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 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
- $308.0 億
- 較 2023 年第 1 季 −$57.9 億 (−15.8%)
- 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 | $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 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 |
|---|---|---|---|---|---|
| Growth Interface Management LLC | 95,000 | $791.8 萬 | 5.95% | 00.0% | 不變 |
| EULAV Asset Management | 95,000 | $791.8 萬 | 0.30% | +8,000+9.2% | 加碼 |
| Kemnay Advisory Services Inc. | 95,395 | $795.1 萬 | 3.49% | +20,213+26.9% | 加碼 |
| Thomas White International Ltd | 96,153 | $801.4 萬 | 1.67% | −7,368−7.1% | 減碼 |
| Cerity Partners LLC | 99,200 | $826.9 萬 | 0.03% | +1,537+1.6% | 加碼 |
| Blair William & Co | 99,271 | $827.4 萬 | 0.03% | +2,223+2.3% | 加碼 |
| Capital International Sarl | 100,862 | $840.7 萬 | 0.38% | +48,252+91.7% | 加碼 |
| Alerus Financial NA | 101,615 | $847.0 萬 | 0.72% | +53,029+109.1% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 105,820 | $882.0 萬 | 0.02% | −22,214−17.4% | 減碼 |
| Georgetown University | 106,268 | $885.7 萬 | 3.11% | 00.0% | 不變 |
| Waverton Investment Management Ltd | 111,713 | $931.2 萬 | 0.26% | −500.0% | 減碼 |
| DekaBank Deutsche Girozentrale | 111,883 | $934.4 萬 | 0.02% | −10,500−8.6% | 減碼 |
| Susquehanna International Group Ltd. | 112,155 | $934.8 萬 | 7.53% | +16,143+16.8% | 加碼 |
| Money Concepts Capital Corp | 115,084 | $959.2 萬 | 0.98% | +105,338+1,080.8% | 加碼 |
| Stifel Financial Corp | 115,771 | $965.0 萬 | 0.01% | −3,960−3.3% | 減碼 |
| J. Goldman & Co LP | 115,952 | $966.5 萬 | 0.55% | +86,022+287.4% | 加碼 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 116,154 | $973.6 萬 | 0.69% | +65,030+127.2% | 加碼 |
| Jennison Associates LLC | 117,359 | $978.2 萬 | 0.01% | −51,768−30.6% | 減碼 |
| 7G Capital Management, LLC | 120,000 | $1,000 萬 | 5.16% | +5,000+4.3% | 加碼 |
| Greylin Investment Mangement Inc | 120,263 | $1,002 萬 | 1.81% | −2,951−2.4% | 減碼 |
| Zweig-DiMenna Associates LLC | 120,710 | $1,006 萬 | 1.35% | −64,790−34.9% | 減碼 |
| Monaco Asset Management SAM | 121,000 | $1,009 萬 | 5.42% | −40,000−24.8% | 減碼 |
| Arnhold LLC | 121,349 | $1,011 萬 | 1.15% | +15,429+14.6% | 加碼 |
| Greenland Capital Management LP | 123,204 | $1,027 萬 | 1.47% | +123,204 | 新進 |
| Aubrey Capital Management Ltd | 127,806 | $1,065 萬 | 6.99% | −77,294−37.7% | 減碼 |
| Maven Securities LTD | 129,433 | $1,079 萬 | 1.55% | +9,549+8.0% | 加碼 |
| Mackenzie Financial Corp | 129,473 | $1,088 萬 | 0.02% | −170−0.1% | 減碼 |
| Brown Brothers Harriman & Co | 130,778 | $1,090 萬 | 0.09% | −899−0.7% | 減碼 |
| FACT Capital, LP | 130,982 | $1,092 萬 | 5.09% | 00.0% | 不變 |
| Two Sigma Advisers, LP | 131,200 | $1,094 萬 | 0.03% | −57,200−30.4% | 減碼 |
| Pacifica Capital Investments, LLC | 132,070 | $1,101 萬 | 3.39% | +500+0.4% | 加碼 |
| Coatue Management LLC大師Coatue | 133,003 | $1,109 萬 | 0.05% | −1,383,921−91.2% | 減碼 |
| Nomura Holdings Inc | 134,558 | $1,122 萬 | 0.11% | −80,703−37.5% | 減碼 |
| Long Corridor Asset Management Ltd | 137,441 | $1,146 萬 | 12.29% | +34,903+34.0% | 加碼 |
| Brandywine Global Investment Management, LLC | 138,418 | $1,154 萬 | 0.10% | +7,190+5.5% | 加碼 |
| Truxt Investmentos Ltda. | 139,805 | $1,165 萬 | 2.93% | −97,111−41.0% | 減碼 |
| RWC Asset Management LLP | 145,455 | $1,212 萬 | 0.58% | −200,862−58.0% | 減碼 |
| Contrarius Investment Management Ltd | 148,777 | $1,240 萬 | 0.67% | +110,950+293.3% | 加碼 |
| MIC Capital Management UK LLP | 150,000 | $1,250 萬 | 2.54% | 00.0% | 不變 |
| BlueDrive Global Investors LLP | 150,200 | $1,252 萬 | 17.48% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 152,880 | $1,274 萬 | 0.02% | +1,953+1.3% | 加碼 |
| Todd Asset Management LLC | 154,954 | $1,292 萬 | 0.30% | +4,153+2.8% | 加碼 |
| KBC Group NV | 157,359 | $1,312 萬 | 0.05% | −13,601−8.0% | 減碼 |
| Ariose Capital Management Ltd | 162,271 | $1,353 萬 | 10.78% | −232,968−58.9% | 減碼 |
| Hel Ved Capital Management Ltd | 162,600 | $1,355 萬 | 5.94% | +17,400+12.0% | 加碼 |
| Discovery Capital Management, LLC | 164,200 | $1,369 萬 | 1.60% | −257,865−61.1% | 減碼 |
| ProShare Advisors LLC | 164,380 | $1,370 萬 | 0.04% | −8,403−4.9% | 減碼 |
| 3G Capital Partners LP | 165,000 | $1,375 萬 | 13.89% | +70,000+73.7% | 加碼 |
| Banco Santander, S.A. | 165,506 | $1,379 萬 | 0.18% | +19,533+13.4% | 加碼 |
| Kopernik Global Investors, LLC | 167,624 | $1,397 萬 | 1.43% | +147,724+742.3% | 加碼 |
| Commonwealth Equity Services, LLC | 169,734 | $1,415 萬 | 0.03% | −46,503−21.5% | 減碼 |
| RJA Asset Management LLC | 170,581 | $1,422 萬 | 3.70% | +170,581 | 新進 |
| Harding Loevner LP | 170,708 | $1,423 萬 | 0.08% | −79,108−31.7% | 減碼 |
| Manufacturers Life Insurance Company, The | 171,921 | $1,433 萬 | 0.01% | +29,981+21.1% | 加碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | 175,000 | $1,459 萬 | 0.32% | +175,000 | 新進 |
| First Trust Advisors LP | 175,103 | $1,459 萬 | 0.02% | −102,531−36.9% | 減碼 |
| Maxi Investments CY Ltd | 179,427 | $1,496 萬 | 10.71% | 00.0% | 不變 |
| Renaissance Technologies LLC | 184,192 | $1,535 萬 | 0.02% | −583,000−76.0% | 減碼 |
| Davis Selected Advisers | 184,714 | $1,540 萬 | 0.09% | −65,877−26.3% | 減碼 |
| State of Michigan Retirement System | 189,250 | $1,577 萬 | 0.10% | 00.0% | 不變 |
| CIBC World Markets Inc. | 201,618 | $1,681 萬 | 0.06% | −122,106−37.7% | 減碼 |
| Private Management Group Inc | 202,548 | $1,688 萬 | 0.72% | +12,300+6.5% | 加碼 |
| TT International Asset Management LTD | 205,104 | $1,710 萬 | 2.84% | −631,395−75.5% | 減碼 |
| Janney Montgomery Scott LLC | 205,505 | $1,713 萬 | 0.06% | +31,849+18.3% | 加碼 |
| Brilliance Asset Management Ltd | 212,373 | $1,770 萬 | 4.57% | +212,373 | 新進 |
| Advisor Group Holdings, Inc. | 213,043 | $1,783 萬 | 0.03% | +12,673+6.3% | 加碼 |
| Harvest Fund Management Co., Ltd | 216,684 | $1,806 萬 | 3.63% | +8,383+4.0% | 加碼 |
| PEAK6 Investments LLC | 228,939 | $1,908 萬 | 1.63% | +18,490+8.8% | 加碼 |
| Artisan Partners Limited Partnership | 231,765 | $1,932 萬 | 0.03% | −5,421,101−95.9% | 減碼 |
| Lakewood Capital Management, LP | 235,338 | $1,962 萬 | 1.70% | −85,000−26.5% | 減碼 |
| Caledonia Investments PLC | 238,000 | $1,984 萬 | 2.74% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 238,576 | $1,989 萬 | 0.05% | +20,412+9.4% | 加碼 |
| Crossmark Global Holdings, Inc. | 199,158 | $2,003 萬 | 0.43% | −780.0% | 減碼 |
| Federation des caisses Desjardins du Quebec | 243,885 | $2,033 萬 | 0.20% | +9,024+3.8% | 加碼 |
| Crake Asset Management LLP | 245,526 | $2,046 萬 | 2.76% | −167,000−40.5% | 減碼 |
| Connectus Wealth, LLC | 246,675 | $2,056 萬 | 0.48% | −34,609−12.3% | 減碼 |
| Allianz Asset Management GmbH | 249,304 | $2,078 萬 | 0.04% | −82,553−24.9% | 減碼 |
| Candlestick Capital Management LP | 250,000 | $2,084 萬 | 0.70% | −214,833−46.2% | 減碼 |
| Honeycomb Asset Management LP | 250,000 | $2,084 萬 | 3.82% | +250,000 | 新進 |
| Stonehage Fleming Financial Services Holdings Ltd | 253,701 | $2,113 萬 | 0.77% | +1,850+0.7% | 加碼 |
| Truist Financial Corp | 260,541 | $2,172 萬 | 0.04% | +156,341+150.0% | 加碼 |
| IMC-Chicago, LLC | 264,701 | $2,206 萬 | 0.73% | +97,125+58.0% | 加碼 |
| Simplex Trading, LLC | 265,799 | $2,215 萬 | 0.94% | −2,920−1.1% | 減碼 |
| Newlands Management Operations LLC | 269,858 | $2,249 萬 | 0.24% | 00.0% | 不變 |
| UniSuper Management Pty Ltd | 281,933 | $2,350 萬 | 0.27% | +281,933 | 新進 |
| Magellan Asset Management Ltd | 290,857 | $2,424 萬 | 0.22% | +56,041+23.9% | 加碼 |
| Brandes Investment Partners, LP | 292,430 | $2,437 萬 | 0.49% | −11,143−3.7% | 減碼 |
| Fairfax Financial Holdings Ltd大師費爾法克斯金融 | 292,800 | $2,440 萬 | 1.30% | 00.0% | 不變 |
| Leonteq Securities AG | 293,521 | $2,446 萬 | 2.49% | +31,414+12.0% | 加碼 |
| Maplelane Capital, LLC | 297,000 | $2,475 萬 | 2.11% | −273,000−47.9% | 減碼 |
| Clark Capital Management Group, Inc. | 298,086 | $2,485 萬 | 0.22% | −60,067−16.8% | 減碼 |
| Capital Fund Management S.A. | 298,292 | $2,486 萬 | 0.39% | +9,227+3.2% | 加碼 |
| Daily Journal Corp大師每日期刊 | 300,000 | $2,501 萬 | 15.29% | 00.0% | 不變 |
| Armistice Capital, LLC | 300,000 | $2,501 萬 | 0.63% | +150,000+100.0% | 加碼 |
| Douglas Lane & Associates, LLC | 301,831 | $2,516 萬 | 0.41% | −13,369−4.2% | 減碼 |
| Envestnet Asset Management Inc | 302,893 | $2,525 萬 | 0.01% | −1,869,658−86.1% | 減碼 |
| LPL Financial LLC | 302,986 | $2,525 萬 | 0.02% | −901−0.3% | 減碼 |
| Squarepoint Ops LLC | 313,443 | $2,613 萬 | 0.14% | +49,727+18.9% | 加碼 |
| Mangrove Partners | 316,100 | $2,635 萬 | 2.65% | +316,100 | 新進 |
| Element Capital Management LLC | 321,005 | $2,676 萬 | 1.81% | +321,005 | 新進 |