SE SEA LTD
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26Q126Q2
26Q126Q2
历季机构持有情况
| 季度 | 持有机构 | 机构总持股 | 申报市值 | 新建仓 | 加仓 | 减仓 | 清仓 | 估算净买入 |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 775 | 379,442,825 | $361.44亿 | 80 | 313 | 229 | 86 | -$2.20亿 |
| 2026Q1 | 752 | 376,439,498 | $309.75亿 | 59 | 329 | 234 | 165 | -$6.74亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| PRICE T ROWE ASSOCIATES INC /MD/ | 加仓 | $10.68亿 |
| WCM INVESTMENT MANAGEMENT, LLC | 加仓 | $6.17亿 |
| MARSHALL WACE, LLP | 加仓 | $1.80亿 |
| Temasek Holdings (Private) Ltd | 加仓 | $1.64亿 |
| TWO SIGMA INVESTMENTS, LP | 加仓 | $1.32亿 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 加仓 | $1.32亿 |
| Aspex Management (HK) Ltd | 加仓 | $1.24亿 |
| EMINENCE CAPITAL, LP | 加仓 | $1.18亿 |
| Davis Selected Advisers | 加仓 | $1.17亿 |
| FIL Ltd | 加仓 | $1.05亿 |
| Nuveen, LLC | 加仓 | $9,881.00万 |
| VIKING GLOBAL INVESTORS LP | 加仓 | $8,824.66万 |
| Invesco Ltd. | 加仓 | $8,615.56万 |
| Charles-Lim Capital Ltd | 加仓 | $8,281.00万 |
| INFINITUM ASSET MANAGEMENT, LLC | 加仓 | $8,281.00万 |
| BAILLIE GIFFORD & CO | 加仓 | $7,413.82万 |
| SUSQUEHANNA ADVISORS GROUP, INC. | 新建仓 | $7,370.09万 |
| Coronation Fund Managers Ltd. | 加仓 | $7,293.42万 |
| AQR CAPITAL MANAGEMENT LLC | 加仓 | $6,557.73万 |
| Kontiki Capital Management (HK) Ltd. | 加仓 | $6,329.33万 |
2026Q1 卖出最多
| JPMORGAN CHASE & CO | 减仓 | -$9.48亿 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 清仓 | -$5.73亿 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 清仓 | -$3.02亿 |
| FMR LLC | 减仓 | -$2.87亿 |
| Point72 Asset Management, L.P. | 减仓 | -$2.51亿 |
| JENNISON ASSOCIATES LLC | 清仓 | -$2.07亿 |
| TWO SIGMA ADVISERS, LP | 清仓 | -$1.86亿 |
| FRANKLIN RESOURCES INC | 减仓 | -$1.69亿 |
| HSBC HOLDINGS PLC | 减仓 | -$1.56亿 |
| Capital Research Global Investors | 减仓 | -$1.45亿 |
| Foxhaven Asset Management, LP | 清仓 | -$1.27亿 |
| CoreView Capital Management Ltd | 清仓 | -$1.09亿 |
| Anomaly Capital Management, LP | 清仓 | -$1.06亿 |
| Tiger Pacific Capital LP | 清仓 | -$1.06亿 |
| Evergreen Quality Fund GP, Ltd. | 清仓 | -$9,410.24万 |
| KENSICO CAPITAL MANAGEMENT CORP | 减仓 | -$9,210.96万 |
| Balyasny Asset Management L.P. | 减仓 | -$9,040.55万 |
| DEUTSCHE BANK AG\ | 减仓 | -$7,438.95万 |
| Orbis Allan Gray Ltd | 减仓 | -$7,218.49万 |
| SANDS CAPITAL MANAGEMENT, LLC | 减仓 | -$6,396.77万 |
2026Q1 最大持有机构
导出全部持有机构 CSV 🔒| 机构 | 持股 | 市值 | 占该机构组合 | 变动股数 | 操作 |
|---|---|---|---|---|---|
| BAILLIE GIFFORD & CO | 39,654,072 | $32.84亿 | 3.35% | 895,281 | 加仓 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 33,410,683 | $27.67亿 | 0.32% | 12,893,305 | 加仓 |
| WCM INVESTMENT MANAGEMENT, LLC | 33,746,475 | $26.43亿 | 6.03% | 7,883,961 | 加仓 |
| BlackRock, Inc. | 20,942,475 | $17.34亿 | 0.03% | 577,888 | 加仓 |
| TIGER GLOBAL MANAGEMENT LLC | 15,415,835 | $12.77亿 | 5.59% | 0 | 不变 |
| FMR LLC | 14,041,735 | $11.63亿 | 0.06% | -3,462,670 | 减仓 |
| JPMORGAN CHASE & CO | 9,347,213 | $7.32亿 | 0.05% | -12,104,917 | 减仓 |
| STATE STREET CORP | 7,253,356 | $6.01亿 | 0.02% | 202,876 | 加仓 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 6,270,387 | $5.19亿 | 0.43% | 267,509 | 加仓 |
| Artisan Partners Limited Partnership | 5,354,463 | $4.43亿 | 0.71% | 497,729 | 加仓 |
| Temasek Holdings (Private) Ltd | 5,282,861 | $4.37亿 | 1.44% | 1,979,644 | 加仓 |
| Aspex Management (HK) Ltd | 4,870,097 | $4.03亿 | 5.85% | 1,497,081 | 加仓 |
| UBS Group AG | 4,749,758 | $3.93亿 | 0.06% | -403,436 | 减仓 |
| VIKING GLOBAL INVESTORS LP | 4,737,196 | $3.92亿 | 1.10% | 1,065,651 | 加仓 |
| SANDS CAPITAL MANAGEMENT, LLC | 4,728,550 | $3.92亿 | 1.54% | -772,463 | 减仓 |
| MORGAN STANLEY | 4,626,639 | $3.83亿 | 0.02% | -765,962 | 减仓 |
| EMINENCE CAPITAL, LP | 4,065,665 | $3.37亿 | 7.72% | 1,424,025 | 加仓 |
| D1 Capital Partners L.P. | 4,052,133 | $3.36亿 | 2.99% | 567,090 | 加仓 |
| GOLDMAN SACHS GROUP INC | 3,941,299 | $3.26亿 | 0.04% | -203,667 | 减仓 |
| FIL Ltd | 3,888,644 | $3.22亿 | 0.25% | 1,264,148 | 加仓 |
| GEODE CAPITAL MANAGEMENT, LLC | 3,773,710 | $3.08亿 | 0.02% | 205,238 | 加仓 |
| NORTHERN TRUST CORP | 3,608,951 | $2.99亿 | 0.04% | 502,337 | 加仓 |
| Kora Management LP | 3,563,098 | $2.95亿 | 42.06% | 428,007 | 加仓 |
| FRED ALGER MANAGEMENT, LLC | 3,370,698 | $2.79亿 | 1.23% | 603,525 | 加仓 |
| TWO SIGMA INVESTMENTS, LP | 3,303,648 | $2.74亿 | 0.22% | 1,592,962 | 加仓 |
| Coronation Fund Managers Ltd. | 3,116,319 | $2.58亿 | 11.76% | 880,741 | 加仓 |
| SEI INVESTMENTS CO | 2,739,851 | $2.27亿 | 0.21% | 392,204 | 加仓 |
| MARSHALL WACE, LLP | 2,472,402 | $2.05亿 | 0.20% | 2,170,051 | 加仓 |
| Mitsubishi UFJ Trust & Banking Corp | 2,422,571 | $2.01亿 | 0.49% | 300,949 | 加仓 |
| BNP PARIBAS FINANCIAL MARKETS | 2,323,742 | $1.92亿 | 0.09% | 475,838 | 加仓 |
| Capital Research Global Investors | 2,268,047 | $1.88亿 | 0.03% | -1,747,018 | 减仓 |
| PRUDENTIAL PLC | 2,265,018 | $1.88亿 | 1.43% | 153,766 | 加仓 |
| Nuveen, LLC | 2,137,536 | $1.77亿 | 0.05% | 1,193,213 | 加仓 |
| Kontiki Capital Management (HK) Ltd. | 2,124,312 | $1.76亿 | 12.34% | 764,320 | 加仓 |
| HSBC HOLDINGS PLC | 2,028,688 | $1.68亿 | 0.09% | -1,878,344 | 减仓 |
| INFINITUM ASSET MANAGEMENT, LLC | 2,006,500 | $1.66亿 | 20.75% | 1,000,000 | 加仓 |
| Legal & General Group Plc | 1,962,343 | $1.63亿 | 0.04% | 51,222 | 加仓 |
| BARCLAYS PLC | 1,933,317 | $1.60亿 | 0.04% | -313,054 | 减仓 |
| CITIGROUP INC | 1,917,639 | $1.59亿 | 0.07% | -366,788 | 减仓 |
| Clearbridge Investments, LLC | 1,882,679 | $1.56亿 | 0.14% | -152,623 | 减仓 |
| Point72 Asset Management, L.P. | 1,871,609 | $1.55亿 | 0.20% | -3,031,465 | 减仓 |
| Invesco Ltd. | 1,871,359 | $1.55亿 | 0.02% | 1,040,401 | 加仓 |
| Davis Selected Advisers | 1,849,831 | $1.53亿 | 0.70% | 1,413,297 | 加仓 |
| Orbis Allan Gray Ltd | 1,844,162 | $1.53亿 | 0.64% | -871,693 | 减仓 |
| OVERSEA-CHINESE BANKING Corp Ltd | 1,840,274 | $1.52亿 | 4.11% | 48,614 | 加仓 |
| SCGE MANAGEMENT, L.P. | 1,775,000 | $1.47亿 | 4.45% | 0 | 不变 |
| Charles-Lim Capital Ltd | 1,750,000 | $1.45亿 | 48.10% | 1,000,000 | 加仓 |
| WFM ASIA (BVI) Ltd | 1,691,942 | $1.40亿 | 22.17% | 180,700 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 1,687,037 | $1.40亿 | 0.04% | 511,666 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 1,675,596 | $1.39亿 | 0.01% | -512,088 | 减仓 |
内部人交易（Form 4）
SE 董事、高管和大股东的最新买卖申报。专业版可看 🔒