SE
Sea Limited · Consumer Cyclical · Specialty Retail
Données momentum (gérants comparables) :
étendue des détenteurs -4.8% ·
flux d'actions 0.0% ·
nouvelles positions nettes -5.6%
— formule
Distribution large — baisse des parts et moins de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q1 2026
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Baillie Gifford ✦ | 39.65M | +2.3% | $3.28B | 3.4% | ▲ Add | 8 | SEC ↗ |
| 2 | Baillie Gifford ✦ | 39.65M | +2.3% | $3.28B | 3.4% | ▲ Add | 8 | SEC ↗ |
| 3 | Baillie Gifford ✦ | 39.65M | +2.3% | $3.28B | 3.4% | ▲ Add | 8 | SEC ↗ |
| 4 | Baillie Gifford ✦ | 39.65M | +2.3% | $3.28B | 3.4% | ▲ Add | 8 | SEC ↗ |
| 5 | Baillie Gifford ✦ | 39.65M | +2.3% | $3.28B | 3.4% | ▲ Add | 8 | SEC ↗ |
| 6 | T. Rowe Price ✦ | 33.41M | +62.8% | $2.77B | 0.3% | ▲ Add | 8 | SEC ↗ |
| 7 | T. Rowe Price ✦ | 33.41M | +62.8% | $2.77B | 0.3% | ▲ Add | 8 | SEC ↗ |
| 8 | T. Rowe Price ✦ | 33.41M | +62.8% | $2.77B | 0.3% | ▲ Add | 8 | SEC ↗ |
| 9 | T. Rowe Price ✦ | 33.41M | +62.8% | $2.77B | 0.3% | ▲ Add | 8 | SEC ↗ |
| 10 | Wcm Investment Management, Llc | 33.75M | +30.5% | $2.64B | 6.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Wcm Investment Management, Llc | 33.75M | +30.5% | $2.64B | 6.0% | ▲ Add | 2 | SEC ↗ |
| 12 | BlackRock ✦ (passif) | 20.94M | +2.8% | $1.73B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | BlackRock ✦ (passif) | 20.94M | +2.8% | $1.73B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | BlackRock ✦ (passif) | 20.94M | +2.8% | $1.73B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | BlackRock ✦ (passif) | 20.94M | +2.8% | $1.73B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | BlackRock ✦ (passif) | 20.94M | +2.8% | $1.73B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | BlackRock ✦ (passif) | 20.94M | +2.8% | $1.73B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | BlackRock ✦ (passif) | 20.94M | +2.8% | $1.73B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | BlackRock ✦ (passif) | 20.94M | +2.8% | $1.73B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | BlackRock ✦ (passif) | 20.94M | +2.8% | $1.73B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | BlackRock ✦ (passif) | 20.94M | +2.8% | $1.73B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | BlackRock ✦ (passif) | 20.94M | +2.8% | $1.73B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | BlackRock ✦ (passif) | 20.94M | +2.8% | $1.73B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | BlackRock ✦ (passif) | 20.94M | +2.8% | $1.73B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 25 | BlackRock ✦ (passif) | 20.94M | +2.8% | $1.73B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 26 | BlackRock ✦ (passif) | 20.94M | +2.8% | $1.73B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 27 | BlackRock ✦ (passif) | 20.94M | +2.8% | $1.73B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 28 | BlackRock ✦ (passif) | 20.94M | +2.8% | $1.73B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 29 | BlackRock ✦ (passif) | 20.94M | +2.8% | $1.73B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | BlackRock ✦ (passif) | 20.94M | +2.8% | $1.73B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 31 | BlackRock ✦ (passif) | 20.94M | +2.8% | $1.73B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 32 | BlackRock ✦ (passif) | 20.94M | +2.8% | $1.73B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 33 | Tiger Global Management ✦ | 15.42M | 0.0% | $1.28B | 5.6% | Held | 8 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 14.04M | -19.8% | $1.16B | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 14.04M | -19.8% | $1.16B | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 36 | Fidelity (FMR) ✦ | 14.04M | -19.8% | $1.16B | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 14.04M | -19.8% | $1.16B | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 14.04M | -19.8% | $1.16B | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 14.04M | -19.8% | $1.16B | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 9.35M | -56.4% | $731.98M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 9.35M | -56.4% | $731.98M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 9.35M | -56.4% | $731.98M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 9.35M | -56.4% | $731.98M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 9.35M | -56.4% | $731.98M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 9.35M | -56.4% | $731.98M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 9.35M | -56.4% | $731.98M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 9.35M | -56.4% | $731.98M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 48 | JPMorgan Chase ✦ | 9.35M | -56.4% | $731.98M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 49 | JPMorgan Chase ✦ | 9.35M | -56.4% | $731.98M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 50 | JPMorgan Chase ✦ | 9.35M | -56.4% | $731.98M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 51 | JPMorgan Chase ✦ | 9.35M | -56.4% | $731.98M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 52 | JPMorgan Chase ✦ | 9.35M | -56.4% | $731.98M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 53 | JPMorgan Chase ✦ | 9.35M | -56.4% | $731.98M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 54 | JPMorgan Chase ✦ | 9.35M | -56.4% | $731.98M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 55 | JPMorgan Chase ✦ | 9.35M | -56.4% | $731.98M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 56 | JPMorgan Chase ✦ | 9.35M | -56.4% | $731.98M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 57 | JPMorgan Chase ✦ | 9.35M | -56.4% | $731.98M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 58 | JPMorgan Chase ✦ | 9.35M | -56.4% | $731.98M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 59 | State Street Global Advisors ✦ (passif) | 7.25M | +2.9% | $600.65M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 60 | Schroder Investment Management Group | 6.27M | — | $519.25M | 0.4% | n/c | 1 | SEC ↗ |
| 61 | Schroder Investment Management Group | 6.27M | — | $519.25M | 0.4% | n/c | 1 | SEC ↗ |
| 62 | Schroder Investment Management Group | 6.27M | — | $519.25M | 0.4% | n/c | 1 | SEC ↗ |
| 63 | Schroder Investment Management Group | 6.27M | — | $519.25M | 0.4% | n/c | 1 | SEC ↗ |
| 64 | Schroder Investment Management Group | 6.27M | — | $519.25M | 0.4% | n/c | 1 | SEC ↗ |
| 65 | Schroder Investment Management Group | 6.27M | — | $519.25M | 0.4% | n/c | 1 | SEC ↗ |
| 66 | Schroder Investment Management Group | 6.27M | — | $519.25M | 0.4% | n/c | 1 | SEC ↗ |
| 67 | Schroder Investment Management Group | 6.27M | — | $519.25M | 0.4% | n/c | 1 | SEC ↗ |
| 68 | Artisan Partners Limited Partnership | 5.35M | +10.2% | $443.40M | 0.7% | ▲ Add | 2 | SEC ↗ |
| 69 | UBS Group AG | 4.75M | -7.8% | $393.33M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 70 | UBS Group AG | 4.75M | -7.8% | $393.33M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 71 | UBS Group AG | 4.75M | -7.8% | $393.33M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 72 | UBS Group AG | 4.75M | -7.8% | $393.33M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 73 | UBS Group AG | 4.75M | -7.8% | $393.33M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 74 | UBS Group AG | 4.75M | -7.8% | $393.33M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 75 | Viking Global Investors ✦ | 4.74M | +29.0% | $392.29M | 1.1% | ▲ Add | 5 | SEC ↗ |
| 76 | Morgan Stanley ✦ | 4.63M | -14.2% | $383.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 77 | Morgan Stanley ✦ | 4.63M | -14.2% | $383.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 78 | Morgan Stanley ✦ | 4.63M | -14.2% | $383.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 79 | Morgan Stanley ✦ | 4.63M | -14.2% | $383.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 80 | Morgan Stanley ✦ | 4.63M | -14.2% | $383.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 81 | Morgan Stanley ✦ | 4.63M | -14.2% | $383.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 82 | Morgan Stanley ✦ | 4.63M | -14.2% | $383.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 83 | Morgan Stanley ✦ | 4.63M | -14.2% | $383.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 84 | Morgan Stanley ✦ | 4.63M | -14.2% | $383.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 85 | Morgan Stanley ✦ | 4.63M | -14.2% | $383.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 86 | Morgan Stanley ✦ | 4.63M | -14.2% | $383.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 87 | Morgan Stanley ✦ | 4.63M | -14.2% | $383.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 88 | Morgan Stanley ✦ | 4.63M | -14.2% | $383.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 89 | Morgan Stanley ✦ | 4.63M | -14.2% | $383.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 90 | Morgan Stanley ✦ | 4.63M | -14.2% | $383.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 91 | Morgan Stanley ✦ | 4.63M | -14.2% | $383.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 92 | Morgan Stanley ✦ | 4.63M | -14.2% | $383.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 93 | Goldman Sachs Group ✦ | 3.94M | -4.9% | $326.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 94 | Goldman Sachs Group ✦ | 3.94M | -4.9% | $326.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 95 | Goldman Sachs Group ✦ | 3.94M | -4.9% | $326.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 96 | Goldman Sachs Group ✦ | 3.94M | -4.9% | $326.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 97 | FIL Ltd | 3.89M | +48.2% | $322.02M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 98 | FIL Ltd | 3.89M | +48.2% | $322.02M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 99 | FIL Ltd | 3.89M | +48.2% | $322.02M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 100 | FIL Ltd | 3.89M | +48.2% | $322.02M | 0.2% | ▲ Add | 2 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Aucun nouvel acheteur suivi ce trimestre. |
Sorti(e)
| Norges Bank | $576.39M | était 0.1% |
| Arrowstreet Capital | $573.15M | était 0.3% |
| Jennison Associates Llc | $206.57M | était 0.1% |
| Qube Research & Technologies… | $52.53M | était 0.1% |
| Massachusetts Financial… | $2.54M | était 0.0% |
| LMR Partners LLP | $1.11M | était 0.0% |
| Bank Of Nova Scotia | $702,084 | était 0.0% |
| Blair William & Co/Il | $394,191 | était 0.0% |
| First Eagle Investment… | $3,955 | était 0.0% |
| Canada Pension Plan… | $1,658 | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 1 détenteurs, 15.90K actions, $1,316 déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.
Achats sur le marché libre (P)
Aucun achat d'initié sur le marché libre dans notre fenêtre de couverture.
Ventes sur le marché libre (S)
Officer, Director · 6.08K act. · $708,639
Officer, Director · 4.86K act. · $558,688
Officer · 473 act. · $55,152
Officer, Director · 9.06K act. · $1.05M
Officer · 670 act. · $77,693
Officer · 357 act. · $41,044
Officer · 231 act. · $27,318
Officer, Director · 3.82K act. · $446,443
Officer, Director · 1.43K act. · $169,596
Officer · 1.05K act. · $123,250
Les attributions, exercices et retenues fiscales ne sont jamais comptabilisés comme des achats ou des ventes ici. Méthodologie