证券记录 · 已归档季度
SE
Sea Limited · Consumer Cyclical · Specialty Retail
26被追踪持有人
+5Δ持有人
141.22M持有股份
$22.58B报告持仓市值
+5新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +23.8% ·
股份流向 +1.0% ·
净新建仓位 +19.2%
— 公式
广泛积累 — 持股数量上升且持有人增多
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q2 2025
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| 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 | — | — |
持有人 · Q2 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 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 ✦ (被动) | 20.19M | — | $3.23B | 0.1% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (被动) | 20.19M | — | $3.23B | 0.1% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (被动) | 20.19M | — | $3.23B | 0.1% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (被动) | 20.19M | — | $3.23B | 0.1% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (被动) | 20.19M | — | $3.23B | 0.1% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (被动) | 20.19M | — | $3.23B | 0.1% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (被动) | 20.19M | — | $3.23B | 0.1% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (被动) | 20.19M | — | $3.23B | 0.1% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (被动) | 20.19M | — | $3.23B | 0.1% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (被动) | 20.19M | — | $3.23B | 0.1% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (被动) | 20.19M | — | $3.23B | 0.1% | n/c | 1 | SEC ↗ |
| 17 | BlackRock ✦ (被动) | 20.19M | — | $3.23B | 0.1% | n/c | 1 | SEC ↗ |
| 18 | BlackRock ✦ (被动) | 20.19M | — | $3.23B | 0.1% | n/c | 1 | SEC ↗ |
| 19 | BlackRock ✦ (被动) | 20.19M | — | $3.23B | 0.1% | n/c | 1 | SEC ↗ |
| 20 | BlackRock ✦ (被动) | 20.19M | — | $3.23B | 0.1% | n/c | 1 | SEC ↗ |
| 21 | BlackRock ✦ (被动) | 20.19M | — | $3.23B | 0.1% | n/c | 1 | SEC ↗ |
| 22 | BlackRock ✦ (被动) | 20.19M | — | $3.23B | 0.1% | n/c | 1 | SEC ↗ |
| 23 | BlackRock ✦ (被动) | 20.19M | — | $3.23B | 0.1% | n/c | 1 | SEC ↗ |
| 24 | BlackRock ✦ (被动) | 20.19M | — | $3.23B | 0.1% | n/c | 1 | SEC ↗ |
| 25 | BlackRock ✦ (被动) | 20.19M | — | $3.23B | 0.1% | n/c | 1 | SEC ↗ |
| 26 | BlackRock ✦ (被动) | 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 ✦ (被动) | 6.90M | -53.5% | $1.10B | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 41 | State Street Global Advisors ✦ (被动) | 6.48M | +0.5% | $1.04B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | State Street Global Advisors ✦ (被动) | 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 ✦ (被动) | 3.36M | +5.3% | $527.39M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 45 | Geode Capital Management ✦ (被动) | 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 | 新增 | $218.35M | 0.2% | New | 1 | SEC ↗ |
| 50 | D. E. Shaw & Co. ✦ | 1.37M | 新增 | $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 ✦ (被动) | 889.24K | — | $142.23M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | The Vanguard Group ✦ (被动) | 889.24K | — | $142.23M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | The Vanguard Group ✦ (被动) | 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 | 新增 | $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 | 新增 | $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 | 新增 | $13.36M | 0.3% | New | 1 | SEC ↗ |
| 77 | Third Point ✦ | 50.00K | 新增 | $8.00M | 0.1% | New | 1 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| 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% |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 1 持有人, 15.90K 股份, $1,316 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
该证券的被追踪持有人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)
Aug 24
Ye Gang
Officer, Director · 6.08K 股 · $708,639
Aug 24
Ye Gang
Officer, Director · 4.86K 股 · $558,688
Aug 24
Wang Yanjun
Officer · 473 股 · $55,152
Aug 24
Ye Gang
Officer, Director · 9.06K 股 · $1.05M
Aug 24
Wang Yanjun
Officer · 670 股 · $77,693
Aug 24
Wang Yanjun
Officer · 357 股 · $41,044
Aug 21
Wang Yanjun
Officer · 231 股 · $27,318
Aug 21
Ye Gang
Officer, Director · 3.82K 股 · $446,443
Aug 21
Ye Gang
Officer, Director · 1.43K 股 · $169,596
Aug 21
Wang Yanjun
Officer · 1.05K 股 · $123,250
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
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: Q2 2025 ·
方法论 ·
通过API获取此数据