证券记录 · 已归档季度
SE
Sea Limited · Consumer Cyclical · Specialty Retail
18被追踪持有人
-1Δ持有人
96.97M持有股份
$8.99B报告持仓市值
+0新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 -5.3% ·
股份流向 +10.3% ·
净新建仓位 -5.6%
· 公式
集中增持：持股数量上升，持有人数量减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q3 2024
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 4 | 0 | 678.36K | $65.98M | n/a | −2 |
| Q2 2026 | 158 | +1 | 293.18M | $27.94B | +6 | −5 |
| Q1 2026 | 160 | -8 | 286.13M | $23.50B | +1 | −10 |
| Q4 2025 | 169 | -3 | 285.41M | $36.43B | +1 | −3 |
| Q3 2025 | 28 | 0 | 197.35M | $35.26B | +1 | −2 |
| Q2 2025 | 26 | +5 | 141.22M | $22.58B | +5 | n/a |
| Q1 2025 | 18 | -2 | 111.36M | $14.52B | +1 | −3 |
| Q4 2024 | 20 | +1 | 104.97M | $11.13B | +1 | n/a |
| Q3 2024 | 18 | -1 | 96.97M | $8.99B | n/a | −1 |
| Q2 2024 | 19 | n/a | 87.89M | $6.27B | n/a | n/a |
持有人 · Q3 2024
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Baillie Gifford ✦ | 39.56M | +15.4% | $3.73B | 2.8% | ▲ Add | 2 | SEC ↗ ×5 |
| 2 | Tiger Global Management ✦ | 16.04M | 0.0% | $1.51B | 6.5% | Held | 2 | SEC ↗ |
| 3 | Norges Bank ✦ (被动) | 14.04M | -11.5% | $1.32B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 4 | T. Rowe Price ✦ | 9.15M | -5.6% | $863.00M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 5 | Arrowstreet Capital ✦ | 7.15M | +280.9% | $524.47M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 6 | Geode Capital Management ✦ (被动) | 3.06M | +4.2% | $283.54M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Point72 Asset Management ✦ | 1.87M | +6.4% | $176.28M | 0.6% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Two Sigma Investments ✦ | 1.82M | +386.0% | $171.63M | 0.4% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | D. E. Shaw & Co. ✦ | 995.47K | +143.6% | $93.85M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Coatue Management ✦ | 678.31K | 0.0% | $63.95M | 0.2% | Held | 2 | SEC ↗ |
| 11 | Renaissance Technologies ✦ | 569.20K | -22.5% | $53.66M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 479.34K | +249.3% | $45.19M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 13 | Citadel Advisors ✦ | 415.77K | -62.4% | $39.20M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 14 | Millennium Management ✦ | 348.84K | +20.3% | $32.89M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 15 | Bridgewater Associates ✦ | 298.38K | +430.8% | $28.13M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 16 | Marshall Wace ✦ | 197.75K | -85.4% | $18.64M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 17 | ARK Investment Management ✦ | 189.68K | -9.2% | $17.88M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 18 | Wellington Management ✦ | 100.43K | +187.8% | $9.47M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| 本季度无新增被追踪买入方。 |
已清仓
| Duquesne Family Office | $4.78M | 曾为 0.2% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 739 持有人, 365.61M 股份, $26.42B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
持有该证券的受追踪机构最常同时持有的其他证券：基于共同持有计数，而非基本面关联。
公开市场买入 (P)
在我们的覆盖窗口内无内部人士公开市场买入记录。
公开市场卖出 (S)
Oct 20
Wang Yanjun
Officer · 3 股 · $256
Oct 20
Wang Yanjun
Officer · 165 股 · $13,540
Oct 20
Wang Yanjun
Officer · 60 股 · $5,032
Oct 20
Wang Yanjun
Officer · 3 股 · $257
Oct 20
Wang Yanjun
Officer · 111 股 · $9,212
Oct 20
Wang Yanjun
Officer · 458 股 · $36,988
Oct 19
Wang Yanjun
Officer · 958 股 · $86,498
Oct 19
Hou Tianyu
Officer · 4.35K 股 · $387,668
Oct 19
Wang Yanjun
Officer · 17 股 · $1,581
Oct 19
Hou Tianyu
Officer · 171 股 · $15,903
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论
Oct 21
SC 13G/A: BAILLIE GIFFORD & CO
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q3 2024 ·
方法论 ·
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