7% | 減碼 |
| Toronto Dominion Bank | 1,393,985 | $1.78 億 | 0.31% | +73,115+5.5% | 加碼 |
| Two Sigma Advisers, LP | 1,457,100 | $1.86 億 | 0.36% | +229,000+18.6% | 加碼 |
| Wasatch Advisors Inc | 1,460,754 | $1.86 億 | 1.11% | −92,664−6.0% | 減碼 |
| Ameriprise Financial Inc | 1,472,103 | $1.87 億 | 0.04% | +615,190+71.8% | 加碼 |
| Harding Loevner LP | 1,498,337 | $1.91 億 | 1.68% | −64,277−4.1% | 減碼 |
| Ward Ferry Management (BVI) Ltd | 1,511,242 | $1.93 億 | 23.94% | +419,501+38.4% | 加碼 |
| Bridgewater Associates, LP | 1,533,269 | $1.96 億 | 0.71% | −72,355−4.5% | 減碼 |
| SG Americas Securities, LLC | 1,544,873 | $1.97 億 | 0.26% | +1,085,297+236.2% | 加碼 |
| Jennison Associates LLC | 1,619,291 | $2.07 億 | 0.12% | −4,368,154−73.0% | 減碼 |
| Two Sigma Investments, LP | 1,710,686 | $2.18 億 | 0.33% | +478,700+38.9% | 加碼 |
| Scge Management, L.P. | 1,775,000 | $2.26 億 | 5.16% | +71,000+4.2% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 1,791,660 | $2.29 億 | 6.31% | +350,840+24.4% | 加碼 |
| BNP Paribas Arbitrage, SA | 1,847,904 | $2.36 億 | 0.15% | −289,644−13.6% | 減碼 |
| Kensico Capital Management Corp | 1,880,400 | $2.40 億 | 4.08% | +560,400+42.5% | 加碼 |
| Legal & General Group Plc | 1,911,121 | $2.44 億 | 0.05% | −217,251−10.2% | 減碼 |
| HSBC Holdings PLC | 1,952,568 | $2.49 億 | 0.14% | +47,007+2.5% | 加碼 |
| Clearbridge Investments, LLC | 2,035,302 | $2.60 億 | 0.21% | −590,052−22.5% | 減碼 |
| Prudential PLC | 2,111,252 | $2.69 億 | 2.16% | +23,241+1.1% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 2,121,622 | $2.71 億 | 0.64% | −75,830−3.5% | 減碼 |
| Franklin Resources Inc | 2,144,222 | $2.74 億 | 0.07% | −40,658−1.9% | 減碼 |
| Bank of America Corp | 2,187,684 | $2.79 億 | 0.02% | +193,410+9.7% | 加碼 |
| Coronation Fund Managers Ltd. | 2,235,578 | $2.85 億 | 12.79% | +1,245,652+125.8% | 加碼 |
| Barclays PLC | 2,246,371 | $2.87 億 | 0.12% | +517,255+29.9% | 加碼 |
| Citigroup Inc | 2,284,427 | $2.91 億 | 0.20% | −177,938−7.2% | 減碼 |
| SEI Investments Co | 2,347,647 | $2.99 億 | 0.30% | −131,401−5.3% | 減碼 |
| William Blair Investment Management, LLC | 2,370,876 | $3.02 億 | 0.84% | −1,092,656−31.5% | 減碼 |
| Deutsche Bank AG | 2,488,731 | $3.17 億 | 0.10% | +286,564+13.0% | 加碼 |
| FIL Ltd | 2,624,496 | $3.35 億 | 0.25% | −430,377−14.1% | 減碼 |
| Eminence Capital, LP | 2,641,640 | $3.37 億 | 5.33% | +1,162,825+78.6% | 加碼 |
| Orbis Allan Gray Ltd | 2,715,855 | $3.46 億 | 1.45% | −389,911−12.6% | 減碼 |
| Fred Alger Management, LLC | 2,767,173 | $3.53 億 | 1.38% | −119,268−4.1% | 減碼 |
| Northern Trust Corp | 3,106,614 | $3.96 億 | 0.05% | +65,281+2.1% | 加碼 |
| Kora Management LP | 3,135,091 | $4.00 億 | 53.27% | +49,953+1.6% | 加碼 |
| Temasek Holdings (Private) Ltd | 3,303,217 | $4.21 億 | 1.36% | +827,991+33.5% | 加碼 |
| Aspex Management (HK) Ltd | 3,373,016 | $4.30 億 | 8.74% | −918,353−21.4% | 減碼 |
| D1 Capital Partners L.P.大師D1 資本 | 3,485,043 | $4.45 億 | 4.15% | +2,192,400+169.6% | 加碼 |
| Geode Capital Management, LLC | 3,568,472 | $4.49 億 | 0.03% | +122,067+3.5% | 加碼 |
| Viking Global Investors LP大師維京全球投資 | 3,671,545 | $4.68 億 | 1.24% | +632,342+20.8% | 加碼 |
| Capital Research Global Investors | 4,015,065 | $5.12 億 | 0.09% | +2,103,386+110.0% | 加碼 |
| Goldman Sachs Group Inc | 4,144,966 | $5.29 億 | 0.08% | +258,066+6.6% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 4,492,860 | $5.73 億 | 0.34% | −2,471,671−35.5% | 減碼 |
| Norges Bank | 4,518,219 | $5.76 億 | 0.06% | +4,518,219 | 新進 |
| Artisan Partners Limited Partnership | 4,856,734 | $6.20 億 | 0.95% | −194,313−3.8% | 減碼 |
| Point72 Asset Management, L.P. | 4,903,074 | $6.25 億 | 0.98% | +3,239,447+194.7% | 加碼 |
| UBS Group AG | 5,153,194 | $6.57 億 | 0.13% | +1,762,303+52.0% | 加碼 |
| Morgan Stanley | 5,392,601 | $6.88 億 | 0.04% | +1,198,402+28.6% | 加碼 |
| Sands Capital Management, LLC | 5,501,013 | $7.02 億 | 2.13% | +617,846+12.7% | 加碼 |
| Schroder Investment Management Group | 6,002,878 | $7.66 億 | 0.58% | +1,940,200+47.8% | 加碼 |
| State Street Corp | 7,050,480 | $8.99 億 | 0.03% | +480,729+7.3% | 加碼 |
| Tiger Global Management LLC大師老虎環球 | 15,415,835 | $19.7 億 | 6.62% | −625,500−3.9% | 減碼 |
| FMR LLC | 17,504,405 | $22.3 億 | 0.11% | +6,696,439+62.0% | 加碼 |
| BlackRock, Inc. | 20,364,587 | $26.0 億 | 0.04% | −257,234−1.2% | 減碼 |
| Price T Rowe Associates Inc | 20,517,378 | $26.2 億 | 0.28% | +3,531,834+20.8% | 加碼 |
| JPMorgan Chase & Co | 21,452,130 | $27.4 億 | 0.18% | −3,256,674−13.2% | 減碼 |
| WCM Investment Management, LLC | 25,862,514 | $33.2 億 | 6.83% | −190,662−0.7% | 減碼 |
| Baillie Gifford & Co | 38,758,791 | $49.4 億 | 4.11% | −1,331,499−3.3% | 減碼 |
| Lone Pine Capital LLC大師孤松資本 | 0 | $0 | 0.00% | −1,869,501−100.0% | 清倉 |
| Whale Rock Capital Management LLC | 0 | $0 | 0.00% | −1,160,795−100.0% | 清倉 |
| Coatue Management LLC大師Coatue | 0 | $0 | 0.00% | −666,305−100.0% | 清倉 |
| Trivest Advisors Ltd | 0 | $0 | 0.00% | −626,000−100.0% | 清倉 |
| Palestra Capital Management LLC | 0 | $0 | 0.00% | −621,330−100.0% | 清倉 |
| Ninety One North America, Inc. | 0 | $0 | 0.00% | −372,502−100.0% | 清倉 |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −297,272−100.0% | 清倉 |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −186,299−100.0% | 清倉 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 0 | $0 | 0.00% | −180,050−100.0% | 清倉 |
| Aubrey Capital Management Ltd | 0 | $0 | 0.00% | −177,901−100.0% | 清倉 |
| Causeway Capital Management LLC | 0 | $0 | 0.00% | −153,370−100.0% | 清倉 |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −146,544−100.0% | 清倉 |
| Oaktree Capital Management LP大師橡樹資本 | 0 | $0 | 0.00% | −141,368−100.0% | 清倉 |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −137,630−100.0% | 清倉 |
| Light Street Capital Management, LLC | 0 | $0 | 0.00% | −69,303−100.0% | 清倉 |
| M&G Plc | 0 | $0 | 0.00% | −63,121−100.0% | 清倉 |
| Contrarius Group Holdings Ltd | 0 | $0 | 0.00% | −62,728−100.0% | 清倉 |
| Marsico Capital Management LLC | 0 | $0 | 0.00% | −56,713−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −51,602−100.0% | 清倉 |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −44,481−100.0% | 清倉 |
| Totem Point Management, LLC | 0 | $0 | 0.00% | −43,978−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −42,671−100.0% | 清倉 |
| Geneva Partners, LLC | 0 | $0 | 0.00% | −41,998−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −41,297−100.0% | 清倉 |
| Hiddenite Capital Partners LP | 0 | $0 | 0.00% | −40,000−100.0% | 清倉 |
| SPX Equities Gestao de Recursos Ltda | 0 | $0 | 0.00% | −38,000−100.0% | 清倉 |
| Algert Global LLC | 0 | $0 | 0.00% | −35,081−100.0% | 清倉 |
| Castle Hook Partners LP | 0 | $0 | 0.00% | −33,158−100.0% | 清倉 |