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 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 |
|---|---|---|---|---|---|
| Connor, Clark & Lunn Investment Management Ltd. | 595,604 | $7,598 萬 | 0.20% | +77,562+15.0% | 加碼 |
| Nordea Investment Management AB | 582,435 | $7,402 萬 | 0.06% | +214,055+58.1% | 加碼 |
| AIA Group Ltd | 538,230 | $6,866 萬 | 1.03% | +39,181+7.9% | 加碼 |
| Royal Bank of Canada | 528,535 | $6,743 萬 | 0.01% | −540,822−50.6% | 減碼 |
| Susquehanna International Group, LLP | 527,561 | $6,730 萬 | 0.09% | +312,835+145.7% | 加碼 |
| Carmignac Gestion | 516,426 | $6,590 萬 | 0.89% | +232,971+82.2% | 加碼 |
| Blue Grotto Capital, LLC | 510,000 | $6,506 萬 | 6.69% | +148,336+41.0% | 加碼 |
| Allspring Global Investments Holdings, LLC | 492,806 | $6,480 萬 | 0.10% | +140,690+40.0% | 加碼 |
| Hound Partners, LLC | 500,000 | $6,379 萬 | 8.84% | 00.0% | 不變 |
| TD Asset Management Inc | 495,092 | $6,316 萬 | 0.05% | −262,555−34.7% | 減碼 |
| Pictet Asset Management Holding SA | 483,546 | $6,169 萬 | 0.06% | +119,548+32.8% | 加碼 |
| Polar Capital Holdings Plc | 452,378 | $5,771 萬 | 0.26% | −52,041−10.3% | 減碼 |
| Syquant Capital SAS | 446,114 | $5,691 萬 | 6.96% | +446,114 | 新進 |
| Quadrature Capital Ltd | 438,260 | $5,591 萬 | 0.57% | +361,147+468.3% | 加碼 |
| Davis Selected Advisers | 436,534 | $5,569 萬 | 0.25% | −4,060−0.9% | 減碼 |
| California State Teachers Retirement System | 426,686 | $5,443 萬 | 0.05% | −15,566−3.5% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 421,420 | $5,376 萬 | 0.06% | +275,507+188.8% | 加碼 |
| Qube Research & Technologies Ltd | 411,802 | $5,253 萬 | 0.08% | +74,788+22.2% | 加碼 |
| Wells Fargo & Company | 404,098 | $5,155 萬 | 0.01% | −7,744−1.9% | 減碼 |
| Lord, Abbett & Co. LLC | 397,654 | $5,073 萬 | 0.16% | −435,687−52.3% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 373,821 | $4,915 萬 | 0.03% | +22,765+6.5% | 加碼 |
| LPL Financial LLC | 376,463 | $4,803 萬 | 0.01% | +8,992+2.4% | 加碼 |
| Vinva Investment Management Ltd | 370,365 | $4,767 萬 | 0.59% | +166,400+81.6% | 加碼 |
| Driehaus Capital Management LLC | 371,261 | $4,736 萬 | 0.32% | +218,359+142.8% | 加碼 |
| Avala Global LP | 348,214 | $4,442 萬 | 2.13% | −103,537−22.9% | 減碼 |
| Neuberger Berman Group LLC | 344,759 | $4,401 萬 | 0.03% | +52,421+17.9% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 344,494 | $4,395 萬 | 0.07% | +35,030+11.3% | 加碼 |
| D. E. Shaw & Co., Inc. | 338,195 | $4,314 萬 | 0.03% | −1,479,212−81.4% | 減碼 |
| Natixis Advisors, L.P. | 331,526 | $4,229 萬 | 0.06% | −95,940−22.4% | 減碼 |
| Cooperman Leon G | 326,058 | $4,160 萬 | 1.38% | 00.0% | 不變 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 324,147 | $4,135 萬 | 1.02% | −86,997−21.2% | 減碼 |
| Thornburg Investment Management Inc | 323,829 | $4,131 萬 | 0.52% | +15,148+4.9% | 加碼 |
| Charles Schwab Investment Management Inc | 321,121 | $4,097 萬 | 0.01% | +932+0.3% | 加碼 |
| Bienville Capital Management, LLC | 317,819 | $4,054 萬 | 6.44% | +209,881+194.4% | 加碼 |
| Holocene Advisors, LP | 314,500 | $4,012 萬 | 0.08% | 00.0% | 不變 |
| Jain Global LLC | 313,087 | $3,994 萬 | 0.39% | +286,691+1,086.1% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 303,434 | $3,871 萬 | 0.20% | +1340.0% | 加碼 |
| Marshall Wace, LLP | 302,351 | $3,857 萬 | 0.04% | −1,662,507−84.6% | 減碼 |
| American Century Companies Inc | 299,486 | $3,821 萬 | 0.02% | −80,831−21.3% | 減碼 |
| Teacher Retirement System of Texas | 290,127 | $3,701 萬 | 0.13% | −14,802−4.9% | 減碼 |
| Steadfast Capital Management LP | 286,801 | $3,659 萬 | 0.64% | +286,801 | 新進 |
| Swedbank AB | 285,806 | $3,646 萬 | 0.04% | −4,900−1.7% | 減碼 |
| Capital Advisors Inc | 284,073 | $3,624 萬 | 0.58% | +2,643+0.9% | 加碼 |
| Exchange Traded Concepts, LLC | 278,742 | $3,556 萬 | 0.30% | +112,970+68.1% | 加碼 |
| Atreides Management, LP | 275,439 | $3,514 萬 | 0.75% | +5,266+1.9% | 加碼 |
| Lazard Asset Management LLC | 271,746 | $3,467 萬 | 0.06% | −78,981−22.5% | 減碼 |
| Korea Investment CORP | 269,029 | $3,432 萬 | 0.07% | −47,496−15.0% | 減碼 |
| Zurich Insurance Group Ltd | 262,717 | $3,351 萬 | 0.23% | +2,341+0.9% | 加碼 |
| Stifel Financial Corp | 251,592 | $3,210 萬 | 0.03% | +23,577+10.3% | 加碼 |
| Allianz Asset Management GmbH | 247,321 | $3,155 萬 | 0.04% | −66,231−21.1% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 243,527 | $3,107 萬 | 0.07% | +11,236+4.8% | 加碼 |
| Avantyr Capital Partners, LP | 242,529 | $3,094 萬 | 1.85% | +242,529 | 新進 |
| Bank of Montreal | 242,383 | $3,092 萬 | 0.01% | −743,988−75.4% | 減碼 |
| Northwestern Mutual Wealth Management Co | 233,395 | $2,977 萬 | 0.02% | +211,574+969.6% | 加碼 |
| Barings LLC | 223,923 | $2,857 萬 | 0.53% | +14,538+6.9% | 加碼 |
| Raymond James Financial Inc | 223,702 | $2,854 萬 | 0.01% | −79,746−26.3% | 減碼 |
| USS Investment Management Ltd | 222,575 | $2,838 萬 | 0.14% | +67,307+43.3% | 加碼 |
| Long Walk Management LP | 222,500 | $2,838 萬 | 6.31% | −82,500−27.0% | 減碼 |
| North Peak Capital Management, LLC | 221,599 | $2,827 萬 | 3.09% | +221,599 | 新進 |
| Public Sector Pension Investment Board | 221,207 | $2,822 萬 | 0.10% | −31,600−12.5% | 減碼 |
| Mane Global Capital Management LP | 217,494 | $2,775 萬 | 1.52% | +12,051+5.9% | 加碼 |
| Great West Life Assurance Co | 216,499 | $2,761 萬 | 0.05% | −68,508−24.0% | 減碼 |
| Asset Management One Co.,Ltd. | 207,685 | $2,717 萬 | 0.08% | −100,675−32.6% | 減碼 |
| Fullerton Fund Management Co Ltd. | 209,826 | $2,677 萬 | 1.17% | +6,528+3.2% | 加碼 |
| PFA Pension, Forsikringsaktieselskab | 204,772 | $2,628 萬 | 0.07% | +204,772 | 新進 |
| Walleye Trading LLC | 200,931 | $2,563 萬 | 0.41% | +200,931 | 新進 |
| C WorldWide Group Holding A/S | 197,648 | $2,521 萬 | 0.44% | −38,777−16.4% | 減碼 |
| Nikko Asset Management Americas, Inc. | 196,187 | $2,502 萬 | 0.29% | −17,515−8.2% | 減碼 |
| Danske Bank A/S | 195,926 | $2,499 萬 | 0.06% | +23,072+13.3% | 加碼 |
| Storebrand Asset Management AS | 186,620 | $2,381 萬 | 0.06% | −63,980−25.5% | 減碼 |
| Matthews International Capital Management LLC | 179,241 | $2,287 萬 | 6.94% | −33,985−15.9% | 減碼 |
| Moore Capital Management, LP | 175,312 | $2,236 萬 | 0.46% | +151,129+624.9% | 加碼 |
| State of New Jersey Common Pension Fund D | 174,662 | $2,228 萬 | 0.08% | −200−0.1% | 減碼 |
| Think Investments LP | 174,000 | $2,220 萬 | 2.84% | 00.0% | 不變 |
| Nomura Asset Management Co Ltd | 169,662 | $2,164 萬 | 0.05% | −24,878−12.8% | 減碼 |
| Avanda Investment Management Pte. Ltd. | 163,506 | $2,086 萬 | 20.74% | −25,763−13.6% | 減碼 |
| Worldquant Millennium Advisors LLC | 162,365 | $2,071 萬 | 0.08% | −54,026−25.0% | 減碼 |
| KBC Group NV | 160,949 | $2,053 萬 | 0.05% | −57,670−26.4% | 減碼 |
| Mackenzie Financial Corp | 157,194 | $2,014 萬 | 0.02% | −41,854−21.0% | 減碼 |
| Marcho Partners LLP | 156,592 | $1,998 萬 | 12.13% | +19,986+14.6% | 加碼 |
| Alliancebernstein L.P. | 154,739 | $1,974 萬 | 0.01% | −588,746−79.2% | 減碼 |
| Intech Investment Management LLC | 154,522 | $1,971 萬 | 0.18% | +49,509+47.1% | 加碼 |
| Allen Investment Management LLC | 153,735 | $1,961 萬 | 0.22% | +153,735 | 新進 |
| State of Wisconsin Investment Board | 153,330 | $1,956 萬 | 0.04% | −11,254−6.8% | 減碼 |
| 3G Capital Partners LP | 150,000 | $1,914 萬 | 4.51% | +45,000+42.9% | 加碼 |
| PensionDanmark Pensionsforsikringsaktieselskab | 148,946 | $1,900 萬 | 0.17% | +148,946 | 新進 |
| ARK Investment Management LLC大師方舟投資 | 148,172 | $1,890 萬 | 0.13% | −8,960−5.7% | 減碼 |
| Nissay Asset Management Corp | 143,649 | $1,833 萬 | 0.10% | +75,833+111.8% | 加碼 |
| Equitable Trust Co | 143,306 | $1,828 萬 | 0.82% | +3,564+2.6% | 加碼 |
| Handelsbanken Fonder AB | 142,576 | $1,819 萬 | 0.05% | −25,517−15.2% | 減碼 |
| Incision Capital Management LP | 140,000 | $1,786 萬 | 16.21% | +140,000 | 新進 |
| New York State Common Retirement Fund | 139,163 | $1,775 萬 | 0.02% | −316,851−69.5% | 減碼 |
| KLP Kapitalforvaltning AS | 139,100 | $1,774 萬 | 0.07% | +1,800+1.3% | 加碼 |
| Privium Fund Management B.V. | 138,000 | $1,760 萬 | 3.24% | −22,000−13.8% | 減碼 |
| Hidden Lake Asset Management LP | 137,916 | $1,759 萬 | 9.59% | +74,625+117.9% | 加碼 |
| Investment House LLC | 133,668 | $1,705 萬 | 0.81% | +1,860+1.4% | 加碼 |
| Credit Agricole S A | 131,405 | $1,676 萬 | 0.05% | +11,500+9.6% | 加碼 |
| 1832 Asset Management L.P. | 130,940 | $1,670 萬 | 0.02% | −466,473−78.1% | 減碼 |
| Pathstone Holdings, LLC | 130,052 | $1,659 萬 | 0.06% | +7,744+6.3% | 加碼 |
| Ossiam | 129,574 | $1,653 萬 | 0.33% | −324−0.2% | 減碼 |