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 |
|---|---|---|---|---|---|
| LMR Partners LLP | 722,688 | $7,384 萬 | 1.61% | +111,475+18.2% | 加碼 |
| Schonfeld Strategic Advisors LLC | 714,374 | $7,299 萬 | 0.70% | −117,126−14.1% | 減碼 |
| Maple Rock Capital Partners Inc. | 705,000 | $7,204 萬 | 7.06% | +705,000 | 新進 |
| Broad Peak Investment Holdings Ltd. | 694,229 | $7,094 萬 | 10.14% | 00.0% | 不變 |
| Pentwater Capital Management LP | 670,000 | $6,846 萬 | 1.14% | −210,000−23.9% | 減碼 |
| Nan Fung Trinity (HK) Ltd | 664,999 | $6,795 萬 | 18.06% | +90,909+15.8% | 加碼 |
| Capital International Investors | 651,294 | $6,656 萬 | 0.02% | +453,959+230.0% | 加碼 |
| Thornburg Investment Management Inc | 626,807 | $6,405 萬 | 1.06% | +118,938+23.4% | 加碼 |
| Two Creeks Capital Management, LP | 622,879 | $6,365 萬 | 4.24% | +622,879 | 新進 |
| Compagnie Lombard Odier SCmA | 621,943 | $6,355 萬 | 1.59% | −28,148−4.3% | 減碼 |
| Credit Suisse AG | 616,349 | $6,298 萬 | 0.07% | −2,249,984−78.5% | 減碼 |
| Eminence Capital, LP | 606,248 | $6,195 萬 | 1.05% | +606,248 | 新進 |
| Agf Management Ltd | 604,962 | $6,182 萬 | 0.42% | +600,409+13,187.1% | 加碼 |
| Natixis Advisors, L.P. | 602,758 | $6,159 萬 | 0.21% | −2,047−0.3% | 減碼 |
| Aviva PLC | 582,987 | $5,957 萬 | 0.27% | −29,045−4.7% | 減碼 |
| Maplelane Capital, LLC | 570,000 | $5,824 萬 | 5.93% | +570,000 | 新進 |
| Great West Life Assurance Co | 563,487 | $5,768 萬 | 0.14% | −7,900−1.4% | 減碼 |
| Segantii Capital Management Ltd | 544,261 | $5,569 萬 | 2.44% | −3,923,612−87.8% | 減碼 |
| Bank of New York Mellon Corp | 534,285 | $5,459 萬 | 0.01% | +251,197+88.7% | 加碼 |
| Edmond de Rothschild Holding S.A. | 533,098 | $5,447 萬 | 1.25% | +22,723+4.5% | 加碼 |
| Genesis Investment Management, LLP | 531,997 | $5,436 萬 | 5.90% | −374,106−41.3% | 減碼 |
| Employees Provident Fund Board | 529,100 | $5,406 萬 | 1.40% | 00.0% | 不變 |
| Miller Value Partners, LLC | 526,847 | $5,383 萬 | 3.36% | −31,660−5.7% | 減碼 |
| Wells Fargo & Company | 520,424 | $5,318 萬 | 0.02% | +24,115+4.9% | 加碼 |
| Novo Holdings A/S | 500,827 | $5,117 萬 | 3.65% | 00.0% | 不變 |
| Davis Asset Management, L.P. | 500,000 | $5,109 萬 | 3.28% | 00.0% | 不變 |
| Harel Insurance Investments & Financial Services Ltd. | 486,216 | $4,971 萬 | 1.02% | +2,519+0.5% | 加碼 |
| DnB Asset Management AS | 483,683 | $4,942 萬 | 0.31% | +133,681+38.2% | 加碼 |
| Capital International Inc | 475,840 | $4,862 萬 | 0.98% | +475,840 | 新進 |
| Ci Investments Inc. | 473,824 | $4,842 萬 | 0.24% | +456,457+2,628.3% | 加碼 |
| Credit Agricole S A | 466,376 | $4,765 萬 | 2.03% | −18,003−3.7% | 減碼 |
| Candlestick Capital Management LP | 464,833 | $4,750 萬 | 1.60% | +208,400+81.3% | 加碼 |
| M&G Investment Management Ltd | 453,636 | $4,627 萬 | 0.33% | +88,898+24.4% | 加碼 |
| Ghisallo Capital Management LLC | 450,000 | $4,598 萬 | 11.05% | +450,000 | 新進 |
| AMF Pensionsforsakring AB | 444,936 | $4,546 萬 | 0.47% | +8,580+2.0% | 加碼 |
| Axiom Investors LLC | 444,662 | $4,544 萬 | 0.75% | +293,556+194.3% | 加碼 |
| Fernbridge Capital Management LP | 441,263 | $4,509 萬 | 5.08% | +158,773+56.2% | 加碼 |
| CIBC Private Wealth Group, LLC | 439,101 | $4,487 萬 | 0.13% | +34,062+8.4% | 加碼 |
| Russell Investments Group, Ltd. | 437,817 | $4,474 萬 | 0.09% | −45,519−9.4% | 減碼 |
| Ameriprise Financial Inc | 436,497 | $4,455 萬 | 0.01% | +75,842+21.0% | 加碼 |
| New York State Common Retirement Fund | 429,758 | $4,391 萬 | 0.06% | −208,238−32.6% | 減碼 |
| Vontobel Holding Ltd. | 422,712 | $4,319 萬 | 0.40% | +52,430+14.2% | 加碼 |
| Discovery Capital Management, LLC | 422,065 | $4,313 萬 | 5.83% | +422,065 | 新進 |
| Boston Common Asset Management, LLC | 420,082 | $4,292 萬 | 0.89% | +56,527+15.5% | 加碼 |
| STRS Ohio | 419,977 | $4,291 萬 | 0.19% | −31,516−7.0% | 減碼 |
| Yunqi Capital Ltd | 413,248 | $4,223 萬 | 26.69% | +35,748+9.5% | 加碼 |
| Crake Asset Management LLP | 412,526 | $4,215 萬 | 6.10% | −194,500−32.0% | 減碼 |
| Fort Washington Investment Advisors Inc | 405,059 | $4,139 萬 | 0.31% | −840.0% | 減碼 |
| Think Investments LP | 403,400 | $4,122 萬 | 9.77% | +15,000+3.9% | 加碼 |
| Glenview Capital Management, LLC | 403,063 | $4,118 萬 | 1.01% | +59,166+17.2% | 加碼 |
| 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 |
| Ariose Capital Management Ltd | 395,239 | $4,039 萬 | 15.34% | −408,498−50.8% | 減碼 |
| Raymond James & Associates | 392,704 | $4,013 萬 | 0.03% | +250.0% | 加碼 |
| Owl Creek Asset Management, L.P. | 390,617 | $3,991 萬 | 3.19% | −30,906−7.3% | 減碼 |
| Long Focus Capital Management, LLC | 384,900 | $3,933 萬 | 6.34% | +53,125+16.0% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 384,572 | $3,930 萬 | 0.07% | −10,736−2.7% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 382,574 | $3,909 萬 | 0.49% | +93,381+32.3% | 加碼 |
| Franklin Resources Inc | 375,054 | $3,832 萬 | 0.02% | −9,688−2.5% | 減碼 |
| L1 Capital Pty Ltd | 365,832 | $3,738 萬 | 5.21% | −556,327−60.3% | 減碼 |
| Kaizen Capital Partners Ltd | 360,700 | $3,686 萬 | 21.78% | +360,700 | 新進 |
| Pictet Asset Management SA | 360,593 | $3,685 萬 | 0.05% | −767,234−68.0% | 減碼 |
| Clark Capital Management Group, Inc. | 358,153 | $3,660 萬 | 0.41% | −104,926−22.7% | 減碼 |
| RWC Asset Management LLP | 346,317 | $3,539 萬 | 1.09% | +5,087+1.5% | 加碼 |
| Flossbach Von Storch AG | 345,593 | $3,531 萬 | 0.15% | −123,000−26.2% | 減碼 |
| Nwi Management LP | 345,000 | $3,525 萬 | 5.61% | +300,000+666.7% | 加碼 |
| Carrhae Capital LLP | 340,121 | $3,475 萬 | 11.05% | −225,608−39.9% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 339,289 | $3,467 萬 | 0.08% | +11,475+3.5% | 加碼 |
| Allianz Asset Management GmbH | 331,857 | $3,391 萬 | 0.07% | +3,669+1.1% | 加碼 |
| CIBC World Markets Inc. | 323,724 | $3,308 萬 | 0.12% | +28,871+9.8% | 加碼 |
| Lakewood Capital Management, LP | 320,338 | $3,273 萬 | 2.68% | +320,338 | 新進 |
| Douglas Lane & Associates, LLC | 315,200 | $3,221 萬 | 0.54% | −12,425−3.8% | 減碼 |
| Marex Group plc | 309,714 | $3,165 萬 | 4.19% | +39,995+14.8% | 加碼 |
| LPL Financial LLC | 303,887 | $3,105 萬 | 0.02% | +12,692+4.4% | 加碼 |
| Brandes Investment Partners, LP | 303,573 | $3,102 萬 | 0.66% | +289,757+2,097.3% | 加碼 |
| Daily Journal Corp大師每日期刊 | 300,000 | $3,065 萬 | 19.04% | 00.0% | 不變 |
| Valliance Asset Management Ltd | 298,109 | $3,046 萬 | 54.39% | 00.0% | 不變 |
| Fairfax Financial Holdings Ltd大師費爾法克斯金融 | 292,800 | $2,991 萬 | 1.71% | 00.0% | 不變 |
| Capital Fund Management S.A. | 289,065 | $2,954 萬 | 0.58% | −100,172−25.7% | 減碼 |
| Envestnet Asset Management Inc | 2,172,551 | $2,889 萬 | 0.01% | +1,883,022+650.4% | 加碼 |
| Connectus Wealth, LLC | 281,284 | $2,874 萬 | 0.71% | +273,545+3,534.6% | 加碼 |
| First Trust Advisors LP | 277,634 | $2,837 萬 | 0.03% | +87,326+45.9% | 加碼 |
| BlueCrest Capital Management Ltd | 273,500 | $2,795 萬 | 3.00% | +273,500 | 新進 |
| Newlands Management Operations LLC | 269,858 | $2,757 萬 | 0.49% | 00.0% | 不變 |
| Simplex Trading, LLC | 268,719 | $2,746 萬 | 1.24% | +6,128+2.3% | 加碼 |
| Squarepoint Ops LLC | 263,716 | $2,695 萬 | 0.19% | +226,999+618.2% | 加碼 |
| Leonteq Securities AG | 262,107 | $2,678 萬 | 2.47% | −495,385−65.4% | 減碼 |
| Schwab Charitable Fund | 260,118 | $2,658 萬 | 2.44% | 00.0% | 不變 |
| Matthews International Capital Management LLC | 257,687 | $2,633 萬 | 2.63% | +37,105+16.8% | 加碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 251,851 | $2,566 萬 | 1.64% | +8,437+3.5% | 加碼 |
| Davis Selected Advisers | 250,591 | $2,561 萬 | 0.17% | −361,763−59.1% | 減碼 |
| Scopus Asset Management, L.P. | 250,000 | $2,555 萬 | 0.95% | +100,000+66.7% | 加碼 |
| Verition Fund Management LLC | 249,886 | $2,553 萬 | 0.41% | +244,412+4,465.0% | 加碼 |
| Harding Loevner LP | 249,816 | $2,553 萬 | 0.15% | −175−0.1% | 減碼 |
| Caledonia Investments PLC | 238,000 | $2,431 萬 | 3.57% | 00.0% | 不變 |
| Truxt Investmentos Ltda. | 236,916 | $2,421 萬 | 8.82% | −108,800−31.5% | 減碼 |
| Federation des caisses Desjardins du Quebec | 234,861 | $2,400 萬 | 0.26% | −10,606−4.3% | 減碼 |
| Magellan Asset Management Ltd | 234,816 | $2,399 萬 | 0.20% | −74,618−24.1% | 減碼 |
| CTC LLC | 227,631 | $2,353 萬 | 0.75% | +227,631 | 新進 |
| Baird Financial Group, Inc. | 218,164 | $2,229 萬 | 0.05% | +3,165+1.5% | 加碼 |
| Commonwealth Equity Services, LLC | 216,237 | $2,210 萬 | 0.05% | +53,516+32.9% | 加碼 |