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。
2022 年第 1 季 13F 持有人
Alibaba Group Holding Ltd 在 2022/3/31 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
- 1,323
- 較 2021 年第 4 季 −73 家
- 持有股數
- 4.12 億
- 較 2021 年第 4 季 −5,921 萬 (−12.6%)
- 總市值
- $454.5 億
- 較 2021 年第 4 季 −$111.3 億 (−19.7%)
- 新進機構
- 158
- 另有 467 家加碼
- 清倉機構
- 231
- 另有 523 家減碼
另有 17 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Voleon Capital Management LP | 675,000 | $7,344 萬 | 16.06% | 00.0% | 不變 |
| Pictet Asset Management SA | 667,035 | $7,257 萬 | 0.08% | +102,982+18.3% | 加碼 |
| Magellan Asset Management Ltd | 641,075 | $6,975 萬 | 0.27% | −10,209,402−94.1% | 減碼 |
| Employees Provident Fund Board | 634,302 | $6,901 萬 | 1.18% | +173,318+37.6% | 加碼 |
| Victory Capital Management Inc | 626,825 | $6,820 萬 | 0.07% | −28,569−4.4% | 減碼 |
| New York State Common Retirement Fund | 624,205 | $6,791 萬 | 0.07% | −74,946−10.7% | 減碼 |
| Norges Bank | 623,600 | $6,785 萬 | 0.01% | +70,000+12.6% | 加碼 |
| Origin Asset Management LLP | 620,506 | $6,751 萬 | 22.57% | −338,350−35.3% | 減碼 |
| Raymond James & Associates | 612,714 | $6,666 萬 | 0.06% | +34,596+6.0% | 加碼 |
| Brown Advisory Inc | 594,608 | $6,469 萬 | 0.10% | +46,177+8.4% | 加碼 |
| Credit Agricole S A | 592,685 | $6,448 萬 | 2.01% | +245,433+70.7% | 加碼 |
| Aviva PLC | 591,795 | $6,439 萬 | 0.32% | −10,370−1.7% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 587,365 | $6,391 萬 | 0.22% | −566,083−49.1% | 減碼 |
| Vontobel Holding Ltd. | 547,644 | $6,384 萬 | 0.55% | +10,002+1.9% | 加碼 |
| Janus Henderson Group PLC | 584,063 | $6,356 萬 | 0.03% | −1,211,684−67.5% | 減碼 |
| Leonteq Securities AG | 543,388 | $5,912 萬 | 2.59% | +120,308+28.4% | 加碼 |
| ProShare Advisors LLC | 537,315 | $5,846 萬 | 0.13% | −62,502−10.4% | 減碼 |
| Orbis Allan Gray Ltd | 529,931 | $5,766 萬 | 0.42% | +529,931 | 新進 |
| Alta Park Capital, LP | 529,510 | $5,761 萬 | 7.14% | +207,599+64.5% | 加碼 |
| Natixis Advisors, L.P. | 524,734 | $5,709 萬 | 0.22% | +39,853+8.2% | 加碼 |
| Boussard & Gavaudan Investment Management LLP | 509,374 | $5,659 萬 | 9.18% | −47,128−8.5% | 減碼 |
| Ancient Art, L.P. | 519,182 | $5,649 萬 | 7.47% | −165,818−24.2% | 減碼 |
| Group One Trading, L.P. | 509,556 | $5,544 萬 | 1.21% | +509,556 | 新進 |
| Allianz Asset Management GmbH | 507,170 | $5,518 萬 | 0.04% | −36,371−6.7% | 減碼 |
| Novo Holdings A/S | 500,827 | $5,449 萬 | 2.87% | 00.0% | 不變 |
| Davis Capital Partners, LLC | 500,000 | $5,440 萬 | 2.68% | 00.0% | 不變 |
| Great West Life Assurance Co | 462,183 | $5,291 萬 | 0.11% | +33,200+7.7% | 加碼 |
| Clal Insurance Enterprises Holdings Ltd | 485,000 | $5,277 萬 | 0.56% | 00.0% | 不變 |
| Flossbach Von Storch AG | 478,556 | $5,207 萬 | 0.15% | −1,698,232−78.0% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 473,529 | $5,152 萬 | 0.11% | −13,475−2.8% | 減碼 |
| Harel Insurance Investments & Financial Services Ltd. | 469,229 | $5,105 萬 | 0.83% | −1,982−0.4% | 減碼 |
| CIBC World Markets Corp | 463,000 | $5,037 萬 | 0.40% | 00.0% | 不變 |
| Regents of the University of California | 462,431 | $5,031 萬 | 7.56% | 00.0% | 不變 |
| Lakewood Capital Management, LP | 457,440 | $4,977 萬 | 2.58% | +22,072+5.1% | 加碼 |
| STRS Ohio | 457,234 | $4,975 萬 | 0.18% | −10,000−2.1% | 減碼 |
| Bank of New York Mellon Corp | 446,072 | $4,853 萬 | 0.01% | −40,797−8.4% | 減碼 |
| Neuberger Berman Group LLC | 445,117 | $4,843 萬 | 0.04% | +131,210+41.8% | 加碼 |
| Fort Washington Investment Advisors Inc | 435,155 | $4,735 萬 | 0.30% | −650.0% | 減碼 |
| Candlestick Capital Management LP | 430,376 | $4,683 萬 | 1.45% | +430,376 | 新進 |
| SEI Investments Co | 423,365 | $4,608 萬 | 0.09% | −136,144−24.3% | 減碼 |
| M&G Investment Management Ltd | 412,759 | $4,499 萬 | 0.10% | +93,730+29.4% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 411,772 | $4,480 萬 | 0.22% | +111,590+37.2% | 加碼 |
| Douglas Lane & Associates, LLC | 405,678 | $4,414 萬 | 0.62% | −11,279−2.7% | 減碼 |
| CIBC Private Wealth Group, LLC | 401,097 | $4,364 萬 | 0.10% | +112,565+39.0% | 加碼 |
| Nan Fung Trinity (HK) Ltd | 398,940 | $4,340 萬 | 8.29% | +176,940+79.7% | 加碼 |
| DekaBank Deutsche Girozentrale | 369,684 | $4,309 萬 | 0.11% | −43,206−10.5% | 減碼 |
| CoreView Capital Management Ltd | 386,428 | $4,204 萬 | 8.36% | +386,428 | 新進 |
| Formuepleje A/S | 359,768 | $4,194 萬 | 1.82% | +20,448+6.0% | 加碼 |
| Eaton Vance Management | 382,816 | $4,165 萬 | 0.05% | −38,714−9.2% | 減碼 |
| Boston Common Asset Management, LLC | 381,377 | $4,149 萬 | 1.79% | +17,449+4.8% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 374,285 | $4,072 萬 | 0.08% | −8,324−2.2% | 減碼 |
| Envestnet Asset Management Inc | 347,836 | $3,785 萬 | 0.02% | +89,178+34.5% | 加碼 |
| Edmond de Rothschild Holding S.A. | 340,680 | $3,707 萬 | 0.81% | −35,708−9.5% | 減碼 |
| Balyasny Asset Management LLC | 334,154 | $3,636 萬 | 0.16% | +334,154 | 新進 |
| Federation des caisses Desjardins du Quebec | 332,706 | $3,620 萬 | 0.35% | +46,028+16.1% | 加碼 |
| Segantii Capital Management Ltd | 311,029 | $3,562 萬 | 1.33% | +311,029 | 新進 |
| D. E. Shaw & Co., Inc. | 324,211 | $3,527 萬 | 0.05% | +218,603+207.0% | 加碼 |
| LPL Financial LLC | 319,118 | $3,474 萬 | 0.03% | −50,873−13.7% | 減碼 |
| First Manhattan Co | 317,704 | $3,457 萬 | 0.11% | −64,606−16.9% | 減碼 |
| Coatue Management LLC大師Coatue | 314,245 | $3,419 萬 | 0.25% | +134,588+74.9% | 加碼 |
| Thunderbird Partners LLP | 313,329 | $3,409 萬 | 4.84% | +5,529+1.8% | 加碼 |
| National Bank of Canada | 341,554 | $3,365 萬 | 0.13% | +91,539+36.6% | 加碼 |
| APG Asset Management N.V. | 341,100 | $3,335 萬 | 0.06% | −478,100−58.4% | 減碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 306,541 | $3,335 萬 | 1.43% | 00.0% | 不變 |
| Pentwater Capital Management LP | 305,000 | $3,318 萬 | 0.61% | +176,000+136.4% | 加碼 |
| Banque Pictet & Cie SA | 303,526 | $3,302 萬 | 0.26% | −20,562−6.3% | 減碼 |
| Thornburg Investment Management Inc | 302,610 | $3,292 萬 | 0.43% | +21,681+7.7% | 加碼 |
| Daily Journal Corp大師每日期刊 | 300,000 | $3,264 萬 | 15.35% | −302,060−50.2% | 減碼 |
| Pendal Group Limited | 2,246,974 | $3,218 萬 | 0.26% | +321,317+16.7% | 加碼 |
| Schwab Charitable Fund | 292,059 | $3,178 萬 | 3.26% | 00.0% | 不變 |
| Mackenzie Financial Corp | 285,741 | $3,109 萬 | 0.04% | −6,135−2.1% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 283,376 | $3,083 萬 | 0.07% | −137,449−32.7% | 減碼 |
| Putnam Investments LLC | 283,187 | $3,081 萬 | 0.05% | +283,187 | 新進 |
| Daiwa Securities Group Inc. | 252,010 | $3,066 萬 | 0.19% | +9,172+3.8% | 加碼 |
| Kensico Capital Management Corp | 280,500 | $3,052 萬 | 1.24% | +280,500 | 新進 |
| KBC Group NV | 267,149 | $2,907 萬 | 0.11% | −260,575−49.4% | 減碼 |
| ING Groep NV | 267,056 | $2,906 萬 | 0.29% | +267,056 | 新進 |
| CIBC World Markets Inc. | 263,835 | $2,871 萬 | 0.10% | −22,862−8.0% | 減碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 249,887 | $2,723 萬 | 0.84% | −9,184−3.5% | 減碼 |
| Long Focus Capital Management, LLC | 249,200 | $2,711 萬 | 5.80% | +209,200+523.0% | 加碼 |
| Cartica Management, LLC | 248,900 | $2,708 萬 | 7.76% | −39,600−13.7% | 減碼 |
| Crake Asset Management LLP | 239,154 | $2,602 萬 | 2.01% | −36,337−13.2% | 減碼 |
| Russell Investments Group, Ltd. | 236,847 | $2,578 萬 | 0.04% | −831,025−77.8% | 減碼 |
| Manufacturers Life Insurance Company, The | 236,717 | $2,575 萬 | 0.02% | −31,031−11.6% | 減碼 |
| Truxt Investmentos Ltda. | 232,900 | $2,534 萬 | 4.55% | +232,900 | 新進 |
| Wafra Inc. | 225,984 | $2,459 萬 | 0.85% | +2,641+1.2% | 加碼 |
| Capital Fund Management S.A. | 222,000 | $2,415 萬 | 0.64% | +145,058+188.5% | 加碼 |
| Federated Hermes, Inc. | 215,975 | $2,350 萬 | 0.05% | −109,087−33.6% | 減碼 |
| GMT Capital Corp | 213,200 | $2,320 萬 | 1.46% | +20,800+10.8% | 加碼 |
| Millennium Management LLC | 211,861 | $2,305 萬 | 0.03% | −1,013,900−82.7% | 減碼 |
| Toroso Investments, LLC | 210,845 | $2,294 萬 | 0.68% | +5,409+2.6% | 加碼 |
| Baird Financial Group, Inc. | 209,784 | $2,283 萬 | 0.06% | −47,617−18.5% | 減碼 |
| Carrhae Capital LLP | 208,934 | $2,273 萬 | 10.38% | +208,934 | 新進 |
| Quinn Opportunity Partners LLC | 207,546 | $2,258 萬 | 1.34% | +91,375+78.7% | 加碼 |
| Capital International Investors | 204,535 | $2,238 萬 | 0.01% | +2,714+1.3% | 加碼 |
| Brandes Investment Partners, LP | 203,549 | $2,215 萬 | 0.47% | +15,925+8.5% | 加碼 |
| BFT Financial Group, LLC | 202,286 | $2,201 萬 | 3.51% | +202,286 | 新進 |
| Advisor Group Holdings, Inc. | 213,203 | $2,193 萬 | 0.04% | +14,757+7.4% | 加碼 |
| JNE Partners LLP | 200,000 | $2,176 萬 | 10.30% | +27,100+15.7% | 加碼 |
| Caledonia Investments PLC | 198,000 | $2,154 萬 | 3.27% | +25,000+14.5% | 加碼 |