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 3 季 13F 持有人
Alibaba Group Holding Ltd 在 2022/9/30 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
- 1,141
- 較 2022 年第 2 季 −139 家
- 持有股數
- 3.70 億
- 較 2022 年第 2 季 −2,227 萬 (−5.7%)
- 總市值
- $295.7 億
- 較 2022 年第 2 季 −$157.1 億 (−34.7%)
- 新進機構
- 90
- 另有 346 家加碼
- 清倉機構
- 229
- 另有 463 家減碼
另有 26 家機構在 2022 年第 2 季持有、還沒有申報 2022 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 |
2022 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 2022 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| New York State Common Retirement Fund | 717,208 | $5,737 萬 | 0.08% | −98,600−12.1% | 減碼 |
| Davis Asset Management, L.P. | 500,000 | $5,684 萬 | 3.33% | +500,000 | 新進 |
| Antipodes Partners Ltd | 692,506 | $5,539 萬 | 2.22% | +430,639+164.4% | 加碼 |
| Compagnie Lombard Odier SCmA | 678,018 | $5,424 萬 | 1.56% | −37,425−5.2% | 減碼 |
| Miller Value Partners, LLC | 639,478 | $5,115 萬 | 3.11% | −185,383−22.5% | 減碼 |
| SEI Investments Co | 626,308 | $5,010 萬 | 0.11% | −24,901−3.8% | 減碼 |
| Natixis Advisors, L.P. | 599,467 | $4,795 萬 | 0.20% | +11,736+2.0% | 加碼 |
| Aviva PLC | 590,271 | $4,722 萬 | 0.27% | −24,103−3.9% | 減碼 |
| Wells Fargo & Company | 585,305 | $4,682 萬 | 0.02% | −117,644−16.7% | 減碼 |
| Edmond de Rothschild Holding S.A. | 535,884 | $4,287 萬 | 1.14% | +87,847+19.6% | 加碼 |
| Carmignac Gestion | 529,416 | $4,235 萬 | 0.91% | +529,416 | 新進 |
| Employees Provident Fund Board | 529,100 | $4,232 萬 | 1.23% | −105,202−16.6% | 減碼 |
| Great West Life Assurance Co | 525,227 | $4,199 萬 | 0.12% | +1,843+0.4% | 加碼 |
| Novo Holdings A/S | 500,827 | $4,006 萬 | 1.93% | 00.0% | 不變 |
| Steadfast Capital Management LP | 485,088 | $3,880 萬 | 1.07% | −20,755−4.1% | 減碼 |
| Joho Capital LLC | 479,571 | $3,836 萬 | 10.73% | −345,000−41.8% | 減碼 |
| Harel Insurance Investments & Financial Services Ltd. | 475,891 | $3,804 萬 | 0.93% | +3,950+0.8% | 加碼 |
| Flossbach Von Storch AG | 470,493 | $3,764 萬 | 0.14% | −5,447−1.1% | 減碼 |
| Point72 Hong Kong Ltd | 467,647 | $3,741 萬 | 2.25% | +218,119+87.4% | 加碼 |
| Raymond James & Associates | 466,342 | $3,730 萬 | 0.04% | −20,269−4.2% | 減碼 |
| Farallon Capital Management, L.L.C. | 464,000 | $3,712 萬 | 0.23% | +464,000 | 新進 |
| Russell Investments Group, Ltd. | 461,585 | $3,692 萬 | 0.08% | +92,652+25.1% | 加碼 |
| STRS Ohio | 451,493 | $3,611 萬 | 0.17% | 00.0% | 不變 |
| Clal Insurance Enterprises Holdings Ltd | 449,000 | $3,592 萬 | 0.49% | 00.0% | 不變 |
| Vontobel Holding Ltd. | 421,163 | $3,369 萬 | 0.39% | +55,557+15.2% | 加碼 |
| Glenview Capital Management, LLC | 419,428 | $3,355 萬 | 0.85% | +419,428 | 新進 |
| CIBC Private Wealth Group, LLC | 416,784 | $3,334 萬 | 0.09% | +29,512+7.6% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 405,600 | $3,244 萬 | 0.07% | −5,942−1.4% | 減碼 |
| Fort Washington Investment Advisors Inc | 404,955 | $3,239 萬 | 0.27% | −30,200−6.9% | 減碼 |
| Douglas Lane & Associates, LLC | 401,422 | $3,211 萬 | 0.59% | −1,811−0.4% | 減碼 |
| Ameriprise Financial Inc | 396,627 | $3,172 萬 | 0.01% | −471,153−54.3% | 減碼 |
| Franklin Resources Inc | 391,232 | $3,129 萬 | 0.02% | +186,244+90.9% | 加碼 |
| Prelude Capital Management, LLC | 388,769 | $3,110 萬 | 1.56% | +191,035+96.6% | 加碼 |
| Capricorn Fund Managers Ltd | 386,937 | $3,095 萬 | 9.72% | +222,419+135.2% | 加碼 |
| Nan Fung Trinity (HK) Ltd | 385,440 | $3,083 萬 | 9.94% | +74,500+24.0% | 加碼 |
| Boston Common Asset Management, LLC | 385,153 | $3,081 萬 | 1.61% | +320+0.1% | 加碼 |
| LMR Partners LLP | 382,663 | $3,042 萬 | 0.78% | +224,182+141.5% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 379,623 | $3,037 萬 | 0.08% | −78,580−17.1% | 減碼 |
| DnB Asset Management AS | 360,199 | $2,883 萬 | 0.22% | −3,456−1.0% | 減碼 |
| D. E. Shaw & Co., Inc. | 359,128 | $2,873 萬 | 0.05% | +312,628+672.3% | 加碼 |
| Federation des caisses Desjardins du Quebec | 354,442 | $2,835 萬 | 0.34% | −35,183−9.0% | 減碼 |
| Federated Hermes, Inc. | 348,498 | $2,788 萬 | 0.08% | +140,676+67.7% | 加碼 |
| Maple Rock Capital Partners Inc. | 345,000 | $2,760 萬 | 2.56% | +345,000 | 新進 |
| M&G Investment Management Ltd | 344,630 | $2,757 萬 | 0.23% | −86,340−20.0% | 減碼 |
| Crake Asset Management LLP | 340,654 | $2,725 萬 | 7.87% | −95,000−21.8% | 減碼 |
| Bank of New York Mellon Corp | 330,584 | $2,644 萬 | 0.01% | −120,786−26.8% | 減碼 |
| Eaton Vance Management | 327,551 | $2,620 萬 | 0.04% | −48,458−12.9% | 減碼 |
| Daiwa Securities Group Inc. | 251,044 | $2,595 萬 | 0.22% | +20,119+8.7% | 加碼 |
| Armistice Capital, LLC | 324,000 | $2,592 萬 | 0.65% | +74,000+29.6% | 加碼 |
| Carrhae Capital LLP | 323,033 | $2,584 萬 | 18.85% | +302,215+1,451.7% | 加碼 |
| Honeycomb Asset Management LP | 321,475 | $2,572 萬 | 3.74% | +321,475 | 新進 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 317,694 | $2,553 萬 | 0.41% | −248,785−43.9% | 減碼 |
| Truxt Investmentos Ltda. | 313,616 | $2,509 萬 | 6.34% | −169,984−35.1% | 減碼 |
| Magellan Asset Management Ltd | 309,434 | $2,475 萬 | 0.17% | +58,861+23.5% | 加碼 |
| Group One Trading, L.P. | 306,842 | $2,454 萬 | 0.80% | +306,842 | 新進 |
| Mackenzie Financial Corp | 303,285 | $2,426 萬 | 0.04% | +976+0.3% | 加碼 |
| Wolverine Trading, LLC | 304,682 | $2,409 萬 | 0.93% | +270,998+804.5% | 加碼 |
| Daily Journal Corp大師每日期刊 | 300,000 | $2,400 萬 | 14.68% | 00.0% | 不變 |
| LPL Financial LLC | 299,181 | $2,393 萬 | 0.02% | +5,066+1.7% | 加碼 |
| Hel Ved Capital Management Ltd | 295,400 | $2,363 萬 | 18.18% | +295,400 | 新進 |
| PEAK6 Investments LLC | 293,504 | $2,348 萬 | 0.87% | −116,713−28.5% | 減碼 |
| Pictet Asset Management SA | 293,247 | $2,346 萬 | 0.03% | −315,862−51.9% | 減碼 |
| Fairfax Financial Holdings Ltd大師費爾法克斯金融 | 292,800 | $2,344 萬 | 0.60% | 00.0% | 不變 |
| Harding Loevner LP | 291,984 | $2,336 萬 | 0.15% | −497,440−63.0% | 減碼 |
| ING Groep NV | 289,292 | $2,314 萬 | 0.39% | +33,952+13.3% | 加碼 |
| Long Focus Capital Management, LLC | 286,500 | $2,292 萬 | 4.84% | +57,900+25.3% | 加碼 |
| Envestnet Asset Management Inc | 284,264 | $2,274 萬 | 0.01% | +37,560+15.2% | 加碼 |
| Allianz Asset Management GmbH | 282,077 | $2,256 萬 | 0.05% | −264,992−48.4% | 減碼 |
| Mass Ave Global Inc. | 266,840 | $2,135 萬 | 7.72% | +160,006+149.8% | 加碼 |
| Schwab Charitable Fund | 260,118 | $2,081 萬 | 4.40% | 00.0% | 不變 |
| Indus Capital Partners, LLC | 259,903 | $2,079 萬 | 15.09% | +133,293+105.3% | 加碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 251,298 | $2,010 萬 | 1.37% | −991,245−79.8% | 減碼 |
| Think Investments LP | 250,000 | $2,000 萬 | 6.13% | +148,200+145.6% | 加碼 |
| Yunqi Capital Ltd | 248,000 | $1,984 萬 | 21.74% | +73,000+41.7% | 加碼 |
| CIBC World Markets Inc. | 246,731 | $1,974 萬 | 0.08% | +1,400+0.6% | 加碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 245,851 | $1,967 萬 | 1.51% | −4,724−1.9% | 減碼 |
| Clark Capital Management Group, Inc. | 245,511 | $1,964 萬 | 0.26% | +245,511 | 新進 |
| Caledonia Investments PLC | 238,000 | $1,905 萬 | 3.53% | +40,000+20.2% | 加碼 |
| Vontobel Asset Management Inc | 232,524 | $1,856 萬 | 0.15% | +232,524 | 新進 |
| Evolution Capital Management LLC | 227,854 | $1,823 萬 | 35.77% | +37,810+19.9% | 加碼 |
| RWC Asset Management LLP | 226,579 | $1,812 萬 | 0.61% | +226,579 | 新進 |
| Axiom Investors LLC | 223,880 | $1,791 萬 | 0.38% | +189,248+546.5% | 加碼 |
| Ruffer LLP | 211,411 | $1,781 萬 | 1.11% | −909,093−81.1% | 減碼 |
| Tiger Pacific Capital LP | 220,140 | $1,761 萬 | 3.86% | +220,140 | 新進 |
| ProShare Advisors LLC | 219,697 | $1,757 萬 | 0.07% | −234,852−51.7% | 減碼 |
| Baird Financial Group, Inc. | 218,978 | $1,752 萬 | 0.05% | +2,067+1.0% | 加碼 |
| Capital Fund Management S.A. | 210,966 | $1,688 萬 | 0.42% | +102,744+94.9% | 加碼 |
| Thrivent Financial for Lutherans | 210,251 | $1,682 萬 | 0.05% | +15,790+8.1% | 加碼 |
| Private Management Group Inc | 209,375 | $1,675 萬 | 0.78% | +5,390+2.6% | 加碼 |
| GAM Holding AG | 209,088 | $1,673 萬 | 1.28% | +8,647+4.3% | 加碼 |
| Academy Capital Management Inc | 207,912 | $1,663 萬 | 3.60% | +70,853+51.7% | 加碼 |
| Coatue Management LLC大師Coatue | 205,217 | $1,642 萬 | 0.19% | −1,448,446−87.6% | 減碼 |
| GMT Capital Corp | 202,800 | $1,622 萬 | 1.01% | 00.0% | 不變 |
| Centric Wealth Management | 202,578 | $1,620 萬 | 6.45% | +901+0.4% | 加碼 |
| Thornburg Investment Management Inc | 200,593 | $1,605 萬 | 0.28% | −196,604−49.5% | 減碼 |
| Crossmark Global Holdings, Inc. | 199,910 | $1,599 萬 | 0.44% | +46,913+30.7% | 加碼 |
| KBC Group NV | 197,584 | $1,581 萬 | 0.08% | −37,571−16.0% | 減碼 |
| Advisor Group Holdings, Inc. | 195,934 | $1,567 萬 | 0.04% | +7,547+4.0% | 加碼 |
| Capital International Investors | 194,712 | $1,557 萬 | 0.00% | +6,204+3.3% | 加碼 |
| Qube Research & Technologies Ltd | 191,529 | $1,532 萬 | 0.10% | +10,651+5.9% | 加碼 |