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 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 |
|---|---|---|---|---|---|
| Schwerin Boyle Capital Management Inc | 189,875 | $1,519 萬 | 1.65% | −600−0.3% | 減碼 |
| State of Michigan Retirement System | 189,250 | $1,514 萬 | 0.11% | −3,331−1.7% | 減碼 |
| Optimas Capital Ltd | 186,400 | $1,491 萬 | 12.57% | +106,100+132.1% | 加碼 |
| Commonwealth Equity Services, LLC | 182,142 | $1,457 萬 | 0.04% | −9,232−4.8% | 減碼 |
| Brandes Investment Partners, LP | 180,697 | $1,445 萬 | 0.38% | −13,760−7.1% | 減碼 |
| Banque Pictet & Cie SA | 180,166 | $1,441 萬 | 0.16% | −119,778−39.9% | 減碼 |
| Infusive Asset Management Inc. | 173,900 | $1,391 萬 | 10.54% | +173,900 | 新進 |
| First Trust Advisors LP | 172,364 | $1,379 萬 | 0.02% | −1,398,944−89.0% | 減碼 |
| Northwestern Mutual Wealth Management Co | 162,437 | $1,299 萬 | 0.02% | −4,275−2.6% | 減碼 |
| Matthews International Capital Management LLC | 160,220 | $1,282 萬 | 1.86% | 00.0% | 不變 |
| Bluefin Capital Management, LLC | 158,634 | $1,269 萬 | 1.38% | +40,515+34.3% | 加碼 |
| Long Corridor Asset Management Ltd | 155,925 | $1,247 萬 | 12.53% | 00.0% | 不變 |
| Banco Santander, S.A. | 154,044 | $1,232 萬 | 0.16% | +8,571+5.9% | 加碼 |
| 7G Capital Management, LLC | 152,500 | $1,220 萬 | 7.84% | 00.0% | 不變 |
| MIC Capital Management UK LLP | 150,000 | $1,200 萬 | 2.16% | 00.0% | 不變 |
| Greylin Investment Mangement Inc | 147,023 | $1,176 萬 | 2.45% | +2,541+1.8% | 加碼 |
| Cartica Management, LLC | 146,000 | $1,168 萬 | 6.15% | −102,900−41.3% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 142,648 | $1,141 萬 | 0.04% | −445,678−75.8% | 減碼 |
| Boothbay Fund Management, LLC | 140,951 | $1,128 萬 | 0.38% | +137,200+3,657.7% | 加碼 |
| BlueDrive Global Investors LLP | 136,100 | $1,089 萬 | 10.55% | −50,300−27.0% | 減碼 |
| Pacifica Capital Investments, LLC | 133,747 | $1,070 萬 | 4.05% | −5,380−3.9% | 減碼 |
| Brown Brothers Harriman & Co | 133,363 | $1,067 萬 | 0.10% | −1,474−1.1% | 減碼 |
| Scotia Capital Inc. | 132,173 | $1,057 萬 | 0.09% | −8,956−6.3% | 減碼 |
| Selective Wealth Management, Inc. | 130,730 | $1,046 萬 | 4.48% | −33,556−20.4% | 減碼 |
| Nine Masts Capital Ltd | 131,169 | $1,042 萬 | 4.03% | −156,765−54.4% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 130,098 | $1,041 萬 | 0.06% | −115,202−47.0% | 減碼 |
| Calixto Global Investors, LP | 129,305 | $1,034 萬 | 10.09% | +42,005+48.1% | 加碼 |
| Truist Financial Corp | 127,967 | $1,024 萬 | 0.02% | −11,370−8.2% | 減碼 |
| Candlestick Capital Management LP | 125,000 | $999.9 萬 | 0.47% | −355,376−74.0% | 減碼 |
| Holowesko Partners Ltd. | 123,900 | $991.1 萬 | 5.59% | 00.0% | 不變 |
| BFAM Partners (Cayman) Ltd | 123,868 | $990.8 萬 | 30.61% | +37,068+42.7% | 加碼 |
| Neumann Advisory Hong Kong Ltd | 123,133 | $984.9 萬 | 3.45% | 00.0% | 不變 |
| Brandywine Global Investment Management, LLC | 116,542 | $932.2 萬 | 0.09% | +27,342+30.7% | 加碼 |
| Kiwi Wealth Investments Limited Partnership | 81,783 | $929.7 萬 | 0.64% | 00.0% | 不變 |
| Meitav Dash Investments Ltd | 117,197 | $929.7 萬 | 0.16% | −147−0.1% | 減碼 |
| Erste Asset Management GmbH | 112,344 | $921.4 萬 | 0.21% | −1,937−1.7% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 113,880 | $910.9 萬 | 0.03% | −12,345−9.8% | 減碼 |
| Waverton Investment Management Ltd | 113,330 | $906.5 萬 | 0.37% | +17,506+18.3% | 加碼 |
| Todd Asset Management LLC | 112,114 | $896.8 萬 | 0.25% | +22,215+24.7% | 加碼 |
| Bulltick Wealth Management, LLC | 111,942 | $895.4 萬 | 2.69% | +7,047+6.7% | 加碼 |
| Stifel Financial Corp | 110,587 | $884.5 萬 | 0.01% | −68,388−38.2% | 減碼 |
| Marsico Capital Management LLC | 110,543 | $884.2 萬 | 0.48% | +79,060+251.1% | 加碼 |
| Thomas White International Ltd | 110,306 | $882.4 萬 | 2.07% | −7,093−6.0% | 減碼 |
| Quinn Opportunity Partners LLC | 109,433 | $875.4 萬 | 1.01% | −43,259−28.3% | 減碼 |
| Harvest Fund Management Co., Ltd | 108,603 | $869.4 萬 | 2.52% | −21,469−16.5% | 減碼 |
| First Republic Investment Management, Inc. | 108,116 | $864.8 萬 | 0.02% | −75,535−41.1% | 減碼 |
| Georgetown University | 106,268 | $850.0 萬 | 2.87% | 00.0% | 不變 |
| Marshall Wace, LLP | 106,212 | $849.6 萬 | 0.02% | −30,479−22.3% | 減碼 |
| Blair William & Co | 105,880 | $846.9 萬 | 0.04% | +3,338+3.3% | 加碼 |
| DekaBank Deutsche Girozentrale | 104,070 | $826.3 萬 | 0.02% | −289,914−73.6% | 減碼 |
| NFJ Investment Group, LLC | 33,650 | $809.2 萬 | 0.21% | +33,645+672,900.0% | 加碼 |
| Knightsbridge Asset Management, LLC | 100,218 | $801.6 萬 | 1.69% | −3,128−3.0% | 減碼 |
| Ardmore Road Asset Management LP | 100,000 | $799.9 萬 | 3.17% | +100,000 | 新進 |
| Weiss Multi-Strategy Advisers LLC | 99,238 | $793.8 萬 | 0.22% | +99,238 | 新進 |
| Hi-Line Capital Management, LLC | 96,464 | $772.5 萬 | 3.11% | +2,357+2.5% | 加碼 |
| Bank of Nova Scotia | 96,006 | $767.6 萬 | 0.02% | +44,253+85.5% | 加碼 |
| Mizuho Markets Americas LLC | 95,254 | $761.9 萬 | 0.35% | +25,079+35.7% | 加碼 |
| Cerity Partners LLC | 95,245 | $761.8 萬 | 0.09% | +2,152+2.3% | 加碼 |
| 6elm Capital LP | 93,000 | $743.9 萬 | 6.69% | +18,000+24.0% | 加碼 |
| Patient Capital Management, LLC | 92,050 | $736.3 萬 | 3.74% | −32,150−25.9% | 減碼 |
| AIA Group Ltd | 90,958 | $727.6 萬 | 0.48% | 00.0% | 不變 |
| Appaloosa LP大師阿帕盧薩 | 90,000 | $719.9 萬 | 0.53% | −10,000−10.0% | 減碼 |
| DRW Securities, L.L.C. | 88,546 | $708.3 萬 | 2.22% | +88,546 | 新進 |
| Junto Capital Management LP | 87,719 | $701.7 萬 | 0.20% | +87,719 | 新進 |
| Redwood Grove Capital, LLC | 87,340 | $698.6 萬 | 3.84% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 87,004 | $695.9 萬 | 0.04% | −7,008−7.5% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 85,889 | $687.0 萬 | 0.01% | +1,218+1.4% | 加碼 |
| SG Americas Securities, LLC | 84,711 | $677.6 萬 | 0.10% | −252,714−74.9% | 減碼 |
| Pinebridge Investments, L.P. | 82,230 | $657.8 萬 | 0.08% | −2,820−3.3% | 減碼 |
| Farley Capital L.P. | 82,110 | $656.8 萬 | 8.03% | 00.0% | 不變 |
| Cubist Systematic Strategies, LLC | 82,102 | $656.7 萬 | 0.05% | −95,900−53.9% | 減碼 |
| Portland Hill Asset Management Ltd | 99,244 | $655.9 萬 | 12.23% | −13,102−11.7% | 減碼 |
| JNE Partners LLP | 82,000 | $655.9 萬 | 3.80% | 00.0% | 不變 |
| Quilter Plc | 81,427 | $651.3 萬 | 0.23% | +208+0.3% | 加碼 |
| Allen Investment Management LLC | 80,621 | $644.9 萬 | 0.11% | 00.0% | 不變 |
| Maxi Investments CY Ltd | 79,427 | $635.3 萬 | 4.81% | −20,000−20.1% | 減碼 |
| Mariner, LLC | 78,891 | $631.1 萬 | 0.03% | +7,970+11.2% | 加碼 |
| Itau Unibanco Holding S.A. | 78,018 | $624.1 萬 | 0.25% | −4,483−5.4% | 減碼 |
| Monaco Asset Management SAM | 78,000 | $623.9 萬 | 2.81% | +7,500+10.6% | 加碼 |
| Creative Planning | 77,817 | $622.5 萬 | 0.01% | −287−0.4% | 減碼 |
| Hidden Lake Asset Management LP | 77,760 | $622.0 萬 | 6.64% | −8,850−10.2% | 減碼 |
| MMBG Investment Advisors Co. | 76,712 | $613.6 萬 | 0.82% | 00.0% | 不變 |
| Jefferies Group LLC | 76,421 | $611.3 萬 | 0.18% | +8,939+13.2% | 加碼 |
| GFS Advisors, LLC | 76,073 | $608.5 萬 | 1.46% | −5,910−7.2% | 減碼 |
| Ally Financial Inc. | 75,000 | $599.9 萬 | 0.99% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 74,514 | $596.1 萬 | 0.01% | −24,952−25.1% | 減碼 |
| Oppenheimer & Co Inc | 74,270 | $594.1 萬 | 0.14% | −8,339−10.1% | 減碼 |
| CoreView Capital Management Ltd | 73,528 | $588.2 萬 | 1.21% | −222,900−75.2% | 減碼 |
| GFG Capital, LLC | 73,500 | $587.9 萬 | 1.94% | +2,214+3.1% | 加碼 |
| Ycg, LLC | 73,452 | $587.5 萬 | 0.70% | +70.0% | 加碼 |
| Janney Montgomery Scott LLC | 73,426 | $587.3 萬 | 0.03% | −14,146−16.2% | 減碼 |
| Black Creek Investment Management Inc. | 73,000 | $583.9 萬 | 0.24% | +73,000 | 新進 |
| Kames Capital plc | 72,200 | $578.0 萬 | 0.12% | +20,000+38.3% | 加碼 |
| Aigen Investment Management, LP | 70,369 | $562.9 萬 | 0.81% | +70,369 | 新進 |
| Exchange Traded Concepts, LLC | 69,475 | $555.7 萬 | 0.18% | +32,660+88.7% | 加碼 |
| Cortland Associates Inc | 69,362 | $554.8 萬 | 0.99% | −2,520−3.5% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 67,318 | $543.3 萬 | 0.12% | +56,703+534.2% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 67,753 | $542.0 萬 | 0.28% | −10,015−12.9% | 減碼 |
| Toronto Dominion Bank | 66,141 | $528.9 萬 | 0.01% | −27,144−29.1% | 減碼 |
| Renaissance Group LLC | 66,006 | $528.1 萬 | 0.28% | −429−0.6% | 減碼 |