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。
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
- 1,306
- 較 2022 年第 1 季 +2 家
- 持有股數
- 3.93 億
- 較 2022 年第 1 季 −1,786 萬 (−4.3%)
- 總市值
- $454.1 億
- 較 2022 年第 1 季 +$7,323 萬 (+0.2%)
- 新進機構
- 150
- 另有 418 家加碼
- 清倉機構
- 148
- 另有 512 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 | $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 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 |
|---|---|---|---|---|---|
| Thrivent Financial for Lutherans | 194,461 | $2,211 萬 | 0.06% | +5,250+2.8% | 加碼 |
| State of Michigan Retirement System | 192,581 | $2,189 萬 | 0.15% | +3,331+1.8% | 加碼 |
| Toroso Investments, LLC | 191,766 | $2,180 萬 | 0.80% | −19,079−9.0% | 減碼 |
| Commonwealth Equity Services, LLC | 191,374 | $2,176 萬 | 0.06% | −5,086−2.6% | 減碼 |
| Schwerin Boyle Capital Management Inc | 190,475 | $2,165 萬 | 2.21% | −150−0.1% | 減碼 |
| Evolution Capital Management LLC | 190,044 | $2,160 萬 | 32.35% | +190,044 | 新進 |
| Advisor Group Holdings, Inc. | 188,387 | $2,144 萬 | 0.05% | −24,816−11.6% | 減碼 |
| Capital International Investors | 188,508 | $2,143 萬 | 0.01% | −16,027−7.8% | 減碼 |
| Thunderbird Partners LLP | 188,255 | $2,140 萬 | 5.09% | −125,074−39.9% | 減碼 |
| BlueDrive Global Investors LLP | 186,400 | $2,119 萬 | 14.99% | +21,400+13.0% | 加碼 |
| First Republic Investment Management, Inc. | 183,651 | $2,088 萬 | 0.05% | −13,878−7.0% | 減碼 |
| Qube Research & Technologies Ltd | 180,878 | $2,056 萬 | 0.16% | +180,878 | 新進 |
| Fernbridge Capital Management LP | 180,579 | $2,053 萬 | 2.96% | +53,617+42.2% | 加碼 |
| Stifel Financial Corp | 178,975 | $2,035 萬 | 0.03% | −10,927−5.8% | 減碼 |
| Cubist Systematic Strategies, LLC | 178,002 | $2,024 萬 | 0.15% | +143,595+417.3% | 加碼 |
| Yunqi Capital Ltd | 175,000 | $1,989 萬 | 17.24% | +85,000+94.4% | 加碼 |
| Northwestern Mutual Wealth Management Co | 166,712 | $1,895 萬 | 0.03% | −14,962−8.2% | 減碼 |
| Capricorn Fund Managers Ltd | 164,518 | $1,870 萬 | 3.39% | +77,345+88.7% | 加碼 |
| Selective Wealth Management, Inc. | 164,286 | $1,868 萬 | 6.65% | −8,022−4.7% | 減碼 |
| Qtron Investments LLC | 160,527 | $1,825 萬 | 4.01% | +10.0% | 加碼 |
| Matthews International Capital Management LLC | 160,220 | $1,821 萬 | 2.62% | 00.0% | 不變 |
| LMR Partners LLP | 158,481 | $1,806 萬 | 0.38% | −15,225−8.8% | 減碼 |
| Long Corridor Asset Management Ltd | 155,925 | $1,773 萬 | 14.95% | +117,525+306.1% | 加碼 |
| Crossmark Global Holdings, Inc. | 152,997 | $1,739 萬 | 0.45% | −29,365−16.1% | 減碼 |
| Quinn Opportunity Partners LLC | 152,692 | $1,736 萬 | 1.60% | −54,854−26.4% | 減碼 |
| 7G Capital Management, LLC | 152,500 | $1,734 萬 | 11.25% | 00.0% | 不變 |
| MIC Capital Management UK LLP | 150,000 | $1,705 萬 | 3.34% | 00.0% | 不變 |
| Banco Santander, S.A. | 145,473 | $1,654 萬 | 0.22% | −43,232−22.9% | 減碼 |
| Greylin Investment Mangement Inc | 144,482 | $1,643 萬 | 3.17% | +20,266+16.3% | 加碼 |
| Scotia Capital Inc. | 141,129 | $1,604 萬 | 0.12% | −22,584−13.8% | 減碼 |
| Truist Financial Corp | 139,337 | $1,584 萬 | 0.03% | −39,064−21.9% | 減碼 |
| Pacifica Capital Investments, LLC | 139,127 | $1,582 萬 | 6.05% | +820+0.6% | 加碼 |
| Academy Capital Management Inc | 137,059 | $1,558 萬 | 2.96% | −12,342−8.3% | 減碼 |
| Marshall Wace, LLP | 136,691 | $1,554 萬 | 0.04% | +22,455+19.7% | 加碼 |
| Pinpoint Asset Management Ltd | 135,400 | $1,539 萬 | 6.37% | +135,400 | 新進 |
| Brown Brothers Harriman & Co | 134,837 | $1,533 萬 | 0.13% | −380−0.3% | 減碼 |
| Westwood Holdings Group Inc. | 130,087 | $1,479 萬 | 0.16% | −16,542−11.3% | 減碼 |
| Harvest Fund Management Co., Ltd | 130,072 | $1,479 萬 | 4.11% | −1,369−1.0% | 減碼 |
| Indus Capital Partners, LLC | 126,610 | $1,439 萬 | 8.65% | +53,728+73.7% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 126,225 | $1,435 萬 | 0.04% | −157,151−55.5% | 減碼 |
| Patient Capital Management, LLC | 124,200 | $1,412 萬 | 6.88% | +21,400+20.8% | 加碼 |
| Holowesko Partners Ltd. | 123,900 | $1,409 萬 | 7.71% | 00.0% | 不變 |
| Neumann Advisory Hong Kong Ltd | 123,133 | $1,400 萬 | 4.60% | 00.0% | 不變 |
| Pictet North America Advisors SA | 121,422 | $1,380 萬 | 1.83% | −2,843−2.3% | 減碼 |
| Bluefin Capital Management, LLC | 118,119 | $1,371 萬 | 1.88% | −18,510−13.5% | 減碼 |
| Scopus Asset Management, L.P. | 117,500 | $1,336 萬 | 1.07% | +117,500 | 新進 |
| Thomas White International Ltd | 117,399 | $1,335 萬 | 2.68% | −1,082−0.9% | 減碼 |
| Meitav Dash Investments Ltd | 117,344 | $1,335 萬 | 0.23% | +12,780+12.2% | 加碼 |
| Erste Asset Management GmbH | 114,281 | $1,301 萬 | 0.29% | 00.0% | 不變 |
| LGT Group Foundation | 112,825 | $1,283 萬 | 0.39% | +4,070+3.7% | 加碼 |
| Portland Hill Asset Management Ltd | 112,346 | $1,260 萬 | 17.06% | −11,203−9.1% | 減碼 |
| Centre Asset Management, LLC | 109,322 | $1,243 萬 | 3.31% | +109,322 | 新進 |
| Capital Fund Management S.A. | 108,222 | $1,230 萬 | 0.33% | −113,778−51.3% | 減碼 |
| Nekton Capital Ltd. | 108,000 | $1,228 萬 | 3.96% | +108,000 | 新進 |
| Mass Ave Global Inc. | 106,834 | $1,215 萬 | 6.65% | +106,834 | 新進 |
| Georgetown University | 106,268 | $1,208 萬 | 4.06% | 00.0% | 不變 |
| Bulltick Wealth Management, LLC | 104,895 | $1,192 萬 | 3.25% | +21,825+26.3% | 加碼 |
| Knightsbridge Asset Management, LLC | 103,346 | $1,175 萬 | 2.33% | +103,346 | 新進 |
| Blair William & Co | 102,542 | $1,166 萬 | 0.05% | −2,064−2.0% | 減碼 |
| Appaloosa LP大師阿帕盧薩 | 100,000 | $1,137 萬 | 0.71% | +100,000 | 新進 |
| The PNC Financial Services Group, Inc. | 99,466 | $1,131 萬 | 0.01% | −58−0.1% | 減碼 |
| Maxi Investments CY Ltd | 99,427 | $1,130 萬 | 8.06% | −30,000−23.2% | 減碼 |
| ExodusPoint Capital Management, LP | 97,019 | $1,103 萬 | 0.16% | +85,581+748.2% | 加碼 |
| Waverton Investment Management Ltd | 95,824 | $1,089 萬 | 0.42% | +808+0.9% | 加碼 |
| Hi-Line Capital Management, LLC | 94,107 | $1,070 萬 | 4.07% | +2,818+3.1% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 94,012 | $1,069 萬 | 0.06% | −353−0.4% | 減碼 |
| Toronto Dominion Bank | 93,285 | $1,060 萬 | 0.02% | −16,918−15.4% | 減碼 |
| Cerity Partners LLC | 93,093 | $1,056 萬 | 0.12% | +5,558+6.3% | 加碼 |
| AIA Group Ltd | 90,958 | $1,034 萬 | 0.56% | 00.0% | 不變 |
| Think Investments LP | 101,800 | $1,024 萬 | 2.98% | 00.0% | 不變 |
| Maytus Capital Management, LLC | 90,000 | $1,023 萬 | 2.81% | +34,000+60.7% | 加碼 |
| Todd Asset Management LLC | 89,899 | $1,022 萬 | 0.26% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 87,572 | $1,022 萬 | 0.05% | +87,572 | 新進 |
| Brandywine Global Investment Management, LLC | 89,200 | $1,014 萬 | 0.09% | +9,000+11.2% | 加碼 |
| Redwood Grove Capital, LLC | 87,340 | $992.9 萬 | 5.40% | 00.0% | 不變 |
| Calixto Global Investors, LP | 87,300 | $992.4 萬 | 9.93% | +87,300 | 新進 |
| BFAM Partners (Cayman) Ltd | 86,800 | $986.7 萬 | 13.52% | −684,559−88.7% | 減碼 |
| Hidden Lake Asset Management LP | 86,610 | $984.6 萬 | 9.75% | +13,737+18.9% | 加碼 |
| Pinebridge Investments, L.P. | 85,050 | $966.8 萬 | 0.12% | −28,186−24.9% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 84,671 | $962.5 萬 | 0.01% | +8,683+11.4% | 加碼 |
| Oppenheimer & Co Inc | 82,609 | $939.1 萬 | 0.20% | −6,312−7.1% | 減碼 |
| Itau Unibanco Holding S.A. | 82,501 | $937.8 萬 | 0.33% | −36,802−30.8% | 減碼 |
| Farley Capital L.P. | 82,110 | $933.4 萬 | 9.54% | −270−0.3% | 減碼 |
| JNE Partners LLP | 82,000 | $932.2 萬 | 6.09% | −118,000−59.0% | 減碼 |
| GFS Advisors, LLC | 81,983 | $932.0 萬 | 2.09% | +325+0.4% | 加碼 |
| Kiwi Wealth Investments Limited Partnership | 81,783 | $929.7 萬 | 0.64% | −4,671−5.4% | 減碼 |
| Quilter Plc | 81,219 | $923.3 萬 | 0.31% | −5,723−6.6% | 減碼 |
| Prince Street Capital Management LLC | 80,900 | $919.6 萬 | 22.75% | +80,900 | 新進 |
| Allen Investment Management LLC | 80,621 | $916.5 萬 | 0.15% | −1,597−1.9% | 減碼 |
| Optimas Capital Ltd | 80,300 | $912.9 萬 | 11.20% | +80,300 | 新進 |
| Ovata Capital Management Ltd | 79,500 | $907.0 萬 | 2.65% | +67,663+571.6% | 加碼 |
| Ninety One UK Ltd | 79,495 | $903.7 萬 | 0.03% | −4,761−5.7% | 減碼 |
| Creative Planning | 78,104 | $887.9 萬 | 0.01% | −6,655−7.9% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 77,768 | $884.1 萬 | 0.38% | −76,489−49.6% | 減碼 |
| MMBG Investment Advisors Co. | 76,712 | $872.1 萬 | 1.08% | +5,950+8.4% | 加碼 |
| 6elm Capital LP | 75,000 | $852.6 萬 | 14.87% | −70,000−48.3% | 減碼 |
| Ally Financial Inc. | 75,000 | $852.6 萬 | 1.16% | 00.0% | 不變 |
| Ycg, LLC | 73,445 | $834.9 萬 | 0.94% | +2,630+3.7% | 加碼 |
| Cutler Group LP | 73,232 | $832.5 萬 | 1.13% | −2,001−2.7% | 減碼 |
| IMC-Chicago, LLC | 72,729 | $826.8 萬 | 0.80% | −1,792−2.4% | 減碼 |