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、1 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 4 季 13F 持有人
Alibaba Group Holding Ltd 在 2022/12/31 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
- 1,173
- 較 2022 年第 3 季 +51 家
- 持有股數
- 3.78 億
- 較 2022 年第 3 季 +871.5 萬 (+2.4%)
- 總市值
- $338.1 億
- 較 2022 年第 3 季 +$39.4 億 (+13.2%)
- 新進機構
- 192
- 另有 291 家加碼
- 清倉機構
- 141
- 另有 480 家減碼
另有 19 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Goldman Sachs Group Inc | 21,580,636 | $19.0 億 | 0.54% | −3,322,158−13.3% | 減碼 |
| Primecap Management Co | 17,278,627 | $15.2 億 | 1.39% | −107,580−0.6% | 減碼 |
| Dodge & Cox | 13,979,070 | $12.3 億 | 0.84% | −195,200−1.4% | 減碼 |
| HSBC Holdings PLC | 13,085,868 | $11.5 億 | 1.43% | −326,872−2.4% | 減碼 |
| Morgan Stanley | 12,815,514 | $11.3 億 | 0.13% | +142,563+1.1% | 加碼 |
| FIL Ltd | 10,888,804 | $9.59 億 | 1.15% | +829,548+8.2% | 加碼 |
| JPMorgan Chase & Co | 9,315,737 | $8.21 億 | 0.12% | +1,976,177+26.9% | 加碼 |
| Temasek Holdings (Private) Ltd | 9,210,997 | $8.11 億 | 4.74% | 00.0% | 不變 |
| Bank of America Corp | 7,964,910 | $7.02 億 | 0.09% | +447,099+5.9% | 加碼 |
| Price T Rowe Associates Inc | 7,910,130 | $6.97 億 | 0.11% | −3,658,630−31.6% | 減碼 |
| Aspex Management (HK) Ltd | 6,209,431 | $5.47 億 | 15.31% | +675,538+12.2% | 加碼 |
| FMR LLC | 5,901,753 | $5.20 億 | 0.05% | −2,194,211−27.1% | 減碼 |
| Loomis Sayles & Co L P | 5,792,922 | $5.10 億 | 1.02% | −356,114−5.8% | 減碼 |
| BlackRock Inc. | 5,380,947 | $4.74 億 | 0.01% | +1,213,381+29.1% | 加碼 |
| Coatue Management LLC大師Coatue | 5,001,403 | $4.41 億 | 4.94% | +4,796,186+2,337.1% | 加碼 |
| UBS Asset Management Americas Inc | 4,691,792 | $4.13 億 | 0.22% | −322,132−6.4% | 減碼 |
| Segantii Capital Management Ltd | 4,467,873 | $3.95 億 | 15.19% | +3,229,343+260.7% | 加碼 |
| Artisan Partners Limited Partnership | 4,408,615 | $3.88 億 | 0.69% | +1,527,808+53.0% | 加碼 |
| UBS Group AG | 4,399,547 | $3.88 億 | 0.19% | +2,224,258+102.3% | 加碼 |
| State Street Corp | 4,202,207 | $3.70 億 | 0.02% | −47,081−1.1% | 減碼 |
| Jane Street Group, LLC | 3,933,162 | $3.46 億 | 0.65% | −2,079,720−34.6% | 減碼 |
| Dimensional Fund Advisors LP | 3,921,282 | $3.45 億 | 0.10% | −69,478−1.7% | 減碼 |
| Fisher Asset Management, LLC | 3,838,270 | $3.38 億 | 0.23% | −323,998−7.8% | 減碼 |
| Taikang Asset Management (Hong Kong) Co Ltd | 490,000 | $3.37 億 | 9.10% | +310,000+172.2% | 加碼 |
| Generation Investment Management LLP | 3,735,643 | $3.29 億 | 1.90% | −774,248−17.2% | 減碼 |
| Carmignac Gestion | 3,615,798 | $3.19 億 | 5.75% | +3,086,382+583.0% | 加碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 3,122,800 | $2.75 億 | 5.81% | +884,700+39.5% | 加碼 |
| H&H International Investment, LLC大師H&H 國際投資 | 3,104,400 | $2.73 億 | 2.52% | +187,900+6.4% | 加碼 |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST | 3,074,483 | $2.71 億 | 4.01% | 00.0% | 不變 |
| Marshall Wace, LLP | 3,074,212 | $2.71 億 | 0.70% | +2,968,000+2,794.4% | 加碼 |
| Brookfield Asset Management Inc. | 2,928,490 | $2.58 億 | 0.98% | +400,567+15.8% | 加碼 |
| Credit Suisse AG | 2,866,333 | $2.52 億 | 0.27% | −546,103−16.0% | 減碼 |
| Westside Investment Management, Inc. | 23,507 | $2.48 億 | 0.61% | −1,180−4.8% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 2,813,000 | $2.48 億 | 1.25% | +2,200+0.1% | 加碼 |
| Jericho Capital Asset Management L.P. | 2,806,969 | $2.47 億 | 18.31% | +1,206,759+75.4% | 加碼 |
| Farallon Capital Management, L.L.C. | 2,661,000 | $2.34 億 | 1.51% | +2,197,000+473.5% | 加碼 |
| Royal Bank of Canada | 2,585,066 | $2.28 億 | 0.07% | −271,244−9.5% | 減碼 |
| Barclays PLC | 2,501,854 | $2.20 億 | 0.19% | −504,849−16.8% | 減碼 |
| Susquehanna International Group, LLP | 2,487,030 | $2.19 億 | 0.43% | +1,390,222+126.8% | 加碼 |
| Macquarie Group Ltd | 2,478,978 | $2.18 億 | 0.26% | −119,084−4.6% | 減碼 |
| Deutsche Bank AG | 2,443,130 | $2.15 億 | 0.12% | +448,959+22.5% | 加碼 |
| RWWM, Inc. | 2,416,828 | $2.13 億 | 27.96% | +235,280+10.8% | 加碼 |
| Allspring Global Investments Holdings, LLC | 2,388,430 | $2.10 億 | 0.36% | −63,710−2.6% | 減碼 |
| Lazard Asset Management LLC | 2,283,259 | $2.01 億 | 0.28% | +496,842+27.8% | 加碼 |
| BSN Capital Partners Ltd | 2,257,845 | $2.00 億 | 14.12% | +2,257,845 | 新進 |
| Alkeon Capital Management LLC | 2,232,457 | $1.97 億 | 1.46% | −20,021−0.9% | 減碼 |
| Schroder Investment Management Group | 2,180,560 | $1.92 億 | 0.30% | −110,784−4.8% | 減碼 |
| Laurion Capital Management LP | 2,177,808 | $1.92 億 | 5.39% | +783,432+56.2% | 加碼 |
| American Century Companies Inc | 2,156,279 | $1.90 億 | 0.16% | +592,025+37.8% | 加碼 |
| Point72 Asset Management, L.P. | 2,150,552 | $1.89 億 | 0.72% | −1,380,520−39.1% | 減碼 |
| Man Group plc | 2,142,009 | $1.89 億 | 0.68% | +66,655+3.2% | 加碼 |
| Handelsbanken Fonder AB | 2,110,831 | $1.86 億 | 1.17% | +83,719+4.1% | 加碼 |
| Legal & General Group Plc | 2,079,172 | $1.83 億 | 0.07% | +84,911+4.3% | 加碼 |
| Bamco Inc | 2,016,761 | $1.78 億 | 0.60% | −40,379−2.0% | 減碼 |
| Hao Advisors Management Ltd | 2,000,000 | $1.76 億 | 76.02% | +2,000,000 | 新進 |
| Trivest Advisors Ltd | 1,996,600 | $1.76 億 | 21.33% | +1,961,900+5,653.9% | 加碼 |
| Invesco Ltd. | 1,975,779 | $1.74 億 | 0.05% | −419,638−17.5% | 減碼 |
| Discerene Group LP | 1,903,738 | $1.68 億 | 20.71% | +12,334+0.7% | 加碼 |
| Nordea Investment Management AB | 1,884,344 | $1.67 億 | 0.26% | −398,439−17.5% | 減碼 |
| Alpine Investment Management Ltd | 1,850,000 | $1.63 億 | 44.20% | +1,850,000 | 新進 |
| ARGA Investment Management, LP | 1,740,690 | $1.53 億 | 6.54% | +517,230+42.3% | 加碼 |
| National Bank of Canada | 1,663,643 | $1.47 億 | 0.40% | +377,205+29.3% | 加碼 |
| Martin Currie Ltd | 1,631,027 | $1.44 億 | 5.61% | −33,754−2.0% | 減碼 |
| TT International Asset Management LTD | 1,582,137 | $1.39 億 | 13.64% | +9,666+0.6% | 加碼 |
| Alliancebernstein L.P. | 1,432,123 | $1.26 億 | 0.06% | +176,723+14.1% | 加碼 |
| RWC Asset Advisors (US) LLC | 1,394,398 | $1.23 億 | 10.69% | +555,914+66.3% | 加碼 |
| Millennium Management LLC | 1,392,797 | $1.23 億 | 0.14% | +331,271+31.2% | 加碼 |
| Causeway Capital Management LLC | 1,384,838 | $1.22 億 | 3.54% | +374,645+37.1% | 加碼 |
| Amundi | 1,052,490 | $1.21 億 | 0.07% | +167,400+18.9% | 加碼 |
| Platinum Investment Management Ltd | 1,317,259 | $1.16 億 | 4.42% | −106,115−7.5% | 減碼 |
| Geode Capital Management, LLC | 1,307,807 | $1.15 億 | 0.02% | +106,394+8.9% | 加碼 |
| Wellington Management Group LLP | 1,279,469 | $1.13 億 | 0.02% | +288,934+29.2% | 加碼 |
| Citadel Advisors LLC | 1,234,318 | $1.09 億 | 0.13% | +283,223+29.8% | 加碼 |
| Nuveen Asset Management, LLC | 1,146,522 | $1.01 億 | 0.04% | +131,616+13.0% | 加碼 |
| Cryder Capital Partners LLP | 1,146,055 | $1.01 億 | 6.24% | −63,685−5.3% | 減碼 |
| Pictet Asset Management SA | 1,127,827 | $9,935 萬 | 0.14% | +834,580+284.6% | 加碼 |
| Mass Ave Global Inc. | 1,062,105 | $9,356 萬 | 31.73% | +795,265+298.0% | 加碼 |
| Norges Bank | 1,057,609 | $9,316 萬 | 0.02% | −262,210−19.9% | 減碼 |
| Polar Capital Holdings Plc | 1,038,196 | $9,145 萬 | 0.73% | +165,238+18.9% | 加碼 |
| Public Investment Fund | 1,035,676 | $9,123 萬 | 0.29% | 00.0% | 不變 |
| Sequoia China Equity Partners (Hong Kong) Ltd | 1,000,000 | $8,809 萬 | 22.02% | +1,000,000 | 新進 |
| Citigroup Inc | 988,641 | $8,709 萬 | 0.12% | +16,532+1.7% | 加碼 |
| Northern Trust Corp | 959,705 | $8,454 萬 | 0.02% | −2,324−0.2% | 減碼 |
| Alta Park Capital, LP | 935,754 | $8,243 萬 | 11.54% | +935,754 | 新進 |
| D1 Capital Partners L.P.大師D1 資本 | 930,000 | $8,192 萬 | 1.68% | +930,000 | 新進 |
| L1 Capital Pty Ltd | 922,159 | $8,123 萬 | 12.53% | +202,128+28.1% | 加碼 |
| Origin Asset Management LLP | 915,606 | $8,066 萬 | 23.59% | +33,000+3.7% | 加碼 |
| Tairen Capital Ltd | 908,917 | $8,007 萬 | 9.34% | +908,917 | 新進 |
| Renaissance Technologies LLC | 908,792 | $8,006 萬 | 0.11% | +100,288+12.4% | 加碼 |
| Genesis Investment Management, LLP | 906,103 | $7,982 萬 | 8.91% | −101,828−10.1% | 減碼 |
| Pentwater Capital Management LP | 880,000 | $7,752 萬 | 2.43% | +140,000+18.9% | 加碼 |
| Nomura Holdings Inc | 851,228 | $7,499 萬 | 0.76% | −51,248−5.7% | 減碼 |
| AXA S.A. | 850,531 | $7,492 萬 | 0.27% | −266,389−23.9% | 減碼 |
| BNP Paribas Arbitrage, SA | 846,176 | $7,454 萬 | 0.19% | −344,043−28.9% | 減碼 |
| Schonfeld Strategic Advisors LLC | 831,500 | $7,325 萬 | 0.61% | −100,963−10.8% | 減碼 |
| Ariose Capital Management Ltd | 803,737 | $7,080 萬 | 30.73% | −156,637−16.3% | 減碼 |
| Leonteq Securities AG | 757,492 | $6,673 萬 | 3.52% | −74,857−9.0% | 減碼 |
| Federated Hermes, Inc. | 733,635 | $6,463 萬 | 0.18% | +385,137+110.5% | 加碼 |
| Point72 Hong Kong Ltd | 706,269 | $6,222 萬 | 20.41% | +238,622+51.0% | 加碼 |
| Broad Peak Investment Holdings Ltd. | 694,229 | $6,115 萬 | 9.71% | −113,771−14.1% | 減碼 |