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 |
|---|---|---|---|---|---|
| Nomura Holdings Inc | 215,261 | $2,200 萬 | 0.21% | −635,967−74.7% | 減碼 |
| PEAK6 Investments LLC | 210,449 | $2,150 萬 | 1.36% | +155,762+284.8% | 加碼 |
| Harvest Fund Management Co., Ltd | 208,301 | $2,128 萬 | 4.68% | +60,845+41.3% | 加碼 |
| Aubrey Capital Management Ltd | 205,100 | $2,097 萬 | 12.16% | +205,100 | 新進 |
| Advisor Group Holdings, Inc. | 200,370 | $2,047 萬 | 0.04% | −957−0.5% | 減碼 |
| Crossmark Global Holdings, Inc. | 199,236 | $2,036 萬 | 0.48% | +12,198+6.5% | 加碼 |
| Prelude Capital Management, LLC | 194,899 | $1,991 萬 | 1.36% | −213,818−52.3% | 減碼 |
| Thrivent Financial for Lutherans | 191,669 | $1,959 萬 | 0.05% | −3,815−2.0% | 減碼 |
| Private Management Group Inc | 190,248 | $1,944 萬 | 0.87% | +14,773+8.4% | 加碼 |
| State of Michigan Retirement System | 189,250 | $1,934 萬 | 0.13% | 00.0% | 不變 |
| Clal Insurance Enterprises Holdings Ltd | 189,000 | $1,931 萬 | 0.29% | −260,000−57.9% | 減碼 |
| Two Sigma Advisers, LP | 188,400 | $1,925 萬 | 0.05% | −35,100−15.7% | 減碼 |
| Zweig-DiMenna Associates LLC | 185,500 | $1,895 萬 | 2.57% | +98,800+114.0% | 加碼 |
| Caxton Associates LP | 184,682 | $1,887 萬 | 3.00% | +163,932+790.0% | 加碼 |
| Rheos Capital Works Inc. | 184,000 | $1,880 萬 | 1.05% | +184,000 | 新進 |
| Maxi Investments CY Ltd | 179,427 | $1,833 萬 | 14.82% | +100,000+125.9% | 加碼 |
| Blackstone Group Inc. | 175,000 | $1,788 萬 | 0.08% | +175,000 | 新進 |
| Janney Montgomery Scott LLC | 173,656 | $1,774 萬 | 0.07% | +129,427+292.6% | 加碼 |
| ProShare Advisors LLC | 172,783 | $1,765 萬 | 0.05% | −19,823−10.3% | 減碼 |
| KBC Group NV | 170,960 | $1,747 萬 | 0.07% | −6,908−3.9% | 減碼 |
| Jennison Associates LLC | 169,127 | $1,728 萬 | 0.02% | +169,127 | 新進 |
| IMC-Chicago, LLC | 167,576 | $1,712 萬 | 2.90% | +167,576 | 新進 |
| Mason Capital Management LLC | 167,000 | $1,706 萬 | 7.29% | +167,000 | 新進 |
| First Republic Investment Management, Inc. | 164,189 | $1,678 萬 | 0.04% | +72,479+79.0% | 加碼 |
| Monaco Asset Management SAM | 161,000 | $1,645 萬 | 7.38% | +77,500+92.8% | 加碼 |
| Freemont Management S.A. | 159,400 | $1,629 萬 | 2.40% | −113,612−41.6% | 減碼 |
| Northwestern Mutual Wealth Management Co | 150,927 | $1,542 萬 | 0.02% | +300.0% | 加碼 |
| Todd Asset Management LLC | 150,801 | $1,541 萬 | 0.37% | +36,084+31.5% | 加碼 |
| Junto Capital Management LP | 150,224 | $1,535 萬 | 0.43% | +150,224 | 新進 |
| BlueDrive Global Investors LLP | 150,200 | $1,535 萬 | 21.63% | 00.0% | 不變 |
| 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 |
| Utah Peaks Capital Inc | 149,500 | $1,528 萬 | 24.05% | +149,500 | 新進 |
| Banco Santander, S.A. | 145,973 | $1,492 萬 | 0.22% | −4,955−3.3% | 減碼 |
| Hel Ved Capital Management Ltd | 145,200 | $1,484 萬 | 7.92% | −315,100−68.5% | 減碼 |
| Centric Wealth Management | 143,228 | $1,464 萬 | 6.35% | +139,650+3,903.0% | 加碼 |
| Manufacturers Life Insurance Company, The | 141,940 | $1,450 萬 | 0.01% | +124,756+726.0% | 加碼 |
| Black Creek Investment Management Inc. | 137,000 | $1,400 萬 | 0.52% | +64,000+87.7% | 加碼 |
| Brown Brothers Harriman & Co | 131,677 | $1,345 萬 | 0.11% | −148−0.1% | 減碼 |
| Pacifica Capital Investments, LLC | 131,570 | $1,344 萬 | 4.30% | −258−0.2% | 減碼 |
| Brandywine Global Investment Management, LLC | 131,228 | $1,341 萬 | 0.11% | −3,447−2.6% | 減碼 |
| FACT Capital, LP | 130,982 | $1,338 萬 | 7.23% | +130,982 | 新進 |
| Meitav Dash Investments Ltd | 155,799 | $1,337 萬 | 0.23% | +36,584+30.7% | 加碼 |
| Mackenzie Financial Corp | 129,643 | $1,325 萬 | 0.02% | −59,642−31.5% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 128,034 | $1,308 萬 | 0.03% | −379−0.3% | 減碼 |
| 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 |
| Optimas Capital Ltd | 124,822 | $1,275 萬 | 10.69% | +20,422+19.6% | 加碼 |
| Greylin Investment Mangement Inc | 123,214 | $1,259 萬 | 2.30% | +39,358+46.9% | 加碼 |
| DekaBank Deutsche Girozentrale | 122,383 | $1,255 萬 | 0.03% | +25,814+26.7% | 加碼 |
| Maven Securities LTD | 119,884 | $1,225 萬 | 1.92% | +119,884 | 新進 |
| Stifel Financial Corp | 119,731 | $1,223 萬 | 0.02% | +23,774+24.8% | 加碼 |
| Atalanta Sosnoff Capital, LLC | 115,624 | $1,181 萬 | 0.34% | +115,624 | 新進 |
| 7G Capital Management, LLC | 115,000 | $1,175 萬 | 6.96% | −50,000−30.3% | 減碼 |
| Woodline Partners LP | 114,405 | $1,169 萬 | 0.17% | +114,405 | 新進 |
| Point72 Middle East FZE | 113,602 | $1,161 萬 | 0.66% | +110,897+4,099.7% | 加碼 |
| Two Sigma Securities, LLC | 112,527 | $1,150 萬 | 0.95% | +26,082+30.2% | 加碼 |
| Qube Research & Technologies Ltd | 112,026 | $1,145 萬 | 0.07% | −94,083−45.6% | 減碼 |
| Waverton Investment Management Ltd | 111,763 | $1,142 萬 | 0.35% | +80+0.1% | 加碼 |
| HRT Financial LP | 111,117 | $1,135 萬 | 0.14% | −289,872−72.3% | 減碼 |
| Cutler Group LP | 108,832 | $1,112 萬 | 1.75% | +42,717+64.6% | 加碼 |
| WT Asset Management Ltd | 106,699 | $1,090 萬 | 3.97% | −201,020−65.3% | 減碼 |
| Georgetown University | 106,268 | $1,086 萬 | 3.80% | 00.0% | 不變 |
| Arnhold LLC | 105,920 | $1,082 萬 | 1.23% | +33,729+46.7% | 加碼 |
| Quintet Private Bank (Europe) S.A. | 104,311 | $1,066 萬 | 0.63% | +104,311 | 新進 |
| Truist Financial Corp | 104,200 | $1,065 萬 | 0.02% | −2,508−2.4% | 減碼 |
| Thomas White International Ltd | 103,521 | $1,058 萬 | 2.23% | +16,411+18.8% | 加碼 |
| Long Corridor Asset Management Ltd | 102,538 | $1,048 萬 | 12.59% | +16,013+18.5% | 加碼 |
| Knightsbridge Asset Management, LLC | 101,454 | $1,037 萬 | 1.77% | +12,002+13.4% | 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 |
| Hi-Line Capital Management, LLC | 97,581 | $997.1 萬 | 3.40% | +879+0.9% | 加碼 |
| Blair William & Co | 97,048 | $991.6 萬 | 0.04% | +3,713+4.0% | 加碼 |
| Susquehanna International Group Ltd. | 96,012 | $981.1 萬 | 5.57% | −157,426−62.1% | 減碼 |
| 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 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 94,951 | $969.3 萬 | 0.02% | +26,840+39.4% | 加碼 |
| Rockefeller Capital Management L.P. | 93,315 | $953.3 萬 | 0.04% | +48+0.1% | 加碼 |
| Eschler Asset Management LLP | 92,600 | $946.2 萬 | 7.48% | +68,400+282.6% | 加碼 |
| Profund Advisors LLC | 92,355 | $943.7 萬 | 0.58% | +10,751+13.2% | 加碼 |
| AIA Group Ltd | 90,958 | $929.4 萬 | 0.50% | 00.0% | 不變 |
| Scotia Capital Inc. | 90,481 | $924.6 萬 | 0.07% | +4,832+5.6% | 加碼 |
| Wafra Inc. | 90,479 | $924.5 萬 | 0.33% | +41,836+86.0% | 加碼 |
| MAI Capital Management | 90,098 | $920.6 萬 | 0.15% | +74,085+462.7% | 加碼 |
| Optiver Holding B.V. | 89,975 | $919.4 萬 | 0.43% | +39,435+78.0% | 加碼 |
| GFS Advisors, LLC | 89,268 | $912.1 萬 | 2.10% | −150−0.2% | 減碼 |
| Andar Capital Management HK Ltd | 88,000 | $899.2 萬 | 16.92% | +63,000+252.0% | 加碼 |
| Redwood Grove Capital, LLC | 87,340 | $892.4 萬 | 4.25% | 00.0% | 不變 |
| Patient Capital Management, LLC | 87,150 | $890.5 萬 | 3.97% | −1,225−1.4% | 減碼 |
| Marsico Capital Management LLC | 87,130 | $890.3 萬 | 0.42% | +50,716+139.3% | 加碼 |
| EULAV Asset Management | 87,000 | $889.0 萬 | 0.35% | +29,000+50.0% | 加碼 |
| Erste Asset Management GmbH | 88,765 | $875.6 萬 | 0.17% | +30,765+53.0% | 加碼 |
| Kames Capital plc | 85,353 | $871.8 萬 | 0.15% | +9,853+13.1% | 加碼 |
| Massachusetts Financial Services Co | 83,824 | $856.5 萬 | 0.00% | −20,912−20.0% | 減碼 |
| EP Wealth Advisors, LLC | 39,965 | $849.0 萬 | 0.17% | +34,591+643.7% | 加碼 |
| Handelsinvest Investeringsforvaltning | 82,463 | $842.6 萬 | 1.34% | +24,572+42.4% | 加碼 |
| Formula Growth Ltd | 82,100 | $838.9 萬 | 2.70% | +82,100 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 81,702 | $834.8 萬 | 0.04% | −6,210−7.1% | 減碼 |
| QV Investors Inc. | 81,467 | $832.4 萬 | 0.78% | +32,220+65.4% | 加碼 |
| Ycg, LLC | 80,791 | $825.5 萬 | 0.81% | −7,440−8.4% | 減碼 |