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 |
|---|---|---|---|---|---|
| Think Investments LP | 403,400 | $4,122 萬 | 9.77% | +15,000+3.9% | 加碼 |
| Fort Washington Investment Advisors Inc | 405,059 | $4,139 萬 | 0.31% | −840.0% | 減碼 |
| Crake Asset Management LLP | 412,526 | $4,215 萬 | 6.10% | −194,500−32.0% | 減碼 |
| Yunqi Capital Ltd | 413,248 | $4,223 萬 | 26.69% | +35,748+9.5% | 加碼 |
| STRS Ohio | 419,977 | $4,291 萬 | 0.19% | −31,516−7.0% | 減碼 |
| Boston Common Asset Management, LLC | 420,082 | $4,292 萬 | 0.89% | +56,527+15.5% | 加碼 |
| Discovery Capital Management, LLC | 422,065 | $4,313 萬 | 5.83% | +422,065 | 新進 |
| Vontobel Holding Ltd. | 422,712 | $4,319 萬 | 0.40% | +52,430+14.2% | 加碼 |
| New York State Common Retirement Fund | 429,758 | $4,391 萬 | 0.06% | −208,238−32.6% | 減碼 |
| Ameriprise Financial Inc | 436,497 | $4,455 萬 | 0.01% | +75,842+21.0% | 加碼 |
| Russell Investments Group, Ltd. | 437,817 | $4,474 萬 | 0.09% | −45,519−9.4% | 減碼 |
| CIBC Private Wealth Group, LLC | 439,101 | $4,487 萬 | 0.13% | +34,062+8.4% | 加碼 |
| Fernbridge Capital Management LP | 441,263 | $4,509 萬 | 5.08% | +158,773+56.2% | 加碼 |
| Axiom Investors LLC | 444,662 | $4,544 萬 | 0.75% | +293,556+194.3% | 加碼 |
| AMF Pensionsforsakring AB | 444,936 | $4,546 萬 | 0.47% | +8,580+2.0% | 加碼 |
| Ghisallo Capital Management LLC | 450,000 | $4,598 萬 | 11.05% | +450,000 | 新進 |
| M&G Investment Management Ltd | 453,636 | $4,627 萬 | 0.33% | +88,898+24.4% | 加碼 |
| Candlestick Capital Management LP | 464,833 | $4,750 萬 | 1.60% | +208,400+81.3% | 加碼 |
| Credit Agricole S A | 466,376 | $4,765 萬 | 2.03% | −18,003−3.7% | 減碼 |
| Ci Investments Inc. | 473,824 | $4,842 萬 | 0.24% | +456,457+2,628.3% | 加碼 |
| Capital International Inc | 475,840 | $4,862 萬 | 0.98% | +475,840 | 新進 |
| DnB Asset Management AS | 483,683 | $4,942 萬 | 0.31% | +133,681+38.2% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 486,216 | $4,971 萬 | 1.02% | +2,519+0.5% | 加碼 |
| Davis Asset Management, L.P. | 500,000 | $5,109 萬 | 3.28% | 00.0% | 不變 |
| Novo Holdings A/S | 500,827 | $5,117 萬 | 3.65% | 00.0% | 不變 |
| Wells Fargo & Company | 520,424 | $5,318 萬 | 0.02% | +24,115+4.9% | 加碼 |
| Miller Value Partners, LLC | 526,847 | $5,383 萬 | 3.36% | −31,660−5.7% | 減碼 |
| Employees Provident Fund Board | 529,100 | $5,406 萬 | 1.40% | 00.0% | 不變 |
| Genesis Investment Management, LLP | 531,997 | $5,436 萬 | 5.90% | −374,106−41.3% | 減碼 |
| Edmond de Rothschild Holding S.A. | 533,098 | $5,447 萬 | 1.25% | +22,723+4.5% | 加碼 |
| Bank of New York Mellon Corp | 534,285 | $5,459 萬 | 0.01% | +251,197+88.7% | 加碼 |
| Segantii Capital Management Ltd | 544,261 | $5,569 萬 | 2.44% | −3,923,612−87.8% | 減碼 |
| Great West Life Assurance Co | 563,487 | $5,768 萬 | 0.14% | −7,900−1.4% | 減碼 |
| Maplelane Capital, LLC | 570,000 | $5,824 萬 | 5.93% | +570,000 | 新進 |
| Aviva PLC | 582,987 | $5,957 萬 | 0.27% | −29,045−4.7% | 減碼 |
| Natixis Advisors, L.P. | 602,758 | $6,159 萬 | 0.21% | −2,047−0.3% | 減碼 |
| Agf Management Ltd | 604,962 | $6,182 萬 | 0.42% | +600,409+13,187.1% | 加碼 |
| Eminence Capital, LP | 606,248 | $6,195 萬 | 1.05% | +606,248 | 新進 |
| Credit Suisse AG | 616,349 | $6,298 萬 | 0.07% | −2,249,984−78.5% | 減碼 |
| Compagnie Lombard Odier SCmA | 621,943 | $6,355 萬 | 1.59% | −28,148−4.3% | 減碼 |
| Two Creeks Capital Management, LP | 622,879 | $6,365 萬 | 4.24% | +622,879 | 新進 |
| Thornburg Investment Management Inc | 626,807 | $6,405 萬 | 1.06% | +118,938+23.4% | 加碼 |
| Capital International Investors | 651,294 | $6,656 萬 | 0.02% | +453,959+230.0% | 加碼 |
| Nan Fung Trinity (HK) Ltd | 664,999 | $6,795 萬 | 18.06% | +90,909+15.8% | 加碼 |
| Pentwater Capital Management LP | 670,000 | $6,846 萬 | 1.14% | −210,000−23.9% | 減碼 |
| Broad Peak Investment Holdings Ltd. | 694,229 | $7,094 萬 | 10.14% | 00.0% | 不變 |
| Maple Rock Capital Partners Inc. | 705,000 | $7,204 萬 | 7.06% | +705,000 | 新進 |
| Schonfeld Strategic Advisors LLC | 714,374 | $7,299 萬 | 0.70% | −117,126−14.1% | 減碼 |
| LMR Partners LLP | 722,688 | $7,384 萬 | 1.61% | +111,475+18.2% | 加碼 |
| Alta Park Capital, LP | 724,981 | $7,408 萬 | 7.68% | −210,773−22.5% | 減碼 |
| Antipodes Partners Ltd | 728,155 | $7,440 萬 | 2.58% | +198,743+37.5% | 加碼 |
| HighTower Advisors, LLC | 734,710 | $7,502 萬 | 0.16% | +77,023+11.7% | 加碼 |
| Neuberger Berman Group LLC | 737,381 | $7,547 萬 | 0.07% | +79,781+12.1% | 加碼 |
| D. E. Shaw & Co., Inc. | 750,253 | $7,666 萬 | 0.12% | +103,606+16.0% | 加碼 |
| GMT Capital Corp | 761,900 | $7,785 萬 | 3.05% | +196,300+34.7% | 加碼 |
| Renaissance Technologies LLC | 767,192 | $7,839 萬 | 0.10% | −141,600−15.6% | 減碼 |
| Balyasny Asset Management LLC | 800,652 | $8,181 萬 | 0.27% | +400,092+99.9% | 加碼 |
| TT International Asset Management LTD | 836,499 | $8,547 萬 | 9.36% | −745,638−47.1% | 減碼 |
| Polar Capital Holdings Plc | 850,581 | $8,691 萬 | 0.64% | −187,615−18.1% | 減碼 |
| Platinum Investment Management Ltd | 889,942 | $9,093 萬 | 3.16% | −427,317−32.4% | 減碼 |
| Origin Asset Management LLP | 919,706 | $9,398 萬 | 27.54% | +4,100+0.4% | 加碼 |
| BNP Paribas Arbitrage, SA | 942,909 | $9,635 萬 | 0.21% | +96,733+11.4% | 加碼 |
| Parsifal Capital Management, LP | 956,278 | $9,771 萬 | 7.74% | +956,278 | 新進 |
| Point72 Hong Kong Ltd | 958,495 | $9,794 萬 | 23.87% | +252,226+35.7% | 加碼 |
| SEI Investments Co | 969,258 | $9,904 萬 | 0.18% | +284,411+41.5% | 加碼 |
| Northern Trust Corp | 972,937 | $9,941 萬 | 0.02% | +13,232+1.4% | 加碼 |
| Kirkoswald Asset Management LLC | 985,400 | $1.01 億 | 50.14% | +985,400 | 新進 |
| Sequoia China Equity Partners (Hong Kong) Ltd | 1,000,000 | $1.02 億 | 20.22% | 00.0% | 不變 |
| Whale Rock Capital Management LLC | 1,011,360 | $1.03 億 | 2.28% | +1,011,360 | 新進 |
| Arrowstreet Capital, Limited Partnership | 1,021,753 | $1.04 億 | 0.14% | +1,021,753 | 新進 |
| AXA S.A. | 1,034,829 | $1.06 億 | 0.36% | +184,298+21.7% | 加碼 |
| Public Investment Fund | 1,035,676 | $1.06 億 | 0.30% | 00.0% | 不變 |
| Barclays PLC | 1,040,822 | $1.06 億 | 0.11% | −1,461,032−58.4% | 減碼 |
| Group One Trading, L.P. | 1,075,050 | $1.10 億 | 5.22% | +813,529+311.1% | 加碼 |
| SG Americas Securities, LLC | 1,083,388 | $1.11 億 | 1.49% | +1,012,805+1,434.9% | 加碼 |
| Amundi | 1,142,924 | $1.13 億 | 0.06% | +90,434+8.6% | 加碼 |
| RWC Asset Advisors (US) LLC | 1,109,024 | $1.13 億 | 8.62% | −285,374−20.5% | 減碼 |
| National Bank of Canada | 1,127,288 | $1.15 億 | 0.31% | −536,355−32.2% | 減碼 |
| Cryder Capital Partners LLP | 1,186,224 | $1.21 億 | 6.45% | +40,169+3.5% | 加碼 |
| Citigroup Inc | 1,195,399 | $1.22 億 | 0.16% | +206,758+20.9% | 加碼 |
| Vontobel Asset Management Inc | 1,318,987 | $1.34 億 | 0.97% | +1,091,041+478.6% | 加碼 |
| Third Point LLC大師第三點資本 | 1,326,450 | $1.36 億 | 2.22% | +1,326,450 | 新進 |
| Causeway Capital Management LLC | 1,332,096 | $1.36 億 | 3.26% | −52,742−3.8% | 減碼 |
| Citadel Advisors LLC | 1,348,586 | $1.38 億 | 0.15% | +114,268+9.3% | 加碼 |
| Federated Hermes, Inc. | 1,359,504 | $1.39 億 | 0.35% | +625,869+85.3% | 加碼 |
| Geode Capital Management, LLC | 1,410,603 | $1.44 億 | 0.02% | +102,796+7.9% | 加碼 |
| Wellington Management Group LLP | 1,412,371 | $1.44 億 | 0.03% | +132,902+10.4% | 加碼 |
| Hardman Johnston Global Advisors LLC | 1,425,142 | $1.46 億 | 4.76% | +1,425,142 | 新進 |
| State Street Corp | 1,438,164 | $1.47 億 | 0.01% | −2,764,043−65.8% | 減碼 |
| Ruffer LLP | 1,441,760 | $1.47 億 | 5.10% | +1,321,178+1,095.7% | 加碼 |
| Alpine Investment Management Ltd | 1,450,000 | $1.48 億 | 31.01% | −400,000−21.6% | 減碼 |
| Hudson Bay Capital Management LP | 1,452,315 | $1.48 億 | 1.62% | +1,202,215+480.7% | 加碼 |
| Coatue Management LLC大師Coatue | 1,516,924 | $1.55 億 | 1.03% | −3,484,479−69.7% | 減碼 |
| Millennium Management LLC | 1,761,676 | $1.63 億 | 0.19% | +368,879+26.5% | 加碼 |
| Alliancebernstein L.P. | 1,648,522 | $1.68 億 | 0.07% | +216,399+15.1% | 加碼 |
| ARGA Investment Management, LP | 1,695,410 | $1.73 億 | 6.47% | −45,280−2.6% | 減碼 |
| UBS Group AG | 1,700,326 | $1.74 億 | 0.08% | −2,699,221−61.4% | 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 |
| Susquehanna International Group, LLP | 1,742,226 | $1.78 億 | 0.28% | −744,804−29.9% | 減碼 |
| Farallon Capital Management, L.L.C. | 1,800,000 | $1.84 億 | 1.12% | −861,000−32.4% | 減碼 |