Alibaba Group Holding Ltd
BABA- 交易所
- NYSE
- 產業
- Services-Business Services, NEC
- SEC CIK
- 0001577552
近 90 天，Alibaba Group Holding Ltd 內部人申報 3 筆公開市場買進、1 筆賣出；2026 年第 2 季末有 1,230 家機構在 13F 申報持有，市值合計 $222.9 億；阿帕盧薩、H&H 國際投資等 7 位大師持有。
2021 年第 2 季 13F 持有人
Alibaba Group Holding Ltd 在 2021/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,900
- 較 2021 年第 1 季 +39 家
- 持有股數
- 6.56 億
- 較 2021 年第 1 季 −2.29 億 (−25.9%)
- 總市值
- $1,486 億
- 較 2021 年第 1 季 −$506.2 億 (−25.4%)
- 新進機構
- 207
- 另有 788 家加碼
- 清倉機構
- 168
- 另有 638 家減碼
另有 19 家機構在 2021 年第 1 季持有、還沒有申報 2021 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 BABA 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 1,230 | $222.9 億 |
| 2026 年第 1 季 | 1,351 | $311.7 億 |
| 2025 年第 4 季 | 1,439 | $390.1 億 |
| 2025 年第 3 季 | 1,420 | $473.8 億 |
| 2025 年第 2 季 | 1,276 | $307.5 億 |
| 2025 年第 1 季 | 1,405 | $466.7 億 |
| 2024 年第 4 季 | 1,210 | $276.9 億 |
| 2024 年第 3 季 | 1,238 | $389.0 億 |
| 2024 年第 2 季 | 1,110 | $249.3 億 |
| 2024 年第 1 季 | 1,126 | $248.0 億 |
| 2023 年第 4 季 | 1,159 | $262.8 億 |
| 2023 年第 3 季 | 1,159 | $307.2 億 |
| 2023 年第 2 季 | 1,157 | $308.0 億 |
| 2023 年第 1 季 | 1,253 | $365.9 億 |
| 2022 年第 4 季 | 1,173 | $332.3 億 |
| 2022 年第 3 季 | 1,141 | $295.7 億 |
| 2022 年第 2 季 | 1,306 | $454.1 億 |
| 2022 年第 1 季 | 1,323 | $454.5 億 |
| 2021 年第 4 季 | 1,413 | $567.4 億 |
| 2021 年第 3 季 | 1,539 | $859.9 億 |
| 2021 年第 2 季 | 1,900 | $1,486 億 |
| 2021 年第 1 季 | 1,880 | $2,014 億 |
2021 年第 2 季持有機構
每家機構持有 Alibaba Group Holding Ltd 的股數、市值與佔組合比重；股數變化跟 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Nuveen Asset Management, LLC | 1,193,002 | $2.71 億 | 0.08% | −3,966,126−76.9% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 1,192,052 | $2.70 億 | 0.58% | −732,100−38.0% | 減碼 |
| H&H International Investment, LLC大師H&H 國際投資 | 1,159,400 | $2.63 億 | 3.32% | +1,159,400 | 新進 |
| TRG Investments, LLC | 1,156,453 | $2.62 億 | 100.00% | 00.0% | 不變 |
| Altimeter Capital Management, LP大師Altimeter 資本 | 1,152,000 | $2.61 億 | 2.04% | −100,000−8.0% | 減碼 |
| Raymond James & Associates | 1,138,270 | $2.58 億 | 0.23% | +59,808+5.5% | 加碼 |
| Nomura Holdings Inc | 1,120,883 | $2.57 億 | 2.13% | −1,281,508−53.3% | 減碼 |
| BFAM Partners (Cayman) Ltd | 1,128,950 | $2.56 億 | 69.18% | +1,075,058+1,994.8% | 加碼 |
| Origin Asset Management LLP | 1,087,296 | $2.47 億 | 27.56% | −181,000−14.3% | 減碼 |
| Sustainable Growth Advisers, LP | 1,032,710 | $2.34 億 | 1.23% | −555,020−35.0% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,021,517 | $2.32 億 | 1.16% | −85,000−7.7% | 減碼 |
| Boussard & Gavaudan Investment Management LLP | 1,010,018 | $2.30 億 | 24.55% | −23,812−2.3% | 減碼 |
| Thornburg Investment Management Inc | 1,001,715 | $2.27 億 | 2.61% | −499,871−33.3% | 減碼 |
| New York State Common Retirement Fund | 986,762 | $2.24 億 | 0.23% | −245,897−19.9% | 減碼 |
| HMI Capital Management, L.P. | 972,502 | $2.21 億 | 6.91% | +117,140+13.7% | 加碼 |
| First Pacific Advisors, LP | 957,979 | $2.17 億 | 2.73% | +227,271+31.1% | 加碼 |
| Barclays PLC | 954,375 | $2.16 億 | 0.18% | +72,932+8.3% | 加碼 |
| Allen Investment Management LLC | 954,215 | $2.16 億 | 2.91% | −170,605−15.2% | 減碼 |
| Nomura Asset Management Co Ltd | 942,791 | $2.14 億 | 1.24% | −322,456−25.5% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 935,125 | $2.12 億 | 0.45% | −724,947−43.7% | 減碼 |
| Barings LLC | 918,572 | $2.08 億 | 4.82% | −299,560−24.6% | 減碼 |
| Rockefeller Capital Management L.P. | 873,269 | $1.98 億 | 1.12% | +28,083+3.3% | 加碼 |
| 1832 Asset Management L.P. | 816,482 | $1.87 億 | 0.36% | +246,821+43.3% | 加碼 |
| Parametric Portfolio Associates LLC | 815,394 | $1.85 億 | 0.10% | +92,078+12.7% | 加碼 |
| Penserra Capital Management LLC | 815,109 | $1.85 億 | 3.35% | +13,000+1.6% | 加碼 |
| Neuberger Berman Group LLC | 804,102 | $1.82 億 | 0.16% | −75,903−8.6% | 減碼 |
| Dragoneer Investment Group, LLC | 802,216 | $1.82 億 | 2.34% | 00.0% | 不變 |
| First Manhattan Co | 798,068 | $1.81 億 | 0.66% | −249,282−23.8% | 減碼 |
| Janus Henderson Group PLC | 782,672 | $1.78 億 | 0.08% | −205,482−20.8% | 減碼 |
| SG Americas Securities, LLC | 777,639 | $1.76 億 | 0.91% | +475,290+157.2% | 加碼 |
| Alkeon Capital Management LLC | 769,198 | $1.74 億 | 0.62% | −250,000−24.5% | 減碼 |
| Polar Capital Holdings Plc | 768,639 | $1.74 億 | 0.95% | −734,293−48.9% | 減碼 |
| Parallax Volatility Advisers, L.P. | 757,064 | $1.72 億 | 2.16% | −311,249−29.1% | 減碼 |
| WCM Investment Management, LLC | 756,752 | $1.72 億 | 0.44% | −29,481−3.7% | 減碼 |
| Kensico Capital Management Corp | 730,000 | $1.66 億 | 4.78% | 00.0% | 不變 |
| Cryder Capital Partners LLP | 725,479 | $1.65 億 | 8.55% | +127,562+21.3% | 加碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 713,400 | $1.62 億 | 1.67% | +577,700+425.7% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 712,172 | $1.62 億 | 0.10% | −5,185,079−87.9% | 減碼 |
| ProShare Advisors LLC | 711,426 | $1.61 億 | 0.47% | +44,148+6.6% | 加碼 |
| TPG Group Holdings (SBS) Advisors, Inc. | 700,590 | $1.59 億 | 1.13% | −300,595−30.0% | 減碼 |
| Victory Capital Management Inc | 686,868 | $1.56 億 | 0.15% | −1,701−0.2% | 減碼 |
| Farallon Capital Management, L.L.C. | 676,400 | $1.53 億 | 0.74% | 00.0% | 不變 |
| Mirae Asset Global Investments Co., Ltd. | 671,832 | $1.52 億 | 0.43% | −459,130−40.6% | 減碼 |
| CIBC World Markets Inc. | 669,651 | $1.52 億 | 0.44% | +27,746+4.3% | 加碼 |
| DekaBank Deutsche Girozentrale | 668,484 | $1.51 億 | 0.44% | −101,197−13.1% | 減碼 |
| Intermede Investment Partners Ltd | 660,519 | $1.50 億 | 3.41% | −32,999−4.8% | 減碼 |
| Verition Fund Management LLC | 652,329 | $1.48 億 | 2.17% | +652,329 | 新進 |
| Nikko Asset Management Americas, Inc. | 647,666 | $1.47 億 | 0.58% | −243,367−27.3% | 減碼 |
| Flossbach Von Storch AG | 642,350 | $1.46 億 | 0.44% | +306,055+91.0% | 加碼 |
| AustralianSuper Pty Ltd | 640,647 | $1.45 億 | 1.01% | 00.0% | 不變 |
| Van Eck Associates Corp | 637,921 | $1.45 億 | 0.34% | −370,825−36.8% | 減碼 |
| Eminence Capital, LP | 637,475 | $1.45 億 | 1.79% | +108,102+20.4% | 加碼 |
| TT International Asset Management LTD | 653,353 | $1.44 億 | 6.60% | +71,918+12.4% | 加碼 |
| Capitolis Advisors LLC | 632,288 | $1.43 億 | 1.69% | +632,288 | 新進 |
| Shell Asset Management Co | 631,775 | $1.43 億 | 2.78% | −23,179−3.5% | 減碼 |
| Manufacturers Life Insurance Company, The | 629,719 | $1.43 億 | 0.12% | −476,106−43.1% | 減碼 |
| TD Asset Management Inc | 699,482 | $1.37 億 | 0.14% | −723,362−50.8% | 減碼 |
| MFN Partners Management, LP | 600,000 | $1.36 億 | 7.31% | +200,000+50.0% | 加碼 |
| M&G Investment Management Ltd | 597,934 | $1.36 億 | 0.71% | −303,199−33.6% | 減碼 |
| NN Investment Partners Holdings N.V. | 586,404 | $1.33 億 | 0.71% | −13,100−2.2% | 減碼 |
| Thunderbird Partners LLP | 585,683 | $1.33 億 | 11.92% | +96,129+19.6% | 加碼 |
| Appaloosa LP大師阿帕盧薩 | 585,000 | $1.33 億 | 2.75% | −555,000−48.7% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 584,802 | $1.33 億 | 0.27% | +39,643+7.3% | 加碼 |
| Miller Value Partners, LLC | 581,480 | $1.32 億 | 3.43% | +164,996+39.6% | 加碼 |
| Lakewood Capital Management, LP | 578,368 | $1.31 億 | 5.48% | +8,000+1.4% | 加碼 |
| Clal Insurance Enterprises Holdings Ltd | 578,100 | $1.31 億 | 1.50% | 00.0% | 不變 |
| Brown Advisory Inc | 576,111 | $1.31 億 | 0.20% | +11,060+2.0% | 加碼 |
| Joho Capital LLC | 570,891 | $1.29 億 | 18.39% | 00.0% | 不變 |
| Natixis Advisors, L.P. | 564,909 | $1.28 億 | 0.60% | +15,690+2.9% | 加碼 |
| Geode Capital Management, LLC | 558,798 | $1.27 億 | 0.02% | −5,445,021−90.7% | 減碼 |
| Rovida Advisors Inc. | 556,700 | $1.26 億 | 5.47% | 00.0% | 不變 |
| Altrinsic Global Advisors LLC | 551,570 | $1.25 億 | 3.80% | +236,927+75.3% | 加碼 |
| Mackenzie Financial Corp | 535,850 | $1.22 億 | 0.17% | −55,680−9.4% | 減碼 |
| Capital International Investors | 529,121 | $1.20 億 | 0.03% | +329,849+165.5% | 加碼 |
| Edmond de Rothschild Holding S.A. | 513,688 | $1.16 億 | 2.69% | +32,032+6.7% | 加碼 |
| Alberta Investment Management Corp | 512,532 | $1.16 億 | 0.97% | +33,100+6.9% | 加碼 |
| Aviva PLC | 507,860 | $1.15 億 | 0.51% | −619,073−54.9% | 減碼 |
| GW&K Investment Management, LLC | 505,673 | $1.15 億 | 1.00% | +2,224+0.4% | 加碼 |
| Southeastern Asset Management Inc大師東南資產管理（Longleaf） | 504,273 | $1.14 億 | 2.30% | +146,702+41.0% | 加碼 |
| Davis Capital Partners, LLC | 500,000 | $1.13 億 | 6.08% | +250,000+100.0% | 加碼 |
| Stifel Financial Corp | 499,367 | $1.13 億 | 0.17% | +32,990+7.1% | 加碼 |
| Polunin Capital Partners Ltd | 494,200 | $1.12 億 | 34.61% | +494,200 | 新進 |
| Menora Mivtachim Holdings Ltd. | 491,231 | $1.11 億 | 1.60% | −154,750−24.0% | 減碼 |
| HighTower Advisors, LLC | 490,965 | $1.11 億 | 0.32% | +66,613+15.7% | 加碼 |
| Jarislowsky, Fraser Ltd | 487,308 | $1.11 億 | 0.52% | +61,096+14.3% | 加碼 |
| Driehaus Capital Management LLC | 482,019 | $1.09 億 | 1.45% | −147,997−23.5% | 減碼 |
| Candriam Luxembourg S.C.A. | 476,093 | $1.08 億 | 0.74% | +46,427+10.8% | 加碼 |
| State of Wisconsin Investment Board | 465,727 | $1.06 億 | 0.22% | −107,678−18.8% | 減碼 |
| CIBC World Markets Corp | 463,000 | $1.05 億 | 0.73% | 00.0% | 不變 |
| ARK Investment Management LLC大師方舟投資 | 462,651 | $1.05 億 | 0.20% | −128,175−21.7% | 減碼 |
| Pentwater Capital Management LP | 458,500 | $1.04 億 | 1.07% | +108,017+30.8% | 加碼 |
| Federated Hermes, Inc. | 451,687 | $1.02 億 | 0.19% | −700,915−60.8% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 450,109 | $1.02 億 | 0.96% | +131,570+41.3% | 加碼 |
| Rokos Capital Management LLP | 450,000 | $1.02 億 | 5.21% | +450,000 | 新進 |
| Hound Partners, LLC | 448,331 | $1.02 億 | 5.08% | +74,802+20.0% | 加碼 |
| CIBC Private Wealth Group, LLC | 447,315 | $1.01 億 | 0.23% | −182,065−28.9% | 減碼 |
| Point72 Asset Management, L.P. | 438,764 | $9,950 萬 | 0.50% | +182,897+71.5% | 加碼 |
| Ontario Teachers Pension Plan Board | 438,300 | $9,940 萬 | 1.25% | 00.0% | 不變 |
| Compagnie Lombard Odier SCmA | 435,051 | $9,865 萬 | 2.17% | +37,856+9.5% | 加碼 |
| KG Funds Management, LLC | 425,460 | $9,649 萬 | 9.75% | +161,360+61.1% | 加碼 |