SE
Sea Limited · Consumer Cyclical · Specialty Retail
Señales de momentum (gestores comparables):
amplitud de titulares +23.8% ·
flujo de acciones +1.0% ·
nuevas posiciones netas +19.2%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 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 ✦ | 41.62M | +5.3% | $6.66B | 5.0% | ▲ Add | 5 | SEC ↗ |
| 2 | Baillie Gifford ✦ | 41.62M | +5.3% | $6.66B | 5.0% | ▲ Add | 5 | SEC ↗ |
| 3 | Baillie Gifford ✦ | 41.62M | +5.3% | $6.66B | 5.0% | ▲ Add | 5 | SEC ↗ |
| 4 | Baillie Gifford ✦ | 41.62M | +5.3% | $6.66B | 5.0% | ▲ Add | 5 | SEC ↗ |
| 5 | Baillie Gifford ✦ | 41.62M | +5.3% | $6.66B | 5.0% | ▲ Add | 5 | SEC ↗ |
| 6 | BlackRock ✦ (pasivo) | 20.19M | — | $3.23B | 0.1% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (pasivo) | 20.19M | — | $3.23B | 0.1% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (pasivo) | 20.19M | — | $3.23B | 0.1% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (pasivo) | 20.19M | — | $3.23B | 0.1% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (pasivo) | 20.19M | — | $3.23B | 0.1% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (pasivo) | 20.19M | — | $3.23B | 0.1% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (pasivo) | 20.19M | — | $3.23B | 0.1% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (pasivo) | 20.19M | — | $3.23B | 0.1% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (pasivo) | 20.19M | — | $3.23B | 0.1% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (pasivo) | 20.19M | — | $3.23B | 0.1% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (pasivo) | 20.19M | — | $3.23B | 0.1% | n/c | 1 | SEC ↗ |
| 17 | BlackRock ✦ (pasivo) | 20.19M | — | $3.23B | 0.1% | n/c | 1 | SEC ↗ |
| 18 | BlackRock ✦ (pasivo) | 20.19M | — | $3.23B | 0.1% | n/c | 1 | SEC ↗ |
| 19 | BlackRock ✦ (pasivo) | 20.19M | — | $3.23B | 0.1% | n/c | 1 | SEC ↗ |
| 20 | BlackRock ✦ (pasivo) | 20.19M | — | $3.23B | 0.1% | n/c | 1 | SEC ↗ |
| 21 | BlackRock ✦ (pasivo) | 20.19M | — | $3.23B | 0.1% | n/c | 1 | SEC ↗ |
| 22 | BlackRock ✦ (pasivo) | 20.19M | — | $3.23B | 0.1% | n/c | 1 | SEC ↗ |
| 23 | BlackRock ✦ (pasivo) | 20.19M | — | $3.23B | 0.1% | n/c | 1 | SEC ↗ |
| 24 | BlackRock ✦ (pasivo) | 20.19M | — | $3.23B | 0.1% | n/c | 1 | SEC ↗ |
| 25 | BlackRock ✦ (pasivo) | 20.19M | — | $3.23B | 0.1% | n/c | 1 | SEC ↗ |
| 26 | BlackRock ✦ (pasivo) | 20.19M | — | $3.23B | 0.1% | n/c | 1 | SEC ↗ |
| 27 | Tiger Global Management ✦ | 16.04M | 0.0% | $2.57B | 7.5% | Held | 5 | SEC ↗ |
| 28 | T. Rowe Price ✦ | 15.63M | +63.2% | $2.50B | 0.3% | ▲ Add | 5 | SEC ↗ |
| 29 | T. Rowe Price ✦ | 15.63M | +63.2% | $2.50B | 0.3% | ▲ Add | 5 | SEC ↗ |
| 30 | T. Rowe Price ✦ | 15.63M | +63.2% | $2.50B | 0.3% | ▲ Add | 5 | SEC ↗ |
| 31 | T. Rowe Price ✦ | 15.63M | +63.2% | $2.50B | 0.3% | ▲ Add | 5 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 7.33M | — | $1.17B | 0.1% | n/c | 1 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 7.33M | — | $1.17B | 0.1% | n/c | 1 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 7.33M | — | $1.17B | 0.1% | n/c | 1 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 7.33M | — | $1.17B | 0.1% | n/c | 1 | SEC ↗ |
| 36 | Fidelity (FMR) ✦ | 7.33M | — | $1.17B | 0.1% | n/c | 1 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 7.33M | — | $1.17B | 0.1% | n/c | 1 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 7.33M | — | $1.17B | 0.1% | n/c | 1 | SEC ↗ |
| 39 | Arrowstreet Capital ✦ | 7.07M | -0.1% | $1.13B | 0.8% | ▼ Trim | 5 | SEC ↗ |
| 40 | Norges Bank ✦ (pasivo) | 6.90M | -53.5% | $1.10B | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 41 | State Street Global Advisors ✦ (pasivo) | 6.48M | +0.5% | $1.04B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | State Street Global Advisors ✦ (pasivo) | 6.48M | +0.5% | $1.04B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Viking Global Investors ✦ | 3.54M | -15.0% | $565.71M | 1.6% | ▼ Trim | 2 | SEC ↗ |
| 44 | Geode Capital Management ✦ (pasivo) | 3.36M | +5.3% | $527.39M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 45 | Geode Capital Management ✦ (pasivo) | 3.36M | +5.3% | $527.39M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 46 | Point72 Asset Management ✦ | 2.71M | -11.3% | $433.22M | 1.1% | ▼ Trim | 5 | SEC ↗ |
| 47 | Two Sigma Investments ✦ | 1.64M | +58.0% | $262.53M | 0.5% | ▲ Add | 5 | SEC ↗ |
| 48 | Two Sigma Investments ✦ | 1.64M | +58.0% | $262.53M | 0.5% | ▲ Add | 5 | SEC ↗ |
| 49 | D. E. Shaw & Co. ✦ | 1.37M | Nuevo | $218.35M | 0.2% | New | 1 | SEC ↗ |
| 50 | D. E. Shaw & Co. ✦ | 1.37M | Nuevo | $218.35M | 0.2% | New | 1 | SEC ↗ |
| 51 | Marshall Wace ✦ | 1.13M | -65.7% | $181.16M | 0.2% | ▼ Trim | 5 | SEC ↗ |
| 52 | Marshall Wace ✦ | 1.13M | -65.7% | $181.16M | 0.2% | ▼ Trim | 5 | SEC ↗ |
| 53 | Marshall Wace ✦ | 1.13M | -65.7% | $181.16M | 0.2% | ▼ Trim | 5 | SEC ↗ |
| 54 | Marshall Wace ✦ | 1.13M | -65.7% | $181.16M | 0.2% | ▼ Trim | 5 | SEC ↗ |
| 55 | Marshall Wace ✦ | 1.13M | -65.7% | $181.16M | 0.2% | ▼ Trim | 5 | SEC ↗ |
| 56 | Marshall Wace ✦ | 1.13M | -65.7% | $181.16M | 0.2% | ▼ Trim | 5 | SEC ↗ |
| 57 | The Vanguard Group ✦ (pasivo) | 889.24K | — | $142.23M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | The Vanguard Group ✦ (pasivo) | 889.24K | — | $142.23M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | The Vanguard Group ✦ (pasivo) | 889.24K | — | $142.23M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Bridgewater Associates ✦ | 872.93K | +72.6% | $139.62M | 0.6% | ▲ Add | 5 | SEC ↗ |
| 61 | Citadel Advisors ✦ | 840.49K | -33.0% | $134.43M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 62 | Citadel Advisors ✦ | 840.49K | -33.0% | $134.43M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 63 | Renaissance Technologies ✦ | 811.10K | Nuevo | $129.73M | 0.2% | New | 1 | SEC ↗ |
| 64 | Wellington Management ✦ | 757.35K | +475.8% | $121.13M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 65 | Wellington Management ✦ | 757.35K | +475.8% | $121.13M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 66 | Wellington Management ✦ | 757.35K | +475.8% | $121.13M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 67 | Wellington Management ✦ | 757.35K | +475.8% | $121.13M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 68 | Coatue Management ✦ | 666.30K | -4.3% | $106.57M | 0.3% | ▼ Trim | 5 | SEC ↗ |
| 69 | Millennium Management ✦ | 611.25K | +213.1% | $97.76M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 70 | Millennium Management ✦ | 611.25K | +213.1% | $97.76M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 71 | Duquesne Family Office ✦ | 309.73K | Nuevo | $49.54M | 1.3% | New | 1 | SEC ↗ |
| 72 | AQR Capital Management ✦ | 164.80K | +10.1% | $26.36M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 73 | AQR Capital Management ✦ | 164.80K | +10.1% | $26.36M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 74 | AQR Capital Management ✦ | 164.80K | +10.1% | $26.36M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 75 | ARK Investment Management ✦ | 155.15K | -7.9% | $24.82M | 0.2% | ▼ Trim | 5 | SEC ↗ |
| 76 | Oaktree Capital Management ✦ | 83.51K | Nuevo | $13.36M | 0.3% | New | 1 | SEC ↗ |
| 77 | Third Point ✦ | 50.00K | Nuevo | $8.00M | 0.1% | New | 1 | 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
| D. E. Shaw & Co. | $218.35M | 0.2% |
| D. E. Shaw & Co. | $218.35M | 0.2% |
| Renaissance Technologies | $129.73M | 0.2% |
| Duquesne Family Office | $49.54M | 1.3% |
| Oaktree Capital Management | $13.36M | 0.3% |
| Third Point | $8.00M | 0.1% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
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 · 364 acc. · $43,316
Officer · 362 acc. · $42,025
Officer · 493 acc. · $57,770
Officer · 27 acc. · $3,213
Officer, Director · 9.14K acc. · $1.08M
Officer · 618 acc. · $72,770
Officer, Director · 6.31K acc. · $738,829
Officer, Director · 4.18K acc. · $484,912
Officer · 417 acc. · $49,164
Officer · 420 acc. · $50,408
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología