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 1,231 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 | 1,231 | $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 | 1,419 | $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 |
|---|---|---|---|---|---|
| Greylin Investment Mangement Inc | 123,214 | $1,259 萬 | 2.30% | +39,358+46.9% | 加碼 |
| Optimas Capital Ltd | 124,822 | $1,275 萬 | 10.69% | +20,422+19.6% | 加碼 |
| Mizuho Markets Americas LLC | 126,926 | $1,297 萬 | 0.56% | −17,600−12.2% | 減碼 |
| Mizuho Markets Cayman LP | 126,926 | $1,297 萬 | 0.56% | +126,926 | 新進 |
| Mitsubishi UFJ Trust & Banking Corp | 128,034 | $1,308 萬 | 0.03% | −379−0.3% | 減碼 |
| Mackenzie Financial Corp | 129,643 | $1,325 萬 | 0.02% | −59,642−31.5% | 減碼 |
| Meitav Dash Investments Ltd | 155,799 | $1,337 萬 | 0.23% | +36,584+30.7% | 加碼 |
| FACT Capital, LP | 130,982 | $1,338 萬 | 7.23% | +130,982 | 新進 |
| Brandywine Global Investment Management, LLC | 131,228 | $1,341 萬 | 0.11% | −3,447−2.6% | 減碼 |
| Pacifica Capital Investments, LLC | 131,570 | $1,344 萬 | 4.30% | −258−0.2% | 減碼 |
| Brown Brothers Harriman & Co | 131,677 | $1,345 萬 | 0.11% | −148−0.1% | 減碼 |
| Black Creek Investment Management Inc. | 137,000 | $1,400 萬 | 0.52% | +64,000+87.7% | 加碼 |
| Manufacturers Life Insurance Company, The | 141,940 | $1,450 萬 | 0.01% | +124,756+726.0% | 加碼 |
| Centric Wealth Management | 143,228 | $1,464 萬 | 6.35% | +139,650+3,903.0% | 加碼 |
| Hel Ved Capital Management Ltd | 145,200 | $1,484 萬 | 7.92% | −315,100−68.5% | 減碼 |
| Banco Santander, S.A. | 145,973 | $1,492 萬 | 0.22% | −4,955−3.3% | 減碼 |
| Utah Peaks Capital Inc | 149,500 | $1,528 萬 | 24.05% | +149,500 | 新進 |
| Armistice Capital, LLC | 150,000 | $1,533 萬 | 0.36% | −206,000−57.9% | 減碼 |
| MIC Capital Management UK LLP | 150,000 | $1,533 萬 | 2.92% | 00.0% | 不變 |
| BlueDrive Global Investors LLP | 150,200 | $1,535 萬 | 21.63% | 00.0% | 不變 |
| Junto Capital Management LP | 150,224 | $1,535 萬 | 0.43% | +150,224 | 新進 |
| Todd Asset Management LLC | 150,801 | $1,541 萬 | 0.37% | +36,084+31.5% | 加碼 |
| Northwestern Mutual Wealth Management Co | 150,927 | $1,542 萬 | 0.02% | +300.0% | 加碼 |
| Freemont Management S.A. | 159,400 | $1,629 萬 | 2.40% | −113,612−41.6% | 減碼 |
| Monaco Asset Management SAM | 161,000 | $1,645 萬 | 7.38% | +77,500+92.8% | 加碼 |
| First Republic Investment Management, Inc. | 164,189 | $1,678 萬 | 0.04% | +72,479+79.0% | 加碼 |
| Mason Capital Management LLC | 167,000 | $1,706 萬 | 7.29% | +167,000 | 新進 |
| IMC-Chicago, LLC | 167,576 | $1,712 萬 | 2.90% | +167,576 | 新進 |
| Jennison Associates LLC | 169,127 | $1,728 萬 | 0.02% | +169,127 | 新進 |
| KBC Group NV | 170,960 | $1,747 萬 | 0.07% | −6,908−3.9% | 減碼 |
| ProShare Advisors LLC | 172,783 | $1,765 萬 | 0.05% | −19,823−10.3% | 減碼 |
| Janney Montgomery Scott LLC | 173,656 | $1,774 萬 | 0.07% | +129,427+292.6% | 加碼 |
| Blackstone Group Inc. | 175,000 | $1,788 萬 | 0.08% | +175,000 | 新進 |
| Maxi Investments CY Ltd | 179,427 | $1,833 萬 | 14.82% | +100,000+125.9% | 加碼 |
| Rheos Capital Works Inc. | 184,000 | $1,880 萬 | 1.05% | +184,000 | 新進 |
| Caxton Associates LP | 184,682 | $1,887 萬 | 3.00% | +163,932+790.0% | 加碼 |
| Zweig-DiMenna Associates LLC | 185,500 | $1,895 萬 | 2.57% | +98,800+114.0% | 加碼 |
| Two Sigma Advisers, LP | 188,400 | $1,925 萬 | 0.05% | −35,100−15.7% | 減碼 |
| Clal Insurance Enterprises Holdings Ltd | 189,000 | $1,931 萬 | 0.29% | −260,000−57.9% | 減碼 |
| State of Michigan Retirement System | 189,250 | $1,934 萬 | 0.13% | 00.0% | 不變 |
| Private Management Group Inc | 190,248 | $1,944 萬 | 0.87% | +14,773+8.4% | 加碼 |
| Thrivent Financial for Lutherans | 191,669 | $1,959 萬 | 0.05% | −3,815−2.0% | 減碼 |
| Prelude Capital Management, LLC | 194,899 | $1,991 萬 | 1.36% | −213,818−52.3% | 減碼 |
| Crossmark Global Holdings, Inc. | 199,236 | $2,036 萬 | 0.48% | +12,198+6.5% | 加碼 |
| Advisor Group Holdings, Inc. | 200,370 | $2,047 萬 | 0.04% | −957−0.5% | 減碼 |
| Aubrey Capital Management Ltd | 205,100 | $2,097 萬 | 12.16% | +205,100 | 新進 |
| Harvest Fund Management Co., Ltd | 208,301 | $2,128 萬 | 4.68% | +60,845+41.3% | 加碼 |
| PEAK6 Investments LLC | 210,449 | $2,150 萬 | 1.36% | +155,762+284.8% | 加碼 |
| Nomura Holdings Inc | 215,261 | $2,200 萬 | 0.21% | −635,967−74.7% | 減碼 |
| Commonwealth Equity Services, LLC | 216,237 | $2,210 萬 | 0.05% | +53,516+32.9% | 加碼 |
| Baird Financial Group, Inc. | 218,164 | $2,229 萬 | 0.05% | +3,165+1.5% | 加碼 |
| CTC LLC | 227,631 | $2,353 萬 | 0.75% | +227,631 | 新進 |
| Magellan Asset Management Ltd | 234,816 | $2,399 萬 | 0.20% | −74,618−24.1% | 減碼 |
| Federation des caisses Desjardins du Quebec | 234,861 | $2,400 萬 | 0.26% | −10,606−4.3% | 減碼 |
| Truxt Investmentos Ltda. | 236,916 | $2,421 萬 | 8.82% | −108,800−31.5% | 減碼 |
| Caledonia Investments PLC | 238,000 | $2,431 萬 | 3.57% | 00.0% | 不變 |
| Harding Loevner LP | 249,816 | $2,553 萬 | 0.15% | −175−0.1% | 減碼 |
| Verition Fund Management LLC | 249,886 | $2,553 萬 | 0.41% | +244,412+4,465.0% | 加碼 |
| Scopus Asset Management, L.P. | 250,000 | $2,555 萬 | 0.95% | +100,000+66.7% | 加碼 |
| Davis Selected Advisers | 250,591 | $2,561 萬 | 0.17% | −361,763−59.1% | 減碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 251,851 | $2,566 萬 | 1.64% | +8,437+3.5% | 加碼 |
| Matthews International Capital Management LLC | 257,687 | $2,633 萬 | 2.63% | +37,105+16.8% | 加碼 |
| Schwab Charitable Fund | 260,118 | $2,658 萬 | 2.44% | 00.0% | 不變 |
| Leonteq Securities AG | 262,107 | $2,678 萬 | 2.47% | −495,385−65.4% | 減碼 |
| Squarepoint Ops LLC | 263,716 | $2,695 萬 | 0.19% | +226,999+618.2% | 加碼 |
| Simplex Trading, LLC | 268,719 | $2,746 萬 | 1.24% | +6,128+2.3% | 加碼 |
| Newlands Management Operations LLC | 269,858 | $2,757 萬 | 0.49% | 00.0% | 不變 |
| BlueCrest Capital Management Ltd | 273,500 | $2,795 萬 | 3.00% | +273,500 | 新進 |
| First Trust Advisors LP | 277,634 | $2,837 萬 | 0.03% | +87,326+45.9% | 加碼 |
| Connectus Wealth, LLC | 281,284 | $2,874 萬 | 0.71% | +273,545+3,534.6% | 加碼 |
| Envestnet Asset Management Inc | 2,172,551 | $2,889 萬 | 0.01% | +1,883,022+650.4% | 加碼 |
| Capital Fund Management S.A. | 289,065 | $2,954 萬 | 0.58% | −100,172−25.7% | 減碼 |
| Fairfax Financial Holdings Ltd大師費爾法克斯金融 | 292,800 | $2,991 萬 | 1.71% | 00.0% | 不變 |
| Valliance Asset Management Ltd | 298,109 | $3,046 萬 | 54.39% | 00.0% | 不變 |
| Daily Journal Corp大師每日期刊 | 300,000 | $3,065 萬 | 19.04% | 00.0% | 不變 |
| Brandes Investment Partners, LP | 303,573 | $3,102 萬 | 0.66% | +289,757+2,097.3% | 加碼 |
| LPL Financial LLC | 303,887 | $3,105 萬 | 0.02% | +12,692+4.4% | 加碼 |
| Marex Group plc | 309,714 | $3,165 萬 | 4.19% | +39,995+14.8% | 加碼 |
| Douglas Lane & Associates, LLC | 315,200 | $3,221 萬 | 0.54% | −12,425−3.8% | 減碼 |
| Lakewood Capital Management, LP | 320,338 | $3,273 萬 | 2.68% | +320,338 | 新進 |
| CIBC World Markets Inc. | 323,724 | $3,308 萬 | 0.12% | +28,871+9.8% | 加碼 |
| Allianz Asset Management GmbH | 331,857 | $3,391 萬 | 0.07% | +3,669+1.1% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 339,289 | $3,467 萬 | 0.08% | +11,475+3.5% | 加碼 |
| Carrhae Capital LLP | 340,121 | $3,475 萬 | 11.05% | −225,608−39.9% | 減碼 |
| Nwi Management LP | 345,000 | $3,525 萬 | 5.61% | +300,000+666.7% | 加碼 |
| Flossbach Von Storch AG | 345,593 | $3,531 萬 | 0.15% | −123,000−26.2% | 減碼 |
| RWC Asset Management LLP | 346,317 | $3,539 萬 | 1.09% | +5,087+1.5% | 加碼 |
| Clark Capital Management Group, Inc. | 358,153 | $3,660 萬 | 0.41% | −104,926−22.7% | 減碼 |
| Pictet Asset Management SA | 360,593 | $3,685 萬 | 0.05% | −767,234−68.0% | 減碼 |
| Kaizen Capital Partners Ltd | 360,700 | $3,686 萬 | 21.78% | +360,700 | 新進 |
| L1 Capital Pty Ltd | 365,832 | $3,738 萬 | 5.21% | −556,327−60.3% | 減碼 |
| Franklin Resources Inc | 375,054 | $3,832 萬 | 0.02% | −9,688−2.5% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 382,574 | $3,909 萬 | 0.49% | +93,381+32.3% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 384,572 | $3,930 萬 | 0.07% | −10,736−2.7% | 減碼 |
| Long Focus Capital Management, LLC | 384,900 | $3,933 萬 | 6.34% | +53,125+16.0% | 加碼 |
| Owl Creek Asset Management, L.P. | 390,617 | $3,991 萬 | 3.19% | −30,906−7.3% | 減碼 |
| Raymond James & Associates | 392,704 | $4,013 萬 | 0.03% | +250.0% | 加碼 |
| Ariose Capital Management Ltd | 395,239 | $4,039 萬 | 15.34% | −408,498−50.8% | 減碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 397,343 | $4,060 萬 | 2.35% | +340,443+598.3% | 加碼 |
| Glenview Capital Management, LLC | 403,063 | $4,118 萬 | 1.01% | +59,166+17.2% | 加碼 |