SE
Sea Limited · Consumer Cyclical · Specialty Retail
Señales de momentum (gestores comparables):
amplitud de titulares -10.0% ·
flujo de acciones +6.1% ·
nuevas posiciones netas -11.1%
— fórmula
Acumulación concentrada — aumento de acciones entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 159 | +1 | 293.31M | $27.95B | +6 | −4 |
| 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 | — |
| Q1 2025 | 18 | -2 | 111.36M | $14.52B | +1 | −3 |
| Q4 2024 | 20 | +1 | 104.97M | $11.13B | +1 | — |
| Q3 2024 | 18 | -1 | 96.97M | $8.99B | — | −1 |
| Q2 2024 | 19 | — | 87.89M | $6.27B | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Baillie Gifford ✦ | 39.53M | -3.5% | $5.16B | 4.5% | ▼ Trim | 4 | SEC ↗ |
| 2 | Baillie Gifford ✦ | 39.53M | -3.5% | $5.16B | 4.5% | ▼ Trim | 4 | SEC ↗ |
| 3 | Baillie Gifford ✦ | 39.53M | -3.5% | $5.16B | 4.5% | ▼ Trim | 4 | SEC ↗ |
| 4 | Baillie Gifford ✦ | 39.53M | -3.5% | $5.16B | 4.5% | ▼ Trim | 4 | SEC ↗ |
| 5 | Baillie Gifford ✦ | 39.53M | -3.5% | $5.16B | 4.5% | ▼ Trim | 4 | SEC ↗ |
| 6 | Tiger Global Management ✦ | 16.04M | 0.0% | $2.09B | 7.9% | Held | 4 | SEC ↗ |
| 7 | Norges Bank ✦ (pasivo) | 14.84M | +5.4% | $1.94B | 0.3% | ▲ Add | 4 | SEC ↗ |
| 8 | T. Rowe Price ✦ | 9.58M | +15.7% | $1.25B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 9 | T. Rowe Price ✦ | 9.58M | +15.7% | $1.25B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 10 | T. Rowe Price ✦ | 9.58M | +15.7% | $1.25B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 11 | T. Rowe Price ✦ | 9.58M | +15.7% | $1.25B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 12 | Arrowstreet Capital ✦ | 7.08M | -0.2% | $923.72M | 0.8% | ▼ Trim | 4 | SEC ↗ |
| 13 | State Street Global Advisors ✦ (pasivo) | 6.45M | -6.3% | $841.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | State Street Global Advisors ✦ (pasivo) | 6.45M | -6.3% | $841.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Viking Global Investors ✦ | 4.16M | Nuevo | $542.85M | 1.7% | New | 1 | SEC ↗ |
| 16 | Marshall Wace ✦ | 3.30M | +120.0% | $431.02M | 0.6% | ▲ Add | 4 | SEC ↗ |
| 17 | Marshall Wace ✦ | 3.30M | +120.0% | $431.02M | 0.6% | ▲ Add | 4 | SEC ↗ |
| 18 | Marshall Wace ✦ | 3.30M | +120.0% | $431.02M | 0.6% | ▲ Add | 4 | SEC ↗ |
| 19 | Marshall Wace ✦ | 3.30M | +120.0% | $431.02M | 0.6% | ▲ Add | 4 | SEC ↗ |
| 20 | Geode Capital Management ✦ (pasivo) | 3.19M | -0.5% | $408.91M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 21 | Geode Capital Management ✦ (pasivo) | 3.19M | -0.5% | $408.91M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 22 | Point72 Asset Management ✦ | 3.05M | +41.4% | $398.52M | 1.2% | ▲ Add | 4 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 1.25M | +151.8% | $163.71M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 1.25M | +151.8% | $163.71M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 25 | Two Sigma Investments ✦ | 1.04M | +9.0% | $135.61M | 0.3% | ▲ Add | 4 | SEC ↗ |
| 26 | Two Sigma Investments ✦ | 1.04M | +9.0% | $135.61M | 0.3% | ▲ Add | 4 | SEC ↗ |
| 27 | Coatue Management ✦ | 696.61K | +2.7% | $90.90M | 0.4% | ▲ Add | 4 | SEC ↗ |
| 28 | Coatue Management ✦ | 696.61K | +2.7% | $90.90M | 0.4% | ▲ Add | 4 | SEC ↗ |
| 29 | Bridgewater Associates ✦ | 505.71K | -15.3% | $65.99M | 0.3% | ▼ Trim | 4 | SEC ↗ |
| 30 | Millennium Management ✦ | 195.22K | -53.1% | $25.47M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 31 | Millennium Management ✦ | 195.22K | -53.1% | $25.47M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 32 | ARK Investment Management ✦ | 168.40K | -9.7% | $21.97M | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 33 | AQR Capital Management ✦ | 149.65K | -35.1% | $18.99M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 34 | AQR Capital Management ✦ | 149.65K | -35.1% | $18.99M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 35 | AQR Capital Management ✦ | 149.65K | -35.1% | $18.99M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 36 | Wellington Management ✦ | 131.53K | +21.4% | $17.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 37 | Wellington Management ✦ | 131.53K | +21.4% | $17.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 38 | Wellington Management ✦ | 131.53K | +21.4% | $17.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 39 | Wellington Management ✦ | 131.53K | +21.4% | $17.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 40 | Wellington Management ✦ | 131.53K | +21.4% | $17.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 41 | Wellington Management ✦ | 131.53K | +21.4% | $17.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 42 | Wellington Management ✦ | 131.53K | +21.4% | $17.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 43 | Wellington Management ✦ | 131.53K | +21.4% | $17.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Viking Global Investors | $542.85M | 1.7% |
Posición cerrada
| Renaissance Technologies | $81.26M | era 0.1% |
| D. E. Shaw & Co. | $34.35M | era 0.0% |
| Soros Fund Management | $2.70M | era 0.1% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 1 tenedores, 15.90K acciones, $1,316 declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Officer, Director · 6.08K acc. · $708,639
Officer, Director · 4.86K acc. · $558,688
Officer · 473 acc. · $55,152
Officer, Director · 9.06K acc. · $1.05M
Officer · 670 acc. · $77,693
Officer · 357 acc. · $41,044
Officer · 231 acc. · $27,318
Officer, Director · 3.82K acc. · $446,443
Officer, Director · 1.43K acc. · $169,596
Officer · 1.05K acc. · $123,250
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología