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 |
|---|---|---|---|---|---|
| Think Investments LP | 174,000 | $1,441 萬 | 1.94% | 00.0% | 不變 |
| Fund 1 Investments, LLC | 176,078 | $1,458 萬 | 1.90% | +97,078+122.9% | 加碼 |
| KBC Group NV | 179,065 | $1,483 萬 | 0.04% | +18,116+11.3% | 加碼 |
| State of New Jersey Common Pension Fund D | 180,962 | $1,499 萬 | 0.06% | +6,300+3.6% | 加碼 |
| Robeco Institutional Asset Management B.V. | 181,712 | $1,505 萬 | 0.02% | −664,915−78.5% | 減碼 |
| Korea Investment CORP | 182,158 | $1,508 萬 | 0.03% | −86,871−32.3% | 減碼 |
| Vanguard Investments Australia, Ltd. | 184,984 | $1,532 萬 | 0.04% | +184,984 | 新進 |
| Equitable Trust Co | 187,558 | $1,553 萬 | 0.72% | +44,252+30.9% | 加碼 |
| Flight Deck Capital, LP | 190,900 | $1,581 萬 | 11.50% | +190,900 | 新進 |
| Mackenzie Financial Corp | 193,443 | $1,602 萬 | 0.02% | +36,249+23.1% | 加碼 |
| C WorldWide Group Holding A/S | 193,607 | $1,603 萬 | 0.34% | −4,041−2.0% | 減碼 |
| M&G Plc | 195,140 | $1,620 萬 | 0.08% | +195,140 | 新進 |
| Danske Bank A/S | 196,557 | $1,628 萬 | 0.04% | +631+0.3% | 加碼 |
| PFA Pension, Forsikringsaktieselskab | 204,771 | $1,696 萬 | 0.05% | −10.0% | 減碼 |
| First Beijing Investment Ltd | 208,963 | $1,730 萬 | 0.75% | +208,963 | 新進 |
| IMC-Chicago, LLC | 212,221 | $1,757 萬 | 0.27% | +112,709+113.3% | 加碼 |
| Great West Life Assurance Co | 218,941 | $1,817 萬 | 0.03% | +2,442+1.1% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 221,634 | $1,835 萬 | 0.03% | −122,860−35.7% | 減碼 |
| Public Sector Pension Investment Board | 241,107 | $1,997 萬 | 0.06% | +19,900+9.0% | 加碼 |
| Barings LLC | 245,298 | $2,031 萬 | 0.33% | +21,375+9.5% | 加碼 |
| Quadrature Capital Ltd | 247,225 | $2,047 萬 | 0.24% | −191,035−43.6% | 減碼 |
| Wells Fargo & Company | 251,926 | $2,086 萬 | 0.00% | −152,172−37.7% | 減碼 |
| Bienville Capital Management, LLC | 260,147 | $2,154 萬 | 4.09% | −57,672−18.1% | 減碼 |
| Stifel Financial Corp | 261,083 | $2,162 萬 | 0.02% | +9,491+3.8% | 加碼 |
| Zurich Insurance Group Ltd | 263,456 | $2,182 萬 | 0.17% | +739+0.3% | 加碼 |
| Alliancebernstein L.P. | 171,746 | $2,191 萬 | 0.01% | +17,007+11.0% | 加碼 |
| Allianz Asset Management GmbH | 266,092 | $2,204 萬 | 0.03% | +18,771+7.6% | 加碼 |
| LPL Financial LLC | 266,304 | $2,205 萬 | 0.01% | −110,159−29.3% | 減碼 |
| Exchange Traded Concepts, LLC | 267,262 | $2,213 萬 | 0.17% | −11,480−4.1% | 減碼 |
| Nikko Asset Management Americas, Inc. | 268,104 | $2,221 萬 | 0.31% | +71,917+36.7% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 270,230 | $2,238 萬 | 0.05% | +26,703+11.0% | 加碼 |
| Teacher Retirement System of Texas | 281,618 | $2,332 萬 | 0.10% | −8,509−2.9% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 282,201 | $2,337 萬 | 0.44% | +230,050+441.1% | 加碼 |
| Pictet Asset Management Holding SA | 292,318 | $2,421 萬 | 0.03% | −191,228−39.5% | 減碼 |
| Capital Advisors Inc | 292,781 | $2,425 萬 | 0.39% | +8,708+3.1% | 加碼 |
| Swedbank AB | 302,529 | $2,505 萬 | 0.03% | +16,723+5.9% | 加碼 |
| Incision Capital Management LP | 310,000 | $2,567 萬 | 28.33% | +170,000+121.4% | 加碼 |
| Holocene Advisors, LP | 314,500 | $2,604 萬 | 0.06% | 00.0% | 不變 |
| Public Employees Retirement System of Ohio | 323,366 | $2,678 萬 | 0.09% | −297,272−47.9% | 減碼 |
| Cooperman Leon G | 326,058 | $2,700 萬 | 0.89% | 00.0% | 不變 |
| Charles Schwab Investment Management Inc | 348,589 | $2,887 萬 | 0.00% | +27,468+8.6% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 351,580 | $2,911 萬 | 0.15% | +48,146+15.9% | 加碼 |
| USS Investment Management Ltd | 353,736 | $2,930 萬 | 0.12% | +131,161+58.9% | 加碼 |
| Worldquant Millennium Advisors LLC | 361,110 | $2,990 萬 | 0.12% | +198,745+122.4% | 加碼 |
| Thornburg Investment Management Inc | 369,873 | $3,063 萬 | 0.32% | +46,044+14.2% | 加碼 |
| Royal Bank of Canada | 371,072 | $3,073 萬 | 0.01% | −157,463−29.8% | 減碼 |
| Capital Fund Management S.A. | 399,316 | $3,307 萬 | 0.30% | −203,580−33.8% | 減碼 |
| Natixis Advisors, L.P. | 400,828 | $3,319 萬 | 0.05% | +69,302+20.9% | 加碼 |
| Squarepoint Ops LLC | 417,556 | $3,458 萬 | 0.07% | +417,556 | 新進 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 419,759 | $3,461 萬 | 0.04% | −1,661−0.4% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 421,263 | $3,488 萬 | 0.02% | +47,442+12.7% | 加碼 |
| California State Teachers Retirement System | 424,460 | $3,515 萬 | 0.04% | −2,226−0.5% | 減碼 |
| Perpetual Ltd | 435,710 | $3,608 萬 | 0.55% | −659,992−60.2% | 減碼 |
| Capitolis Liquid Global Markets LLC | 439,450 | $3,639 萬 | 0.23% | +439,450 | 新進 |
| Trexquant Investment LP | 450,235 | $3,728 萬 | 0.27% | +365,608+432.0% | 加碼 |
| D. E. Shaw & Co., Inc. | 455,356 | $3,771 萬 | 0.03% | +117,161+34.6% | 加碼 |
| TD Asset Management Inc | 475,092 | $3,934 萬 | 0.03% | −20,000−4.0% | 減碼 |
| 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 |
| Hound Partners, LLC | 500,000 | $4,141 萬 | 5.23% | 00.0% | 不變 |
| Overlook Investments LP | 519,048 | $4,298 萬 | 19.59% | +519,048 | 新進 |
| AIA Group Ltd | 540,817 | $4,479 萬 | 0.65% | +2,587+0.5% | 加碼 |
| National Pension Service | 550,618 | $4,560 萬 | 0.03% | −153,709−21.8% | 減碼 |
| Nordea Investment Management AB | 577,020 | $4,645 萬 | 0.04% | −5,415−0.9% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 561,116 | $4,647 萬 | 0.11% | −34,488−5.8% | 減碼 |
| Nomura Asset Management International Inc. | 583,470 | $4,832 萬 | 0.08% | −74,258−11.3% | 減碼 |
| North Peak Capital Management, LLC | 610,463 | $5,055 萬 | 8.41% | +388,864+175.5% | 加碼 |
| Sustainable Growth Advisers, LP | 629,955 | $5,217 萬 | 0.49% | −130,405−17.2% | 減碼 |
| Carmignac Gestion | 637,576 | $5,264 萬 | 0.81% | +121,150+23.5% | 加碼 |
| Allspring Global Investments Holdings, LLC | 644,472 | $5,295 萬 | 0.09% | +151,666+30.8% | 加碼 |
| Bank of Montreal | 649,388 | $5,378 萬 | 0.02% | +407,005+167.9% | 加碼 |
| Aviva PLC | 680,114 | $5,632 萬 | 0.09% | +2,778+0.4% | 加碼 |
| Voloridge Investment Management, LLC | 685,425 | $5,676 萬 | 0.23% | +685,425 | 新進 |
| Bank of New York Mellon Corp | 701,909 | $5,813 萬 | 0.01% | +31,367+4.7% | 加碼 |
| Maplelane Capital, LLC | 708,000 | $5,863 萬 | 4.92% | +74,000+11.7% | 加碼 |
| Jane Street Group, LLC | 738,921 | $6,119 萬 | 0.07% | +734,838+17,997.5% | 加碼 |
| State of Tennessee, Treasury Department | 747,141 | $6,187 萬 | 0.21% | +28,192+3.9% | 加碼 |
| Kensico Capital Management Corp | 768,100 | $6,361 萬 | 1.30% | −1,112,300−59.2% | 減碼 |
| Vanguard Asset Management, Ltd | 784,693 | $6,498 萬 | 0.06% | +784,693 | 新進 |
| Polar Capital Holdings Plc | 792,172 | $6,560 萬 | 0.29% | +339,794+75.1% | 加碼 |
| Baird Financial Group, Inc. | 828,142 | $6,858 萬 | 0.11% | +209,634+33.9% | 加碼 |
| AQR Capital Management LLC | 854,988 | $6,954 萬 | 0.03% | +806,212+1,652.9% | 加碼 |
| Russell Investments Group, Ltd. | 851,901 | $7,049 萬 | 0.08% | −23,492−2.7% | 減碼 |
| Tree Line Advisors (Hong Kong) Ltd. | 940,000 | $7,361 萬 | 31.65% | 00.0% | 不變 |
| Susquehanna Advisors Group, Inc. | 890,000 | $7,370 萬 | 3.44% | +890,000 | 新進 |
| Manufacturers Life Insurance Company, The | 1,080,451 | $8,947 萬 | 0.08% | +133,942+14.2% | 加碼 |
| Millennium Management LLC | 1,089,103 | $9,019 萬 | 0.07% | +308,301+39.5% | 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 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,112,510 | $9,213 萬 | 0.06% | +58,800+5.6% | 加碼 |
| Ameriprise Financial Inc | 1,132,911 | $9,295 萬 | 0.02% | −339,192−23.0% | 減碼 |
| National Bank of Canada | 1,228,848 | $1.02 億 | 0.10% | +71,648+6.2% | 加碼 |
| Kinetic Partners Management, LP | 1,252,156 | $1.04 億 | 5.80% | +311,100+33.1% | 加碼 |
| Arohi Asset Management PTE Ltd. | 1,264,022 | $1.05 億 | 38.00% | +132,222+11.7% | 加碼 |
| Ribbit Management Company, LLC | 1,287,679 | $1.07 億 | 6.34% | +277,500+27.5% | 加碼 |
| Dorsal Capital Management, LLC | 1,325,000 | $1.10 億 | 4.36% | +250,000+23.3% | 加碼 |
| Bridgewater Associates, LP | 1,338,128 | $1.11 億 | 0.49% | −195,141−12.7% | 減碼 |
| Citadel Advisors LLC | 1,340,256 | $1.11 億 | 0.08% | +481,181+56.0% | 加碼 |
| Harding Loevner LP | 1,368,108 | $1.13 億 | 1.17% | −130,229−8.7% | 減碼 |
| Toronto Dominion Bank | 1,422,445 | $1.18 億 | 0.23% | +28,460+2.0% | 加碼 |
| Swiss National Bank | 1,449,300 | $1.20 億 | 0.07% | +353,100+32.2% | 加碼 |
| Renaissance Technologies LLC | 1,526,100 | $1.26 億 | 0.20% | +372,300+32.3% | 加碼 |