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、3 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 3 季 13F 持有人
Alibaba Group Holding Ltd 在 2021/9/30 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
- 1,539
- 較 2021 年第 2 季 −337 家
- 持有股數
- 5.79 億
- 較 2021 年第 2 季 −7,609 萬 (−11.6%)
- 總市值
- $859.9 億
- 較 2021 年第 2 季 −$625.6 億 (−42.1%)
- 新進機構
- 121
- 另有 506 家加碼
- 清倉機構
- 458
- 另有 744 家減碼
另有 24 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Cryder Capital Partners LLP | 1,057,036 | $1.56 億 | 7.81% | +331,557+45.7% | 加碼 |
| Barclays PLC | 989,379 | $1.46 億 | 0.10% | +35,004+3.7% | 加碼 |
| Nuveen Asset Management, LLC | 979,994 | $1.45 億 | 0.05% | −213,008−17.9% | 減碼 |
| HMI Capital Management, L.P. | 972,502 | $1.44 億 | 4.32% | 00.0% | 不變 |
| Joho Capital LLC | 956,791 | $1.42 億 | 19.05% | +385,900+67.6% | 加碼 |
| Origin Asset Management LLP | 950,756 | $1.41 億 | 33.69% | −136,540−12.6% | 減碼 |
| Allen Investment Management LLC | 897,089 | $1.33 億 | 1.82% | −57,126−6.0% | 減碼 |
| 1832 Asset Management L.P. | 892,519 | $1.33 億 | 0.25% | +76,037+9.3% | 加碼 |
| Raymond James & Associates | 873,925 | $1.29 億 | 0.12% | −264,345−23.2% | 減碼 |
| First Manhattan Co | 863,744 | $1.28 億 | 0.47% | +65,676+8.2% | 加碼 |
| Rockefeller Capital Management L.P. | 859,795 | $1.27 億 | 0.67% | −13,474−1.5% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 854,509 | $1.27 億 | 0.28% | −80,616−8.6% | 減碼 |
| Polunin Capital Partners Ltd | 842,600 | $1.25 億 | 100.00% | +348,400+70.5% | 加碼 |
| Coronation Fund Managers Ltd. | 838,334 | $1.24 億 | 4.68% | −442,911−34.6% | 減碼 |
| CTC LLC | 821,118 | $1.22 億 | 10.33% | +641,489+357.1% | 加碼 |
| Barings LLC | 819,650 | $1.21 億 | 2.76% | −98,922−10.8% | 減碼 |
| SEI Investments Co | 799,097 | $1.18 億 | 0.25% | −394,612−33.1% | 減碼 |
| Janus Henderson Group PLC | 793,748 | $1.18 億 | 0.05% | +11,076+1.4% | 加碼 |
| Alkeon Capital Management LLC | 767,454 | $1.14 億 | 0.38% | −1,744−0.2% | 減碼 |
| Davis Capital Partners, LLC | 500,000 | $1.13 億 | 5.91% | 00.0% | 不變 |
| Pentwater Capital Management LP | 757,500 | $1.12 億 | 1.54% | +299,000+65.2% | 加碼 |
| Sculptor Capital LP | 756,827 | $1.12 億 | 1.04% | −573,075−43.1% | 減碼 |
| New York State Common Retirement Fund | 756,446 | $1.12 億 | 0.12% | −230,316−23.3% | 減碼 |
| Penserra Capital Management LLC | 749,054 | $1.11 億 | 2.30% | −66,055−8.1% | 減碼 |
| Intermede Investment Partners Ltd | 733,170 | $1.09 億 | 2.50% | +72,651+11.0% | 加碼 |
| ProShare Advisors LLC | 721,627 | $1.07 億 | 0.30% | +10,201+1.4% | 加碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 713,400 | $1.06 億 | 1.38% | 00.0% | 不變 |
| Parametric Portfolio Associates LLC | 710,037 | $1.05 億 | 0.06% | −105,357−12.9% | 減碼 |
| DekaBank Deutsche Girozentrale | 707,675 | $1.04 億 | 0.29% | +39,191+5.9% | 加碼 |
| WCM Investment Management, LLC | 681,702 | $1.01 億 | 0.23% | −75,050−9.9% | 減碼 |
| Public Investment Fund | 674,748 | $9,990 萬 | 0.23% | +674,748 | 新進 |
| Southeastern Asset Management Inc大師東南資產管理（Longleaf） | 661,569 | $9,795 萬 | 1.86% | +157,296+31.2% | 加碼 |
| BSN Capital Partners Ltd | 658,371 | $9,747 萬 | 10.04% | +658,371 | 新進 |
| Geode Capital Management, LLC | 654,759 | $9,712 萬 | 0.01% | +95,961+17.2% | 加碼 |
| Brown Advisory Inc | 655,908 | $9,711 萬 | 0.14% | +79,797+13.9% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 654,948 | $9,697 萬 | 0.48% | −366,569−35.9% | 減碼 |
| Altrinsic Global Advisors LLC | 653,748 | $9,679 萬 | 2.90% | +102,178+18.5% | 加碼 |
| Lakewood Capital Management, LP | 643,368 | $9,525 萬 | 4.19% | +65,000+11.2% | 加碼 |
| Victory Capital Management Inc | 634,676 | $9,396 萬 | 0.09% | −52,192−7.6% | 減碼 |
| Miller Value Partners, LLC | 632,761 | $9,368 萬 | 3.19% | +51,281+8.8% | 加碼 |
| HighTower Advisors, LLC | 631,605 | $9,329 萬 | 0.25% | +140,640+28.6% | 加碼 |
| Boussard & Gavaudan Investment Management LLP | 609,268 | $9,004 萬 | 8.40% | −400,750−39.7% | 減碼 |
| Dragoneer Investment Group, LLC | 606,716 | $8,982 萬 | 1.18% | −195,500−24.4% | 減碼 |
| Axiom Investors LLC | 581,345 | $8,607 萬 | 1.42% | −624,486−51.8% | 減碼 |
| KG Funds Management, LLC | 579,960 | $8,586 萬 | 10.05% | +154,500+36.3% | 加碼 |
| L1 Capital Pty Ltd | 572,262 | $8,472 萬 | 10.54% | +572,262 | 新進 |
| Norges Bank | 570,680 | $8,449 萬 | 0.02% | +468,789+460.1% | 加碼 |
| Leonteq Securities AG | 567,032 | $8,395 萬 | 4.51% | +529,335+1,404.2% | 加碼 |
| Ancient Art, L.P. | 560,000 | $8,291 萬 | 8.92% | +260,000+86.7% | 加碼 |
| Bessemer Group Inc | 558,316 | $8,266 萬 | 0.18% | −938,675−62.7% | 減碼 |
| Rovida Advisors Inc. | 557,843 | $8,258 萬 | 3.50% | +1,143+0.2% | 加碼 |
| Thunderbird Partners LLP | 553,356 | $8,192 萬 | 9.82% | −32,327−5.5% | 減碼 |
| Thornburg Investment Management Inc | 527,403 | $7,808 萬 | 0.96% | −474,312−47.3% | 減碼 |
| Appaloosa LP大師阿帕盧薩 | 525,000 | $7,773 萬 | 1.85% | −60,000−10.3% | 減碼 |
| CIBC Private Wealth Group, LLC | 520,302 | $7,703 萬 | 0.18% | +72,987+16.3% | 加碼 |
| Aviva PLC | 505,057 | $7,477 萬 | 0.33% | −2,803−0.6% | 減碼 |
| Parallax Volatility Advisers, L.P. | 504,283 | $7,466 萬 | 0.80% | −252,781−33.4% | 減碼 |
| Mackenzie Financial Corp | 502,430 | $7,439 萬 | 0.11% | −33,420−6.2% | 減碼 |
| GW&K Investment Management, LLC | 501,597 | $7,426 萬 | 0.66% | −4,076−0.8% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 494,458 | $7,321 萬 | 0.19% | −177,374−26.4% | 減碼 |
| Bank of New York Mellon Corp | 489,301 | $7,244 萬 | 0.01% | −1,773,816−78.4% | 減碼 |
| Compagnie Lombard Odier SCmA | 488,783 | $7,236 萬 | 1.56% | +53,732+12.4% | 加碼 |
| Menora Mivtachim Holdings Ltd. | 486,481 | $7,202 萬 | 1.05% | −4,750−1.0% | 減碼 |
| TD Asset Management Inc | 483,287 | $7,155 萬 | 0.07% | −216,195−30.9% | 減碼 |
| Polen Capital Management LLC | 480,951 | $7,121 萬 | 0.13% | −936,564−66.1% | 減碼 |
| RWWM, Inc. | 479,088 | $7,093 萬 | 9.14% | +216,023+82.1% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 467,786 | $6,926 萬 | 0.14% | −117,016−20.0% | 減碼 |
| Capitolis Advisors LLC | 412,288 | $6,878 萬 | 0.63% | −220,000−34.8% | 減碼 |
| CIBC World Markets Corp | 463,000 | $6,855 萬 | 0.47% | 00.0% | 不變 |
| Regents of the University of California | 462,431 | $6,846 萬 | 8.06% | +156,400+51.1% | 加碼 |
| Employees Provident Fund Board | 460,984 | $6,825 萬 | 1.13% | +460,984 | 新進 |
| STRS Ohio | 458,334 | $6,786 萬 | 0.26% | +76,250+20.0% | 加碼 |
| Eaton Vance Management | 449,888 | $6,603 萬 | 0.09% | +77,593+20.8% | 加碼 |
| Ontario Teachers Pension Plan Board | 438,300 | $6,489 萬 | 0.25% | 00.0% | 不變 |
| Douglas Lane & Associates, LLC | 436,342 | $6,460 萬 | 0.92% | +47,757+12.3% | 加碼 |
| Fort Washington Investment Advisors Inc | 435,335 | $6,445 萬 | 0.41% | +14,556+3.5% | 加碼 |
| Federated Hermes, Inc. | 432,433 | $6,402 萬 | 0.12% | −19,254−4.3% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 430,355 | $6,376 萬 | 1.00% | +229,496+114.3% | 加碼 |
| Ocean Arete Ltd | 430,558 | $6,374 萬 | 83.89% | +274,200+175.4% | 加碼 |
| Broad Peak Investment Holdings Ltd. | 425,514 | $6,300 萬 | 9.11% | +2,198+0.5% | 加碼 |
| Farallon Capital Management, L.L.C. | 421,400 | $6,239 萬 | 0.34% | −255,000−37.7% | 減碼 |
| Neuberger Berman Group LLC | 418,861 | $6,190 萬 | 0.05% | −385,241−47.9% | 減碼 |
| State of Wisconsin Investment Board | 416,362 | $6,164 萬 | 0.13% | −49,365−10.6% | 減碼 |
| TT International Asset Management LTD | 415,765 | $6,155 萬 | 3.43% | −237,588−36.4% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 411,105 | $6,086 萬 | 0.15% | −3,967−1.0% | 減碼 |
| Hound Partners, LLC | 402,670 | $5,962 萬 | 3.27% | −45,661−10.2% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 401,463 | $5,944 萬 | 0.31% | +163,506+68.7% | 加碼 |
| NN Investment Partners Holdings N.V. | 391,413 | $5,795 萬 | 0.32% | −194,991−33.3% | 減碼 |
| Balyasny Asset Management LLC | 391,105 | $5,790 萬 | 0.28% | +373,022+2,062.8% | 加碼 |
| LPL Financial LLC | 390,986 | $5,786 萬 | 0.05% | −20,289−4.9% | 減碼 |
| Clal Insurance Enterprises Holdings Ltd | 388,000 | $5,744 萬 | 0.66% | −190,100−32.9% | 減碼 |
| Baird Financial Group, Inc. | 387,132 | $5,731 萬 | 0.15% | +11,077+2.9% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 385,890 | $5,713 萬 | 1.49% | +14,815+4.0% | 加碼 |
| Formuepleje A/S | 359,319 | $5,320 萬 | 2.13% | +8,802+2.5% | 加碼 |
| Federation des caisses Desjardins du Quebec | 356,102 | $5,271 萬 | 0.55% | −13,566−3.7% | 減碼 |
| Edmond de Rothschild Holding S.A. | 355,277 | $5,172 萬 | 1.20% | −158,411−30.8% | 減碼 |
| Manufacturers Life Insurance Company, The | 338,858 | $5,017 萬 | 0.04% | −290,861−46.2% | 減碼 |
| Banco Santander, S.A. | 338,153 | $5,006 萬 | 0.27% | +89,062+35.8% | 加碼 |
| State of New Jersey Common Pension Fund D | 331,987 | $4,915 萬 | 0.15% | −2,959−0.9% | 減碼 |
| Susquehanna International Group Ltd. | 328,172 | $4,859 萬 | 11.66% | +174,116+113.0% | 加碼 |