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、0 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 4 季 13F 持有人
Alibaba Group Holding Ltd 在 2021/12/31 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
- 1,413
- 較 2021 年第 3 季 −100 家
- 持有股數
- 4.73 億
- 較 2021 年第 3 季 −1.06 億 (−18.3%)
- 總市值
- $567.4 億
- 較 2021 年第 3 季 −$290.8 億 (−33.9%)
- 新進機構
- 221
- 另有 322 家加碼
- 清倉機構
- 321
- 另有 723 家減碼
另有 26 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | 950,623 | $1.13 億 | 0.25% | +319,018+50.5% | 加碼 |
| Geode Capital Management, LLC | 921,377 | $1.10 億 | 0.01% | +266,618+40.7% | 加碼 |
| Rockefeller Capital Management L.P. | 826,239 | $9,815 萬 | 0.46% | −33,556−3.9% | 減碼 |
| Discerene Group LP | 813,900 | $9,668 萬 | 19.76% | +813,900 | 新進 |
| 1832 Asset Management L.P. | 749,771 | $9,314 萬 | 0.16% | −142,748−16.0% | 減碼 |
| Teacher Retirement System of Texas | 758,000 | $9,004 萬 | 0.40% | +758,000 | 新進 |
| Penserra Capital Management LLC | 751,374 | $8,926 萬 | 1.91% | +2,320+0.3% | 加碼 |
| APG Asset Management N.V. | 819,200 | $8,557 萬 | 0.15% | −2,290,600−73.7% | 減碼 |
| New York State Common Retirement Fund | 699,151 | $8,305 萬 | 0.08% | −57,295−7.6% | 減碼 |
| Public Investment Fund | 697,067 | $8,281 萬 | 0.15% | +22,319+3.3% | 加碼 |
| Ancient Art, L.P. | 685,000 | $8,137 萬 | 9.31% | +125,000+22.3% | 加碼 |
| Barings LLC | 678,604 | $8,061 萬 | 2.08% | −141,046−17.2% | 減碼 |
| L1 Capital Pty Ltd | 677,983 | $8,054 萬 | 9.30% | +105,721+18.5% | 加碼 |
| Voleon Capital Management LP | 675,000 | $8,018 萬 | 13.38% | +675,000 | 新進 |
| Miller Value Partners, LLC | 672,788 | $7,992 萬 | 2.83% | +40,027+6.3% | 加碼 |
| Victory Capital Management Inc | 655,394 | $7,785 萬 | 0.07% | +20,718+3.3% | 加碼 |
| Aviva PLC | 602,165 | $7,153 萬 | 0.30% | +97,108+19.2% | 加碼 |
| Daily Journal Corp大師每日期刊 | 602,060 | $7,152 萬 | 27.65% | +300,000+99.3% | 加碼 |
| ProShare Advisors LLC | 599,817 | $7,125 萬 | 0.14% | −121,810−16.9% | 減碼 |
| Parametric Portfolio Associates LLC | 581,581 | $6,909 萬 | 0.04% | −128,456−18.1% | 減碼 |
| Raymond James & Associates | 578,118 | $6,868 萬 | 0.06% | −295,807−33.8% | 減碼 |
| Boussard & Gavaudan Investment Management LLP | 556,502 | $6,844 萬 | 6.78% | −52,766−8.7% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 576,895 | $6,829 萬 | 0.91% | +146,540+34.1% | 加碼 |
| Pictet Asset Management SA | 564,053 | $6,700 萬 | 0.07% | +77,628+16.0% | 加碼 |
| SEI Investments Co | 559,509 | $6,646 萬 | 0.12% | −239,588−30.0% | 減碼 |
| Vontobel Holding Ltd. | 537,642 | $6,613 萬 | 0.55% | −3,667,863−87.2% | 減碼 |
| Norges Bank | 553,600 | $6,576 萬 | 0.01% | −17,080−3.0% | 減碼 |
| Brown Advisory Inc | 548,431 | $6,515 萬 | 0.08% | −107,477−16.4% | 減碼 |
| Compagnie Lombard Odier SCmA | 546,521 | $6,496 萬 | 1.29% | +57,738+11.8% | 加碼 |
| Allianz Asset Management GmbH | 543,541 | $6,464 萬 | 0.05% | −881,622−61.9% | 減碼 |
| WCM Investment Management, LLC | 543,692 | $6,459 萬 | 0.15% | −138,010−20.2% | 減碼 |
| KBC Group NV | 527,724 | $6,269 萬 | 0.21% | −760,031−59.0% | 減碼 |
| BSN Capital Partners Ltd | 520,200 | $6,180 萬 | 3.92% | −138,171−21.0% | 減碼 |
| Clear Street LLC | 520,000 | $6,177 萬 | 1.70% | +520,000 | 新進 |
| Broad Peak Investment Holdings Ltd. | 501,957 | $5,963 萬 | 11.70% | +76,443+18.0% | 加碼 |
| Novo Holdings A/S | 500,827 | $5,949 萬 | 2.82% | +286,000+133.1% | 加碼 |
| Davis Capital Partners, LLC | 500,000 | $5,940 萬 | 2.83% | 00.0% | 不變 |
| Mirae Asset Global Investments Co., Ltd. | 487,004 | $5,785 萬 | 0.12% | −7,454−1.5% | 減碼 |
| Bank of New York Mellon Corp | 486,869 | $5,784 萬 | 0.01% | −2,432−0.5% | 減碼 |
| Clal Insurance Enterprises Holdings Ltd | 485,000 | $5,761 萬 | 0.62% | +97,000+25.0% | 加碼 |
| Natixis Advisors, L.P. | 484,881 | $5,760 萬 | 0.22% | −581,526−54.5% | 減碼 |
| Menora Mivtachim Holdings Ltd. | 482,481 | $5,731 萬 | 0.78% | −4,000−0.8% | 減碼 |
| Harel Insurance Investments & Financial Services Ltd. | 471,211 | $5,607 萬 | 1.06% | +85,321+22.1% | 加碼 |
| TT International Asset Management LTD | 471,860 | $5,605 萬 | 3.73% | +56,095+13.5% | 加碼 |
| STRS Ohio | 467,234 | $5,550 萬 | 0.19% | +8,900+1.9% | 加碼 |
| CIBC World Markets Corp | 463,000 | $5,500 萬 | 0.29% | 00.0% | 不變 |
| Regents of the University of California | 462,431 | $5,493 萬 | 7.70% | 00.0% | 不變 |
| Employees Provident Fund Board | 460,984 | $5,476 萬 | 0.90% | 00.0% | 不變 |
| Mawer Investment Management Ltd. | 452,944 | $5,381 萬 | 0.24% | −1,197,112−72.5% | 減碼 |
| Lakewood Capital Management, LP | 435,368 | $5,172 萬 | 2.20% | −208,000−32.3% | 減碼 |
| Fort Washington Investment Advisors Inc | 435,220 | $5,170 萬 | 0.31% | −1150.0% | 減碼 |
| Great West Life Assurance Co | 428,983 | $5,101 萬 | 0.11% | +145,168+51.1% | 加碼 |
| Leonteq Securities AG | 423,080 | $5,026 萬 | 2.27% | −143,952−25.4% | 減碼 |
| Eaton Vance Management | 421,530 | $5,007 萬 | 0.06% | −28,358−6.3% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 420,825 | $4,999 萬 | 0.10% | −433,684−50.8% | 減碼 |
| Douglas Lane & Associates, LLC | 416,957 | $4,953 萬 | 0.66% | −19,385−4.4% | 減碼 |
| Kadensa Capital Ltd | 408,196 | $4,849 萬 | 14.84% | +408,196 | 新進 |
| DekaBank Deutsche Girozentrale | 412,890 | $4,628 萬 | 0.11% | −294,785−41.7% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 382,609 | $4,545 萬 | 0.08% | −85,177−18.2% | 減碼 |
| First Manhattan Co | 382,310 | $4,541 萬 | 0.15% | −481,434−55.7% | 減碼 |
| Edmond de Rothschild Holding S.A. | 376,388 | $4,424 萬 | 0.96% | +21,111+5.9% | 加碼 |
| LPL Financial LLC | 369,991 | $4,397 萬 | 0.04% | −20,995−5.4% | 減碼 |
| Boston Common Asset Management, LLC | 363,928 | $4,323 萬 | 1.75% | +78,942+27.7% | 加碼 |
| Susquehanna International Group Ltd. | 355,981 | $4,229 萬 | 17.39% | +27,809+8.5% | 加碼 |
| Credit Agricole S A | 347,252 | $4,124 萬 | 1.38% | +30,914+9.8% | 加碼 |
| Formuepleje A/S | 339,320 | $4,031 萬 | 1.53% | −19,999−5.6% | 減碼 |
| ARGA Investment Management, LP | 327,195 | $3,887 萬 | 2.48% | +318,589+3,701.9% | 加碼 |
| Federated Hermes, Inc. | 325,062 | $3,861 萬 | 0.07% | −107,371−24.8% | 減碼 |
| Banque Pictet & Cie SA | 324,088 | $3,850 萬 | 0.28% | +21,009+6.9% | 加碼 |
| Banco Santander, S.A. | 322,625 | $3,832 萬 | 0.21% | −15,528−4.6% | 減碼 |
| Alta Park Capital, LP | 321,911 | $3,824 萬 | 2.96% | +130,496+68.2% | 加碼 |
| M&G Investment Management Ltd | 319,029 | $3,796 萬 | 0.27% | +30,111+10.4% | 加碼 |
| Bessemer Group Inc | 315,172 | $3,744 萬 | 0.08% | −243,144−43.5% | 減碼 |
| Neuberger Berman Group LLC | 313,907 | $3,716 萬 | 0.03% | −104,954−25.1% | 減碼 |
| Nisa Investment Advisors, LLC | 295,014 | $3,711 萬 | 0.28% | 00.0% | 不變 |
| Thunderbird Partners LLP | 307,800 | $3,656 萬 | 4.22% | −245,556−44.4% | 減碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 306,541 | $3,641 萬 | 1.35% | +198,000+182.4% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 300,182 | $3,566 萬 | 0.17% | −101,281−25.2% | 減碼 |
| Two Sigma Advisers, LP | 299,400 | $3,557 萬 | 0.09% | +299,400 | 新進 |
| Schwab Charitable Fund | 292,059 | $3,469 萬 | 3.34% | 00.0% | 不變 |
| Mackenzie Financial Corp | 291,876 | $3,467 萬 | 0.05% | −210,554−41.9% | 減碼 |
| CIBC Private Wealth Group, LLC | 288,532 | $3,427 萬 | 0.07% | −231,770−44.5% | 減碼 |
| Cartica Management, LLC | 288,500 | $3,427 萬 | 7.26% | +288,500 | 新進 |
| Rovida Advisors Inc. | 287,700 | $3,419 萬 | 1.53% | −270,143−48.4% | 減碼 |
| CIBC World Markets Inc. | 286,697 | $3,406 萬 | 0.11% | +72,854+34.1% | 加碼 |
| Federation des caisses Desjardins du Quebec | 286,678 | $3,405 萬 | 0.34% | −69,424−19.5% | 減碼 |
| Thornburg Investment Management Inc | 280,929 | $3,337 萬 | 0.39% | −246,474−46.7% | 減碼 |
| Crake Asset Management LLP | 275,491 | $3,273 萬 | 1.85% | +142,000+106.4% | 加碼 |
| Manufacturers Life Insurance Company, The | 267,748 | $3,205 萬 | 0.02% | −71,110−21.0% | 減碼 |
| Daiwa Securities Group Inc. | 242,838 | $3,104 萬 | 0.18% | +59,620+32.5% | 加碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 259,071 | $3,077 萬 | 0.84% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 258,658 | $3,073 萬 | 0.02% | −69,128−21.1% | 減碼 |
| Baird Financial Group, Inc. | 257,401 | $3,058 萬 | 0.07% | −129,731−33.5% | 減碼 |
| National Bank of Canada | 250,015 | $2,972 萬 | 0.12% | +250,015 | 新進 |
| Pendal Group Limited | 1,925,657 | $2,939 萬 | 0.24% | +751,574+64.0% | 加碼 |
| TenCore Partners, LP | 245,260 | $2,913 萬 | 4.65% | 00.0% | 不變 |
| Qube Research & Technologies Ltd | 225,523 | $2,679 萬 | 0.21% | +225,523 | 新進 |
| Wafra Inc. | 223,343 | $2,653 萬 | 0.84% | +48,627+27.8% | 加碼 |
| Nan Fung Trinity (HK) Ltd | 222,000 | $2,637 萬 | 5.73% | +138,000+164.3% | 加碼 |
| Lead Edge Capital Management, LLC | 221,830 | $2,635 萬 | 3.94% | +44,500+25.1% | 加碼 |