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、5 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 $227.5 億;阿帕盧薩、H&H 國際投資等 7 位大師持有。
2022 年第 2 季 13F 持有人
Alibaba Group Holding Ltd 在 2022/6/30 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
- 1,307
- 較 2022 年第 1 季 +3 家
- 持有股數
- 3.96 億
- 較 2022 年第 1 季 −1,788 萬 (−4.3%)
- 總市值
- $466.5 億
- 較 2022 年第 1 季 +$4.06 億 (+0.9%)
- 新進機構
- 151
- 另有 418 家加碼
- 清倉機構
- 148
- 另有 513 家減碼
另有 19 家機構在 2022 年第 1 季持有、還沒有申報 2022 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 | $227.5 億 |
| 2026 年第 1 季 | 1,351 | $311.9 億 |
| 2025 年第 4 季 | 1,439 | $403.4 億 |
| 2025 年第 3 季 | 1,420 | $506.6 億 |
| 2025 年第 2 季 | 1,276 | $310.4 億 |
| 2025 年第 1 季 | 1,405 | $476.0 億 |
| 2024 年第 4 季 | 1,210 | $278.1 億 |
| 2024 年第 3 季 | 1,238 | $403.9 億 |
| 2024 年第 2 季 | 1,110 | $258.1 億 |
| 2024 年第 1 季 | 1,126 | $285.7 億 |
| 2023 年第 4 季 | 1,160 | $280.2 億 |
| 2023 年第 3 季 | 1,159 | $310.2 億 |
| 2023 年第 2 季 | 1,157 | $443.5 億 |
| 2023 年第 1 季 | 1,253 | $376.7 億 |
| 2022 年第 4 季 | 1,173 | $340.3 億 |
| 2022 年第 3 季 | 1,141 | $300.2 億 |
| 2022 年第 2 季 | 1,307 | $466.5 億 |
| 2022 年第 1 季 | 1,323 | $463.6 億 |
| 2021 年第 4 季 | 1,413 | $577.1 億 |
| 2021 年第 3 季 | 1,539 | $866.1 億 |
| 2021 年第 2 季 | 1,900 | $1,505 億 |
| 2021 年第 1 季 | 1,881 | $2,025 億 |
2022 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 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Goldman Sachs Group Inc | 25,339,930 | $28.8 億 | 0.84% | +2,628,008+11.6% | 加碼 |
| Primecap Management Co | 17,367,887 | $19.7 億 | 1.76% | +9,340+0.1% | 加碼 |
| Fisher Asset Management, LLC | 14,479,152 | $16.5 億 | 1.16% | +34,131+0.2% | 加碼 |
| HSBC Holdings PLC | 13,694,636 | $15.6 億 | 2.40% | +90,837+0.7% | 加碼 |
| Dodge & Cox | 12,333,870 | $14.0 億 | 0.97% | +413,600+3.5% | 加碼 |
| FIL Ltd | 12,257,918 | $13.9 億 | 1.66% | +1,819,528+17.4% | 加碼 |
| GQG Partners LLC | 11,988,648 | $13.6 億 | 3.35% | +11,988,648 | 新進 |
| Morgan Stanley | 10,947,068 | $12.4 億 | 0.16% | +823,259+8.1% | 加碼 |
| Price T Rowe Associates Inc | 9,979,903 | $11.3 億 | 0.14% | −3,307,713−24.9% | 減碼 |
| FMR LLC | 9,476,825 | $10.8 億 | 0.11% | −469,032−4.7% | 減碼 |
| Temasek Holdings (Private) Ltd | 9,083,997 | $10.3 億 | 5.66% | 00.0% | 不變 |
| Bank of America Corp | 8,818,055 | $10.0 億 | 0.12% | +484,055+5.8% | 加碼 |
| Bank of Montreal | 3,246,772 | $9.64 億 | 0.51% | −936,375−22.4% | 減碼 |
| JPMorgan Chase & Co | 7,314,058 | $8.31 億 | 0.12% | +2,485,507+51.5% | 加碼 |
| Loomis Sayles & Co L P | 6,353,814 | $7.22 億 | 1.34% | −617,142−8.9% | 減碼 |
| UBS Asset Management Americas Inc | 5,330,722 | $6.06 億 | 0.32% | −229,443−4.1% | 減碼 |
| Westside Investment Management, Inc. | 28,877 | $5.41 億 | 1.22% | −100.0% | 減碼 |
| BlackRock Inc. | 4,614,924 | $5.25 億 | 0.02% | +57,727+1.3% | 加碼 |
| Generation Investment Management LLP | 4,531,631 | $5.15 億 | 2.81% | +99,409+2.2% | 加碼 |
| Jane Street Group, LLC | 4,408,518 | $5.01 億 | 1.01% | +1,109,939+33.6% | 加碼 |
| Dimensional Fund Advisors LP | 4,265,870 | $4.85 億 | 0.17% | −254,812−5.6% | 減碼 |
| State Street Corp | 4,257,630 | $4.84 億 | 0.03% | −24,416−0.6% | 減碼 |
| Nomura Holdings Inc | 4,136,340 | $4.80 億 | 2.16% | −28,849−0.7% | 減碼 |
| UBS Group AG | 4,154,664 | $4.72 億 | 0.24% | +1,736,358+71.8% | 加碼 |
| Royal Bank of Canada | 4,022,355 | $4.57 億 | 0.14% | +668,254+19.9% | 加碼 |
| Barclays PLC | 3,935,495 | $4.47 億 | 0.50% | −847,990−17.7% | 減碼 |
| Credit Suisse AG | 3,484,762 | $3.96 億 | 0.42% | −243,243−6.5% | 減碼 |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST | 3,074,483 | $3.50 億 | 4.56% | 00.0% | 不變 |
| Artisan Partners Limited Partnership | 2,919,483 | $3.32 億 | 0.56% | +761,961+35.3% | 加碼 |
| Invesco Ltd. | 2,843,082 | $3.23 億 | 0.10% | −422,713−12.9% | 減碼 |
| Assenagon Asset Management S.A. | 2,828,588 | $3.22 億 | 1.36% | +2,801,144+10,206.8% | 加碼 |
| H&H International Investment, LLC大師H&H 國際投資 | 2,817,400 | $3.20 億 | 3.72% | +199,800+7.6% | 加碼 |
| Massachusetts Financial Services Co | 2,683,446 | $3.05 億 | 0.11% | −151,754−5.4% | 減碼 |
| Macquarie Group Ltd | 2,620,731 | $2.98 億 | 0.33% | −47,867−1.8% | 減碼 |
| Schroder Investment Management Group | 2,543,643 | $2.89 億 | 0.44% | −1,612,270−38.8% | 減碼 |
| Allspring Global Investments Holdings, LLC | 2,540,297 | $2.89 億 | 0.48% | −125,476−4.7% | 減碼 |
| Brookfield Asset Management Inc. | 2,523,490 | $2.87 億 | 1.22% | +286,000+12.8% | 加碼 |
| Nordea Investment Management AB | 2,541,052 | $2.84 億 | 0.42% | −107,475−4.1% | 減碼 |
| Taikang Asset Management (Hong Kong) Co Ltd | 314,468 | $2.81 億 | 6.92% | +214,468+214.5% | 加碼 |
| Deutsche Bank AG | 2,433,116 | $2.77 億 | 0.15% | +1,105,604+83.3% | 加碼 |
| Alecta Pensionsforsakring, Omsesidigt | 2,405,000 | $2.73 億 | 1.58% | 00.0% | 不變 |
| AXA S.A. | 2,379,756 | $2.71 億 | 0.50% | −170,628−6.7% | 減碼 |
| Fred Alger Management, LLC | 2,205,845 | $2.51 億 | 1.17% | +216,322+10.9% | 加碼 |
| Davis Selected Advisers | 2,180,288 | $2.48 億 | 1.59% | −919,891−29.7% | 減碼 |
| Legal & General Group Plc | 2,146,784 | $2.44 億 | 0.09% | +338,888+18.7% | 加碼 |
| Bamco Inc | 2,129,109 | $2.42 億 | 0.78% | −139,047−6.1% | 減碼 |
| Discerene Group LP | 1,891,404 | $2.15 億 | 29.19% | 00.0% | 不變 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 1,891,000 | $2.15 億 | 4.61% | +1,891,000 | 新進 |
| Arrowstreet Capital, Limited Partnership | 1,882,786 | $2.14 億 | 0.30% | +1,867,497+12,214.6% | 加碼 |
| Man Group plc | – | $2.08 億 | 0.89% | – | – |
| Handelsbanken Fonder AB | 1,819,718 | $2.07 億 | 1.34% | +157,991+9.5% | 加碼 |
| RWWM, Inc. | 1,815,621 | $2.06 億 | 27.50% | −917,935−33.6% | 減碼 |
| Lazard Asset Management LLC | 1,807,231 | $2.05 億 | 0.28% | −202,085−10.1% | 減碼 |
| Martin Currie Ltd | 1,675,029 | $1.90 億 | 7.37% | −1,473,559−46.8% | 減碼 |
| Coatue Management LLC大師Coatue | 1,653,663 | $1.88 億 | 2.27% | +1,339,418+426.2% | 加碼 |
| 1832 Asset Management L.P. | 1,608,780 | $1.83 億 | 0.37% | −316,280−16.4% | 減碼 |
| Hudson Bay Capital Management LP | 1,585,000 | $1.80 億 | 1.75% | +1,585,000 | 新進 |
| Gardner Russo & Quinn LLC大師Gardner Russo & Quinn | 1,581,740 | $1.80 億 | 2.01% | +8,722+0.6% | 加碼 |
| First Trust Advisors LP | 1,571,308 | $1.79 億 | 0.22% | −379,290−19.4% | 減碼 |
| American Century Companies Inc | 1,560,660 | $1.77 億 | 0.15% | +105,276+7.2% | 加碼 |
| Segantii Capital Management Ltd | 1,546,326 | $1.76 億 | 4.99% | +1,235,297+397.2% | 加碼 |
| Susquehanna International Group, LLP | 1,543,821 | $1.76 億 | 0.37% | +664,573+75.6% | 加碼 |
| TT International Asset Management LTD | 1,535,663 | $1.75 億 | 15.18% | +25,696+1.7% | 加碼 |
| Capital Research Global Investors | 1,509,110 | $1.72 億 | 0.05% | +1,509,110 | 新進 |
| Jericho Capital Asset Management L.P. | 1,485,487 | $1.69 億 | 10.59% | +1,485,487 | 新進 |
| EdgePoint Investment Group Inc. | 1,479,897 | $1.68 億 | 1.50% | +15,000+1.0% | 加碼 |
| Alliancebernstein L.P. | 1,433,868 | $1.63 億 | 0.07% | +161,187+12.7% | 加碼 |
| Platinum Investment Management Ltd | 1,417,443 | $1.61 億 | 6.09% | +372,960+35.7% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 1,374,772 | $1.56 億 | 0.72% | −189,728−12.1% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 1,352,052 | $1.54 億 | 0.42% | +160,000+13.4% | 加碼 |
| Neuberger Berman Group LLC | 1,342,941 | $1.53 億 | 0.15% | +897,824+201.7% | 加碼 |
| Citigroup Inc | 1,327,728 | $1.51 億 | 0.20% | −617,929−31.8% | 減碼 |
| ARGA Investment Management, LP | 1,254,191 | $1.43 億 | 7.85% | +337,103+36.8% | 加碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 1,242,543 | $1.41 億 | 6.29% | +936,002+305.3% | 加碼 |
| Polar Capital Holdings Plc | 1,227,782 | $1.40 億 | 0.82% | +538,918+78.2% | 加碼 |
| Wellington Management Group LLP | 1,212,565 | $1.38 億 | 0.03% | −366,711−23.2% | 減碼 |
| Cryder Capital Partners LLP | 1,206,154 | $1.37 億 | 7.48% | +96,332+8.7% | 加碼 |
| Genesis Investment Management, LLP | 1,201,304 | $1.37 億 | 12.33% | −1,338,901−52.7% | 減碼 |
| Norges Bank | 1,159,072 | $1.32 億 | 0.03% | +535,472+85.9% | 加碼 |
| Mizuho Markets Cayman LP | 1,135,638 | $1.29 億 | 22.04% | −383,026−25.2% | 減碼 |
| Geode Capital Management, LLC | 1,130,386 | $1.29 億 | 0.02% | +29,590+2.7% | 加碼 |
| Ruffer LLP | 1,120,504 | $1.27 億 | 5.01% | +1,120,504 | 新進 |
| Public Investment Fund | 1,035,676 | $1.18 億 | 0.29% | 00.0% | 不變 |
| Laurion Capital Management LP | 960,516 | $1.09 億 | 4.57% | −1,472,837−60.5% | 減碼 |
| Millennium Management LLC | 920,714 | $1.05 億 | 0.14% | +708,853+334.6% | 加碼 |
| Polunin Capital Partners Ltd | 897,606 | $1.02 億 | 30.76% | −410,505−31.4% | 減碼 |
| Northern Trust Corp | 875,197 | $9,949 萬 | 0.02% | −23,972−2.7% | 減碼 |
| Ameriprise Financial Inc | 867,780 | $9,865 萬 | 0.03% | −278,674−24.3% | 減碼 |
| BNP Paribas Arbitrage, SA | 847,188 | $9,631 萬 | 0.22% | −1,017,633−54.6% | 減碼 |
| Renaissance Technologies LLC | 839,404 | $9,542 萬 | 0.11% | +839,404 | 新進 |
| Causeway Capital Management LLC | 834,869 | $9,491 萬 | 2.37% | −30,523−3.5% | 減碼 |
| Miller Value Partners, LLC | 824,861 | $9,377 萬 | 5.25% | −4,206−0.5% | 減碼 |
| Joho Capital LLC | 824,571 | $9,374 萬 | 21.42% | −209,390−20.3% | 減碼 |
| New York State Common Retirement Fund | 815,808 | $9,274 萬 | 0.12% | +191,603+30.7% | 加碼 |
| Broad Peak Investment Holdings Ltd. | 808,000 | $9,185 萬 | 27.56% | +808,000 | 新進 |
| Alta Park Capital, LP | 805,657 | $9,159 萬 | 20.76% | +276,147+52.2% | 加碼 |
| Rockefeller Capital Management L.P. | 799,310 | $9,086 萬 | 0.48% | −18,917−2.3% | 減碼 |
| HighTower Advisors, LLC | 790,526 | $8,993 萬 | 0.23% | +41,226+5.5% | 加碼 |
| Harding Loevner LP | 789,424 | $8,974 萬 | 0.55% | −194,762−19.8% | 減碼 |
| CTC LLC | 759,776 | $8,637 萬 | 4.90% | +74,249+10.8% | 加碼 |