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 |
|---|---|---|---|---|---|
| Marshall Wace, LLP | 1,842,294 | $1.54 億 | 0.33% | −1,673,796−47.6% | 減碼 |
| Segantii Capital Management Ltd | 1,867,226 | $1.55 億 | 9.35% | +1,322,965+243.1% | 加碼 |
| Farallon Capital Management, L.L.C. | 1,870,000 | $1.56 億 | 0.93% | +70,000+3.9% | 加碼 |
| Martin Currie Ltd | 1,882,413 | $1.57 億 | 5.28% | +78,928+4.4% | 加碼 |
| Invesco Ltd. | 1,898,339 | $1.58 億 | 0.04% | −427,057−18.4% | 減碼 |
| Nordea Investment Management AB | 1,933,878 | $1.62 億 | 0.22% | +56,916+3.0% | 加碼 |
| Legal & General Group Plc | 1,974,150 | $1.65 億 | 0.05% | −13,707−0.7% | 減碼 |
| Millennium Management LLC | 1,979,185 | $1.65 億 | 0.17% | +217,509+12.3% | 加碼 |
| Schroder Investment Management Group | 2,085,411 | $1.74 億 | 0.25% | −94,031−4.3% | 減碼 |
| American Century Companies Inc | 2,119,159 | $1.77 億 | 0.13% | −273,303−11.4% | 減碼 |
| Man Group plc | 2,144,598 | $1.79 億 | 0.55% | – | – |
| Discerene Group LP | 2,196,938 | $1.83 億 | 23.96% | +100,800+4.8% | 加碼 |
| National Bank of Canada | 2,184,274 | $1.83 億 | 0.37% | +1,056,986+93.8% | 加碼 |
| UBS Group AG | 2,299,904 | $1.92 億 | 0.08% | +599,578+35.3% | 加碼 |
| RWWM, Inc. | 2,424,716 | $2.02 億 | 26.01% | +190,985+8.6% | 加碼 |
| Wellington Management Group LLP | 2,438,288 | $2.03 億 | 0.04% | +1,025,917+72.6% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 2,461,300 | $2.05 億 | 0.92% | +59,400+2.5% | 加碼 |
| Allspring Global Investments Holdings, LLC | 2,581,150 | $2.15 億 | 0.34% | +156,151+6.4% | 加碼 |
| Bamco Inc | 2,710,165 | $2.26 億 | 0.63% | +458,517+20.4% | 加碼 |
| Macquarie Group Ltd | 2,720,344 | $2.27 億 | 0.26% | +273,390+11.2% | 加碼 |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST | 2,735,900 | $2.28 億 | 3.00% | −250,000−8.4% | 減碼 |
| Carmignac Gestion | 2,897,005 | $2.41 億 | 4.16% | −555,717−16.1% | 減碼 |
| Royal Bank of Canada | 2,915,609 | $2.43 億 | 0.07% | +234,478+8.7% | 加碼 |
| Brookfield Asset Management Inc. | 2,928,490 | $2.44 億 | 0.97% | −7,685−0.3% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 2,934,543 | $2.45 億 | 0.30% | +1,912,790+187.2% | 加碼 |
| 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 |
| Nuveen Asset Management, LLC | 3,039,398 | $2.53 億 | 0.09% | −698,353−18.7% | 減碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 3,262,527 | $2.72 億 | 5.79% | −522,589−13.8% | 減碼 |
| 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 |
| Sanders Capital, LLC | 3,555,620 | $2.96 億 | 0.62% | +3,555,620 | 新進 |
| Lazard Asset Management LLC | 3,611,817 | $3.01 億 | 0.37% | +310,713+9.4% | 加碼 |
| Fisher Asset Management, LLC | 3,851,763 | $3.21 億 | 0.18% | −10,816−0.3% | 減碼 |
| Dimensional Fund Advisors LP | 3,956,261 | $3.30 億 | 0.11% | −34,500−0.9% | 減碼 |
| Norges Bank | 3,988,837 | $3.32 億 | 0.07% | −122,602−3.0% | 減碼 |
| Alkeon Capital Management LLC | 4,008,944 | $3.34 億 | 2.00% | −605,688−13.1% | 減碼 |
| Appaloosa LP大師阿帕盧薩 | 4,475,000 | $3.73 億 | 6.92% | +4,375,000+4,375.0% | 加碼 |
| Susquehanna International Group, LLP | 4,953,825 | $4.13 億 | 0.66% | +3,211,599+184.3% | 加碼 |
| Jane Street Group, LLC | 5,057,369 | $4.22 億 | 0.57% | +1,927,220+61.6% | 加碼 |
| BlackRock Inc. | 5,096,016 | $4.25 億 | 0.01% | −244,046−4.6% | 減碼 |
| UBS Asset Management Americas Inc | 4,337,662 | $4.43 億 | 0.21% | 00.0% | 不變 |
| Loomis Sayles & Co L P | 5,491,121 | $4.58 億 | 0.74% | −153,226−2.7% | 減碼 |
| Aspex Management (HK) Ltd | 5,614,351 | $4.68 億 | 13.61% | −1,667,098−22.9% | 減碼 |
| FMR LLC | 6,418,680 | $5.35 億 | 0.04% | −94,468−1.5% | 減碼 |
| JPMorgan Chase & Co | 7,628,946 | $6.36 億 | 0.07% | +681,824+9.8% | 加碼 |
| HSBC Holdings PLC | 8,045,863 | $6.71 億 | 0.72% | −314,739−3.8% | 減碼 |
| Bank of America Corp | 8,450,177 | $7.04 億 | 0.08% | −993,500−10.5% | 減碼 |
| Goldman Sachs Group Inc | 8,632,544 | $7.20 億 | 0.18% | −516,084−5.6% | 減碼 |
| Temasek Holdings (Private) Ltd | 9,563,814 | $7.97 億 | 4.62% | 00.0% | 不變 |
| FIL Ltd | 9,976,684 | $8.32 億 | 0.93% | −694,483−6.5% | 減碼 |
| Morgan Stanley | 10,203,587 | $8.50 億 | 0.08% | +625,497+6.5% | 加碼 |
| Price T Rowe Associates Inc | 12,676,728 | $10.6 億 | 0.15% | +1,642,541+14.9% | 加碼 |
| Dodge & Cox | 14,598,170 | $12.2 億 | 0.81% | +1,964,358+15.5% | 加碼 |
| Primecap Management Co | 17,352,479 | $14.5 億 | 1.21% | +69,202+0.4% | 加碼 |
| BNP Paribas Arbitrage, SA | 18,345,848 | $15.3 億 | 3.02% | +17,402,939+1,845.7% | 加碼 |
| Bank of Montreal | 613,008 | – | – | +613,008 | 新進 |
| Quilter Plc | 66,004 | – | – | −7,162−9.8% | 減碼 |
| Pinpoint Asset Management Ltd | 142,570 | – | – | +134,870+1,751.6% | 加碼 |
| Jericho Capital Asset Management L.P. | 0 | $0 | 0.00% | −3,632,969−100.0% | 清倉 |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −2,182,562−100.0% | 清倉 |
| Hao Advisors Management Ltd | 0 | $0 | 0.00% | −2,000,000−100.0% | 清倉 |
| D1 Capital Partners L.P.大師D1 資本 | 0 | $0 | 0.00% | −1,730,404−100.0% | 清倉 |
| Whale Rock Capital Management LLC | 0 | $0 | 0.00% | −1,011,360−100.0% | 清倉 |
| Kirkoswald Asset Management LLC | 0 | $0 | 0.00% | −985,400−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −714,374−100.0% | 清倉 |
| Miller Value Partners, LLC | 0 | $0 | 0.00% | −526,847−100.0% | 清倉 |
| Fernbridge Capital Management LP | 0 | $0 | 0.00% | −441,263−100.0% | 清倉 |
| Yunqi Capital Ltd | 0 | $0 | 0.00% | −413,248−100.0% | 清倉 |
| Glenview Capital Management, LLC | 0 | $0 | 0.00% | −403,063−100.0% | 清倉 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 0 | $0 | 0.00% | −397,343−100.0% | 清倉 |
| Kaizen Capital Partners Ltd | 0 | $0 | 0.00% | −360,700−100.0% | 清倉 |
| Valliance Asset Management Ltd | 0 | $0 | 0.00% | −298,109−100.0% | 清倉 |
| Schwab Charitable Fund | 0 | $0 | 0.00% | −260,118−100.0% | 清倉 |
| Scopus Asset Management, L.P. | 0 | $0 | 0.00% | −250,000−100.0% | 清倉 |
| Rheos Capital Works Inc. | 0 | $0 | 0.00% | −184,000−100.0% | 清倉 |
| Mason Capital Management LLC | 0 | $0 | 0.00% | −167,000−100.0% | 清倉 |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −164,189−100.0% | 清倉 |
| Freemont Management S.A. | 0 | $0 | 0.00% | −159,400−100.0% | 清倉 |
| Junto Capital Management LP | 0 | $0 | 0.00% | −150,224−100.0% | 清倉 |
| Utah Peaks Capital Inc | 0 | $0 | 0.00% | −149,500−100.0% | 清倉 |
| Centric Wealth Management | 0 | $0 | 0.00% | −143,228−100.0% | 清倉 |
| Mizuho Markets Cayman LP | 0 | $0 | 0.00% | −126,926−100.0% | 清倉 |
| Atalanta Sosnoff Capital, LLC | 0 | $0 | 0.00% | −115,624−100.0% | 清倉 |
| Woodline Partners LP | 0 | $0 | 0.00% | −114,405−100.0% | 清倉 |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −113,602−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −112,026−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −111,117−100.0% | 清倉 |
| WT Asset Management Ltd | 0 | $0 | 0.00% | −106,699−100.0% | 清倉 |
| Knightsbridge Asset Management, LLC | 0 | $0 | 0.00% | −101,454−100.0% | 清倉 |
| Scion Asset Management, LLC | 0 | $0 | 0.00% | −100,000−100.0% | 清倉 |
| Eschler Asset Management LLP | 0 | $0 | 0.00% | −92,600−100.0% | 清倉 |
| Marsico Capital Management LLC | 0 | $0 | 0.00% | −87,130−100.0% | 清倉 |
| Ycg, LLC | 0 | $0 | 0.00% | −80,791−100.0% | 清倉 |
| Tiger Pacific Capital LP | 0 | $0 | 0.00% | −80,233−100.0% | 清倉 |
| One01 Capital, LP | 0 | $0 | 0.00% | −79,890−100.0% | 清倉 |
| Resolute Capital Asset Partners LLC | 0 | $0 | 0.00% | −75,000−100.0% | 清倉 |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −70,000−100.0% | 清倉 |
| Kiwi Wealth Investments Limited Partnership | 0 | $0 | 0.00% | −61,981−100.0% | 清倉 |
| One Fin Capital Management LP | 0 | $0 | 0.00% | −60,000−100.0% | 清倉 |
| Hidden Lake Asset Management LP | 0 | $0 | 0.00% | −59,680−100.0% | 清倉 |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −56,952−100.0% | 清倉 |