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 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
- $332.3 億
- 較 2022 年第 3 季 +$37.1 億 (+12.6%)
- 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 | $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 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 |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | 657,687 | $5,795 萬 | 0.13% | −113,926−14.8% | 減碼 |
| Compagnie Lombard Odier SCmA | 650,091 | $5,726 萬 | 1.53% | −27,927−4.1% | 減碼 |
| D. E. Shaw & Co., Inc. | 646,647 | $5,696 萬 | 0.10% | +287,519+80.1% | 加碼 |
| New York State Common Retirement Fund | 637,996 | $5,620 萬 | 0.08% | −79,212−11.0% | 減碼 |
| Davis Selected Advisers | 612,354 | $5,394 萬 | 0.37% | −150,137−19.7% | 減碼 |
| Aviva PLC | 612,032 | $5,391 萬 | 0.27% | +21,761+3.7% | 加碼 |
| LMR Partners LLP | 611,213 | $5,384 萬 | 1.25% | +228,550+59.7% | 加碼 |
| Crake Asset Management LLP | 607,026 | $5,347 萬 | 22.89% | +266,372+78.2% | 加碼 |
| Natixis Advisors, L.P. | 604,805 | $5,328 萬 | 0.20% | +5,338+0.9% | 加碼 |
| Great West Life Assurance Co | 571,387 | $5,063 萬 | 0.13% | +46,160+8.8% | 加碼 |
| Nan Fung Trinity (HK) Ltd | 574,090 | $5,057 萬 | 14.53% | +188,650+48.9% | 加碼 |
| Carrhae Capital LLP | 565,729 | $4,984 萬 | 15.90% | +242,696+75.1% | 加碼 |
| GMT Capital Corp | 565,600 | $4,982 萬 | 2.30% | +362,800+178.9% | 加碼 |
| Miller Value Partners, LLC | 558,507 | $4,920 萬 | 3.18% | −80,971−12.7% | 減碼 |
| Prime Capital Management Co Ltd | 558,095 | $4,916 萬 | 19.71% | +558,095 | 新進 |
| Brilliance Asset Management Ltd | 540,146 | $4,758 萬 | 12.99% | +540,146 | 新進 |
| Antipodes Partners Ltd | 529,412 | $4,664 萬 | 1.67% | −163,094−23.6% | 減碼 |
| Employees Provident Fund Board | 529,100 | $4,661 萬 | 1.35% | 00.0% | 不變 |
| Holocene Advisors, LP | 514,718 | $4,534 萬 | 0.28% | +514,718 | 新進 |
| Thornburg Investment Management Inc | 507,869 | $4,514 萬 | 0.76% | +307,276+153.2% | 加碼 |
| Dantai Capital Ltd | 512,100 | $4,511 萬 | 38.93% | +512,100 | 新進 |
| Lord, Abbett & Co. LLC | 510,396 | $4,496 萬 | 0.16% | +510,396 | 新進 |
| Edmond de Rothschild Holding S.A. | 510,375 | $4,496 萬 | 1.06% | −25,509−4.8% | 減碼 |
| Novo Holdings A/S | 500,827 | $4,412 萬 | 2.75% | 00.0% | 不變 |
| Davis Asset Management, L.P. | 500,000 | $4,405 萬 | 2.46% | 00.0% | 不變 |
| Wells Fargo & Company | 496,309 | $4,372 萬 | 0.01% | −88,996−15.2% | 減碼 |
| Capricorn Fund Managers Ltd | 486,434 | $4,285 萬 | 10.97% | +99,497+25.7% | 加碼 |
| Credit Agricole S A | 484,379 | $4,267 萬 | 1.58% | −8,053,244−94.3% | 減碼 |
| Harel Insurance Investments & Financial Services Ltd. | 483,697 | $4,264 萬 | 0.94% | +7,806+1.6% | 加碼 |
| Russell Investments Group, Ltd. | 483,336 | $4,258 萬 | 0.09% | +21,751+4.7% | 加碼 |
| Flossbach Von Storch AG | 468,593 | $4,128 萬 | 0.16% | −1,900−0.4% | 減碼 |
| Clark Capital Management Group, Inc. | 463,079 | $4,079 萬 | 0.38% | +217,568+88.6% | 加碼 |
| Hel Ved Capital Management Ltd | 460,300 | $4,055 萬 | 26.12% | +164,900+55.8% | 加碼 |
| STRS Ohio | 451,493 | $3,977 萬 | 0.18% | 00.0% | 不變 |
| Clal Insurance Enterprises Holdings Ltd | 449,000 | $3,955 萬 | 0.59% | 00.0% | 不變 |
| AMF Pensionsforsakring AB | 436,356 | $3,844 萬 | 0.44% | +421,463+2,829.9% | 加碼 |
| Owl Creek Asset Management, L.P. | 421,523 | $3,713 萬 | 2.63% | −319,396−43.1% | 減碼 |
| Prelude Capital Management, LLC | 408,717 | $3,600 萬 | 2.22% | +19,948+5.1% | 加碼 |
| Fort Washington Investment Advisors Inc | 405,143 | $3,569 萬 | 0.28% | +1880.0% | 加碼 |
| HRT Financial LP | 400,989 | $3,532 萬 | 0.50% | −339,546−45.9% | 減碼 |
| Balyasny Asset Management LLC | 400,560 | $3,529 萬 | 0.12% | −625,650−61.0% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 395,308 | $3,482 萬 | 0.07% | −10,292−2.5% | 減碼 |
| Raymond James & Associates | 392,679 | $3,459 萬 | 0.03% | −73,663−15.8% | 減碼 |
| Capital Fund Management S.A. | 389,237 | $3,429 萬 | 0.76% | +178,271+84.5% | 加碼 |
| Think Investments LP | 388,400 | $3,421 萬 | 11.38% | +138,400+55.4% | 加碼 |
| Franklin Resources Inc | 384,742 | $3,389 萬 | 0.02% | −6,490−1.7% | 減碼 |
| Yunqi Capital Ltd | 377,500 | $3,325 萬 | 22.47% | +129,500+52.2% | 加碼 |
| Vontobel Holding Ltd. | 370,282 | $3,229 萬 | 0.33% | −50,881−12.1% | 減碼 |
| M&G Investment Management Ltd | 364,738 | $3,210 萬 | 0.24% | +20,108+5.8% | 加碼 |
| Boston Common Asset Management, LLC | 363,555 | $3,203 萬 | 1.53% | −21,598−5.6% | 減碼 |
| Wolverine Trading, LLC | 363,487 | $3,202 萬 | 0.55% | +58,805+19.3% | 加碼 |
| Ameriprise Financial Inc | 360,655 | $3,177 萬 | 0.01% | −35,972−9.1% | 減碼 |
| Armistice Capital, LLC | 356,000 | $3,136 萬 | 0.84% | +32,000+9.9% | 加碼 |
| DnB Asset Management AS | 350,002 | $3,083 萬 | 0.22% | −10,197−2.8% | 減碼 |
| Truxt Investmentos Ltda. | 345,716 | $3,045 萬 | 8.27% | +32,100+10.2% | 加碼 |
| Glenview Capital Management, LLC | 343,897 | $3,029 萬 | 0.73% | −75,531−18.0% | 減碼 |
| RWC Asset Management LLP | 341,230 | $3,006 萬 | 0.94% | +114,651+50.6% | 加碼 |
| CoreView Capital Management Ltd | 332,906 | $2,933 萬 | 4.51% | +259,378+352.8% | 加碼 |
| Long Focus Capital Management, LLC | 331,775 | $2,923 萬 | 4.82% | +45,275+15.8% | 加碼 |
| Allianz Asset Management GmbH | 328,188 | $2,891 萬 | 0.06% | +46,111+16.3% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 327,814 | $2,888 萬 | 0.08% | −51,809−13.6% | 減碼 |
| Douglas Lane & Associates, LLC | 327,625 | $2,886 萬 | 0.48% | −73,797−18.4% | 減碼 |
| XY Capital Ltd | 317,599 | $2,798 萬 | 22.92% | +317,599 | 新進 |
| Strategic Vision Investment Ltd | 310,698 | $2,737 萬 | 17.89% | +310,698 | 新進 |
| Magellan Asset Management Ltd | 309,434 | $2,726 萬 | 0.23% | 00.0% | 不變 |
| WT Asset Management Ltd | 307,719 | $2,711 萬 | 10.85% | +307,719 | 新進 |
| Daily Journal Corp大師每日期刊 | 300,000 | $2,643 萬 | 15.15% | 00.0% | 不變 |
| Valliance Asset Management Ltd | 298,109 | $2,626 萬 | 37.24% | +298,109 | 新進 |
| CIBC World Markets Inc. | 294,853 | $2,597 萬 | 0.10% | +48,122+19.5% | 加碼 |
| Fairfax Financial Holdings Ltd大師費爾法克斯金融 | 292,800 | $2,578 萬 | 0.64% | 00.0% | 不變 |
| LPL Financial LLC | 291,195 | $2,565 萬 | 0.02% | −7,986−2.7% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 289,193 | $2,557 萬 | 0.37% | −28,501−9.0% | 減碼 |
| Envestnet Asset Management Inc | 289,529 | $2,550 萬 | 0.01% | +5,265+1.9% | 加碼 |
| Bank of New York Mellon Corp | 283,088 | $2,494 萬 | 0.01% | −47,496−14.4% | 減碼 |
| Fernbridge Capital Management LP | 282,490 | $2,488 萬 | 3.58% | +282,490 | 新進 |
| SeaTown Holdings Pte. Ltd. | 277,700 | $2,446 萬 | 3.61% | +277,700 | 新進 |
| Freemont Management S.A. | 273,012 | $2,405 萬 | 3.84% | +273,012 | 新進 |
| Newlands Management Operations LLC | 269,858 | $2,377 萬 | 0.63% | +269,858 | 新進 |
| Marex Group plc | 269,719 | $2,376 萬 | 3.38% | +269,719 | 新進 |
| Simplex Trading, LLC | 262,591 | $2,313 萬 | 1.11% | +262,591 | 新進 |
| Group One Trading, L.P. | 261,521 | $2,304 萬 | 0.78% | −45,321−14.8% | 減碼 |
| Schwab Charitable Fund | 260,118 | $2,291 萬 | 3.82% | 00.0% | 不變 |
| Candlestick Capital Management LP | 256,433 | $2,259 萬 | 1.00% | +131,433+105.1% | 加碼 |
| Susquehanna International Group Ltd. | 253,438 | $2,233 萬 | 10.02% | +211,884+509.9% | 加碼 |
| Hudson Bay Capital Management LP | 250,100 | $2,203 萬 | 0.26% | −1,114,900−81.7% | 減碼 |
| Harding Loevner LP | 249,991 | $2,202 萬 | 0.13% | −41,993−14.4% | 減碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 243,414 | $2,168 萬 | 1.64% | −2,437−1.0% | 減碼 |
| Federation des caisses Desjardins du Quebec | 245,467 | $2,162 萬 | 0.26% | −108,975−30.7% | 減碼 |
| Caledonia Investments PLC | 238,000 | $2,096 萬 | 3.47% | 00.0% | 不變 |
| Capstone Investment Advisors, LLC | 230,295 | $2,029 萬 | 0.53% | +203,981+775.2% | 加碼 |
| Vontobel Asset Management Inc | 227,946 | $2,004 萬 | 0.16% | −4,578−2.0% | 減碼 |
| Two Sigma Advisers, LP | 223,500 | $1,969 萬 | 0.05% | +223,500 | 新進 |
| CIBC Private Wealth Group, LLC | 405,039 | $1,945 萬 | 0.07% | −11,745−2.8% | 減碼 |
| Matthews International Capital Management LLC | 220,582 | $1,943 萬 | 2.30% | +60,362+37.7% | 加碼 |
| Moore Capital Management, LP | 216,894 | $1,911 萬 | 0.54% | +216,894 | 新進 |
| Baird Financial Group, Inc. | 214,999 | $1,894 萬 | 0.05% | −3,979−1.8% | 減碼 |
| Qube Research & Technologies Ltd | 206,109 | $1,816 萬 | 0.11% | +14,580+7.6% | 加碼 |
| Advisor Group Holdings, Inc. | 201,327 | $1,773 萬 | 0.04% | +5,393+2.8% | 加碼 |
| Capital International Investors | 197,335 | $1,739 萬 | 0.00% | +2,623+1.3% | 加碼 |
| Thrivent Financial for Lutherans | 195,484 | $1,722 萬 | 0.04% | −14,767−7.0% | 減碼 |