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 |
|---|---|---|---|---|---|
| Marex Group plc | 343,265 | $2,861 萬 | 5.16% | +33,551+10.8% | 加碼 |
| ExodusPoint Capital Management, LP | 348,785 | $2,907 萬 | 0.34% | +289,717+490.5% | 加碼 |
| Franklin Resources Inc | 359,821 | $2,999 萬 | 0.01% | −15,233−4.1% | 減碼 |
| Flossbach Von Storch AG | 362,093 | $3,018 萬 | 0.12% | +16,500+4.8% | 加碼 |
| Raymond James & Associates | 364,211 | $3,036 萬 | 0.03% | −28,493−7.3% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 364,352 | $3,037 萬 | 0.05% | −20,220−5.3% | 減碼 |
| Carrhae Capital LLP | 367,183 | $3,060 萬 | 13.52% | +27,062+8.0% | 加碼 |
| BlueCrest Capital Management Ltd | 373,715 | $3,115 萬 | 4.07% | +100,215+36.6% | 加碼 |
| Clal Insurance Enterprises Holdings Ltd | 401,300 | $3,345 萬 | 0.40% | +212,300+112.3% | 加碼 |
| Think Investments LP | 403,400 | $3,362 萬 | 7.58% | 00.0% | 不變 |
| Fort Washington Investment Advisors Inc | 404,041 | $3,368 萬 | 0.24% | −1,018−0.3% | 減碼 |
| Long Focus Capital Management, LLC | 410,000 | $3,417 萬 | 5.18% | +25,100+6.5% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 417,100 | $3,478 萬 | 0.07% | +77,811+22.9% | 加碼 |
| Boston Common Asset Management, LLC | 417,561 | $3,480 萬 | 0.74% | −2,521−0.6% | 減碼 |
| STRS Ohio | 427,927 | $3,567 萬 | 0.15% | +7,950+1.9% | 加碼 |
| DnB Asset Management AS | 433,834 | $3,616 萬 | 0.21% | −49,849−10.3% | 減碼 |
| Ameriprise Financial Inc | 438,447 | $3,653 萬 | 0.01% | +1,950+0.4% | 加碼 |
| Axiom Investors LLC | 441,000 | $3,676 萬 | 0.55% | −3,662−0.8% | 減碼 |
| Wells Fargo & Company | 445,995 | $3,717 萬 | 0.01% | −74,429−14.3% | 減碼 |
| Pictet Asset Management SA | 446,972 | $3,726 萬 | 0.04% | +86,379+24.0% | 加碼 |
| New York State Common Retirement Fund | 448,650 | $3,739 萬 | 0.05% | +18,892+4.4% | 加碼 |
| Credit Agricole S A | 449,048 | $3,743 萬 | 1.22% | −17,328−3.7% | 減碼 |
| Matthews International Capital Management LLC | 449,453 | $3,746 萬 | 4.39% | +191,766+74.4% | 加碼 |
| Alta Park Capital, LP | 449,518 | $3,747 萬 | 4.23% | −275,463−38.0% | 減碼 |
| Ghisallo Capital Management LLC | 450,000 | $3,751 萬 | 4.48% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 453,859 | $3,783 萬 | 0.08% | +14,758+3.4% | 加碼 |
| Owl Creek Asset Management, L.P. | 465,488 | $3,880 萬 | 3.15% | +74,871+19.2% | 加碼 |
| Amundi | 463,250 | $3,895 萬 | 0.02% | −679,674−59.5% | 減碼 |
| Harel Insurance Investments & Financial Services Ltd. | 467,956 | $3,901 萬 | 0.96% | −18,260−3.8% | 減碼 |
| SPX Equities Gestao de Recursos Ltda | 468,014 | $3,901 萬 | 1.86% | +468,014 | 新進 |
| Verition Fund Management LLC | 470,830 | $3,924 萬 | 0.61% | +220,944+88.4% | 加碼 |
| Meitav Dash Investments Ltd | 475,434 | $3,964 萬 | 0.32% | +319,635+205.2% | 加碼 |
| Compagnie Lombard Odier SCmA | 483,176 | $4,027 萬 | 1.13% | −138,767−22.3% | 減碼 |
| Genesis Investment Management, LLP | 458,788 | $4,113 萬 | 4.46% | −73,209−13.8% | 減碼 |
| Vontobel Holding Ltd. | 494,189 | $4,119 萬 | 0.36% | +71,477+16.9% | 加碼 |
| Davis Asset Management, L.P. | 500,000 | $4,168 萬 | 2.50% | 00.0% | 不變 |
| Novo Holdings A/S | 500,827 | $4,174 萬 | 3.23% | 00.0% | 不變 |
| Employees Provident Fund Board | 529,100 | $4,410 萬 | 1.04% | 00.0% | 不變 |
| Blackstone Group Inc. | 542,000 | $4,518 萬 | 0.20% | +367,000+209.7% | 加碼 |
| Bank of New York Mellon Corp | 547,556 | $4,564 萬 | 0.01% | +13,271+2.5% | 加碼 |
| M&G Investment Management Ltd | 551,137 | $4,574 萬 | 0.27% | +97,501+21.5% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 550,018 | $4,585 萬 | 0.60% | +167,444+43.8% | 加碼 |
| SEI Investments Co | 550,803 | $4,591 萬 | 0.08% | −418,455−43.2% | 減碼 |
| Ci Investments Inc. | 552,068 | $4,602 萬 | 0.23% | +78,244+16.5% | 加碼 |
| SG Americas Securities, LLC | 555,623 | $4,631 萬 | 0.39% | −527,765−48.7% | 減碼 |
| Aviva PLC | 570,847 | $4,758 萬 | 0.19% | −12,140−2.1% | 減碼 |
| AMF Pensionsforsakring AB | 579,868 | $4,833 萬 | 0.44% | +134,932+30.3% | 加碼 |
| Russell Investments Group, Ltd. | 580,334 | $4,837 萬 | 0.09% | +142,517+32.6% | 加碼 |
| RWC Asset Advisors (US) LLC | 587,633 | $4,898 萬 | 4.68% | −521,391−47.0% | 減碼 |
| Agf Management Ltd | 604,641 | $5,040 萬 | 0.37% | −321−0.1% | 減碼 |
| Natixis Advisors, L.P. | 612,852 | $5,108 萬 | 0.16% | +10,094+1.7% | 加碼 |
| Two Creeks Capital Management, LP | 622,879 | $5,192 萬 | 3.12% | 00.0% | 不變 |
| GTS Securities LLC | 635,650 | $5,298 萬 | 1.67% | +635,650 | 新進 |
| Nan Fung Trinity (HK) Ltd | 645,099 | $5,377 萬 | 13.26% | −19,900−3.0% | 減碼 |
| Hudson Bay Capital Management LP | 650,000 | $5,418 萬 | 0.54% | −802,315−55.2% | 減碼 |
| Pentwater Capital Management LP | 650,000 | $5,418 萬 | 0.68% | −20,000−3.0% | 減碼 |
| Capital International Inc | 661,875 | $5,517 萬 | 1.00% | +186,035+39.1% | 加碼 |
| Patient Capital Management, LLC | 670,410 | $5,588 萬 | 3.11% | +583,260+669.3% | 加碼 |
| Edmond de Rothschild Holding S.A. | 698,110 | $5,819 萬 | 1.15% | +165,012+31.0% | 加碼 |
| Balyasny Asset Management LLC | 709,009 | $5,910 萬 | 0.16% | −91,643−11.4% | 減碼 |
| Polar Capital Holdings Plc | 723,835 | $6,033 萬 | 0.41% | −126,746−14.9% | 減碼 |
| Thornburg Investment Management Inc | 744,038 | $6,202 萬 | 1.00% | +117,231+18.7% | 加碼 |
| Maple Rock Capital Partners Inc. | 748,800 | $6,241 萬 | 7.95% | +43,800+6.2% | 加碼 |
| Assenagon Asset Management S.A. | 751,161 | $6,261 萬 | 0.25% | +751,161 | 新進 |
| CTC LLC | 761,469 | $6,347 萬 | 0.84% | +533,838+234.5% | 加碼 |
| HighTower Advisors, LLC | 762,212 | $6,363 萬 | 0.13% | +27,502+3.7% | 加碼 |
| Neuberger Berman Group LLC | 770,468 | $6,437 萬 | 0.06% | +33,087+4.5% | 加碼 |
| Credit Suisse AG | 775,263 | $6,462 萬 | 0.06% | +158,914+25.8% | 加碼 |
| Ruffer LLP | 812,140 | $6,770 萬 | 3.96% | −629,620−43.7% | 減碼 |
| Platinum Investment Management Ltd | 863,607 | $7,198 萬 | 2.50% | −26,335−3.0% | 減碼 |
| Parsifal Capital Management, LP | 884,106 | $7,369 萬 | 5.58% | −72,172−7.5% | 減碼 |
| GMT Capital Corp | 887,700 | $7,399 萬 | 2.80% | +125,800+16.5% | 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 |
| Origin Asset Management LLP | 949,406 | $7,913 萬 | 31.01% | +29,700+3.2% | 加碼 |
| Causeway Capital Management LLC | 956,280 | $7,971 萬 | 2.10% | −375,816−28.2% | 減碼 |
| Point72 Asset Management, L.P. | 961,363 | $8,013 萬 | 0.28% | −1,680,630−63.6% | 減碼 |
| Barclays PLC | 971,225 | $8,095 萬 | 0.05% | −69,597−6.7% | 減碼 |
| Northern Trust Corp | 983,708 | $8,199 萬 | 0.02% | +10,771+1.1% | 加碼 |
| Broad Peak Investment Holdings Ltd. | 1,009,608 | $8,415 萬 | 11.41% | +315,379+45.4% | 加碼 |
| L1 Capital Pty Ltd | 1,035,930 | $8,634 萬 | 10.39% | +670,098+183.2% | 加碼 |
| AXA S.A. | 1,123,901 | $9,368 萬 | 0.31% | +89,072+8.6% | 加碼 |
| Eminence Capital, LP | 1,133,656 | $9,449 萬 | 1.70% | +527,408+87.0% | 加碼 |
| Group One Trading, L.P. | 1,160,344 | $9,671 萬 | 4.14% | +85,294+7.9% | 加碼 |
| Citigroup Inc | 1,168,963 | $9,743 萬 | 0.13% | −26,436−2.2% | 減碼 |
| Cryder Capital Partners LLP | 1,188,156 | $9,903 萬 | 4.83% | +1,932+0.2% | 加碼 |
| Deutsche Bank AG | 1,198,268 | $9,988 萬 | 0.05% | −689,043−36.5% | 減碼 |
| Vontobel Asset Management Inc | 1,248,742 | $1.03 億 | 0.69% | −70,245−5.3% | 減碼 |
| Antipodes Partners Ltd | 1,288,025 | $1.07 億 | 3.71% | +559,870+76.9% | 加碼 |
| State Street Corp | 1,345,593 | $1.12 億 | 0.01% | −92,571−6.4% | 減碼 |
| Citadel Advisors LLC | 1,360,719 | $1.13 億 | 0.13% | +12,133+0.9% | 加碼 |
| Hardman Johnston Global Advisors LLC | 1,424,220 | $1.19 億 | 3.85% | −922−0.1% | 減碼 |
| Public Investment Fund | 1,457,101 | $1.21 億 | 0.31% | +421,425+40.7% | 加碼 |
| Sequoia China Equity Partners (Hong Kong) Ltd | 1,495,600 | $1.25 億 | 23.65% | +495,600+49.6% | 加碼 |
| Alpine Investment Management Ltd | 1,575,000 | $1.31 億 | 38.61% | +125,000+8.6% | 加碼 |
| Federated Hermes, Inc. | 1,598,209 | $1.33 億 | 0.33% | +238,705+17.6% | 加碼 |
| Alliancebernstein L.P. | 1,615,590 | $1.35 億 | 0.05% | −32,932−2.0% | 減碼 |
| Vanguard Group Inc | 1,640,221 | $1.37 億 | 0.00% | +1,640,221 | 新進 |
| ARGA Investment Management, LP | 1,680,325 | $1.40 億 | 4.95% | −15,085−0.9% | 減碼 |
| Handelsbanken Fonder AB | 1,713,703 | $1.43 億 | 0.77% | −953,677−35.8% | 減碼 |
| Capital International Investors | 1,784,713 | $1.49 億 | 0.04% | +1,133,419+174.0% | 加碼 |