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 2 季 13F 持有人
Sea Ltd 在 2026/6/30 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
- 780
- 較 2026 年第 1 季 +36 家
- 持有股數
- 3.79 億
- 較 2026 年第 1 季 +285.7 萬 (+0.8%)
- 總市值
- $361.1 億
- 較 2026 年第 1 季 +$51.5 億 (+16.7%)
- 新進機構
- 123
- 另有 313 家加碼
- 清倉機構
- 87
- 另有 231 家減碼
另有 10 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 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 2 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Baillie Gifford & Co | 38,409,385 | $36.8 億 | 3.34% | −1,244,687−3.1% | 減碼 |
| Price T Rowe Associates Inc | 35,638,546 | $34.2 億 | 0.34% | +2,227,863+6.7% | 加碼 |
| WCM Investment Management, LLC | 33,881,192 | $31.5 億 | 5.71% | +134,717+0.4% | 加碼 |
| BlackRock, Inc. | 21,183,402 | $20.3 億 | 0.03% | +240,927+1.2% | 加碼 |
| FMR LLC | 15,403,524 | $14.8 億 | 0.06% | +1,361,789+9.7% | 加碼 |
| Tiger Global Management LLC大師老虎環球 | 12,559,152 | $12.0 億 | 5.02% | −2,856,683−18.5% | 減碼 |
| JPMorgan Chase & Co | 8,186,557 | $7.61 億 | 0.04% | −1,160,656−12.4% | 減碼 |
| Schroder Investment Management Group | 7,646,820 | $7.11 億 | 0.50% | +1,376,433+22.0% | 加碼 |
| State Street Corp | 7,280,311 | $6.98 億 | 0.02% | +26,955+0.4% | 加碼 |
| Temasek Holdings (Private) Ltd | 5,744,587 | $5.51 億 | 1.51% | +461,726+8.7% | 加碼 |
| Viking Global Investors LP大師維京全球投資 | 5,669,877 | $5.43 億 | 1.55% | +932,681+19.7% | 加碼 |
| Norges Bank | 5,636,101 | $5.40 億 | 0.05% | +5,636,101 | 新進 |
| Artisan Partners Limited Partnership | 5,466,001 | $5.24 億 | 0.85% | +111,538+2.1% | 加碼 |
| Morgan Stanley | 4,983,519 | $4.78 億 | 0.03% | +356,880+7.7% | 加碼 |
| Aspex Management (HK) Ltd | 4,870,097 | $4.67 億 | 5.26% | 00.0% | 不變 |
| Capital Research Global Investors | 4,448,477 | $4.26 億 | 0.06% | +2,180,430+96.1% | 加碼 |
| FIL Ltd | 3,897,433 | $3.73 億 | 0.27% | +8,789+0.2% | 加碼 |
| Goldman Sachs Group Inc | 3,839,842 | $3.68 億 | 0.04% | −101,457−2.6% | 減碼 |
| Kora Management LP | 3,792,812 | $3.63 億 | 43.12% | +229,714+6.4% | 加碼 |
| Geode Capital Management, LLC | 3,812,164 | $3.61 億 | 0.02% | +38,454+1.0% | 加碼 |
| Bank of America Corp | 3,745,687 | $3.59 億 | 0.02% | +2,070,091+123.5% | 加碼 |
| Fred Alger Management, LLC | 3,609,683 | $3.46 億 | 1.15% | +238,985+7.1% | 加碼 |
| Northern Trust Corp | 3,512,539 | $3.37 億 | 0.04% | −96,412−2.7% | 減碼 |
| Coronation Fund Managers Ltd. | 3,269,300 | $3.13 億 | 11.96% | +152,981+4.9% | 加碼 |
| Harding Loevner LP | 3,198,265 | $3.11 億 | 2.92% | +1,830,157+133.8% | 加碼 |
| First Beijing Investment Ltd | 3,109,067 | $2.98 億 | 12.19% | +2,900,104+1,387.9% | 加碼 |
| Point72 Asset Management, L.P. | 3,022,183 | $2.90 億 | 0.44% | +1,150,574+61.5% | 加碼 |
| Sands Capital Management, LLC | 2,998,337 | $2.87 億 | 1.07% | −1,730,213−36.6% | 減碼 |
| Marshall Wace, LLP | 2,781,666 | $2.67 億 | 0.22% | +309,264+12.5% | 加碼 |
| SEI Investments Co | 2,775,562 | $2.66 億 | 0.23% | +35,711+1.3% | 加碼 |
| HSBC Holdings PLC | 2,719,523 | $2.60 億 | 0.13% | +690,835+34.1% | 加碼 |
| UBS Group AG | 2,704,470 | $2.59 億 | 0.04% | −2,045,288−43.1% | 減碼 |
| Two Sigma Investments, LP | 2,345,857 | $2.25 億 | 0.17% | −957,791−29.0% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 2,336,226 | $2.24 億 | 0.49% | −86,345−3.6% | 減碼 |
| Prudential PLC | 2,187,767 | $2.10 億 | 1.49% | −77,251−3.4% | 減碼 |
| Nuveen, LLC | 2,108,935 | $2.02 億 | 0.05% | −28,601−1.3% | 減碼 |
| Infinitum Asset Management, LLC | 2,708,800 | $2.02 億 | 20.50% | +702,300+35.0% | 加碼 |
| Davis Selected Advisers | 2,011,812 | $1.93 億 | 0.83% | +161,981+8.8% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 1,926,518 | $1.85 億 | 4.39% | +86,244+4.7% | 加碼 |
| Legal & General Group Plc | 1,900,401 | $1.82 億 | 0.04% | −61,942−3.2% | 減碼 |
| Kontiki Capital Management (HK) Ltd. | 1,896,564 | $1.82 億 | 11.92% | −227,748−10.7% | 減碼 |
| BNP Paribas Arbitrage, SA | 1,790,237 | $1.72 億 | 0.09% | −533,505−23.0% | 減碼 |
| Scge Management, L.P. | 1,775,000 | $1.70 億 | 2.88% | 00.0% | 不變 |
| Citigroup Inc | 1,715,825 | $1.64 億 | 0.08% | −201,814−10.5% | 減碼 |
| Charles-Lim Capital Ltd | 1,707,000 | $1.64 億 | 51.22% | −43,000−2.5% | 減碼 |
| Envestnet Asset Management Inc | 1,700,482 | $1.63 億 | 0.04% | +13,445+0.8% | 加碼 |
| Ward Ferry Management (BVI) Ltd | 1,691,942 | $1.62 億 | 24.46% | 00.0% | 不變 |
| D1 Capital Partners L.P.大師D1 資本 | 1,678,332 | $1.61 億 | 0.46% | −2,373,801−58.6% | 減碼 |
| UBS Asset Management Americas Inc | 1,647,049 | $1.58 億 | 0.03% | +56,331+3.5% | 加碼 |
| Dorsal Capital Management, LLC | 1,550,000 | $1.49 億 | 5.34% | +225,000+17.0% | 加碼 |
| Wasatch Advisors Inc | 1,471,751 | $1.41 億 | 0.92% | −151,146−9.3% | 減碼 |
| Carrhae Capital LLP | 1,466,148 | $1.41 億 | 9.26% | +1,466,148 | 新進 |
| Deutsche Bank AG | 1,443,015 | $1.38 億 | 0.04% | −147,400−9.3% | 減碼 |
| Clearbridge Investments, LLC | 1,414,426 | $1.36 億 | 0.11% | −468,253−24.9% | 減碼 |
| AQR Capital Management LLC | 1,424,361 | $1.31 億 | 0.05% | +569,373+66.6% | 加碼 |
| Swiss National Bank | 1,330,800 | $1.28 億 | 0.07% | −118,500−8.2% | 減碼 |
| Arohi Asset Management PTE Ltd. | 1,311,760 | $1.26 億 | 46.01% | +47,738+3.8% | 加碼 |
| Toronto Dominion Bank | 1,311,443 | $1.26 億 | 0.21% | −111,002−7.8% | 減碼 |
| Ribbit Management Company, LLC | 1,287,679 | $1.23 億 | 6.01% | 00.0% | 不變 |
| Millennium Management LLC | 1,249,310 | $1.20 億 | 0.08% | +160,207+14.7% | 加碼 |
| Bridgewater Associates, LP | 1,204,563 | $1.15 億 | 0.47% | −133,565−10.0% | 減碼 |
| Kinetic Partners Management, LP | 1,194,356 | $1.14 億 | 2.73% | −57,800−4.6% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,188,363 | $1.14 億 | 0.07% | +75,853+6.8% | 加碼 |
| Ameriprise Financial Inc | 1,159,111 | $1.11 億 | 0.02% | +26,200+2.3% | 加碼 |
| Invesco Ltd. | 1,133,946 | $1.09 億 | 0.01% | −737,413−39.4% | 減碼 |
| Russell Investments Group, Ltd. | 1,130,814 | $1.08 億 | 0.10% | +278,913+32.7% | 加碼 |
| Manufacturers Life Insurance Company, The | 1,103,760 | $1.06 億 | 0.08% | +23,309+2.2% | 加碼 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 1,099,905 | $1.05 億 | 2.42% | 00.0% | 不變 |
| SG Americas Securities, LLC | 1,075,471 | $1.03 億 | 0.06% | −566,833−34.5% | 減碼 |
| National Bank of Canada | 950,345 | $9,107 萬 | 0.08% | −278,503−22.7% | 減碼 |
| Tree Line Advisors (Hong Kong) Ltd. | 940,000 | $9,008 萬 | 25.65% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 879,107 | $8,424 萬 | 0.12% | +50,965+6.2% | 加碼 |
| Polar Capital Holdings Plc | 874,172 | $8,377 萬 | 0.24% | +82,000+10.4% | 加碼 |
| Renaissance Technologies LLC | 799,600 | $7,663 萬 | 0.11% | −726,500−47.6% | 減碼 |
| North Peak Capital Management, LLC | 754,618 | $7,232 萬 | 8.04% | +144,155+23.6% | 加碼 |
| Vanguard Asset Management, Ltd | 732,644 | $7,021 萬 | 0.05% | −52,049−6.6% | 減碼 |
| State of Tennessee, Treasury Department | 717,356 | $6,874 萬 | 0.20% | −29,785−4.0% | 減碼 |
| AustralianSuper Pty Ltd | 714,156 | $6,844 萬 | 0.30% | +683,649+2,241.0% | 加碼 |
| Nomura Asset Management International Inc. | 694,464 | $6,655 萬 | 0.10% | +110,994+19.0% | 加碼 |
| Allspring Global Investments Holdings, LLC | 642,570 | $6,575 萬 | 0.10% | −1,902−0.3% | 減碼 |
| Bank of New York Mellon Corp | 676,186 | $6,480 萬 | 0.01% | −25,723−3.7% | 減碼 |
| Aviva PLC | 661,912 | $6,343 萬 | 0.09% | −18,202−2.7% | 減碼 |
| Carmignac Gestion | 651,818 | $6,235 萬 | 0.81% | +14,242+2.2% | 加碼 |
| Oaktree Capital Management LP大師橡樹資本 | 635,443 | $6,089 萬 | 1.15% | +635,443 | 新進 |
| USS Investment Management Ltd | 623,699 | $5,974 萬 | 0.24% | +269,963+76.3% | 加碼 |
| National Pension Service | 605,437 | $5,802 萬 | 0.04% | +54,819+10.0% | 加碼 |
| Blue Grotto Capital, LLC | 602,383 | $5,773 萬 | 4.82% | +458,191+317.8% | 加碼 |
| Nordea Investment Management AB | 603,889 | $5,503 萬 | 0.04% | +26,869+4.7% | 加碼 |
| Susquehanna International Group, LLP | 563,375 | $5,399 萬 | 0.05% | +495,009+724.1% | 加碼 |
| Barclays PLC | 550,042 | $5,271 萬 | 0.02% | −1,383,275−71.5% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 543,423 | $5,192 萬 | 0.05% | +123,664+29.5% | 加碼 |
| AIA Group Ltd | 540,817 | $5,183 萬 | 0.65% | 00.0% | 不變 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 529,683 | $5,064 萬 | 0.04% | +504,110+1,971.3% | 加碼 |
| Orbis Allan Gray Ltd | 513,300 | $4,919 萬 | 0.17% | −1,330,862−72.2% | 減碼 |
| Lone Pine Capital LLC大師孤松資本 | 494,581 | $4,740 萬 | 0.29% | +494,581 | 新進 |
| Jane Street Group, LLC | 464,796 | $4,454 萬 | 0.03% | −274,125−37.1% | 減碼 |
| TD Asset Management Inc | 452,037 | $4,332 萬 | 0.04% | −23,055−4.9% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 440,335 | $4,220 萬 | 0.02% | +19,072+4.5% | 加碼 |
| Natixis Advisors, L.P. | 436,491 | $4,183 萬 | 0.05% | +35,663+8.9% | 加碼 |
| Squarepoint Ops LLC | 421,783 | $4,042 萬 | 0.08% | +4,227+1.0% | 加碼 |