SE
Sea Limited · Consumer Cyclical · Specialty Retail
动量输入(同类管理人):
持有人广度 -1.7% ·
股份流向 -6.7% ·
净新建仓位 -1.2%
— 公式
广泛派发 — 持股数量下降且持有人减少
所有持股数据:仅限已追踪的 13F 管理人,普通股持仓,报告期 Q4 2025
| 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 | — | — |
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Baillie Gifford ✦ | 38.76M | -3.3% | $4.94B | 4.1% | ▼ Trim | 7 | SEC ↗ |
| 2 | Baillie Gifford ✦ | 38.76M | -3.3% | $4.94B | 4.1% | ▼ Trim | 7 | SEC ↗ |
| 3 | Baillie Gifford ✦ | 38.76M | -3.3% | $4.94B | 4.1% | ▼ Trim | 7 | SEC ↗ |
| 4 | Baillie Gifford ✦ | 38.76M | -3.3% | $4.94B | 4.1% | ▼ Trim | 7 | SEC ↗ |
| 5 | Baillie Gifford ✦ | 38.76M | -3.3% | $4.94B | 4.1% | ▼ Trim | 7 | SEC ↗ |
| 6 | Wcm Investment Management, Llc | 25.86M | — | $3.32B | 6.8% | n/c | 1 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 21.45M | -56.6% | $2.74B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 21.45M | -56.6% | $2.74B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 21.45M | -56.6% | $2.74B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 21.45M | -56.6% | $2.74B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 21.45M | -56.6% | $2.74B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 21.45M | -56.6% | $2.74B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 21.45M | -56.6% | $2.74B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 21.45M | -56.6% | $2.74B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 21.45M | -56.6% | $2.74B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 21.45M | -56.6% | $2.74B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 21.45M | -56.6% | $2.74B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 21.45M | -56.6% | $2.74B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 21.45M | -56.6% | $2.74B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 21.45M | -56.6% | $2.74B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 21.45M | -56.6% | $2.74B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 21.45M | -56.6% | $2.74B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 21.45M | -56.6% | $2.74B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 21.45M | -56.6% | $2.74B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 21.45M | -56.6% | $2.74B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 21.45M | -56.6% | $2.74B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 21.45M | -56.6% | $2.74B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 28 | T. Rowe Price ✦ | 20.52M | +20.8% | $2.62B | 0.3% | ▲ Add | 7 | SEC ↗ |
| 29 | T. Rowe Price ✦ | 20.52M | +20.8% | $2.62B | 0.3% | ▲ Add | 7 | SEC ↗ |
| 30 | T. Rowe Price ✦ | 20.52M | +20.8% | $2.62B | 0.3% | ▲ Add | 7 | SEC ↗ |
| 31 | T. Rowe Price ✦ | 20.52M | +20.8% | $2.62B | 0.3% | ▲ Add | 7 | SEC ↗ |
| 32 | BlackRock ✦ (被动) | 20.36M | -1.2% | $2.60B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | BlackRock ✦ (被动) | 20.36M | -1.2% | $2.60B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | BlackRock ✦ (被动) | 20.36M | -1.2% | $2.60B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | BlackRock ✦ (被动) | 20.36M | -1.2% | $2.60B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | BlackRock ✦ (被动) | 20.36M | -1.2% | $2.60B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | BlackRock ✦ (被动) | 20.36M | -1.2% | $2.60B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | BlackRock ✦ (被动) | 20.36M | -1.2% | $2.60B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | BlackRock ✦ (被动) | 20.36M | -1.2% | $2.60B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | BlackRock ✦ (被动) | 20.36M | -1.2% | $2.60B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | BlackRock ✦ (被动) | 20.36M | -1.2% | $2.60B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | BlackRock ✦ (被动) | 20.36M | -1.2% | $2.60B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | BlackRock ✦ (被动) | 20.36M | -1.2% | $2.60B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | BlackRock ✦ (被动) | 20.36M | -1.2% | $2.60B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | BlackRock ✦ (被动) | 20.36M | -1.2% | $2.60B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | BlackRock ✦ (被动) | 20.36M | -1.2% | $2.60B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | BlackRock ✦ (被动) | 20.36M | -1.2% | $2.60B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | BlackRock ✦ (被动) | 20.36M | -1.2% | $2.60B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | BlackRock ✦ (被动) | 20.36M | -1.2% | $2.60B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | BlackRock ✦ (被动) | 20.36M | -1.2% | $2.60B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | BlackRock ✦ (被动) | 20.36M | -1.2% | $2.60B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | BlackRock ✦ (被动) | 20.36M | -1.2% | $2.60B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Fidelity (FMR) ✦ | 17.50M | +62.0% | $2.23B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 54 | Fidelity (FMR) ✦ | 17.50M | +62.0% | $2.23B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 55 | Fidelity (FMR) ✦ | 17.50M | +62.0% | $2.23B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 56 | Fidelity (FMR) ✦ | 17.50M | +62.0% | $2.23B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 57 | Fidelity (FMR) ✦ | 17.50M | +62.0% | $2.23B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 58 | Fidelity (FMR) ✦ | 17.50M | +62.0% | $2.23B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 59 | Fidelity (FMR) ✦ | 17.50M | +62.0% | $2.23B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 60 | Tiger Global Management ✦ | 15.42M | -3.9% | $1.97B | 6.6% | ▼ Trim | 7 | SEC ↗ |
| 61 | State Street Global Advisors ✦ (被动) | 7.05M | +7.3% | $899.43M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 62 | Morgan Stanley ✦ | 5.39M | +28.6% | $687.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Morgan Stanley ✦ | 5.39M | +28.6% | $687.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Morgan Stanley ✦ | 5.39M | +28.6% | $687.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Morgan Stanley ✦ | 5.39M | +28.6% | $687.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Morgan Stanley ✦ | 5.39M | +28.6% | $687.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Morgan Stanley ✦ | 5.39M | +28.6% | $687.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Morgan Stanley ✦ | 5.39M | +28.6% | $687.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Morgan Stanley ✦ | 5.39M | +28.6% | $687.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Morgan Stanley ✦ | 5.39M | +28.6% | $687.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Morgan Stanley ✦ | 5.39M | +28.6% | $687.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Morgan Stanley ✦ | 5.39M | +28.6% | $687.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Morgan Stanley ✦ | 5.39M | +28.6% | $687.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Morgan Stanley ✦ | 5.39M | +28.6% | $687.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Morgan Stanley ✦ | 5.39M | +28.6% | $687.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Morgan Stanley ✦ | 5.39M | +28.6% | $687.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | Morgan Stanley ✦ | 5.39M | +28.6% | $687.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Morgan Stanley ✦ | 5.39M | +28.6% | $687.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | UBS Group AG | 5.15M | — | $657.39M | 0.1% | n/c | 1 | SEC ↗ |
| 80 | UBS Group AG | 5.15M | — | $657.39M | 0.1% | n/c | 1 | SEC ↗ |
| 81 | UBS Group AG | 5.15M | — | $657.39M | 0.1% | n/c | 1 | SEC ↗ |
| 82 | UBS Group AG | 5.15M | — | $657.39M | 0.1% | n/c | 1 | SEC ↗ |
| 83 | UBS Group AG | 5.15M | — | $657.39M | 0.1% | n/c | 1 | SEC ↗ |
| 84 | UBS Group AG | 5.15M | — | $657.39M | 0.1% | n/c | 1 | SEC ↗ |
| 85 | UBS Group AG | 5.15M | — | $657.39M | 0.1% | n/c | 1 | SEC ↗ |
| 86 | Point72 Asset Management ✦ | 4.90M | +194.7% | $625.49M | 1.0% | ▲ Add | 7 | SEC ↗ |
| 87 | Artisan Partners Limited Partnership | 4.86M | — | $619.57M | 0.9% | n/c | 1 | SEC ↗ |
| 88 | Norges Bank ✦ (被动) | 4.52M | 新增 | $576.39M | 0.1% | New | 1 | SEC ↗ |
| 89 | Arrowstreet Capital ✦ | 4.49M | -35.5% | $573.15M | 0.3% | ▼ Trim | 7 | SEC ↗ |
| 90 | Goldman Sachs Group ✦ | 4.14M | +6.6% | $528.77M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 91 | Goldman Sachs Group ✦ | 4.14M | +6.6% | $528.77M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 92 | Goldman Sachs Group ✦ | 4.14M | +6.6% | $528.77M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 93 | Goldman Sachs Group ✦ | 4.14M | +6.6% | $528.77M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 94 | Capital Research Global Investors | 4.02M | — | $512.22M | 0.1% | n/c | 1 | SEC ↗ |
| 95 | Hsbc Holdings Plc | 3.91M | — | $498.09M | 0.1% | n/c | 1 | SEC ↗ |
| 96 | Hsbc Holdings Plc | 3.91M | — | $498.09M | 0.1% | n/c | 1 | SEC ↗ |
| 97 | Hsbc Holdings Plc | 3.91M | — | $498.09M | 0.1% | n/c | 1 | SEC ↗ |
| 98 | Hsbc Holdings Plc | 3.91M | — | $498.09M | 0.1% | n/c | 1 | SEC ↗ |
| 99 | Hsbc Holdings Plc | 3.91M | — | $498.09M | 0.1% | n/c | 1 | SEC ↗ |
| 100 | Hsbc Holdings Plc | 3.91M | — | $498.09M | 0.1% | n/c | 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
| Norges Bank | $576.39M | 0.1% |
已清仓
| Lone Pine Capital | $334.14M | 曾为 2.4% |
| Coatue Management | $119.09M | 曾为 0.3% |
| Oaktree Capital Management | $25.27M | 曾为 0.5% |
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。
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)
Officer, Director · 6.08K 股 · $708,639
Officer, Director · 4.86K 股 · $558,688
Officer · 473 股 · $55,152
Officer, Director · 9.06K 股 · $1.05M
Officer · 670 股 · $77,693
Officer · 357 股 · $41,044
Officer · 231 股 · $27,318
Officer, Director · 3.82K 股 · $446,443
Officer, Director · 1.43K 股 · $169,596
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