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 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 |
|---|---|---|---|---|---|
| Claar Advisors LLC | 65,300 | $575.2 萬 | 2.53% | 00.0% | 不變 |
| Pinebridge Investments, L.P. | 65,220 | $574.5 萬 | 0.07% | −17,010−20.7% | 減碼 |
| Lighthouse Investment Partners, LLC | 64,800 | $570.8 萬 | 1.05% | +48,700+302.5% | 加碼 |
| Portland Hill Asset Management Ltd | 65,735 | $569.0 萬 | 15.78% | −33,509−33.8% | 減碼 |
| Yarbrough Capital, LLC | 63,991 | $563.7 萬 | 0.45% | 00.0% | 不變 |
| Evolution Capital Management LLC | 63,754 | $561.6 萬 | 19.40% | −164,100−72.0% | 減碼 |
| Ingalls & Snyder LLC | 62,290 | $548.7 萬 | 0.30% | −2,724−4.2% | 減碼 |
| ICONIQ Capital, LLC | 61,809 | $544.5 萬 | 0.08% | −207−0.3% | 減碼 |
| The PNC Financial Services Group, Inc. | 61,312 | $540.1 萬 | 0.01% | −13,202−17.7% | 減碼 |
| Comerica Bank | 46,458 | $535.1 萬 | 0.04% | −102−0.2% | 減碼 |
| Renaissance Group LLC | 60,696 | $534.7 萬 | 0.26% | −5,310−8.0% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 60,290 | $531.1 萬 | 0.06% | 00.0% | 不變 |
| Optimus Prime Fund Management Co., Ltd. | 60,000 | $528.5 萬 | 0.66% | 00.0% | 不變 |
| Chartwell Investment Partners, LLC | 59,684 | $525.8 萬 | 0.21% | +26,436+79.5% | 加碼 |
| Erste Asset Management GmbH | 58,000 | $517.0 萬 | 0.11% | −54,344−48.4% | 減碼 |
| Osborne Partners Capital Management, LLC | 58,677 | $516.9 萬 | 0.41% | +5,298+9.9% | 加碼 |
| EULAV Asset Management | 58,000 | $510.9 萬 | 0.22% | −5,000−7.9% | 減碼 |
| Handelsinvest Investeringsforvaltning | 57,891 | $509.9 萬 | 0.80% | +298+0.5% | 加碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 56,900 | $501.2 萬 | 0.31% | −194,398−77.4% | 減碼 |
| Holowesko Partners Ltd. | 56,600 | $498.6 萬 | 2.39% | −67,300−54.3% | 減碼 |
| Fragasso Group Inc. | 55,912 | $492.5 萬 | 0.57% | −3,106−5.3% | 減碼 |
| Farley Capital L.P. | 55,643 | $490.2 萬 | 6.54% | −26,467−32.2% | 減碼 |
| Graticule Asia Macro Advisors LLC | 55,221 | $486.4 萬 | 1.77% | −1,279−2.3% | 減碼 |
| PEAK6 Investments LLC | 54,687 | $481.7 萬 | 0.27% | −238,817−81.4% | 減碼 |
| Morningstar Investment Services LLC | 47,585 | $477.5 萬 | 0.07% | −1,319−2.7% | 減碼 |
| Toronto Dominion Bank | 53,626 | $472.3 萬 | 0.01% | −12,515−18.9% | 減碼 |
| Kiwi Wealth Investments Limited Partnership | 52,723 | $464.4 萬 | 0.31% | −29,060−35.5% | 減碼 |
| V2 Financial group LLC | 52,610 | $463.4 萬 | 3.68% | +2,674+5.4% | 加碼 |
| Aviance Capital Partners, LLC | 52,595 | $463.3 萬 | 1.08% | +48,980+1,354.9% | 加碼 |
| Cetera Advisors LLC | 52,526 | $462.7 萬 | 0.08% | +16,847+47.2% | 加碼 |
| Jefferies Financial Group Inc. | 52,071 | $458.7 萬 | 0.08% | +52,071 | 新進 |
| EPIQ Capital Group, LLC | 51,021 | $449.4 萬 | 2.56% | −6,703−11.6% | 減碼 |
| NS Partners Ltd | 50,773 | $447.3 萬 | 0.27% | +3,081+6.5% | 加碼 |
| Optiver Holding B.V. | 50,540 | $441.4 萬 | 0.27% | +12,905+34.3% | 加碼 |
| Global Frontier Investments LLC | 50,000 | $440.5 萬 | 1.94% | 00.0% | 不變 |
| Maso Capital Partners Ltd | 50,000 | $440.5 萬 | 1.60% | +37,000+284.6% | 加碼 |
| Paulson & Co. Inc. | 50,000 | $440.4 萬 | 0.40% | 00.0% | 不變 |
| Tang Capital Management LLC | 50,000 | $440.4 萬 | 0.64% | 00.0% | 不變 |
| Scion Asset Management, LLC | 50,000 | $440.4 萬 | 9.46% | +50,000 | 新進 |
| HAP Trading, LLC | 49,868 | $439.3 萬 | 0.72% | +49,868 | 新進 |
| Kestra Advisory Services, LLC | 49,454 | $435.6 萬 | 0.04% | +697+1.4% | 加碼 |
| QV Investors Inc. | 49,247 | $433.8 萬 | 0.42% | +15,090+44.2% | 加碼 |
| Rathbone Brothers plc | 48,655 | $428.6 萬 | 0.05% | −3,334−6.4% | 減碼 |
| Wafra Inc. | 48,643 | $428.5 萬 | 0.16% | 00.0% | 不變 |
| Stelac Advisory Services LLC | 48,535 | $427.5 萬 | 1.94% | 00.0% | 不變 |
| VR Advisory Services Ltd | 48,500 | $427.2 萬 | 1.59% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 48,314 | $425.6 萬 | 0.07% | +2,126+4.6% | 加碼 |
| Aquamarine Zurich AG大師Aquamarine 基金 | 47,500 | $418.4 萬 | 2.25% | 00.0% | 不變 |
| Madison Asset Management, LLC | 46,644 | $410.9 萬 | 0.06% | +12,335+36.0% | 加碼 |
| Storebrand Asset Management AS | 46,519 | $409.8 萬 | 0.02% | −4,831−9.4% | 減碼 |
| Oppenheimer & Co Inc | 46,502 | $409.6 萬 | 0.09% | −27,768−37.4% | 減碼 |
| APG Asset Management N.V. | 45,100 | $397.3 萬 | 0.01% | −15,100−25.1% | 減碼 |
| Nwi Management LP | 45,000 | $396.4 萬 | 0.93% | 00.0% | 不變 |
| Stamos Capital Partners, L.P. | 44,800 | $394.6 萬 | 1.25% | +44,800 | 新進 |
| Pzena Investment Management LLC | 44,799 | $394.6 萬 | 0.02% | +5,615+14.3% | 加碼 |
| Yousif Capital Management, LLC | 44,726 | $394.0 萬 | 0.05% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 44,401 | $391.1 萬 | 0.07% | +30,397+217.1% | 加碼 |
| Janney Montgomery Scott LLC | 44,229 | $389.6 萬 | 0.02% | −29,197−39.8% | 減碼 |
| Cubist Systematic Strategies, LLC | 43,591 | $384.0 萬 | 0.03% | −38,511−46.9% | 減碼 |
| Analyst IMS Investment Management Services Ltd. | 42,385 | $377.8 萬 | 0.32% | 00.0% | 不變 |
| Kerrisdale Advisers, LLC | 42,715 | $376.3 萬 | 1.12% | +7,700+22.0% | 加碼 |
| Banque Cantonale Vaudoise | 42,711 | $376.2 萬 | 0.20% | −5,649−11.7% | 減碼 |
| Worldly Partners Management, LLC | 42,665 | $375.8 萬 | 2.92% | +42,665 | 新進 |
| Tudor Investment Corp Et Al | 42,357 | $373.1 萬 | 0.09% | +39,799+1,555.9% | 加碼 |
| Neumann Advisory Hong Kong Ltd | 42,303 | $372.6 萬 | 2.29% | −80,830−65.6% | 減碼 |
| FengHe Fund Management Pte. Ltd. | 41,900 | $369.1 萬 | 0.50% | +41,900 | 新進 |
| RPG Investment Advisory, LLC | 41,384 | $364.6 萬 | 0.70% | −1,544−3.6% | 減碼 |
| One01 Capital, LP | 40,900 | $360.3 萬 | 10.47% | +40,900 | 新進 |
| Daiwa Securities Group Inc. | – | $360.0 萬 | 0.03% | – | – |
| Salem Investment Counselors Inc | 40,824 | $359.6 萬 | 0.15% | −9,755−19.3% | 減碼 |
| Nikko Asset Management Americas, Inc. | 40,450 | $356.2 萬 | 0.05% | −4,702−10.4% | 減碼 |
| Lorne Steinberg Wealth Management Inc. | 39,616 | $349.0 萬 | 1.50% | −1,235−3.0% | 減碼 |
| Guardcap Asset Management Ltd | 39,600 | $348.8 萬 | 0.05% | +925+2.4% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 38,224 | $334.4 萬 | 0.07% | −29,094−43.2% | 減碼 |
| Panagora Asset Management Inc | 37,492 | $330.3 萬 | 0.02% | −90−0.2% | 減碼 |
| Brown Advisory Inc | 37,292 | $328.5 萬 | 0.01% | −9,795−20.8% | 減碼 |
| Tweedy, Browne Co LLC | 37,165 | $327.4 萬 | 0.17% | −4,075−9.9% | 減碼 |
| Parametrica Management Ltd | 37,100 | $326.7 萬 | 6.70% | +37,100 | 新進 |
| Axim Planning & Wealth | 36,965 | $325.6 萬 | 3.35% | +33,007+833.9% | 加碼 |
| First Manhattan Co | 36,784 | $324.0 萬 | 0.01% | +23,400+174.8% | 加碼 |
| Squarepoint Ops LLC | 36,717 | $323.4 萬 | 0.02% | +1,689+4.8% | 加碼 |
| Deltec Asset Management LLC | 36,625 | $322.6 萬 | 0.92% | +4,900+15.4% | 加碼 |
| Marsico Capital Management LLC | 36,414 | $320.8 萬 | 0.17% | −74,129−67.1% | 減碼 |
| CAPROCK Group, Inc. | 35,774 | $315.1 萬 | 0.29% | −987−2.7% | 減碼 |
| Polunin Capital Partners Ltd | 35,592 | $313.5 萬 | 0.78% | 00.0% | 不變 |
| Westwood Management Corp | 35,300 | $311.0 萬 | 0.42% | +2,400+7.3% | 加碼 |
| Lawson Kroeker Investment Management Inc | 34,873 | $307.2 萬 | 1.04% | −900−2.5% | 減碼 |
| IPG Investment Advisors LLC | 34,762 | $306.2 萬 | 0.85% | +17,808+105.0% | 加碼 |
| Picton Mahoney Asset Management | 34,700 | $305.6 萬 | 0.16% | +26,400+318.1% | 加碼 |
| Cetera Advisor Networks LLC | 34,423 | $303.2 萬 | 0.02% | +1,055+3.2% | 加碼 |
| Aperture Investors, LLC | 34,307 | $302.2 萬 | 0.50% | −9,713−22.1% | 減碼 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 33,382 | $298.5 萬 | 0.69% | 00.0% | 不變 |
| TD Waterhouse Canada Inc. | 31,013 | $293.8 萬 | 0.03% | −8,445−21.4% | 減碼 |
| Atria Investments LLC | 32,925 | $290.0 萬 | 0.06% | +381+1.2% | 加碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 32,373 | $285.2 萬 | 0.52% | −412−1.3% | 減碼 |
| Ativo Capital Management LLC | 32,088 | $282.7 萬 | 3.56% | −626−1.9% | 減碼 |
| US Bancorp | 31,907 | $281.1 萬 | 0.00% | −2,168−6.4% | 減碼 |
| Bell & Brown Wealth Advisors, LLC | 31,649 | $278.8 萬 | 1.53% | +401+1.3% | 加碼 |
| Means Investment Co., Inc. | 31,323 | $275.9 萬 | 0.55% | −5,009−13.8% | 減碼 |
| Cohen Capital Management, Inc. | 31,154 | $274.4 萬 | 0.56% | 00.0% | 不變 |