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、4 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 |
|---|---|---|---|---|---|
| V2 Financial group LLC | 53,231 | $543.9 萬 | 3.93% | +621+1.2% | 加碼 |
| Cetera Advisors LLC | 54,052 | $552.3 萬 | 0.09% | +1,526+2.9% | 加碼 |
| Parus Finance (UK) Ltd | 56,800 | $580.4 萬 | 3.47% | +56,800 | 新進 |
| Top Ace Asset Management Ltd | 56,834 | $580.7 萬 | 30.36% | +26,369+86.6% | 加碼 |
| Parallax Volatility Advisers, L.P. | 56,952 | $581.9 萬 | 0.20% | +56,952 | 新進 |
| Alden Global Capital LLC | 57,229 | $584.8 萬 | 19.54% | +57,229 | 新進 |
| ExodusPoint Capital Management, LP | 59,068 | $603.6 萬 | 0.07% | −12,676−17.7% | 減碼 |
| GFG Capital, LLC | 80,124 | $608.1 萬 | 1.38% | +10,971+15.9% | 加碼 |
| Hidden Lake Asset Management LP | 59,680 | $609.8 萬 | 5.16% | −26,570−30.8% | 減碼 |
| Fragasso Group Inc. | 59,766 | $610.7 萬 | 0.70% | +3,854+6.9% | 加碼 |
| Oppenheimer & Co Inc | 59,903 | $612.1 萬 | 0.13% | +13,401+28.8% | 加碼 |
| Tegean Capital Management, LLC | 60,000 | $613.1 萬 | 7.97% | +60,000 | 新進 |
| One Fin Capital Management LP | 60,000 | $613.1 萬 | 2.42% | +60,000 | 新進 |
| Renaissance Group LLC | 60,246 | $615.6 萬 | 0.28% | −450−0.7% | 減碼 |
| Osborne Partners Capital Management, LLC | 60,625 | $619.5 萬 | 0.45% | +1,948+3.3% | 加碼 |
| ICONIQ Capital, LLC | 61,809 | $631.6 萬 | 0.10% | 00.0% | 不變 |
| Storebrand Asset Management AS | 61,909 | $632.6 萬 | 0.03% | +15,390+33.1% | 加碼 |
| Farley Capital L.P. | 61,916 | $632.7 萬 | 7.29% | +6,273+11.3% | 加碼 |
| Kiwi Wealth Investments Limited Partnership | 61,981 | $633.3 萬 | 0.41% | +9,258+17.6% | 加碼 |
| Voya Investment Management LLC | 62,110 | $634.6 萬 | 0.01% | +53,370+610.6% | 加碼 |
| Portland Hill Asset Management Ltd | 64,736 | $639.3 萬 | 14.91% | −999−1.5% | 減碼 |
| Deltec Asset Management LLC | 63,475 | $648.6 萬 | 1.60% | +26,850+73.3% | 加碼 |
| Cubist Systematic Strategies, LLC | 63,525 | $649.1 萬 | 0.06% | +19,934+45.7% | 加碼 |
| Yarbrough Capital, LLC | 63,991 | $653.9 萬 | 0.53% | 00.0% | 不變 |
| Weiss Multi-Strategy Advisers LLC | 64,000 | $654.0 萬 | 0.16% | +64,000 | 新進 |
| Cowen and Company, LLC | 65,177 | $666.0 萬 | 0.78% | +50,875+355.7% | 加碼 |
| Claar Advisors LLC | 65,300 | $667.2 萬 | 2.71% | 00.0% | 不變 |
| Morningstar Investment Services LLC | 65,107 | $668.3 萬 | 0.09% | +17,522+36.8% | 加碼 |
| Aperture Investors, LLC | 66,156 | $676.0 萬 | 0.95% | +31,849+92.8% | 加碼 |
| Cortland Associates Inc | 66,363 | $678.1 萬 | 1.08% | −2,189−3.2% | 減碼 |
| Mariner, LLC | 67,646 | $691.3 萬 | 0.02% | −102−0.2% | 減碼 |
| Lighthouse Investment Partners, LLC | 70,000 | $715.3 萬 | 0.62% | +5,200+8.0% | 加碼 |
| Allen Investment Management LLC | 70,414 | $719.5 萬 | 0.12% | −5,512−7.3% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 71,421 | $729.8 萬 | 0.01% | −12,585−15.0% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 72,171 | $737.4 萬 | 0.20% | −7,356−9.2% | 減碼 |
| Pinebridge Investments, L.P. | 72,811 | $744.0 萬 | 0.08% | +7,591+11.6% | 加碼 |
| Ingalls & Snyder LLC | 73,463 | $750.6 萬 | 0.39% | +11,173+17.9% | 加碼 |
| Resolute Capital Asset Partners LLC | 75,000 | $766.3 萬 | 5.60% | +75,000 | 新進 |
| Ally Financial Inc. | 75,000 | $766.4 萬 | 1.13% | 00.0% | 不變 |
| VR Advisory Services Ltd | 75,000 | $766.4 萬 | 2.49% | +26,500+54.6% | 加碼 |
| Kemnay Advisory Services Inc. | 75,182 | $768.2 萬 | 3.88% | +75,182 | 新進 |
| Bulltick Wealth Management, LLC | 75,656 | $773.1 萬 | 2.03% | −47,031−38.3% | 減碼 |
| Quinn Opportunity Partners LLC | 75,982 | $776.4 萬 | 0.83% | −6,000−7.3% | 減碼 |
| The PNC Financial Services Group, Inc. | 76,605 | $782.7 萬 | 0.01% | +15,293+24.9% | 加碼 |
| Creative Planning | 76,646 | $783.2 萬 | 0.01% | +2,249+3.0% | 加碼 |
| One01 Capital, LP | 79,890 | $816.3 萬 | 9.71% | +38,990+95.3% | 加碼 |
| Investment House LLC | 80,159 | $819.1 萬 | 0.67% | +80,159 | 新進 |
| Tiger Pacific Capital LP | 80,233 | $819.8 萬 | 1.75% | +11,233+16.3% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 80,290 | $820.4 萬 | 0.08% | +20,000+33.2% | 加碼 |
| Ycg, LLC | 80,791 | $825.5 萬 | 0.81% | −7,440−8.4% | 減碼 |
| QV Investors Inc. | 81,467 | $832.4 萬 | 0.78% | +32,220+65.4% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 81,702 | $834.8 萬 | 0.04% | −6,210−7.1% | 減碼 |
| Formula Growth Ltd | 82,100 | $838.9 萬 | 2.70% | +82,100 | 新進 |
| Handelsinvest Investeringsforvaltning | 82,463 | $842.6 萬 | 1.34% | +24,572+42.4% | 加碼 |
| EP Wealth Advisors, LLC | 39,965 | $849.0 萬 | 0.17% | +34,591+643.7% | 加碼 |
| Massachusetts Financial Services Co | 83,824 | $856.5 萬 | 0.00% | −20,912−20.0% | 減碼 |
| Kames Capital plc | 85,353 | $871.8 萬 | 0.15% | +9,853+13.1% | 加碼 |
| Erste Asset Management GmbH | 88,765 | $875.6 萬 | 0.17% | +30,765+53.0% | 加碼 |
| EULAV Asset Management | 87,000 | $889.0 萬 | 0.35% | +29,000+50.0% | 加碼 |
| Marsico Capital Management LLC | 87,130 | $890.3 萬 | 0.42% | +50,716+139.3% | 加碼 |
| Patient Capital Management, LLC | 87,150 | $890.5 萬 | 3.97% | −1,225−1.4% | 減碼 |
| Redwood Grove Capital, LLC | 87,340 | $892.4 萬 | 4.25% | 00.0% | 不變 |
| Andar Capital Management HK Ltd | 88,000 | $899.2 萬 | 16.92% | +63,000+252.0% | 加碼 |
| GFS Advisors, LLC | 89,268 | $912.1 萬 | 2.10% | −150−0.2% | 減碼 |
| Optiver Holding B.V. | 89,975 | $919.4 萬 | 0.43% | +39,435+78.0% | 加碼 |
| MAI Capital Management | 90,098 | $920.6 萬 | 0.15% | +74,085+462.7% | 加碼 |
| Wafra Inc. | 90,479 | $924.5 萬 | 0.33% | +41,836+86.0% | 加碼 |
| Scotia Capital Inc. | 90,481 | $924.6 萬 | 0.07% | +4,832+5.6% | 加碼 |
| AIA Group Ltd | 90,958 | $929.4 萬 | 0.50% | 00.0% | 不變 |
| Profund Advisors LLC | 92,355 | $943.7 萬 | 0.58% | +10,751+13.2% | 加碼 |
| Eschler Asset Management LLP | 92,600 | $946.2 萬 | 7.48% | +68,400+282.6% | 加碼 |
| Rockefeller Capital Management L.P. | 93,315 | $953.3 萬 | 0.04% | +48+0.1% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 94,951 | $969.3 萬 | 0.02% | +26,840+39.4% | 加碼 |
| 3G Capital Partners LP | 95,000 | $970.7 萬 | 12.62% | +95,000 | 新進 |
| Growth Interface Management LLC | 95,000 | $970.7 萬 | 9.69% | +95,000 | 新進 |
| Susquehanna International Group Ltd. | 96,012 | $981.1 萬 | 5.57% | −157,426−62.1% | 減碼 |
| Blair William & Co | 97,048 | $991.6 萬 | 0.04% | +3,713+4.0% | 加碼 |
| Hi-Line Capital Management, LLC | 97,581 | $997.1 萬 | 3.40% | +879+0.9% | 加碼 |
| Appaloosa LP大師阿帕盧薩 | 100,000 | $1,022 萬 | 0.55% | 00.0% | 不變 |
| Scion Asset Management, LLC | 100,000 | $1,022 萬 | 9.56% | +50,000+100.0% | 加碼 |
| Knightsbridge Asset Management, LLC | 101,454 | $1,037 萬 | 1.77% | +12,002+13.4% | 加碼 |
| Long Corridor Asset Management Ltd | 102,538 | $1,048 萬 | 12.59% | +16,013+18.5% | 加碼 |
| Thomas White International Ltd | 103,521 | $1,058 萬 | 2.23% | +16,411+18.8% | 加碼 |
| Truist Financial Corp | 104,200 | $1,065 萬 | 0.02% | −2,508−2.4% | 減碼 |
| Quintet Private Bank (Europe) S.A. | 104,311 | $1,066 萬 | 0.63% | +104,311 | 新進 |
| Arnhold LLC | 105,920 | $1,082 萬 | 1.23% | +33,729+46.7% | 加碼 |
| Georgetown University | 106,268 | $1,086 萬 | 3.80% | 00.0% | 不變 |
| WT Asset Management Ltd | 106,699 | $1,090 萬 | 3.97% | −201,020−65.3% | 減碼 |
| Cutler Group LP | 108,832 | $1,112 萬 | 1.75% | +42,717+64.6% | 加碼 |
| HRT Financial LP | 111,117 | $1,135 萬 | 0.14% | −289,872−72.3% | 減碼 |
| Waverton Investment Management Ltd | 111,763 | $1,142 萬 | 0.35% | +80+0.1% | 加碼 |
| Qube Research & Technologies Ltd | 112,026 | $1,145 萬 | 0.07% | −94,083−45.6% | 減碼 |
| Two Sigma Securities, LLC | 112,527 | $1,150 萬 | 0.95% | +26,082+30.2% | 加碼 |
| Point72 Middle East FZE | 113,602 | $1,161 萬 | 0.66% | +110,897+4,099.7% | 加碼 |
| Woodline Partners LP | 114,405 | $1,169 萬 | 0.17% | +114,405 | 新進 |
| 7G Capital Management, LLC | 115,000 | $1,175 萬 | 6.96% | −50,000−30.3% | 減碼 |
| Atalanta Sosnoff Capital, LLC | 115,624 | $1,181 萬 | 0.34% | +115,624 | 新進 |
| Stifel Financial Corp | 119,731 | $1,223 萬 | 0.02% | +23,774+24.8% | 加碼 |
| Maven Securities LTD | 119,884 | $1,225 萬 | 1.92% | +119,884 | 新進 |
| DekaBank Deutsche Girozentrale | 122,383 | $1,255 萬 | 0.03% | +25,814+26.7% | 加碼 |