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 |
|---|---|---|---|---|---|
| Shay Capital LLC | 45,250 | $377.2 萬 | 1.33% | +33,400+281.9% | 加碼 |
| Private Advisor Group, LLC | 46,295 | $390.4 萬 | 0.03% | +11,585+33.4% | 加碼 |
| Harbor Spring Capital, LLC | 47,000 | $391.7 萬 | 2.24% | +47,000 | 新進 |
| Point72 Hong Kong Ltd | 47,076 | $392.4 萬 | 1.17% | −911,419−95.1% | 減碼 |
| Delphi Financial Group, Inc. | 47,115 | $392.7 萬 | 1.99% | 00.0% | 不變 |
| Aquamarine Zurich AG大師Aquamarine 基金 | 47,500 | $395.9 萬 | 1.89% | 00.0% | 不變 |
| Advanced Portfolio Management, LLC | 47,500 | $395.9 萬 | 3.63% | +47,500 | 新進 |
| O'Shaughnessy Asset Management, LLC | 47,717 | $397.7 萬 | 0.06% | +10,055+26.7% | 加碼 |
| NS Partners Ltd | 47,949 | $399.7 萬 | 0.21% | −724−1.5% | 減碼 |
| Tudor Investment Corp Et Al | 48,056 | $400.5 萬 | 0.07% | −2,326−4.6% | 減碼 |
| Handelsinvest Investeringsforvaltning | 48,139 | $401.3 萬 | 0.79% | −34,324−41.6% | 減碼 |
| DFPG Investments, LLC | 43,677 | $402.2 萬 | 0.36% | +43,677 | 新進 |
| Stelac Advisory Services LLC | 48,535 | $404.5 萬 | 1.80% | −61−0.1% | 減碼 |
| IPG Investment Advisors LLC | 48,756 | $406.4 萬 | 0.89% | +25,578+110.4% | 加碼 |
| Blue Zone Wealth Advisors, LLC | 49,083 | $409.1 萬 | 1.89% | +839+1.7% | 加碼 |
| Paulson & Co. Inc. | 50,000 | $416.8 萬 | 0.41% | 00.0% | 不變 |
| Dantai Capital Ltd | 50,000 | $416.8 萬 | 6.67% | +48,300+2,841.2% | 加碼 |
| Global Frontier Investments LLC | 50,000 | $416.8 萬 | 1.82% | 00.0% | 不變 |
| Gluskin Sheff & Assoc Inc | 50,810 | $423.5 萬 | 0.26% | +15,160+42.5% | 加碼 |
| Camden Capital, LLC | 51,161 | $426.4 萬 | 0.48% | +12,450+32.2% | 加碼 |
| Robeco Institutional Asset Management B.V. | 51,852 | $432.2 萬 | 0.01% | +2,810+5.7% | 加碼 |
| MMBG Investment Advisors Co. | 51,190 | $433.0 萬 | 0.53% | +925+1.8% | 加碼 |
| Odey Asset Management LLP | 52,000 | $433.4 萬 | 1.59% | +52,000 | 新進 |
| V2 Financial group LLC | 52,971 | $441.5 萬 | 3.17% | −260−0.5% | 減碼 |
| Oppenheimer & Co Inc | 53,204 | $443.5 萬 | 0.09% | −6,699−11.2% | 減碼 |
| Jefferies Financial Group Inc. | 53,254 | $443.9 萬 | 0.09% | +12,335+30.1% | 加碼 |
| Kamunting Street Capital Management, L.P. | 53,976 | $449.9 萬 | 4.46% | +53,976 | 新進 |
| Steward Partners Investment Advisory, LLC | 54,090 | $450.8 萬 | 0.07% | +9,749+22.0% | 加碼 |
| NWF Advisory Services Inc. | 54,272 | $452.4 萬 | 1.05% | 00.0% | 不變 |
| Weiss Multi-Strategy Advisers LLC | 55,098 | $459.2 萬 | 0.10% | −8,902−13.9% | 減碼 |
| Optimas Capital Ltd | 55,800 | $465.1 萬 | 5.38% | −69,022−55.3% | 減碼 |
| Lombard Odier Asset Management (USA) Corp | 56,459 | $470.6 萬 | 0.53% | +11,959+26.9% | 加碼 |
| Portland Hill Asset Management Ltd | 59,051 | $476.3 萬 | 11.25% | −5,685−8.8% | 減碼 |
| Deltec Asset Management LLC | 57,375 | $478.2 萬 | 1.05% | −6,100−9.6% | 減碼 |
| CastleKnight Management LP | 57,400 | $478.4 萬 | 0.98% | +20,300+54.7% | 加碼 |
| Rockefeller Capital Management L.P. | 59,789 | $482.2 萬 | 0.02% | −33,526−35.9% | 減碼 |
| Baker Avenue Asset Management, LP | 58,342 | $486.3 萬 | 0.24% | +47,792+453.0% | 加碼 |
| Investment House LLC | 58,559 | $488.1 萬 | 0.37% | −21,600−26.9% | 減碼 |
| Renaissance Group LLC | 59,429 | $495.3 萬 | 0.21% | −817−1.4% | 減碼 |
| Andar Capital Management HK Ltd | 60,000 | $500.1 萬 | 10.06% | −28,000−31.8% | 減碼 |
| Madison Asset Management, LLC | 60,678 | $505.8 萬 | 0.07% | +9,917+19.5% | 加碼 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 60,352 | $505.9 萬 | 1.04% | +23,070+61.9% | 加碼 |
| Virtu Financial LLC | 60,745 | $506.3 萬 | 0.39% | +60,745 | 新進 |
| Bulltick Wealth Management, LLC | 60,839 | $507.1 萬 | 1.19% | −14,817−19.6% | 減碼 |
| Toroso Investments, LLC | 60,954 | $508.1 萬 | 0.15% | +53,977+773.6% | 加碼 |
| TownSquare Capital, LLC | 61,709 | $514.3 萬 | 0.09% | +48,611+371.1% | 加碼 |
| Capstone Investment Advisors, LLC | 61,796 | $515.1 萬 | 0.15% | +38,022+159.9% | 加碼 |
| Storebrand Asset Management AS | 61,909 | $516.0 萬 | 0.02% | 00.0% | 不變 |
| Farley Capital L.P. | 61,916 | $516.1 萬 | 5.61% | 00.0% | 不變 |
| Cortland Associates Inc | 62,866 | $524.0 萬 | 0.84% | −3,497−5.3% | 減碼 |
| Phoenix Holdings Ltd. | 63,356 | $528.3 萬 | 0.11% | +35,401+126.6% | 加碼 |
| Yarbrough Capital, LLC | 63,991 | $533.4 萬 | 0.30% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 64,256 | $535.6 萬 | 0.44% | −48,271−42.9% | 減碼 |
| Polaris Wealth Advisory Group, LLC | 64,887 | $540.8 萬 | 0.41% | +64,887 | 新進 |
| Claar Advisors LLC | 65,300 | $544.3 萬 | 2.06% | 00.0% | 不變 |
| LMR Partners LLP | 65,363 | $544.8 萬 | 0.12% | −657,325−91.0% | 減碼 |
| Mariner, LLC | 65,447 | $545.5 萬 | 0.01% | −2,199−3.3% | 減碼 |
| Aurora Investment Managers, LLC. | 65,918 | $549.4 萬 | 4.19% | +65,918 | 新進 |
| Morningstar Investment Services LLC | 66,564 | $557.4 萬 | 0.07% | +1,457+2.2% | 加碼 |
| Pinebridge Investments, L.P. | 66,878 | $557.4 萬 | 0.06% | −5,933−8.1% | 減碼 |
| Quinn Opportunity Partners LLC | 67,042 | $558.8 萬 | 0.77% | −8,940−11.8% | 減碼 |
| Black Creek Investment Management Inc. | 67,500 | $562.6 萬 | 0.20% | −69,500−50.7% | 減碼 |
| Osborne Partners Capital Management, LLC | 67,506 | $562.7 萬 | 0.41% | +6,881+11.4% | 加碼 |
| Top Ace Asset Management Ltd | 67,534 | $562.9 萬 | 20.05% | +10,700+18.8% | 加碼 |
| Cutler Group LP | 68,116 | $567.7 萬 | 1.34% | −40,716−37.4% | 減碼 |
| HAP Trading, LLC | 68,464 | $570.6 萬 | 1.61% | +68,464 | 新進 |
| Parkwood LLC | 69,910 | $582.7 萬 | 1.06% | +69,910 | 新進 |
| Allen Investment Management LLC | 70,414 | $586.9 萬 | 0.09% | 00.0% | 不變 |
| Sumitomo Mitsui Trust Holdings, Inc. | 71,250 | $593.9 萬 | 0.00% | −171−0.2% | 減碼 |
| Prelude Capital Management, LLC | 71,669 | $597.4 萬 | 0.50% | −123,230−63.2% | 減碼 |
| Ingalls & Snyder LLC | 73,211 | $610.2 萬 | 0.29% | −252−0.3% | 減碼 |
| Cowen and Company, LLC | 73,265 | $610.7 萬 | 0.51% | +8,088+12.4% | 加碼 |
| Elevatus Welath Management | 74,240 | $618.8 萬 | 4.29% | +74,240 | 新進 |
| Ally Financial Inc. | 75,000 | $625.1 萬 | 0.87% | 00.0% | 不變 |
| VR Advisory Services Ltd | 75,000 | $625.1 萬 | 2.01% | 00.0% | 不變 |
| Massachusetts Financial Services Co | 75,521 | $629.5 萬 | 0.00% | −8,303−9.9% | 減碼 |
| Optiver Holding B.V. | 76,527 | $637.9 萬 | 0.18% | −13,448−14.9% | 減碼 |
| Coronation Fund Managers Ltd. | 77,131 | $642.9 萬 | 0.17% | +37,363+94.0% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 77,770 | $648.2 萬 | 0.01% | −17,181−18.1% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 78,786 | $656.7 萬 | 0.03% | −2,916−3.6% | 減碼 |
| Formula Growth Ltd | 79,886 | $665.8 萬 | 2.12% | −2,214−2.7% | 減碼 |
| QV Investors Inc. | 80,077 | $667.4 萬 | 0.60% | −1,390−1.7% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 80,290 | $669.2 萬 | 0.06% | 00.0% | 不變 |
| Scotia Capital Inc. | 81,365 | $678.2 萬 | 0.05% | −9,116−10.1% | 減碼 |
| GFG Capital, LLC | 82,336 | $686.3 萬 | 1.28% | +2,212+2.8% | 加碼 |
| The PNC Financial Services Group, Inc. | 83,022 | $692.0 萬 | 0.01% | +6,417+8.4% | 加碼 |
| Creative Planning | 83,629 | $697.0 萬 | 0.01% | +6,983+9.1% | 加碼 |
| Kames Capital plc | 85,353 | $711.4 萬 | 0.12% | 00.0% | 不變 |
| Hi-Line Capital Management, LLC | 86,652 | $722.3 萬 | 2.68% | −10,929−11.2% | 減碼 |
| Redwood Grove Capital, LLC | 87,340 | $728.0 萬 | 3.08% | 00.0% | 不變 |
| Ovata Capital Management Ltd | 88,000 | $729.5 萬 | 9.61% | +63,050+252.7% | 加碼 |
| Wolverine Trading, LLC | 87,860 | $734.1 萬 | 0.10% | +48,945+125.8% | 加碼 |
| Erste Asset Management GmbH | 88,765 | $741.6 萬 | 0.13% | 00.0% | 不變 |
| GFS Advisors, LLC | 89,853 | $748.9 萬 | 1.66% | +585+0.7% | 加碼 |
| Wafra Inc. | 90,479 | $754.1 萬 | 0.25% | 00.0% | 不變 |
| AIA Group Ltd | 90,958 | $758.1 萬 | 0.37% | 00.0% | 不變 |
| Profund Advisors LLC | 91,600 | $763.5 萬 | 0.41% | −755−0.8% | 減碼 |
| MAI Capital Management | 92,854 | $773.9 萬 | 0.11% | +2,756+3.1% | 加碼 |
| Quintet Private Bank (Europe) S.A. | 92,728 | $779.6 萬 | 0.37% | −11,583−11.1% | 減碼 |
| Selective Wealth Management, Inc. | 86,092 | $779.6 萬 | 3.89% | +86,092 | 新進 |