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 |
|---|---|---|---|---|---|
| Deutsche Bank AG | 1,590,415 | $1.32 億 | 0.04% | −898,316−36.1% | 減碼 |
| UBS Asset Management Americas Inc | 1,590,718 | $1.32 億 | 0.03% | +1,589,128+99,945.2% | 加碼 |
| Wasatch Advisors Inc | 1,622,897 | $1.34 億 | 0.89% | +162,143+11.1% | 加碼 |
| SG Americas Securities, LLC | 1,642,304 | $1.36 億 | 0.15% | +97,431+6.3% | 加碼 |
| Bank of America Corp | 1,675,596 | $1.39 億 | 0.01% | −512,088−23.4% | 減碼 |
| Envestnet Asset Management Inc | 1,687,037 | $1.40 億 | 0.04% | +511,666+43.5% | 加碼 |
| Ward Ferry Management (BVI) Ltd | 1,691,942 | $1.40 億 | 22.17% | +180,700+12.0% | 加碼 |
| Charles-Lim Capital Ltd | 1,750,000 | $1.45 億 | 48.10% | +1,000,000+133.3% | 加碼 |
| Scge Management, L.P. | 1,775,000 | $1.47 億 | 4.45% | 00.0% | 不變 |
| Oversea-Chinese Banking CORP Ltd | 1,840,274 | $1.52 億 | 4.48% | +48,614+2.7% | 加碼 |
| Orbis Allan Gray Ltd | 1,844,162 | $1.53 億 | 0.64% | −871,693−32.1% | 減碼 |
| Davis Selected Advisers | 1,849,831 | $1.53 億 | 0.70% | +1,413,297+323.8% | 加碼 |
| Invesco Ltd. | 1,871,359 | $1.55 億 | 0.02% | +1,040,401+125.2% | 加碼 |
| Point72 Asset Management, L.P. | 1,871,609 | $1.55 億 | 0.27% | −3,031,465−61.8% | 減碼 |
| Clearbridge Investments, LLC | 1,882,679 | $1.56 億 | 0.14% | −152,623−7.5% | 減碼 |
| Citigroup Inc | 1,917,639 | $1.59 億 | 0.10% | −366,788−16.1% | 減碼 |
| Barclays PLC | 1,933,317 | $1.60 億 | 0.06% | −313,054−13.9% | 減碼 |
| Legal & General Group Plc | 1,962,343 | $1.63 億 | 0.04% | +51,222+2.7% | 加碼 |
| Infinitum Asset Management, LLC | 2,006,500 | $1.66 億 | 20.79% | +1,000,000+99.4% | 加碼 |
| HSBC Holdings PLC | 2,028,688 | $1.68 億 | 0.10% | +76,120+3.9% | 加碼 |
| Kontiki Capital Management (HK) Ltd. | 2,124,312 | $1.76 億 | 12.34% | +764,320+56.2% | 加碼 |
| Nuveen, LLC | 2,137,536 | $1.77 億 | 0.05% | +1,193,213+126.4% | 加碼 |
| Prudential PLC | 2,265,018 | $1.88 億 | 1.43% | +153,766+7.3% | 加碼 |
| Capital Research Global Investors | 2,268,047 | $1.88 億 | 0.03% | −1,747,018−43.5% | 減碼 |
| BNP Paribas Arbitrage, SA | 2,323,742 | $1.92 億 | 0.13% | +475,838+25.8% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 2,422,571 | $2.01 億 | 0.49% | +300,949+14.2% | 加碼 |
| Marshall Wace, LLP | 2,472,402 | $2.05 億 | 0.22% | +2,170,051+717.7% | 加碼 |
| SEI Investments Co | 2,739,851 | $2.27 億 | 0.21% | +392,204+16.7% | 加碼 |
| Coronation Fund Managers Ltd. | 3,116,319 | $2.58 億 | 11.76% | +880,741+39.4% | 加碼 |
| Two Sigma Investments, LP | 3,303,648 | $2.74 億 | 0.23% | +1,592,962+93.1% | 加碼 |
| Fred Alger Management, LLC | 3,370,698 | $2.79 億 | 1.23% | +603,525+21.8% | 加碼 |
| Kora Management LP | 3,563,098 | $2.95 億 | 42.06% | +428,007+13.7% | 加碼 |
| Northern Trust Corp | 3,608,951 | $2.99 億 | 0.04% | +502,337+16.2% | 加碼 |
| Geode Capital Management, LLC | 3,773,710 | $3.08 億 | 0.02% | +205,238+5.8% | 加碼 |
| FIL Ltd | 3,888,644 | $3.22 億 | 0.25% | +1,264,148+48.2% | 加碼 |
| Goldman Sachs Group Inc | 3,941,299 | $3.26 億 | 0.04% | −203,667−4.9% | 減碼 |
| D1 Capital Partners L.P.大師D1 資本 | 4,052,133 | $3.36 億 | 2.99% | +567,090+16.3% | 加碼 |
| Eminence Capital, LP | 4,065,665 | $3.37 億 | 7.72% | +1,424,025+53.9% | 加碼 |
| Morgan Stanley | 4,626,639 | $3.83 億 | 0.02% | −765,962−14.2% | 減碼 |
| Sands Capital Management, LLC | 4,728,550 | $3.92 億 | 1.54% | −772,463−14.0% | 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 |
| UBS Group AG | 4,749,758 | $3.93 億 | 0.07% | −403,436−7.8% | 減碼 |
| Aspex Management (HK) Ltd | 4,870,097 | $4.03 億 | 5.85% | +1,497,081+44.4% | 加碼 |
| Temasek Holdings (Private) Ltd | 5,282,861 | $4.37 億 | 1.47% | +1,979,644+59.9% | 加碼 |
| Artisan Partners Limited Partnership | 5,354,463 | $4.43 億 | 0.72% | +497,729+10.2% | 加碼 |
| Schroder Investment Management Group | 6,270,387 | $5.19 億 | 0.43% | +267,509+4.5% | 加碼 |
| State Street Corp | 7,253,356 | $6.01 億 | 0.02% | +202,876+2.9% | 加碼 |
| JPMorgan Chase & Co | 9,347,213 | $7.32 億 | 0.05% | −12,104,917−56.4% | 減碼 |
| FMR LLC | 14,041,735 | $11.6 億 | 0.06% | −3,462,670−19.8% | 減碼 |
| Tiger Global Management LLC大師老虎環球 | 15,415,835 | $12.8 億 | 5.59% | 00.0% | 不變 |
| BlackRock, Inc. | 20,942,475 | $17.3 億 | 0.03% | +577,888+2.8% | 加碼 |
| WCM Investment Management, LLC | 33,746,475 | $26.4 億 | 6.03% | +7,883,961+30.5% | 加碼 |
| Price T Rowe Associates Inc | 33,410,683 | $27.7 億 | 0.32% | +12,893,305+62.8% | 加碼 |
| Baillie Gifford & Co | 39,654,072 | $32.8 億 | 3.35% | +895,281+2.3% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −4,492,860−100.0% | 清倉 |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −2,370,876−100.0% | 清倉 |
| Jennison Associates LLC | 0 | $0 | 0.00% | −1,619,291−100.0% | 清倉 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −1,457,100−100.0% | 清倉 |
| Foxhaven Asset Management, LP | 0 | $0 | 0.00% | −996,430−100.0% | 清倉 |
| CoreView Capital Management Ltd | 0 | $0 | 0.00% | −855,519−100.0% | 清倉 |
| Carrhae Capital LLP | 0 | $0 | 0.00% | −843,557−100.0% | 清倉 |
| Anomaly Capital Management, LP | 0 | $0 | 0.00% | −830,376−100.0% | 清倉 |
| Tiger Pacific Capital LP | 0 | $0 | 0.00% | −828,410−100.0% | 清倉 |
| Evergreen Quality Fund GP, Ltd. | 0 | $0 | 0.00% | −737,653−100.0% | 清倉 |
| Syquant Capital SAS | 0 | $0 | 0.00% | −446,114−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −411,802−100.0% | 清倉 |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −371,261−100.0% | 清倉 |
| Avala Global LP | 0 | $0 | 0.00% | −348,214−100.0% | 清倉 |
| Jain Global LLC | 0 | $0 | 0.00% | −313,087−100.0% | 清倉 |
| Steadfast Capital Management LP | 0 | $0 | 0.00% | −286,801−100.0% | 清倉 |
| Atreides Management, LP | 0 | $0 | 0.00% | −275,439−100.0% | 清倉 |
| Avantyr Capital Partners, LP | 0 | $0 | 0.00% | −242,529−100.0% | 清倉 |
| Long Walk Management LP | 0 | $0 | 0.00% | −222,500−100.0% | 清倉 |
| 3G Capital Partners LP | 0 | $0 | 0.00% | −150,000−100.0% | 清倉 |
| Untitled Investments LP | 0 | $0 | 0.00% | −129,522−100.0% | 清倉 |
| MayTech Global Investments, LLC | 0 | $0 | 0.00% | −123,418−100.0% | 清倉 |
| Owl Creek Asset Management, L.P. | 0 | $0 | 0.00% | −111,350−100.0% | 清倉 |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −104,113−100.0% | 清倉 |
| Nishkama Capital, LLC | 0 | $0 | 0.00% | −104,000−100.0% | 清倉 |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −88,700−100.0% | 清倉 |
| Sherman Porfolios, LLC | 0 | $0 | 0.00% | −75,475−100.0% | 清倉 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −71,800−100.0% | 清倉 |
| Tairen Capital Ltd | 0 | $0 | 0.00% | −71,300−100.0% | 清倉 |
| Aragon Global Management, LP | 0 | $0 | 0.00% | −67,700−100.0% | 清倉 |
| Nearwater Capital Markets, Ltd | 0 | $0 | 0.00% | −67,500−100.0% | 清倉 |
| MY.Alpha Management HK Advisors Ltd | 0 | $0 | 0.00% | −67,000−100.0% | 清倉 |
| Axiom Investors LLC | 0 | $0 | 0.00% | −62,300−100.0% | 清倉 |
| Vancity Investment Management Ltd | 0 | $0 | 0.00% | −58,774−100.0% | 清倉 |
| WCG Wealth Advisors LLC | 0 | $0 | 0.00% | −53,058−100.0% | 清倉 |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −51,100−100.0% | 清倉 |
| Octahedron Capital Management L.P. | 0 | $0 | 0.00% | −41,000−100.0% | 清倉 |
| Kultura Capital Management LP | 0 | $0 | 0.00% | −38,988−100.0% | 清倉 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 0 | $0 | 0.00% | −38,000−100.0% | 清倉 |
| Generate Investment Management Ltd | 0 | $0 | 0.00% | −37,935−100.0% | 清倉 |
| Oasis Management Co Ltd. | 0 | $0 | 0.00% | −37,000−100.0% | 清倉 |
| Metavasi Capital LP | 0 | $0 | 0.00% | −35,000−100.0% | 清倉 |
| Myriad Asset Management Advisors LLC | 0 | $0 | 0.00% | −32,773−100.0% | 清倉 |
| Bulltick Wealth Management, LLC | 0 | $0 | 0.00% | −30,829−100.0% | 清倉 |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −27,400−100.0% | 清倉 |
| Navellier & Associates Inc | 0 | $0 | 0.00% | −25,414−100.0% | 清倉 |