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 |
|---|---|---|---|---|---|
| Untitled Investments LP | 129,522 | $1,652 萬 | 4.96% | +23,085+21.7% | 加碼 |
| Banque Pictet & Cie SA | 127,401 | $1,625 萬 | 0.16% | −3,817−2.9% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 126,000 | $1,606 萬 | 0.65% | +5,700+4.7% | 加碼 |
| MayTech Global Investments, LLC | 123,418 | $1,575 萬 | 1.59% | +123,418 | 新進 |
| Skye Global Management LP | 120,000 | $1,531 萬 | 0.31% | +94,800+376.2% | 加碼 |
| Retirement Systems of Alabama | 118,805 | $1,516 萬 | 0.05% | 00.0% | 不變 |
| General Equity Holdings LP | 114,568 | $1,462 萬 | 9.13% | +72,318+171.2% | 加碼 |
| Tredje AP-fonden | 114,400 | $1,459 萬 | 0.11% | −489,000−81.0% | 減碼 |
| Eurizon Capital SGR S.p.A. | 113,910 | $1,454 萬 | 0.05% | +113,910 | 新進 |
| US Bancorp | 113,121 | $1,443 萬 | 0.02% | −37,832−25.1% | 減碼 |
| Resona Asset Management Co.,Ltd. | 112,036 | $1,435 萬 | 0.07% | −2,645−2.3% | 減碼 |
| UniSuper Management Pty Ltd | 112,400 | $1,434 萬 | 0.09% | +700+0.6% | 加碼 |
| Owl Creek Asset Management, L.P. | 111,350 | $1,420 萬 | 1.71% | +111,350 | 新進 |
| Ravenswood Partners LP | 106,883 | $1,364 萬 | 4.55% | +909+0.9% | 加碼 |
| Rhumbline Advisers | 106,126 | $1,354 萬 | 0.01% | −5,820−5.2% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 104,113 | $1,328 萬 | 0.05% | +8,527+8.9% | 加碼 |
| Nishkama Capital, LLC | 104,000 | $1,327 萬 | 1.79% | +104,000 | 新進 |
| British Columbia Investment Management Corp | 101,198 | $1,291 萬 | 0.07% | +28,800+39.8% | 加碼 |
| Intermede Investment Partners Ltd | 99,522 | $1,270 萬 | 0.52% | +439+0.4% | 加碼 |
| IMC-Chicago, LLC | 99,512 | $1,269 萬 | 0.22% | +99,512 | 新進 |
| MML Investors Services, LLC | 99,003 | $1,263 萬 | 0.03% | −1,924−1.9% | 減碼 |
| Noesis Capital Mangement Corp | 98,683 | $1,259 萬 | 1.83% | +2,674+2.8% | 加碼 |
| Standard Life Aberdeen plc | 96,719 | $1,234 萬 | 0.02% | −10,280−9.6% | 減碼 |
| Oppenheimer Asset Management Inc. | 95,555 | $1,219 萬 | 0.15% | +17,502+22.4% | 加碼 |
| Prudential Financial Inc | 92,701 | $1,183 萬 | 0.01% | −181,914−66.2% | 減碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 90,711 | $1,157 萬 | 0.06% | +90,711 | 新進 |
| Toroso Investments, LLC | 90,196 | $1,151 萬 | 0.05% | +48,648+117.1% | 加碼 |
| Janus Henderson Group PLC | 90,045 | $1,148 萬 | 0.01% | +9,262+11.5% | 加碼 |
| Vontobel Holding Ltd. | 89,999 | $1,148 萬 | 0.04% | +51,127+131.5% | 加碼 |
| Erste Asset Management GmbH | 88,700 | $1,132 萬 | 0.10% | +67,349+315.4% | 加碼 |
| Principal Financial Group Inc | 88,331 | $1,127 萬 | 0.01% | +3,017+3.5% | 加碼 |
| Proem Advisors LLC | 85,000 | $1,084 萬 | 3.67% | +55,000+183.3% | 加碼 |
| Trexquant Investment LP | 84,627 | $1,080 萬 | 0.10% | −87,407−50.8% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 83,473 | $1,065 萬 | 0.09% | +83,473 | 新進 |
| Wolverine Asset Management LLC | 82,676 | $1,055 萬 | 0.15% | +82,676 | 新進 |
| Cetera Investment Advisers | 81,537 | $1,040 萬 | 0.01% | +4,993+6.5% | 加碼 |
| Lakehouse Capital Pty Ltd | 80,125 | $1,022 萬 | 7.37% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 79,376 | $1,012 萬 | 0.04% | −16,565−17.3% | 減碼 |
| Fund 1 Investments, LLC | 79,000 | $1,008 萬 | 1.46% | +79,000 | 新進 |
| Mediolanum International Funds Ltd | 75,729 | $972.0 萬 | 0.10% | +2,887+4.0% | 加碼 |
| Sherman Porfolios, LLC | 75,475 | $962.8 萬 | 0.66% | +75,475 | 新進 |
| IFM Investors Pty Ltd | 73,640 | $939.4 萬 | 0.08% | +2,089+2.9% | 加碼 |
| ASR Vermogensbeheer N.V. | 71,948 | $917.7 萬 | 0.11% | +2,302+3.3% | 加碼 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 71,800 | $916.0 萬 | 2.03% | +62,100+640.2% | 加碼 |
| DnB Asset Management AS | 71,320 | $909.8 萬 | 0.03% | +3,253+4.8% | 加碼 |
| Tairen Capital Ltd | 71,300 | $909.6 萬 | 0.95% | +71,300 | 新進 |
| Aragon Global Management, LP | 67,700 | $863.6 萬 | 2.62% | 00.0% | 不變 |
| Nearwater Capital Markets, Ltd | 67,500 | $861.1 萬 | 0.15% | 00.0% | 不變 |
| Truist Financial Corp | 67,082 | $855.8 萬 | 0.01% | +9,259+16.0% | 加碼 |
| MY.Alpha Management HK Advisors Ltd | 67,000 | $854.7 萬 | 4.58% | +67,000 | 新進 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 66,793 | $852.4 萬 | 0.01% | −36,985−35.6% | 減碼 |
| Public Employees Retirement Association of Colorado | 65,923 | $841.0 萬 | 0.03% | −2,500−3.7% | 減碼 |
| Vident Advisory, LLC | 65,772 | $839.1 萬 | 0.08% | +32,006+94.8% | 加碼 |
| M&T Bank Corp | 64,790 | $826.5 萬 | 0.03% | +6,860+11.8% | 加碼 |
| Grafton Street Partners Management Company, LLC | 63,972 | $816.1 萬 | 4.00% | +63,972 | 新進 |
| Ieq Capital, LLC | 63,008 | $803.8 萬 | 0.02% | −611−1.0% | 減碼 |
| Axiom Investors LLC | 62,300 | $794.8 萬 | 0.07% | −909,455−93.6% | 減碼 |
| Victory Capital Management Inc | 60,106 | $766.8 萬 | 0.00% | −28,338−32.0% | 減碼 |
| Pictet & Cie (Europe) SA | 58,914 | $752.9 萬 | 0.15% | +14,061+31.3% | 加碼 |
| Vancity Investment Management Ltd | 58,774 | $749.7 萬 | 1.02% | −2,763−4.5% | 減碼 |
| Dimensional Fund Advisors LP | 56,745 | $723.9 萬 | 0.00% | −478−0.8% | 減碼 |
| Van Eck Associates Corp | 56,346 | $718.8 萬 | 0.01% | +38,355+213.2% | 加碼 |
| Bailard, Inc. | 55,060 | $702.4 萬 | 0.16% | −13,026−19.1% | 減碼 |
| Allianz SE | 54,340 | $693.2 萬 | 0.09% | −170−0.3% | 減碼 |
| Jump Financial, LLC | 53,897 | $687.6 萬 | 0.09% | −18,371−25.4% | 減碼 |
| Creative Planning | 53,468 | $682.1 萬 | 0.00% | −2,953−5.2% | 減碼 |
| Ardmore Road Asset Management LP | 53,155 | $678.1 萬 | 0.51% | −147,845−73.6% | 減碼 |
| WCG Wealth Advisors LLC | 53,058 | $676.9 萬 | 0.19% | +53,058 | 新進 |
| Union Bancaire Privee, UBP SA | 58,003 | $675.6 萬 | 0.11% | +29,610+104.3% | 加碼 |
| Daiwa Securities Group Inc. | 52,585 | $670.9 萬 | 0.02% | −31,895−37.8% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 52,151 | $665.3 萬 | 0.15% | +6,160+13.4% | 加碼 |
| Acadian Asset Management LLC | 52,197 | $665.0 萬 | 0.01% | −2,424,997−97.9% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 51,416 | $655.9 萬 | 0.05% | −3,955−7.1% | 減碼 |
| J. Goldman & Co LP | 51,100 | $651.9 萬 | 0.25% | +51,100 | 新進 |
| Voya Investment Management LLC | 50,626 | $645.8 萬 | 0.01% | +2,888+6.0% | 加碼 |
| Ninety One UK Ltd | 50,450 | $643.6 萬 | 0.01% | −1,445,536−96.6% | 減碼 |
| HighTower Advisors, LLC | 50,450 | $643.6 萬 | 0.01% | −5,246−9.4% | 減碼 |
| CIBC Asset Management Inc | 49,878 | $636.3 萬 | 0.02% | +7,563+17.9% | 加碼 |
| AQR Capital Management LLC | 48,776 | $622.2 萬 | 0.00% | −166,342−77.3% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 48,355 | $617.0 萬 | 0.01% | +230.0% | 加碼 |
| Amiral Gestion | 47,500 | $606.0 萬 | 2.23% | +8,000+20.3% | 加碼 |
| Dixon Mitchell Investment Counsel Inc. | 47,000 | $599.6 萬 | 0.20% | +47,000 | 新進 |
| Walleye Capital LLC | 45,290 | $577.8 萬 | 0.03% | −67,073−59.7% | 減碼 |
| Varma Mutual Pension Insurance Co | 44,000 | $561.3 萬 | 0.03% | +3,000+7.3% | 加碼 |
| TT International Asset Management LTD | 43,845 | $559.3 萬 | 1.18% | +31,576+257.4% | 加碼 |
| Quantinno Capital Management LP | 43,829 | $559.1 萬 | 0.01% | +467+1.1% | 加碼 |
| CIBC World Markets Inc. | 43,780 | $558.5 萬 | 0.01% | −2,822−6.1% | 減碼 |
| PEAK6 LLC | 43,310 | $552.5 萬 | 0.15% | +43,310 | 新進 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 43,176 | $549.2 萬 | 0.04% | +18,961+78.3% | 加碼 |
| Dalton Investments LLC | 42,800 | $546.0 萬 | 4.05% | +15,000+54.0% | 加碼 |
| Polen Capital Management LLC | 42,710 | $544.9 萬 | 0.02% | −27,523−39.2% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 42,181 | $538.1 萬 | 0.04% | −100−0.2% | 減碼 |
| Roberts Wealth Advisors, LLC | 41,033 | $523.5 萬 | 1.37% | +16,068+64.4% | 加碼 |
| Octahedron Capital Management L.P. | 41,000 | $523.0 萬 | 3.56% | +41,000 | 新進 |
| Infusive Asset Management Inc. | 40,963 | $522.6 萬 | 2.23% | +10,047+32.5% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 40,759 | $520.0 萬 | 0.01% | −16,717−29.1% | 減碼 |
| Addison Capital Co | 40,185 | $512.6 萬 | 1.28% | +665+1.7% | 加碼 |
| iA Global Asset Management Inc. | 39,810 | $507.9 萬 | 0.06% | −42,660−51.7% | 減碼 |
| FirstWave Capital Management LLC | 39,586 | $505.0 萬 | 3.00% | +39,586 | 新進 |
| Macquarie Group Ltd | 39,468 | $503.5 萬 | 0.02% | −651,689−94.3% | 減碼 |