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 |
|---|---|---|---|---|---|
| Teachers Retirement System of the State of Kentucky | 80,290 | $820.4 萬 | 0.08% | +20,000+33.2% | 加碼 |
| Tiger Pacific Capital LP | 80,233 | $819.8 萬 | 1.75% | +11,233+16.3% | 加碼 |
| Investment House LLC | 80,159 | $819.1 萬 | 0.67% | +80,159 | 新進 |
| One01 Capital, LP | 79,890 | $816.3 萬 | 9.71% | +38,990+95.3% | 加碼 |
| Creative Planning | 76,646 | $783.2 萬 | 0.01% | +2,249+3.0% | 加碼 |
| The PNC Financial Services Group, Inc. | 76,605 | $782.7 萬 | 0.01% | +15,293+24.9% | 加碼 |
| Quinn Opportunity Partners LLC | 75,982 | $776.4 萬 | 0.83% | −6,000−7.3% | 減碼 |
| Bulltick Wealth Management, LLC | 75,656 | $773.1 萬 | 2.03% | −47,031−38.3% | 減碼 |
| Kemnay Advisory Services Inc. | 75,182 | $768.2 萬 | 3.88% | +75,182 | 新進 |
| Ally Financial Inc. | 75,000 | $766.4 萬 | 1.13% | 00.0% | 不變 |
| VR Advisory Services Ltd | 75,000 | $766.4 萬 | 2.49% | +26,500+54.6% | 加碼 |
| Resolute Capital Asset Partners LLC | 75,000 | $766.3 萬 | 5.60% | +75,000 | 新進 |
| Ingalls & Snyder LLC | 73,463 | $750.6 萬 | 0.39% | +11,173+17.9% | 加碼 |
| Pinebridge Investments, L.P. | 72,811 | $744.0 萬 | 0.08% | +7,591+11.6% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 72,171 | $737.4 萬 | 0.20% | −7,356−9.2% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 71,421 | $729.8 萬 | 0.01% | −12,585−15.0% | 減碼 |
| Allen Investment Management LLC | 70,414 | $719.5 萬 | 0.12% | −5,512−7.3% | 減碼 |
| Lighthouse Investment Partners, LLC | 70,000 | $715.3 萬 | 0.62% | +5,200+8.0% | 加碼 |
| Mariner, LLC | 67,646 | $691.3 萬 | 0.02% | −102−0.2% | 減碼 |
| Cortland Associates Inc | 66,363 | $678.1 萬 | 1.08% | −2,189−3.2% | 減碼 |
| Aperture Investors, LLC | 66,156 | $676.0 萬 | 0.95% | +31,849+92.8% | 加碼 |
| Morningstar Investment Services LLC | 65,107 | $668.3 萬 | 0.09% | +17,522+36.8% | 加碼 |
| Claar Advisors LLC | 65,300 | $667.2 萬 | 2.71% | 00.0% | 不變 |
| Cowen and Company, LLC | 65,177 | $666.0 萬 | 0.78% | +50,875+355.7% | 加碼 |
| Weiss Multi-Strategy Advisers LLC | 64,000 | $654.0 萬 | 0.16% | +64,000 | 新進 |
| Yarbrough Capital, LLC | 63,991 | $653.9 萬 | 0.53% | 00.0% | 不變 |
| Cubist Systematic Strategies, LLC | 63,525 | $649.1 萬 | 0.06% | +19,934+45.7% | 加碼 |
| Deltec Asset Management LLC | 63,475 | $648.6 萬 | 1.60% | +26,850+73.3% | 加碼 |
| Portland Hill Asset Management Ltd | 64,736 | $639.3 萬 | 14.91% | −999−1.5% | 減碼 |
| Voya Investment Management LLC | 62,110 | $634.6 萬 | 0.01% | +53,370+610.6% | 加碼 |
| Kiwi Wealth Investments Limited Partnership | 61,981 | $633.3 萬 | 0.41% | +9,258+17.6% | 加碼 |
| Farley Capital L.P. | 61,916 | $632.7 萬 | 7.29% | +6,273+11.3% | 加碼 |
| Storebrand Asset Management AS | 61,909 | $632.6 萬 | 0.03% | +15,390+33.1% | 加碼 |
| ICONIQ Capital, LLC | 61,809 | $631.6 萬 | 0.10% | 00.0% | 不變 |
| Osborne Partners Capital Management, LLC | 60,625 | $619.5 萬 | 0.45% | +1,948+3.3% | 加碼 |
| Renaissance Group LLC | 60,246 | $615.6 萬 | 0.28% | −450−0.7% | 減碼 |
| Tegean Capital Management, LLC | 60,000 | $613.1 萬 | 7.97% | +60,000 | 新進 |
| One Fin Capital Management LP | 60,000 | $613.1 萬 | 2.42% | +60,000 | 新進 |
| Oppenheimer & Co Inc | 59,903 | $612.1 萬 | 0.13% | +13,401+28.8% | 加碼 |
| Fragasso Group Inc. | 59,766 | $610.7 萬 | 0.70% | +3,854+6.9% | 加碼 |
| Hidden Lake Asset Management LP | 59,680 | $609.8 萬 | 5.16% | −26,570−30.8% | 減碼 |
| GFG Capital, LLC | 80,124 | $608.1 萬 | 1.38% | +10,971+15.9% | 加碼 |
| ExodusPoint Capital Management, LP | 59,068 | $603.6 萬 | 0.07% | −12,676−17.7% | 減碼 |
| Alden Global Capital LLC | 57,229 | $584.8 萬 | 19.54% | +57,229 | 新進 |
| Parallax Volatility Advisers, L.P. | 56,952 | $581.9 萬 | 0.20% | +56,952 | 新進 |
| Top Ace Asset Management Ltd | 56,834 | $580.7 萬 | 30.36% | +26,369+86.6% | 加碼 |
| Parus Finance (UK) Ltd | 56,800 | $580.4 萬 | 3.47% | +56,800 | 新進 |
| Cetera Advisors LLC | 54,052 | $552.3 萬 | 0.09% | +1,526+2.9% | 加碼 |
| V2 Financial group LLC | 53,231 | $543.9 萬 | 3.93% | +621+1.2% | 加碼 |
| DRW Securities, LLC | 52,723 | $538.7 萬 | 0.79% | +44,655+553.5% | 加碼 |
| Capital International Sarl | 52,610 | $537.6 萬 | 0.27% | +52,610 | 新進 |
| North Fourth Asset Management, LP | 52,600 | $537.5 萬 | 2.68% | +52,600 | 新進 |
| GAM Holding AG | 51,866 | $530.0 萬 | 0.37% | −37,440−41.9% | 減碼 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 51,124 | $528.5 萬 | 0.43% | +34,100+200.3% | 加碼 |
| Trikon Asset Management Ltd | 51,196 | $523.1 萬 | 25.09% | +51,196 | 新進 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 50,915 | $520.2 萬 | 0.23% | +50,915 | 新進 |
| Madison Asset Management, LLC | 50,761 | $518.7 萬 | 0.08% | +4,117+8.8% | 加碼 |
| EPIQ Capital Group, LLC | 50,471 | $515.7 萬 | 2.71% | −550−1.1% | 減碼 |
| Tudor Investment Corp Et Al | 50,382 | $514.8 萬 | 0.10% | +8,025+18.9% | 加碼 |
| MMBG Investment Advisors Co. | 50,265 | $513.6 萬 | 0.65% | −21,847−30.3% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 50,147 | $512.4 萬 | 0.02% | −86,378−63.3% | 減碼 |
| Aviance Capital Partners, LLC | 50,100 | $511.9 萬 | 1.14% | −2,495−4.7% | 減碼 |
| Banque Cantonale Vaudoise | 50,055 | $511.4 萬 | 0.25% | +7,344+17.2% | 加碼 |
| 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 |
| Jessup Wealth Management, Inc | 49,977 | $510.7 萬 | 3.03% | +49,977 | 新進 |
| Robeco Institutional Asset Management B.V. | 49,042 | $501.1 萬 | 0.01% | −27,787−36.2% | 減碼 |
| NS Partners Ltd | 48,673 | $497.3 萬 | 0.28% | −2,100−4.1% | 減碼 |
| Stelac Advisory Services LLC | 48,596 | $496.6 萬 | 2.16% | +61+0.1% | 加碼 |
| Alerus Financial NA | 48,586 | $496.5 萬 | 0.44% | +48,586 | 新進 |
| Blue Zone Wealth Advisors, LLC | 48,244 | $493.0 萬 | 2.64% | +41,174+582.4% | 加碼 |
| Bayesian Capital Management, LP | 48,000 | $490.5 萬 | 0.61% | −79,900−62.5% | 減碼 |
| Aquamarine Zurich AG大師Aquamarine 基金 | 47,500 | $485.4 萬 | 2.51% | 00.0% | 不變 |
| Trexquant Investment LP | 47,393 | $484.3 萬 | 0.13% | +47,393 | 新進 |
| Delphi Financial Group, Inc. | 47,115 | $481.4 萬 | 2.37% | +47,115 | 新進 |
| AnglePoint Asset Management Ltd | 47,100 | $481.3 萬 | 5.16% | +47,100 | 新進 |
| Migdal Insurance & Financial Holdings Ltd. | 47,204 | $474.4 萬 | 0.10% | +8,980+23.5% | 加碼 |
| Old Well Partners, LLC | 46,200 | $472.1 萬 | 3.73% | +46,200 | 新進 |
| 1832 Asset Management L.P. | 45,620 | $466.1 萬 | 0.01% | −42,920−48.5% | 減碼 |
| Rathbone Brothers plc | 44,728 | $457.0 萬 | 0.05% | −3,927−8.1% | 減碼 |
| Lombard Odier Asset Management (USA) Corp | 44,500 | $454.7 萬 | 0.75% | +13,800+45.0% | 加碼 |
| Steward Partners Investment Advisory, LLC | 44,341 | $453.1 萬 | 0.07% | −60−0.1% | 減碼 |
| NWF Advisory Services Inc. | 54,272 | $452.4 萬 | 1.05% | +54,272 | 新進 |
| Yousif Capital Management, LLC | 44,056 | $450.2 萬 | 0.06% | −670−1.5% | 減碼 |
| Cullen/Frost Bankers, Inc. | 43,869 | $448.3 萬 | 0.08% | +43,291+7,489.8% | 加碼 |
| Pzena Investment Management LLC | 43,734 | $446.9 萬 | 0.02% | −1,065−2.4% | 減碼 |
| Pariax, LLC | 43,559 | $445.1 萬 | 13.54% | +13,304+44.0% | 加碼 |
| Panagora Asset Management Inc | 42,995 | $439.3 萬 | 0.03% | +5,503+14.7% | 加碼 |
| Analyst IMS Investment Management Services Ltd. | 42,385 | $438.2 萬 | 0.33% | 00.0% | 不變 |
| Worldly Partners Management, LLC | 42,665 | $436.0 萬 | 2.75% | 00.0% | 不變 |
| Two Sigma Investments, LP | 41,188 | $420.9 萬 | 0.01% | −40,209−49.4% | 減碼 |
| Jefferies Financial Group Inc. | 40,919 | $418.1 萬 | 0.09% | −11,152−21.4% | 減碼 |
| Banque Pictet & Cie SA | 40,547 | $414.3 萬 | 0.04% | +10,900+36.8% | 加碼 |
| Guardcap Asset Management Ltd | 40,520 | $414.0 萬 | 0.06% | +920+2.3% | 加碼 |
| Cetera Advisor Networks LLC | 40,484 | $413.7 萬 | 0.03% | +6,061+17.6% | 加碼 |
| Salem Investment Counselors Inc | 40,459 | $413.4 萬 | 0.17% | −365−0.9% | 減碼 |
| RPG Investment Advisory, LLC | 40,299 | $411.8 萬 | 0.73% | −1,085−2.6% | 減碼 |
| Lorne Steinberg Wealth Management Inc. | 40,183 | $410.6 萬 | 1.64% | +567+1.4% | 加碼 |