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。
2026 年第 1 季 13F 持有人
Sea Ltd 在 2026/3/31 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
- 754
- 較 2025 年第 4 季 −106 家
- 持有股數
- 3.76 億
- 較 2025 年第 4 季 +395.7 萬 (+1.1%)
- 總市值
- $309.7 億
- 較 2025 年第 4 季 −$165.5 億 (−34.8%)
- 新進機構
- 89
- 另有 331 家加碼
- 清倉機構
- 195
- 另有 231 家減碼
另有 12 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Baillie Gifford & Co | 39,654,072 | $32.8 億 | 3.35% | +895,281+2.3% | 加碼 |
| Price T Rowe Associates Inc | 33,410,683 | $27.7 億 | 0.32% | +12,893,305+62.8% | 加碼 |
| WCM Investment Management, LLC | 33,746,475 | $26.4 億 | 6.03% | +7,883,961+30.5% | 加碼 |
| BlackRock, Inc. | 20,942,475 | $17.3 億 | 0.03% | +577,888+2.8% | 加碼 |
| Tiger Global Management LLC大師老虎環球 | 15,415,835 | $12.8 億 | 5.59% | 00.0% | 不變 |
| FMR LLC | 14,041,735 | $11.6 億 | 0.06% | −3,462,670−19.8% | 減碼 |
| JPMorgan Chase & Co | 9,347,213 | $7.32 億 | 0.05% | −12,104,917−56.4% | 減碼 |
| State Street Corp | 7,253,356 | $6.01 億 | 0.02% | +202,876+2.9% | 加碼 |
| Schroder Investment Management Group | 6,270,387 | $5.19 億 | 0.43% | +267,509+4.5% | 加碼 |
| Artisan Partners Limited Partnership | 5,354,463 | $4.43 億 | 0.72% | +497,729+10.2% | 加碼 |
| Temasek Holdings (Private) Ltd | 5,282,861 | $4.37 億 | 1.47% | +1,979,644+59.9% | 加碼 |
| Aspex Management (HK) Ltd | 4,870,097 | $4.03 億 | 5.85% | +1,497,081+44.4% | 加碼 |
| UBS Group AG | 4,749,758 | $3.93 億 | 0.07% | −403,436−7.8% | 減碼 |
| Viking Global Investors LP大師維京全球投資 | 4,737,196 | $3.92 億 | 1.10% | +1,065,651+29.0% | 加碼 |
| Sands Capital Management, LLC | 4,728,550 | $3.92 億 | 1.54% | −772,463−14.0% | 減碼 |
| Morgan Stanley | 4,626,639 | $3.83 億 | 0.02% | −765,962−14.2% | 減碼 |
| Eminence Capital, LP | 4,065,665 | $3.37 億 | 7.72% | +1,424,025+53.9% | 加碼 |
| D1 Capital Partners L.P.大師D1 資本 | 4,052,133 | $3.36 億 | 2.99% | +567,090+16.3% | 加碼 |
| Goldman Sachs Group Inc | 3,941,299 | $3.26 億 | 0.04% | −203,667−4.9% | 減碼 |
| FIL Ltd | 3,888,644 | $3.22 億 | 0.25% | +1,264,148+48.2% | 加碼 |
| Geode Capital Management, LLC | 3,773,710 | $3.08 億 | 0.02% | +205,238+5.8% | 加碼 |
| Northern Trust Corp | 3,608,951 | $2.99 億 | 0.04% | +502,337+16.2% | 加碼 |
| Kora Management LP | 3,563,098 | $2.95 億 | 42.06% | +428,007+13.7% | 加碼 |
| Fred Alger Management, LLC | 3,370,698 | $2.79 億 | 1.23% | +603,525+21.8% | 加碼 |
| Two Sigma Investments, LP | 3,303,648 | $2.74 億 | 0.23% | +1,592,962+93.1% | 加碼 |
| Coronation Fund Managers Ltd. | 3,116,319 | $2.58 億 | 11.76% | +880,741+39.4% | 加碼 |
| SEI Investments Co | 2,739,851 | $2.27 億 | 0.21% | +392,204+16.7% | 加碼 |
| Marshall Wace, LLP | 2,472,402 | $2.05 億 | 0.22% | +2,170,051+717.7% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 2,422,571 | $2.01 億 | 0.49% | +300,949+14.2% | 加碼 |
| BNP Paribas Arbitrage, SA | 2,323,742 | $1.92 億 | 0.13% | +475,838+25.8% | 加碼 |
| Capital Research Global Investors | 2,268,047 | $1.88 億 | 0.03% | −1,747,018−43.5% | 減碼 |
| Prudential PLC | 2,265,018 | $1.88 億 | 1.43% | +153,766+7.3% | 加碼 |
| Nuveen, LLC | 2,137,536 | $1.77 億 | 0.05% | +1,193,213+126.4% | 加碼 |
| Kontiki Capital Management (HK) Ltd. | 2,124,312 | $1.76 億 | 12.34% | +764,320+56.2% | 加碼 |
| HSBC Holdings PLC | 2,028,688 | $1.68 億 | 0.10% | +76,120+3.9% | 加碼 |
| Infinitum Asset Management, LLC | 2,006,500 | $1.66 億 | 20.79% | +1,000,000+99.4% | 加碼 |
| Legal & General Group Plc | 1,962,343 | $1.63 億 | 0.04% | +51,222+2.7% | 加碼 |
| Barclays PLC | 1,933,317 | $1.60 億 | 0.06% | −313,054−13.9% | 減碼 |
| Citigroup Inc | 1,917,639 | $1.59 億 | 0.10% | −366,788−16.1% | 減碼 |
| Clearbridge Investments, LLC | 1,882,679 | $1.56 億 | 0.14% | −152,623−7.5% | 減碼 |
| Point72 Asset Management, L.P. | 1,871,609 | $1.55 億 | 0.27% | −3,031,465−61.8% | 減碼 |
| Invesco Ltd. | 1,871,359 | $1.55 億 | 0.02% | +1,040,401+125.2% | 加碼 |
| Davis Selected Advisers | 1,849,831 | $1.53 億 | 0.70% | +1,413,297+323.8% | 加碼 |
| Orbis Allan Gray Ltd | 1,844,162 | $1.53 億 | 0.64% | −871,693−32.1% | 減碼 |
| Oversea-Chinese Banking CORP Ltd | 1,840,274 | $1.52 億 | 4.48% | +48,614+2.7% | 加碼 |
| Scge Management, L.P. | 1,775,000 | $1.47 億 | 4.45% | 00.0% | 不變 |
| Charles-Lim Capital Ltd | 1,750,000 | $1.45 億 | 48.10% | +1,000,000+133.3% | 加碼 |
| Ward Ferry Management (BVI) Ltd | 1,691,942 | $1.40 億 | 22.17% | +180,700+12.0% | 加碼 |
| Envestnet Asset Management Inc | 1,687,037 | $1.40 億 | 0.04% | +511,666+43.5% | 加碼 |
| Bank of America Corp | 1,675,596 | $1.39 億 | 0.01% | −512,088−23.4% | 減碼 |
| SG Americas Securities, LLC | 1,642,304 | $1.36 億 | 0.15% | +97,431+6.3% | 加碼 |
| Wasatch Advisors Inc | 1,622,897 | $1.34 億 | 0.89% | +162,143+11.1% | 加碼 |
| UBS Asset Management Americas Inc | 1,590,718 | $1.32 億 | 0.03% | +1,589,128+99,945.2% | 加碼 |
| Deutsche Bank AG | 1,590,415 | $1.32 億 | 0.04% | −898,316−36.1% | 減碼 |
| Renaissance Technologies LLC | 1,526,100 | $1.26 億 | 0.20% | +372,300+32.3% | 加碼 |
| Swiss National Bank | 1,449,300 | $1.20 億 | 0.07% | +353,100+32.2% | 加碼 |
| Toronto Dominion Bank | 1,422,445 | $1.18 億 | 0.23% | +28,460+2.0% | 加碼 |
| Harding Loevner LP | 1,368,108 | $1.13 億 | 1.17% | −130,229−8.7% | 減碼 |
| Citadel Advisors LLC | 1,340,256 | $1.11 億 | 0.08% | +481,181+56.0% | 加碼 |
| Bridgewater Associates, LP | 1,338,128 | $1.11 億 | 0.49% | −195,141−12.7% | 減碼 |
| Dorsal Capital Management, LLC | 1,325,000 | $1.10 億 | 4.36% | +250,000+23.3% | 加碼 |
| Ribbit Management Company, LLC | 1,287,679 | $1.07 億 | 6.34% | +277,500+27.5% | 加碼 |
| Arohi Asset Management PTE Ltd. | 1,264,022 | $1.05 億 | 38.00% | +132,222+11.7% | 加碼 |
| Kinetic Partners Management, LP | 1,252,156 | $1.04 億 | 5.80% | +311,100+33.1% | 加碼 |
| National Bank of Canada | 1,228,848 | $1.02 億 | 0.10% | +71,648+6.2% | 加碼 |
| Ameriprise Financial Inc | 1,132,911 | $9,295 萬 | 0.02% | −339,192−23.0% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,112,510 | $9,213 萬 | 0.06% | +58,800+5.6% | 加碼 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 1,099,905 | $9,108 萬 | 3.10% | +155,785+16.5% | 加碼 |
| Millennium Management LLC | 1,089,103 | $9,019 萬 | 0.07% | +308,301+39.5% | 加碼 |
| Manufacturers Life Insurance Company, The | 1,080,451 | $8,947 萬 | 0.08% | +133,942+14.2% | 加碼 |
| Susquehanna Advisors Group, Inc. | 890,000 | $7,370 萬 | 3.44% | +890,000 | 新進 |
| Tree Line Advisors (Hong Kong) Ltd. | 940,000 | $7,361 萬 | 31.65% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 851,901 | $7,049 萬 | 0.08% | −23,492−2.7% | 減碼 |
| AQR Capital Management LLC | 854,988 | $6,954 萬 | 0.03% | +806,212+1,652.9% | 加碼 |
| Baird Financial Group, Inc. | 828,142 | $6,858 萬 | 0.11% | +209,634+33.9% | 加碼 |
| Polar Capital Holdings Plc | 792,172 | $6,560 萬 | 0.29% | +339,794+75.1% | 加碼 |
| Vanguard Asset Management, Ltd | 784,693 | $6,498 萬 | 0.06% | +784,693 | 新進 |
| Kensico Capital Management Corp | 768,100 | $6,361 萬 | 1.30% | −1,112,300−59.2% | 減碼 |
| State of Tennessee, Treasury Department | 747,141 | $6,187 萬 | 0.21% | +28,192+3.9% | 加碼 |
| Jane Street Group, LLC | 738,921 | $6,119 萬 | 0.07% | +734,838+17,997.5% | 加碼 |
| Maplelane Capital, LLC | 708,000 | $5,863 萬 | 4.92% | +74,000+11.7% | 加碼 |
| Bank of New York Mellon Corp | 701,909 | $5,813 萬 | 0.01% | +31,367+4.7% | 加碼 |
| Voloridge Investment Management, LLC | 685,425 | $5,676 萬 | 0.23% | +685,425 | 新進 |
| Aviva PLC | 680,114 | $5,632 萬 | 0.09% | +2,778+0.4% | 加碼 |
| Bank of Montreal | 649,388 | $5,378 萬 | 0.02% | +407,005+167.9% | 加碼 |
| Allspring Global Investments Holdings, LLC | 644,472 | $5,295 萬 | 0.09% | +151,666+30.8% | 加碼 |
| Carmignac Gestion | 637,576 | $5,264 萬 | 0.81% | +121,150+23.5% | 加碼 |
| Sustainable Growth Advisers, LP | 629,955 | $5,217 萬 | 0.49% | −130,405−17.2% | 減碼 |
| North Peak Capital Management, LLC | 610,463 | $5,055 萬 | 8.41% | +388,864+175.5% | 加碼 |
| Nomura Asset Management International Inc. | 583,470 | $4,832 萬 | 0.08% | −74,258−11.3% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 561,116 | $4,647 萬 | 0.11% | −34,488−5.8% | 減碼 |
| Nordea Investment Management AB | 577,020 | $4,645 萬 | 0.04% | −5,415−0.9% | 減碼 |
| National Pension Service | 550,618 | $4,560 萬 | 0.03% | −153,709−21.8% | 減碼 |
| AIA Group Ltd | 540,817 | $4,479 萬 | 0.65% | +2,587+0.5% | 加碼 |
| Overlook Investments LP | 519,048 | $4,298 萬 | 19.59% | +519,048 | 新進 |
| Hound Partners, LLC | 500,000 | $4,141 萬 | 5.23% | 00.0% | 不變 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 488,048 | $4,042 萬 | 1.04% | +163,901+50.6% | 加碼 |
| TD Asset Management Inc | 475,092 | $3,934 萬 | 0.03% | −20,000−4.0% | 減碼 |
| D. E. Shaw & Co., Inc. | 455,356 | $3,771 萬 | 0.03% | +117,161+34.6% | 加碼 |
| Trexquant Investment LP | 450,235 | $3,728 萬 | 0.27% | +365,608+432.0% | 加碼 |