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 $222.9 億；阿帕盧薩、H&H 國際投資等 7 位大師持有。
2023 年第 1 季 13F 持有人
Alibaba Group Holding Ltd 在 2023/3/31 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
- 1,253
- 較 2022 年第 4 季 +101 家
- 持有股數
- 3.59 億
- 較 2022 年第 4 季 −1,692 萬 (−4.5%)
- 總市值
- $365.9 億
- 較 2022 年第 4 季 +$34.9 億 (+10.5%)
- 新進機構
- 206
- 另有 434 家加碼
- 清倉機構
- 105
- 另有 376 家減碼
另有 21 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 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 |
2023 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Primecap Management Co | 17,283,277 | $17.7 億 | 1.54% | +4,6500.0% | 加碼 |
| Dodge & Cox | 12,633,812 | $12.9 億 | 0.88% | −1,345,258−9.6% | 減碼 |
| Price T Rowe Associates Inc | 11,034,187 | $11.3 億 | 0.17% | +3,124,057+39.5% | 加碼 |
| FIL Ltd | 10,671,167 | $10.9 億 | 1.25% | −217,637−2.0% | 減碼 |
| Morgan Stanley | 9,578,090 | $9.79 億 | 0.10% | −3,237,424−25.3% | 減碼 |
| Temasek Holdings (Private) Ltd | 9,563,814 | $9.77 億 | 5.80% | +352,817+3.8% | 加碼 |
| Bank of America Corp | 9,443,677 | $9.65 億 | 0.11% | +1,478,767+18.6% | 加碼 |
| Goldman Sachs Group Inc | 9,148,628 | $9.35 億 | 0.25% | −12,432,008−57.6% | 減碼 |
| HSBC Holdings PLC | 8,360,602 | $8.55 億 | 1.10% | −4,725,266−36.1% | 減碼 |
| Aspex Management (HK) Ltd | 7,281,449 | $7.44 億 | 18.27% | +1,072,018+17.3% | 加碼 |
| JPMorgan Chase & Co | 6,947,122 | $7.10 億 | 0.09% | −2,368,615−25.4% | 減碼 |
| FMR LLC | 6,513,148 | $6.66 億 | 0.06% | +611,395+10.4% | 加碼 |
| Artisan Partners Limited Partnership | 5,652,866 | $5.78 億 | 0.96% | +1,244,251+28.2% | 加碼 |
| Loomis Sayles & Co L P | 5,644,347 | $5.77 億 | 1.00% | −148,575−2.6% | 減碼 |
| BlackRock Inc. | 5,340,062 | $5.46 億 | 0.02% | −40,885−0.8% | 減碼 |
| Alkeon Capital Management LLC | 4,614,632 | $4.72 億 | 3.02% | +2,382,175+106.7% | 加碼 |
| UBS Asset Management Americas Inc | 4,337,662 | $4.43 億 | 0.21% | −354,130−7.5% | 減碼 |
| Norges Bank | 4,111,439 | $4.20 億 | 0.09% | +3,053,830+288.7% | 加碼 |
| Dimensional Fund Advisors LP | 3,990,761 | $4.08 億 | 0.14% | +69,479+1.8% | 加碼 |
| Fisher Asset Management, LLC | 3,862,579 | $3.95 億 | 0.24% | +24,309+0.6% | 加碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 3,785,116 | $3.87 億 | 6.86% | +662,316+21.2% | 加碼 |
| Nuveen Asset Management, LLC | 3,737,751 | $3.82 億 | 0.14% | +2,591,229+226.0% | 加碼 |
| Jericho Capital Asset Management L.P. | 3,632,969 | $3.71 億 | 15.41% | +826,000+29.4% | 加碼 |
| Marshall Wace, LLP | 3,516,090 | $3.59 億 | 0.88% | +441,878+14.4% | 加碼 |
| Carmignac Gestion | 3,452,722 | $3.53 億 | 5.88% | −163,076−4.5% | 減碼 |
| Lazard Asset Management LLC | 3,301,104 | $3.37 億 | 0.44% | +1,017,845+44.6% | 加碼 |
| Jane Street Group, LLC | 3,130,149 | $3.20 億 | 0.55% | −803,013−20.4% | 減碼 |
| H&H International Investment, LLC大師H&H 國際投資 | 3,117,100 | $3.19 億 | 2.40% | +12,700+0.4% | 加碼 |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST | 2,985,900 | $3.05 億 | 4.26% | −88,583−2.9% | 減碼 |
| Brookfield Asset Management Inc. | 2,936,175 | $3.00 億 | 1.18% | +7,685+0.3% | 加碼 |
| Royal Bank of Canada | 2,681,131 | $2.74 億 | 0.08% | +96,065+3.7% | 加碼 |
| Handelsbanken Fonder AB | 2,667,380 | $2.73 億 | 1.58% | +556,549+26.4% | 加碼 |
| Point72 Asset Management, L.P. | 2,641,993 | $2.70 億 | 0.96% | +491,441+22.9% | 加碼 |
| Macquarie Group Ltd | 2,446,954 | $2.50 億 | 0.30% | −32,024−1.3% | 減碼 |
| Allspring Global Investments Holdings, LLC | 2,424,999 | $2.48 億 | 0.41% | +36,569+1.5% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 2,401,900 | $2.45 億 | 1.39% | −411,100−14.6% | 減碼 |
| American Century Companies Inc | 2,392,462 | $2.44 億 | 0.19% | +236,183+11.0% | 加碼 |
| Invesco Ltd. | 2,325,396 | $2.38 億 | 0.07% | +349,617+17.7% | 加碼 |
| Bamco Inc | 2,251,648 | $2.30 億 | 0.69% | +234,887+11.6% | 加碼 |
| RWWM, Inc. | 2,233,731 | $2.28 億 | 29.55% | −183,097−7.6% | 減碼 |
| Moore Capital Management, LP | 2,182,562 | $2.23 億 | 6.95% | +1,965,668+906.3% | 加碼 |
| Schroder Investment Management Group | 2,179,442 | $2.23 億 | 0.33% | −1,118−0.1% | 減碼 |
| Discerene Group LP | 2,096,138 | $2.14 億 | 27.62% | +192,400+10.1% | 加碼 |
| Hao Advisors Management Ltd | 2,000,000 | $2.04 億 | 70.80% | 00.0% | 不變 |
| Legal & General Group Plc | 1,987,857 | $2.03 億 | 0.07% | −91,315−4.4% | 減碼 |
| Deutsche Bank AG | 1,887,311 | $1.93 億 | 0.11% | −555,819−22.8% | 減碼 |
| Nordea Investment Management AB | 1,876,962 | $1.91 億 | 0.28% | −7,382−0.4% | 減碼 |
| Man Group plc | – | $1.87 億 | 0.67% | – | – |
| Martin Currie Ltd | 1,803,485 | $1.84 億 | 6.58% | +172,458+10.6% | 加碼 |
| Farallon Capital Management, L.L.C. | 1,800,000 | $1.84 億 | 1.12% | −861,000−32.4% | 減碼 |
| Susquehanna International Group, LLP | 1,742,226 | $1.78 億 | 0.28% | −744,804−29.9% | 減碼 |
| D1 Capital Partners L.P.大師D1 資本 | 1,730,404 | $1.77 億 | 3.33% | +800,404+86.1% | 加碼 |
| UBS Group AG | 1,700,326 | $1.74 億 | 0.08% | −2,699,221−61.4% | 減碼 |
| ARGA Investment Management, LP | 1,695,410 | $1.73 億 | 6.47% | −45,280−2.6% | 減碼 |
| Alliancebernstein L.P. | 1,648,522 | $1.68 億 | 0.07% | +216,399+15.1% | 加碼 |
| Millennium Management LLC | 1,761,676 | $1.63 億 | 0.19% | +368,879+26.5% | 加碼 |
| Coatue Management LLC大師Coatue | 1,516,924 | $1.55 億 | 1.03% | −3,484,479−69.7% | 減碼 |
| Hudson Bay Capital Management LP | 1,452,315 | $1.48 億 | 1.62% | +1,202,215+480.7% | 加碼 |
| Alpine Investment Management Ltd | 1,450,000 | $1.48 億 | 31.01% | −400,000−21.6% | 減碼 |
| Ruffer LLP | 1,441,760 | $1.47 億 | 5.10% | +1,321,178+1,095.7% | 加碼 |
| State Street Corp | 1,438,164 | $1.47 億 | 0.01% | −2,764,043−65.8% | 減碼 |
| Hardman Johnston Global Advisors LLC | 1,425,142 | $1.46 億 | 4.76% | +1,425,142 | 新進 |
| Wellington Management Group LLP | 1,412,371 | $1.44 億 | 0.03% | +132,902+10.4% | 加碼 |
| Geode Capital Management, LLC | 1,410,603 | $1.44 億 | 0.02% | +102,796+7.9% | 加碼 |
| Federated Hermes, Inc. | 1,359,504 | $1.39 億 | 0.35% | +625,869+85.3% | 加碼 |
| Citadel Advisors LLC | 1,348,586 | $1.38 億 | 0.15% | +114,268+9.3% | 加碼 |
| Causeway Capital Management LLC | 1,332,096 | $1.36 億 | 3.26% | −52,742−3.8% | 減碼 |
| Third Point LLC大師第三點資本 | 1,326,450 | $1.36 億 | 2.22% | +1,326,450 | 新進 |
| Vontobel Asset Management Inc | 1,318,987 | $1.34 億 | 0.97% | +1,091,041+478.6% | 加碼 |
| Citigroup Inc | 1,195,399 | $1.22 億 | 0.16% | +206,758+20.9% | 加碼 |
| Cryder Capital Partners LLP | 1,186,224 | $1.21 億 | 6.45% | +40,169+3.5% | 加碼 |
| National Bank of Canada | 1,127,288 | $1.15 億 | 0.31% | −536,355−32.2% | 減碼 |
| RWC Asset Advisors (US) LLC | 1,109,024 | $1.13 億 | 8.62% | −285,374−20.5% | 減碼 |
| Amundi | 1,142,924 | $1.13 億 | 0.06% | +90,434+8.6% | 加碼 |
| SG Americas Securities, LLC | 1,083,388 | $1.11 億 | 1.49% | +1,012,805+1,434.9% | 加碼 |
| Group One Trading, L.P. | 1,075,050 | $1.10 億 | 5.22% | +813,529+311.1% | 加碼 |
| Barclays PLC | 1,040,822 | $1.06 億 | 0.11% | −1,461,032−58.4% | 減碼 |
| Public Investment Fund | 1,035,676 | $1.06 億 | 0.30% | 00.0% | 不變 |
| AXA S.A. | 1,034,829 | $1.06 億 | 0.36% | +184,298+21.7% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 1,021,753 | $1.04 億 | 0.14% | +1,021,753 | 新進 |
| Whale Rock Capital Management LLC | 1,011,360 | $1.03 億 | 2.28% | +1,011,360 | 新進 |
| Sequoia China Equity Partners (Hong Kong) Ltd | 1,000,000 | $1.02 億 | 20.22% | 00.0% | 不變 |
| Kirkoswald Asset Management LLC | 985,400 | $1.01 億 | 50.14% | +985,400 | 新進 |
| Northern Trust Corp | 972,937 | $9,941 萬 | 0.02% | +13,232+1.4% | 加碼 |
| SEI Investments Co | 969,258 | $9,904 萬 | 0.18% | +284,411+41.5% | 加碼 |
| Point72 Hong Kong Ltd | 958,495 | $9,794 萬 | 23.87% | +252,226+35.7% | 加碼 |
| Parsifal Capital Management, LP | 956,278 | $9,771 萬 | 7.74% | +956,278 | 新進 |
| BNP Paribas Arbitrage, SA | 942,909 | $9,635 萬 | 0.21% | +96,733+11.4% | 加碼 |
| Origin Asset Management LLP | 919,706 | $9,398 萬 | 27.54% | +4,100+0.4% | 加碼 |
| Platinum Investment Management Ltd | 889,942 | $9,093 萬 | 3.16% | −427,317−32.4% | 減碼 |
| Polar Capital Holdings Plc | 850,581 | $8,691 萬 | 0.64% | −187,615−18.1% | 減碼 |
| TT International Asset Management LTD | 836,499 | $8,547 萬 | 9.36% | −745,638−47.1% | 減碼 |
| Balyasny Asset Management LLC | 800,652 | $8,181 萬 | 0.27% | +400,092+99.9% | 加碼 |
| Renaissance Technologies LLC | 767,192 | $7,839 萬 | 0.10% | −141,600−15.6% | 減碼 |
| GMT Capital Corp | 761,900 | $7,785 萬 | 3.05% | +196,300+34.7% | 加碼 |
| D. E. Shaw & Co., Inc. | 750,253 | $7,666 萬 | 0.12% | +103,606+16.0% | 加碼 |
| Neuberger Berman Group LLC | 737,381 | $7,547 萬 | 0.07% | +79,781+12.1% | 加碼 |
| HighTower Advisors, LLC | 734,710 | $7,502 萬 | 0.16% | +77,023+11.7% | 加碼 |
| Antipodes Partners Ltd | 728,155 | $7,440 萬 | 2.58% | +198,743+37.5% | 加碼 |
| Alta Park Capital, LP | 724,981 | $7,408 萬 | 7.68% | −210,773−22.5% | 減碼 |