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、5 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 $227.5 億；阿帕盧薩、H&H 國際投資等 7 位大師持有。
2023 年第 2 季 13F 持有人
Alibaba Group Holding Ltd 在 2023/6/30 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
- 1,157
- 較 2023 年第 1 季 −90 家
- 持有股數
- 3.70 億
- 較 2023 年第 1 季 +1,065 萬 (+3.0%)
- 總市值
- $443.1 億
- 較 2023 年第 1 季 +$76.1 億 (+20.7%)
- 新進機構
- 103
- 另有 393 家加碼
- 清倉機構
- 193
- 另有 406 家減碼
另有 6 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 | $227.5 億 |
| 2026 年第 1 季 | 1,351 | $311.9 億 |
| 2025 年第 4 季 | 1,439 | $403.4 億 |
| 2025 年第 3 季 | 1,420 | $506.6 億 |
| 2025 年第 2 季 | 1,276 | $310.4 億 |
| 2025 年第 1 季 | 1,405 | $476.0 億 |
| 2024 年第 4 季 | 1,210 | $278.1 億 |
| 2024 年第 3 季 | 1,238 | $403.9 億 |
| 2024 年第 2 季 | 1,110 | $258.1 億 |
| 2024 年第 1 季 | 1,126 | $285.7 億 |
| 2023 年第 4 季 | 1,160 | $280.2 億 |
| 2023 年第 3 季 | 1,159 | $310.2 億 |
| 2023 年第 2 季 | 1,157 | $443.5 億 |
| 2023 年第 1 季 | 1,253 | $376.7 億 |
| 2022 年第 4 季 | 1,173 | $340.3 億 |
| 2022 年第 3 季 | 1,141 | $300.2 億 |
| 2022 年第 2 季 | 1,307 | $466.5 億 |
| 2022 年第 1 季 | 1,323 | $463.6 億 |
| 2021 年第 4 季 | 1,413 | $577.1 億 |
| 2021 年第 3 季 | 1,539 | $866.1 億 |
| 2021 年第 2 季 | 1,900 | $1,505 億 |
| 2021 年第 1 季 | 1,881 | $2,025 億 |
2023 年第 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Pinpoint Asset Management Ltd | 142,570 | $132.7 億 | 7.42% | +134,870+1,751.6% | 加碼 |
| BNP Paribas Arbitrage, SA | 18,345,848 | $15.3 億 | 3.02% | +17,402,939+1,845.7% | 加碼 |
| Primecap Management Co | 17,352,479 | $14.5 億 | 1.21% | +69,202+0.4% | 加碼 |
| Dodge & Cox | 14,598,170 | $12.2 億 | 0.81% | +1,964,358+15.5% | 加碼 |
| Price T Rowe Associates Inc | 12,676,728 | $10.6 億 | 0.15% | +1,642,541+14.9% | 加碼 |
| Morgan Stanley | 10,203,587 | $8.50 億 | 0.08% | +625,497+6.5% | 加碼 |
| FIL Ltd | 9,976,684 | $8.32 億 | 0.93% | −694,483−6.5% | 減碼 |
| Temasek Holdings (Private) Ltd | 9,563,814 | $7.97 億 | 4.62% | 00.0% | 不變 |
| Goldman Sachs Group Inc | 8,632,544 | $7.20 億 | 0.18% | −516,084−5.6% | 減碼 |
| Bank of America Corp | 8,450,177 | $7.04 億 | 0.08% | −993,500−10.5% | 減碼 |
| HSBC Holdings PLC | 8,045,863 | $6.71 億 | 0.72% | −314,739−3.8% | 減碼 |
| JPMorgan Chase & Co | 7,628,946 | $6.36 億 | 0.07% | +681,824+9.8% | 加碼 |
| FMR LLC | 6,418,680 | $5.35 億 | 0.04% | −94,468−1.5% | 減碼 |
| Aspex Management (HK) Ltd | 5,614,351 | $4.68 億 | 13.61% | −1,667,098−22.9% | 減碼 |
| Loomis Sayles & Co L P | 5,491,121 | $4.58 億 | 0.74% | −153,226−2.7% | 減碼 |
| UBS Asset Management Americas Inc | 4,337,662 | $4.43 億 | 0.21% | 00.0% | 不變 |
| BlackRock Inc. | 5,096,016 | $4.25 億 | 0.01% | −244,046−4.6% | 減碼 |
| Jane Street Group, LLC | 5,057,369 | $4.22 億 | 0.57% | +1,927,220+61.6% | 加碼 |
| Susquehanna International Group, LLP | 4,953,825 | $4.13 億 | 0.66% | +3,211,599+184.3% | 加碼 |
| Appaloosa LP大師阿帕盧薩 | 4,475,000 | $3.73 億 | 6.92% | +4,375,000+4,375.0% | 加碼 |
| Alkeon Capital Management LLC | 4,008,944 | $3.34 億 | 2.00% | −605,688−13.1% | 減碼 |
| Norges Bank | 3,988,837 | $3.32 億 | 0.07% | −122,602−3.0% | 減碼 |
| Dimensional Fund Advisors LP | 3,956,261 | $3.30 億 | 0.11% | −34,500−0.9% | 減碼 |
| Fisher Asset Management, LLC | 3,851,763 | $3.21 億 | 0.18% | −10,816−0.3% | 減碼 |
| Lazard Asset Management LLC | 3,611,817 | $3.01 億 | 0.37% | +310,713+9.4% | 加碼 |
| Sanders Capital, LLC | 3,555,620 | $2.96 億 | 0.62% | +3,555,620 | 新進 |
| H&H International Investment, LLC大師H&H 國際投資 | 3,507,600 | $2.92 億 | 1.98% | +390,500+12.5% | 加碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 3,262,527 | $2.72 億 | 5.79% | −522,589−13.8% | 減碼 |
| Nuveen Asset Management, LLC | 3,039,398 | $2.53 億 | 0.09% | −698,353−18.7% | 減碼 |
| Third Point LLC大師第三點資本 | 2,950,000 | $2.46 億 | 3.60% | +1,623,550+122.4% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 2,934,543 | $2.45 億 | 0.30% | +1,912,790+187.2% | 加碼 |
| Brookfield Asset Management Inc. | 2,928,490 | $2.44 億 | 0.97% | −7,685−0.3% | 減碼 |
| Royal Bank of Canada | 2,915,609 | $2.43 億 | 0.07% | +234,478+8.7% | 加碼 |
| Carmignac Gestion | 2,897,005 | $2.41 億 | 4.16% | −555,717−16.1% | 減碼 |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST | 2,735,900 | $2.28 億 | 3.00% | −250,000−8.4% | 減碼 |
| Macquarie Group Ltd | 2,720,344 | $2.27 億 | 0.26% | +273,390+11.2% | 加碼 |
| Bamco Inc | 2,710,165 | $2.26 億 | 0.63% | +458,517+20.4% | 加碼 |
| Allspring Global Investments Holdings, LLC | 2,581,150 | $2.15 億 | 0.34% | +156,151+6.4% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 2,461,300 | $2.05 億 | 0.92% | +59,400+2.5% | 加碼 |
| Wellington Management Group LLP | 2,438,288 | $2.03 億 | 0.04% | +1,025,917+72.6% | 加碼 |
| RWWM, Inc. | 2,424,716 | $2.02 億 | 26.01% | +190,985+8.6% | 加碼 |
| UBS Group AG | 2,299,904 | $1.92 億 | 0.08% | +599,578+35.3% | 加碼 |
| National Bank of Canada | 2,184,274 | $1.83 億 | 0.37% | +1,056,986+93.8% | 加碼 |
| Discerene Group LP | 2,196,938 | $1.83 億 | 23.96% | +100,800+4.8% | 加碼 |
| Bank of Montreal | 613,008 | $1.82 億 | 0.07% | +613,008 | 新進 |
| Man Group plc | 2,144,598 | $1.79 億 | 0.55% | – | – |
| American Century Companies Inc | 2,119,159 | $1.77 億 | 0.13% | −273,303−11.4% | 減碼 |
| Schroder Investment Management Group | 2,085,411 | $1.74 億 | 0.25% | −94,031−4.3% | 減碼 |
| Millennium Management LLC | 1,979,185 | $1.65 億 | 0.17% | +217,509+12.3% | 加碼 |
| Legal & General Group Plc | 1,974,150 | $1.65 億 | 0.05% | −13,707−0.7% | 減碼 |
| Nordea Investment Management AB | 1,933,878 | $1.62 億 | 0.22% | +56,916+3.0% | 加碼 |
| Invesco Ltd. | 1,898,339 | $1.58 億 | 0.04% | −427,057−18.4% | 減碼 |
| Martin Currie Ltd | 1,882,413 | $1.57 億 | 5.28% | +78,928+4.4% | 加碼 |
| Farallon Capital Management, L.L.C. | 1,870,000 | $1.56 億 | 0.93% | +70,000+3.9% | 加碼 |
| Segantii Capital Management Ltd | 1,867,226 | $1.55 億 | 9.07% | +1,322,965+243.1% | 加碼 |
| Marshall Wace, LLP | 1,842,294 | $1.54 億 | 0.33% | −1,673,796−47.6% | 減碼 |
| Capital International Investors | 1,784,713 | $1.49 億 | 0.04% | +1,133,419+174.0% | 加碼 |
| Handelsbanken Fonder AB | 1,713,703 | $1.43 億 | 0.77% | −953,677−35.8% | 減碼 |
| ARGA Investment Management, LP | 1,680,325 | $1.40 億 | 4.95% | −15,085−0.9% | 減碼 |
| Vanguard Group Inc | 1,640,221 | $1.37 億 | 0.00% | +1,640,221 | 新進 |
| Alliancebernstein L.P. | 1,615,590 | $1.35 億 | 0.05% | −32,932−2.0% | 減碼 |
| Federated Hermes, Inc. | 1,598,209 | $1.33 億 | 0.33% | +238,705+17.6% | 加碼 |
| Alpine Investment Management Ltd | 1,575,000 | $1.31 億 | 38.61% | +125,000+8.6% | 加碼 |
| Sequoia China Equity Partners (Hong Kong) Ltd | 1,495,600 | $1.25 億 | 23.65% | +495,600+49.6% | 加碼 |
| Public Investment Fund | 1,457,101 | $1.21 億 | 0.31% | +421,425+40.7% | 加碼 |
| Hardman Johnston Global Advisors LLC | 1,424,220 | $1.19 億 | 3.85% | −922−0.1% | 減碼 |
| Citadel Advisors LLC | 1,360,719 | $1.13 億 | 0.13% | +12,133+0.9% | 加碼 |
| State Street Corp | 1,345,593 | $1.12 億 | 0.01% | −92,571−6.4% | 減碼 |
| Antipodes Partners Ltd | 1,288,025 | $1.07 億 | 3.71% | +559,870+76.9% | 加碼 |
| Vontobel Asset Management Inc | 1,248,742 | $1.03 億 | 0.69% | −70,245−5.3% | 減碼 |
| Deutsche Bank AG | 1,198,268 | $9,988 萬 | 0.05% | −689,043−36.5% | 減碼 |
| Cryder Capital Partners LLP | 1,188,156 | $9,903 萬 | 4.83% | +1,932+0.2% | 加碼 |
| Citigroup Inc | 1,168,963 | $9,743 萬 | 0.13% | −26,436−2.2% | 減碼 |
| Group One Trading, L.P. | 1,160,344 | $9,671 萬 | 4.14% | +85,294+7.9% | 加碼 |
| Eminence Capital, LP | 1,133,656 | $9,449 萬 | 1.70% | +527,408+87.0% | 加碼 |
| AXA S.A. | 1,123,901 | $9,368 萬 | 0.31% | +89,072+8.6% | 加碼 |
| L1 Capital Pty Ltd | 1,035,930 | $8,634 萬 | 10.39% | +670,098+183.2% | 加碼 |
| Broad Peak Investment Holdings Ltd. | 1,009,608 | $8,415 萬 | 11.41% | +315,379+45.4% | 加碼 |
| Northern Trust Corp | 983,708 | $8,199 萬 | 0.02% | +10,771+1.1% | 加碼 |
| Barclays PLC | 971,225 | $8,095 萬 | 0.05% | −69,597−6.7% | 減碼 |
| Point72 Asset Management, L.P. | 961,363 | $8,013 萬 | 0.28% | −1,680,630−63.6% | 減碼 |
| Causeway Capital Management LLC | 956,280 | $7,971 萬 | 2.10% | −375,816−28.2% | 減碼 |
| Origin Asset Management LLP | 949,406 | $7,913 萬 | 31.01% | +29,700+3.2% | 加碼 |
| Viking Global Investors LP大師維京全球投資 | 932,407 | $7,772 萬 | 0.32% | +932,407 | 新進 |
| GMT Capital Corp | 887,700 | $7,399 萬 | 2.80% | +125,800+16.5% | 加碼 |
| Parsifal Capital Management, LP | 884,106 | $7,369 萬 | 5.58% | −72,172−7.5% | 減碼 |
| Platinum Investment Management Ltd | 863,607 | $7,198 萬 | 2.50% | −26,335−3.0% | 減碼 |
| Ruffer LLP | 812,140 | $6,770 萬 | 3.96% | −629,620−43.7% | 減碼 |
| Quilter Plc | 66,004 | $6,550 萬 | 0.25% | −7,162−9.8% | 減碼 |
| Credit Suisse AG | 775,263 | $6,462 萬 | 0.06% | +158,914+25.8% | 加碼 |
| Neuberger Berman Group LLC | 770,468 | $6,437 萬 | 0.06% | +33,087+4.5% | 加碼 |
| HighTower Advisors, LLC | 762,212 | $6,363 萬 | 0.13% | +27,502+3.7% | 加碼 |
| CTC LLC | 761,469 | $6,347 萬 | 0.84% | +533,838+234.5% | 加碼 |
| Assenagon Asset Management S.A. | 751,161 | $6,261 萬 | 0.25% | +751,161 | 新進 |
| Maple Rock Capital Partners Inc. | 748,800 | $6,241 萬 | 7.95% | +43,800+6.2% | 加碼 |
| Thornburg Investment Management Inc | 744,038 | $6,202 萬 | 1.00% | +117,231+18.7% | 加碼 |
| Polar Capital Holdings Plc | 723,835 | $6,033 萬 | 0.41% | −126,746−14.9% | 減碼 |
| Balyasny Asset Management LLC | 709,009 | $5,910 萬 | 0.16% | −91,643−11.4% | 減碼 |
| Edmond de Rothschild Holding S.A. | 698,110 | $5,819 萬 | 1.15% | +165,012+31.0% | 加碼 |
| Patient Capital Management, LLC | 670,410 | $5,588 萬 | 3.11% | +583,260+669.3% | 加碼 |