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证券记录 · 已归档季度

SE

Sea Limited · Consumer Cyclical · Specialty Retail

119.12 -3.3% 市值 $71.51B 报价延迟(FMP) · 截至 Aug 26 22:08 UTC — 与下方申报数据相互独立

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
169被追踪持有人
-3Δ持有人
285.41M持有股份
$36.43B报告持仓市值
+1新建仓位
−3清仓
Falling 确信度评分 51/100 6 被追踪股份持续上升的季度数 ●●●●●● 计算方式说明 → 在研究台查询相关说明 →

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

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
持有人数量
持有人 · Q4 2025
#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。

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。

内部人交易

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: Q4 2025 · 方法论 · 通过API获取此数据