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。
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 |
|---|---|---|---|---|---|
| Brinker Capital Investments, LLC | 30,725 | $314.0 萬 | 0.04% | +1,725+5.9% | 加碼 |
| Orion Portfolio Solutions, LLC | 30,725 | $314.0 萬 | 0.04% | +30,725 | 新進 |
| Horiko Capital Management LLC | 30,793 | $314.6 萬 | 1.94% | 00.0% | 不變 |
| Cohen Capital Management, Inc. | 31,000 | $316.8 萬 | 0.64% | −154−0.5% | 減碼 |
| Biglari, Sardar | 31,000 | $316.8 萬 | 13.05% | 00.0% | 不變 |
| Bell & Brown Wealth Advisors, LLC | 31,219 | $319.0 萬 | 1.70% | −430−1.4% | 減碼 |
| Resonate Capital, LLC | 31,317 | $320.0 萬 | 5.19% | +3,199+11.4% | 加碼 |
| D L Carlson Investment Group Inc | 31,452 | $321.4 萬 | 0.73% | +31,452 | 新進 |
| AlphaStar Capital Management, LLC | 29,542 | $321.4 萬 | 0.27% | −2,693−8.4% | 減碼 |
| Mercer Global Advisors Inc | 31,562 | $322.5 萬 | 0.01% | +985+3.2% | 加碼 |
| SOL Capital Management CO | 31,567 | $322.6 萬 | 0.53% | +1,000+3.3% | 加碼 |
| E Fund Management (Hong Kong) Co., Ltd. | 31,628 | $323.2 萬 | 1.80% | +31,628 | 新進 |
| E Fund Management Co., Ltd. | 31,628 | $323.2 萬 | 0.24% | +31,628 | 新進 |
| Neumann Advisory Hong Kong Ltd | 31,662 | $323.5 萬 | 1.42% | −10,641−25.2% | 減碼 |
| Means Investment Co., Inc. | 31,840 | $325.3 萬 | 0.57% | +517+1.7% | 加碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 32,584 | $332.9 萬 | 0.53% | +211+0.7% | 加碼 |
| US Bancorp | 33,116 | $338.4 萬 | 0.01% | +1,209+3.8% | 加碼 |
| Fred Alger Management, LLC | 33,766 | $345.0 萬 | 0.02% | +32,194+2,048.0% | 加碼 |
| Private Advisor Group, LLC | 34,710 | $354.7 萬 | 0.03% | +2,019+6.2% | 加碼 |
| Atria Investments LLC | 34,763 | $355.2 萬 | 0.07% | +1,838+5.6% | 加碼 |
| Chartwell Investment Partners, LLC | 35,128 | $359.0 萬 | 0.14% | −24,556−41.1% | 減碼 |
| Westwood Management Corp | 35,300 | $360.7 萬 | 0.46% | 00.0% | 不變 |
| Polunin Capital Partners Ltd | 35,592 | $363.6 萬 | 0.75% | 00.0% | 不變 |
| Gluskin Sheff & Assoc Inc | 35,650 | $364.3 萬 | 0.20% | +35,650 | 新進 |
| Oppenheimer Asset Management Inc. | 35,891 | $366.7 萬 | 0.06% | +8,735+32.2% | 加碼 |
| New Silk Road Investment Pte Ltd | 36,100 | $368.9 萬 | 6.76% | +19,900+122.8% | 加碼 |
| Saranac Partners Ltd | 36,203 | $369.9 萬 | 2.18% | +20,870+136.1% | 加碼 |
| Primoris Wealth Advisors, LLC | 36,222 | $370.1 萬 | 4.56% | +36,222 | 新進 |
| Capricorn Fund Managers Ltd | 36,403 | $372.0 萬 | 1.14% | −450,031−92.5% | 減碼 |
| CI Private Wealth, LLC | 36,414 | $372.1 萬 | 0.01% | +13,067+56.0% | 加碼 |
| Tweedy, Browne Co LLC | 36,467 | $372.6 萬 | 0.20% | −698−1.9% | 減碼 |
| Odey Asset Management Group Ltd | 37,000 | $378.1 萬 | 0.99% | +7,000+23.3% | 加碼 |
| Academy Capital Management Inc | 37,012 | $378.2 萬 | 0.81% | −87,624−70.3% | 減碼 |
| CastleKnight Management LP | 37,100 | $379.1 萬 | 0.96% | +22,655+156.8% | 加碼 |
| CAPROCK Group, Inc. | 37,140 | $379.5 萬 | 0.29% | +1,366+3.8% | 加碼 |
| Gladstone Capital Management LLP | 37,300 | $381.1 萬 | 0.48% | +37,300 | 新進 |
| Ativo Capital Management LLC | 37,508 | $383.3 萬 | 4.69% | +5,420+16.9% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 37,662 | $384.8 萬 | 0.06% | −10,652−22.0% | 減碼 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 37,282 | $385.4 萬 | 0.88% | +3,900+11.7% | 加碼 |
| Contrarius Investment Management Ltd | 37,827 | $386.5 萬 | 0.20% | +12,008+46.5% | 加碼 |
| Abn Amro Investment Solutions | 38,247 | $390.8 萬 | 0.08% | +38,247 | 新進 |
| Kestra Advisory Services, LLC | 38,249 | $390.8 萬 | 0.04% | −11,205−22.7% | 減碼 |
| Camden Capital, LLC | 38,711 | $395.5 萬 | 0.58% | +38,711 | 新進 |
| Central Asset Investments & Management Holdings (HK) Ltd | 39,043 | $398.9 萬 | 4.23% | +9,240+31.0% | 加碼 |
| Wolverine Trading, LLC | 38,915 | $402.3 萬 | 0.12% | −324,572−89.3% | 減碼 |
| Stratos Wealth Advisors, LLC | 39,618 | $404.8 萬 | 0.31% | +15,504+64.3% | 加碼 |
| Coronation Fund Managers Ltd. | 39,768 | $406.3 萬 | 0.11% | +39,768 | 新進 |
| Tejara Capital Ltd | 40,000 | $408.7 萬 | 2.09% | −26,352−39.7% | 減碼 |
| Nikko Asset Management Americas, Inc. | 40,743 | $409.5 萬 | 0.05% | +293+0.7% | 加碼 |
| Lorne Steinberg Wealth Management Inc. | 40,183 | $410.6 萬 | 1.64% | +567+1.4% | 加碼 |
| RPG Investment Advisory, LLC | 40,299 | $411.8 萬 | 0.73% | −1,085−2.6% | 減碼 |
| Salem Investment Counselors Inc | 40,459 | $413.4 萬 | 0.17% | −365−0.9% | 減碼 |
| Cetera Advisor Networks LLC | 40,484 | $413.7 萬 | 0.03% | +6,061+17.6% | 加碼 |
| Guardcap Asset Management Ltd | 40,520 | $414.0 萬 | 0.06% | +920+2.3% | 加碼 |
| Banque Pictet & Cie SA | 40,547 | $414.3 萬 | 0.04% | +10,900+36.8% | 加碼 |
| Jefferies Financial Group Inc. | 40,919 | $418.1 萬 | 0.09% | −11,152−21.4% | 減碼 |
| Two Sigma Investments, LP | 41,188 | $420.9 萬 | 0.01% | −40,209−49.4% | 減碼 |
| Worldly Partners Management, LLC | 42,665 | $436.0 萬 | 2.75% | 00.0% | 不變 |
| Analyst IMS Investment Management Services Ltd. | 42,385 | $438.2 萬 | 0.33% | 00.0% | 不變 |
| Panagora Asset Management Inc | 42,995 | $439.3 萬 | 0.03% | +5,503+14.7% | 加碼 |
| Pariax, LLC | 43,559 | $445.1 萬 | 13.54% | +13,304+44.0% | 加碼 |
| Pzena Investment Management LLC | 43,734 | $446.9 萬 | 0.02% | −1,065−2.4% | 減碼 |
| Cullen/Frost Bankers, Inc. | 43,869 | $448.3 萬 | 0.08% | +43,291+7,489.8% | 加碼 |
| Yousif Capital Management, LLC | 44,056 | $450.2 萬 | 0.06% | −670−1.5% | 減碼 |
| NWF Advisory Services Inc. | 54,272 | $452.4 萬 | 1.05% | +54,272 | 新進 |
| Steward Partners Investment Advisory, LLC | 44,341 | $453.1 萬 | 0.07% | −60−0.1% | 減碼 |
| Lombard Odier Asset Management (USA) Corp | 44,500 | $454.7 萬 | 0.75% | +13,800+45.0% | 加碼 |
| Rathbone Brothers plc | 44,728 | $457.0 萬 | 0.05% | −3,927−8.1% | 減碼 |
| 1832 Asset Management L.P. | 45,620 | $466.1 萬 | 0.01% | −42,920−48.5% | 減碼 |
| Old Well Partners, LLC | 46,200 | $472.1 萬 | 3.73% | +46,200 | 新進 |
| Migdal Insurance & Financial Holdings Ltd. | 47,204 | $474.4 萬 | 0.10% | +8,980+23.5% | 加碼 |
| AnglePoint Asset Management Ltd | 47,100 | $481.3 萬 | 5.16% | +47,100 | 新進 |
| Delphi Financial Group, Inc. | 47,115 | $481.4 萬 | 2.37% | +47,115 | 新進 |
| Trexquant Investment LP | 47,393 | $484.3 萬 | 0.13% | +47,393 | 新進 |
| Aquamarine Zurich AG大師Aquamarine 基金 | 47,500 | $485.4 萬 | 2.51% | 00.0% | 不變 |
| Bayesian Capital Management, LP | 48,000 | $490.5 萬 | 0.61% | −79,900−62.5% | 減碼 |
| Blue Zone Wealth Advisors, LLC | 48,244 | $493.0 萬 | 2.64% | +41,174+582.4% | 加碼 |
| Alerus Financial NA | 48,586 | $496.5 萬 | 0.44% | +48,586 | 新進 |
| Stelac Advisory Services LLC | 48,596 | $496.6 萬 | 2.16% | +61+0.1% | 加碼 |
| NS Partners Ltd | 48,673 | $497.3 萬 | 0.28% | −2,100−4.1% | 減碼 |
| Robeco Institutional Asset Management B.V. | 49,042 | $501.1 萬 | 0.01% | −27,787−36.2% | 減碼 |
| Jessup Wealth Management, Inc | 49,977 | $510.7 萬 | 3.03% | +49,977 | 新進 |
| Trivest Advisors Ltd | 50,000 | $510.9 萬 | 0.40% | −1,946,600−97.5% | 減碼 |
| Global Frontier Investments LLC | 50,000 | $510.9 萬 | 2.29% | 00.0% | 不變 |
| Paulson & Co. Inc. | 50,000 | $510.9 萬 | 0.42% | 00.0% | 不變 |
| Scoggin Management LP | 50,000 | $510.9 萬 | 7.45% | +50,000 | 新進 |
| Banque Cantonale Vaudoise | 50,055 | $511.4 萬 | 0.25% | +7,344+17.2% | 加碼 |
| Aviance Capital Partners, LLC | 50,100 | $511.9 萬 | 1.14% | −2,495−4.7% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 50,147 | $512.4 萬 | 0.02% | −86,378−63.3% | 減碼 |
| MMBG Investment Advisors Co. | 50,265 | $513.6 萬 | 0.65% | −21,847−30.3% | 減碼 |
| Tudor Investment Corp Et Al | 50,382 | $514.8 萬 | 0.10% | +8,025+18.9% | 加碼 |
| EPIQ Capital Group, LLC | 50,471 | $515.7 萬 | 2.71% | −550−1.1% | 減碼 |
| Madison Asset Management, LLC | 50,761 | $518.7 萬 | 0.08% | +4,117+8.8% | 加碼 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 50,915 | $520.2 萬 | 0.23% | +50,915 | 新進 |
| Trikon Asset Management Ltd | 51,196 | $523.1 萬 | 25.09% | +51,196 | 新進 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 51,124 | $528.5 萬 | 0.43% | +34,100+200.3% | 加碼 |
| GAM Holding AG | 51,866 | $530.0 萬 | 0.37% | −37,440−41.9% | 減碼 |
| North Fourth Asset Management, LP | 52,600 | $537.5 萬 | 2.68% | +52,600 | 新進 |
| Capital International Sarl | 52,610 | $537.6 萬 | 0.27% | +52,610 | 新進 |
| DRW Securities, LLC | 52,723 | $538.7 萬 | 0.79% | +44,655+553.5% | 加碼 |