SE
Sea Limited · Consumer Cyclical · Specialty Retail
Señales de momentum (gestores comparables):
amplitud de titulares -1.7% ·
flujo de acciones -6.7% ·
nuevas posiciones netas -1.2%
— fórmula
Distribución amplia — caída de acciones y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 159 | +1 | 293.24M | $27.94B | +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 ✦ | 38.76M | -3.3% | $4.94B | 4.1% | ▼ Trim | 7 | SEC ↗ ×5 |
| 2 | Wcm Investment Management, Llc | 25.86M | — | $3.32B | 6.8% | n/c | 1 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 21.45M | -56.6% | $2.74B | 0.2% | ▼ Trim | 2 | SEC ↗ ×21 |
| 4 | T. Rowe Price ✦ | 20.52M | +20.8% | $2.62B | 0.3% | ▲ Add | 7 | SEC ↗ ×4 |
| 5 | BlackRock ✦ (pasivo) | 20.36M | -1.2% | $2.60B | 0.0% | ▼ Trim | 3 | SEC ↗ ×21 |
| 6 | Fidelity (FMR) ✦ | 17.50M | +62.0% | $2.23B | 0.1% | ▲ Add | 3 | SEC ↗ ×7 |
| 7 | Tiger Global Management ✦ | 15.42M | -3.9% | $1.97B | 6.6% | ▼ Trim | 7 | SEC ↗ |
| 8 | State Street Global Advisors ✦ (pasivo) | 7.05M | +7.3% | $899.43M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 5.39M | +28.6% | $687.93M | 0.0% | ▲ Add | 2 | SEC ↗ ×17 |
| 10 | UBS Group AG | 5.15M | — | $657.39M | 0.1% | n/c | 1 | SEC ↗ ×7 |
| 11 | Point72 Asset Management ✦ | 4.90M | +194.7% | $625.49M | 1.0% | ▲ Add | 7 | SEC ↗ |
| 12 | Artisan Partners Limited Partnership | 4.86M | — | $619.57M | 0.9% | n/c | 1 | SEC ↗ |
| 13 | Norges Bank ✦ (pasivo) | 4.52M | Nuevo | $576.39M | 0.1% | New | 1 | SEC ↗ |
| 14 | Arrowstreet Capital ✦ | 4.49M | -35.5% | $573.15M | 0.3% | ▼ Trim | 7 | SEC ↗ |
| 15 | Goldman Sachs Group ✦ | 4.14M | +6.6% | $528.77M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 16 | Capital Research Global Investors | 4.02M | — | $512.22M | 0.1% | n/c | 1 | SEC ↗ |
| 17 | Hsbc Holdings Plc | 3.91M | — | $498.09M | 0.1% | n/c | 1 | SEC ↗ ×30 |
| 18 | Viking Global Investors ✦ | 3.67M | +20.8% | $468.38M | 1.2% | ▲ Add | 4 | SEC ↗ |
| 19 | Geode Capital Management ✦ (pasivo) | 3.57M | +3.5% | $448.98M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 20 | Northern Trust Corp | 3.11M | — | $396.31M | 0.1% | n/c | 1 | SEC ↗ ×7 |
| 21 | FIL Ltd | 2.62M | — | $334.81M | 0.3% | n/c | 1 | SEC ↗ ×4 |
| 22 | Deutsche Bank Ag\ | 2.49M | — | $317.49M | 0.1% | n/c | 1 | SEC ↗ ×13 |
| 23 | Sei Investments Co | 2.35M | — | $299.49M | 0.3% | n/c | 1 | SEC ↗ ×2 |
| 24 | Citigroup Inc | 2.28M | — | $291.42M | 0.2% | n/c | 1 | SEC ↗ ×4 |
| 25 | Barclays Plc | 2.25M | — | $286.57M | 0.1% | n/c | 1 | SEC ↗ ×7 |
| 26 | Bank Of America Corp /De/ | 2.19M | — | $279.08M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 27 | Franklin Resources Inc | 2.14M | — | $273.54M | 0.1% | n/c | 1 | SEC ↗ ×11 |
| 28 | Mitsubishi UFJ Trust & Banking Corp | 2.12M | — | $270.66M | 0.6% | n/c | 1 | SEC ↗ ×5 |
| 29 | Clearbridge Investments, LLC | 2.04M | — | $259.64M | 0.2% | n/c | 1 | SEC ↗ |
| 30 | Legal & General Group Plc | 1.91M | — | $243.80M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 31 | Bnp Paribas Financial Markets | 1.85M | — | $235.74M | 0.2% | n/c | 1 | SEC ↗ |
| 32 | Two Sigma Investments ✦ | 1.71M | +38.9% | $218.23M | 0.3% | ▲ Add | 7 | SEC ↗ |
| 33 | Jennison Associates Llc | 1.62M | — | $206.57M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 34 | Bridgewater Associates ✦ | 1.53M | -4.5% | $195.60M | 0.7% | ▼ Trim | 7 | SEC ↗ |
| 35 | Ameriprise Financial Inc | 1.47M | — | $187.02M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 36 | Toronto Dominion Bank | 1.39M | — | $177.79M | 0.3% | n/c | 1 | SEC ↗ ×4 |
| 37 | Envestnet Asset Management Inc | 1.18M | — | $149.94M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | National Bank Of Canada /Fi/ | 1.16M | — | $147.62M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 39 | Renaissance Technologies ✦ | 1.15M | +66.6% | $147.19M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 40 | Balyasny Asset Management L.P. | 1.10M | — | $139.96M | 0.3% | n/c | 1 | SEC ↗ |
| 41 | Swiss National Bank | 1.10M | — | $139.84M | 0.1% | n/c | 1 | SEC ↗ |
| 42 | Sumitomo Mitsui Trust Group, Inc. | 1.05M | — | $134.42M | 0.1% | n/c | 1 | SEC ↗ |
| 43 | Manufacturers Life Insurance… | 946.51K | — | $120.75M | 0.1% | n/c | 1 | SEC ↗ |
| 44 | Nuveen, LLC | 944.32K | — | $120.47M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 45 | Duquesne Family Office ✦ | 944.12K | +244.3% | $120.44M | 2.9% | ▲ Add | 3 | SEC ↗ |
| 46 | The Vanguard Group ✦ (pasivo) | 916.60K | +1.5% | $116.93M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 47 | Russell Investments Group, Ltd. | 875.39K | — | $111.69M | 0.1% | n/c | 1 | SEC ↗ ×17 |
| 48 | Citadel Advisors ✦ | 859.08K | +42.3% | $109.59M | 0.1% | ▲ Add | 7 | SEC ↗ ×2 |
| 49 | Robeco Institutional Asset… | 846.63K | — | $108.00M | 0.2% | n/c | 1 | SEC ↗ |
| 50 | Invesco Ltd. | 830.96K | — | $106.01M | 0.0% | n/c | 1 | SEC ↗ ×14 |
| 51 | Wellington Management ✦ | 828.17K | +7.3% | $105.65M | 0.0% | ▲ Add | 7 | SEC ↗ ×4 |
| 52 | Millennium Management ✦ | 780.80K | +10.0% | $99.61M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 53 | National Pension Service | 704.33K | — | $89.85M | 0.1% | n/c | 1 | SEC ↗ |
| 54 | Aviva Plc | 677.34K | — | $86.41M | 0.1% | n/c | 1 | SEC ↗ |
| 55 | Bank of New York Mellon Corp | 670.54K | — | $85.54M | 0.0% | n/c | 1 | SEC ↗ ×15 |
| 56 | Nomura Asset Management… | 657.73K | — | $83.91M | 0.1% | n/c | 1 | SEC ↗ |
| 57 | Man Group plc | 650.38K | — | $82.97M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 58 | Baird Financial Group, Inc. | 618.51K | — | $78.90M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 59 | Connor, Clark & Lunn Investment… | 595.60K | — | $75.98M | 0.2% | n/c | 1 | SEC ↗ |
| 60 | Nordea Investment Management Ab | 582.43K | — | $74.02M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 61 | Royal Bank Of Canada | 528.53K | — | $67.43M | 0.0% | n/c | 1 | SEC ↗ ×12 |
| 62 | Susquehanna International Group, Llp | 527.56K | — | $67.30M | 0.1% | n/c | 1 | SEC ↗ |
| 63 | Allspring Global Investments… | 492.81K | — | $64.80M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 64 | Td Asset Management Inc | 495.09K | — | $63.16M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 65 | Pictet Asset Management Holding SA | 483.55K | — | $61.69M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 66 | California State Teachers… | 426.69K | — | $54.43M | 0.1% | n/c | 1 | SEC ↗ |
| 67 | BNP Paribas Asset Management… | 421.42K | — | $53.76M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 68 | Qube Research & Technologies Ltd | 411.80K | — | $52.53M | 0.1% | n/c | 1 | SEC ↗ |
| 69 | Wells Fargo & Company/Mn | 404.10K | — | $51.55M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 70 | Mitsubishi UFJ Asset Management… | 373.82K | — | $49.15M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | LPL Financial LLC | 376.46K | — | $48.03M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Neuberger Berman Group LLC | 344.76K | — | $44.01M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 73 | Caisse De Depot Et Placement Du… | 344.49K | — | $43.95M | 0.1% | n/c | 1 | SEC ↗ |
| 74 | D. E. Shaw & Co. ✦ | 338.19K | -81.4% | $43.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | Charles Schwab Investment… | 321.12K | — | $40.97M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Holocene Advisors, LP | 314.50K | — | $40.12M | 0.1% | n/c | 1 | SEC ↗ |
| 77 | Marshall Wace ✦ | 302.35K | -84.6% | $38.57M | 0.0% | ▼ Trim | 7 | SEC ↗ ×4 |
| 78 | American Century Companies Inc | 299.49K | — | $38.21M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Swedbank AB | 285.81K | — | $36.46M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 80 | Lazard Asset Management Llc | 271.75K | — | $34.67M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 81 | Korea Investment CORP | 269.03K | — | $34.32M | 0.1% | n/c | 1 | SEC ↗ |
| 82 | Stifel Financial Corp | 251.59K | — | $32.10M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 83 | Allianz Asset Management GmbH | 247.32K | — | $31.55M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 84 | Zurcher Kantonalbank (Zurich… | 243.53K | — | $31.07M | 0.1% | n/c | 1 | SEC ↗ |
| 85 | Bank Of Montreal /Can/ | 242.38K | — | $30.92M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 86 | Northwestern Mutual Wealth… | 233.40K | — | $29.77M | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Raymond James Financial Inc | 223.70K | — | $28.54M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 88 | Asset Management One Co., Ltd. | 207.69K | — | $27.17M | 0.1% | n/c | 1 | SEC ↗ |
| 89 | PFA Pension, Forsikringsaktieselskab | 204.77K | — | $26.28M | 0.1% | n/c | 1 | SEC ↗ |
| 90 | Walleye Trading LLC | 200.93K | — | $25.63M | 0.4% | n/c | 1 | SEC ↗ |
| 91 | Danske Bank A/S | 195.93K | — | $24.99M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 92 | Storebrand Asset Management As | 186.62K | — | $23.81M | 0.1% | n/c | 1 | SEC ↗ |
| 93 | Nomura Asset Management Co Ltd | 169.66K | — | $21.64M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 94 | Mackenzie Financial Corp | 157.19K | — | $20.14M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Alliancebernstein L.P. | 154.74K | — | $19.74M | 0.0% | n/c | 1 | SEC ↗ |
| 96 | State Of Wisconsin Investment Board | 153.33K | — | $19.56M | 0.0% | n/c | 1 | SEC ↗ |
| 97 | ARK Investment Management ✦ | 148.17K | -5.7% | $18.90M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 98 | New York State Common Retirement… | 139.16K | — | $17.75M | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Credit Agricole S A | 131.41K | — | $16.76M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 100 | 1832 Asset Management L.P. | 130.94K | — | $16.70M | 0.0% | n/c | 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
| Norges Bank | $576.39M | 0.1% |
Posición cerrada
| Lone Pine Capital | $334.14M | era 2.4% |
| Coatue Management | $119.09M | era 0.3% |
| Oaktree Capital Management | $25.27M | era 0.5% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 739 tenedores, 365.61M acciones, $26.42B 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 · 206 acc. · $19,337
Officer · 794 acc. · $73,874
Officer · 935 acc. · $88,713
Officer · 65 acc. · $6,201
Officer · 25 acc. · $2,438
Officer · 515 acc. · $49,419
Officer · 460 acc. · $44,418
Officer · 325 acc. · $31,782
Officer · 675 acc. · $65,488
Officer · 195 acc. · $18,927
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología