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、0 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 |
|---|---|---|---|---|---|
| Nan Fung Trinity (HK) Ltd | 645,099 | $5,377 萬 | 13.26% | −19,900−3.0% | 減碼 |
| GTS Securities LLC | 635,650 | $5,298 萬 | 1.67% | +635,650 | 新進 |
| Two Creeks Capital Management, LP | 622,879 | $5,192 萬 | 3.12% | 00.0% | 不變 |
| Natixis Advisors, L.P. | 612,852 | $5,108 萬 | 0.16% | +10,094+1.7% | 加碼 |
| Agf Management Ltd | 604,641 | $5,040 萬 | 0.37% | −321−0.1% | 減碼 |
| RWC Asset Advisors (US) LLC | 587,633 | $4,898 萬 | 4.68% | −521,391−47.0% | 減碼 |
| Russell Investments Group, Ltd. | 580,334 | $4,837 萬 | 0.09% | +142,517+32.6% | 加碼 |
| AMF Pensionsforsakring AB | 579,868 | $4,833 萬 | 0.44% | +134,932+30.3% | 加碼 |
| Aviva PLC | 570,847 | $4,758 萬 | 0.19% | −12,140−2.1% | 減碼 |
| SG Americas Securities, LLC | 555,623 | $4,631 萬 | 0.39% | −527,765−48.7% | 減碼 |
| Ci Investments Inc. | 552,068 | $4,602 萬 | 0.23% | +78,244+16.5% | 加碼 |
| SEI Investments Co | 550,803 | $4,591 萬 | 0.08% | −418,455−43.2% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 550,018 | $4,585 萬 | 0.60% | +167,444+43.8% | 加碼 |
| M&G Investment Management Ltd | 551,137 | $4,574 萬 | 0.27% | +97,501+21.5% | 加碼 |
| Bank of New York Mellon Corp | 547,556 | $4,564 萬 | 0.01% | +13,271+2.5% | 加碼 |
| Blackstone Group Inc. | 542,000 | $4,518 萬 | 0.20% | +367,000+209.7% | 加碼 |
| Employees Provident Fund Board | 529,100 | $4,410 萬 | 1.04% | 00.0% | 不變 |
| Novo Holdings A/S | 500,827 | $4,174 萬 | 3.23% | 00.0% | 不變 |
| Davis Asset Management, L.P. | 500,000 | $4,168 萬 | 2.50% | 00.0% | 不變 |
| Vontobel Holding Ltd. | 494,189 | $4,119 萬 | 0.36% | +71,477+16.9% | 加碼 |
| Genesis Investment Management, LLP | 458,788 | $4,113 萬 | 4.46% | −73,209−13.8% | 減碼 |
| Compagnie Lombard Odier SCmA | 483,176 | $4,027 萬 | 1.13% | −138,767−22.3% | 減碼 |
| Meitav Dash Investments Ltd | 475,434 | $3,964 萬 | 0.32% | +319,635+205.2% | 加碼 |
| Verition Fund Management LLC | 470,830 | $3,924 萬 | 0.61% | +220,944+88.4% | 加碼 |
| SPX Equities Gestao de Recursos Ltda | 468,014 | $3,901 萬 | 1.86% | +468,014 | 新進 |
| Harel Insurance Investments & Financial Services Ltd. | 467,956 | $3,901 萬 | 0.96% | −18,260−3.8% | 減碼 |
| Amundi | 463,250 | $3,895 萬 | 0.02% | −679,674−59.5% | 減碼 |
| Owl Creek Asset Management, L.P. | 465,488 | $3,880 萬 | 3.15% | +74,871+19.2% | 加碼 |
| CIBC Private Wealth Group, LLC | 453,859 | $3,783 萬 | 0.08% | +14,758+3.4% | 加碼 |
| Ghisallo Capital Management LLC | 450,000 | $3,751 萬 | 4.48% | 00.0% | 不變 |
| Alta Park Capital, LP | 449,518 | $3,747 萬 | 4.23% | −275,463−38.0% | 減碼 |
| Matthews International Capital Management LLC | 449,453 | $3,746 萬 | 4.39% | +191,766+74.4% | 加碼 |
| Credit Agricole S A | 449,048 | $3,743 萬 | 1.22% | −17,328−3.7% | 減碼 |
| New York State Common Retirement Fund | 448,650 | $3,739 萬 | 0.05% | +18,892+4.4% | 加碼 |
| Pictet Asset Management SA | 446,972 | $3,726 萬 | 0.04% | +86,379+24.0% | 加碼 |
| Wells Fargo & Company | 445,995 | $3,717 萬 | 0.01% | −74,429−14.3% | 減碼 |
| Axiom Investors LLC | 441,000 | $3,676 萬 | 0.55% | −3,662−0.8% | 減碼 |
| Ameriprise Financial Inc | 438,447 | $3,653 萬 | 0.01% | +1,950+0.4% | 加碼 |
| DnB Asset Management AS | 433,834 | $3,616 萬 | 0.21% | −49,849−10.3% | 減碼 |
| STRS Ohio | 427,927 | $3,567 萬 | 0.15% | +7,950+1.9% | 加碼 |
| Boston Common Asset Management, LLC | 417,561 | $3,480 萬 | 0.74% | −2,521−0.6% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 417,100 | $3,478 萬 | 0.07% | +77,811+22.9% | 加碼 |
| Long Focus Capital Management, LLC | 410,000 | $3,417 萬 | 5.18% | +25,100+6.5% | 加碼 |
| Fort Washington Investment Advisors Inc | 404,041 | $3,368 萬 | 0.24% | −1,018−0.3% | 減碼 |
| Think Investments LP | 403,400 | $3,362 萬 | 7.58% | 00.0% | 不變 |
| Clal Insurance Enterprises Holdings Ltd | 401,300 | $3,345 萬 | 0.40% | +212,300+112.3% | 加碼 |
| BlueCrest Capital Management Ltd | 373,715 | $3,115 萬 | 4.07% | +100,215+36.6% | 加碼 |
| Carrhae Capital LLP | 367,183 | $3,060 萬 | 13.52% | +27,062+8.0% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 364,352 | $3,037 萬 | 0.05% | −20,220−5.3% | 減碼 |
| Raymond James & Associates | 364,211 | $3,036 萬 | 0.03% | −28,493−7.3% | 減碼 |
| Flossbach Von Storch AG | 362,093 | $3,018 萬 | 0.12% | +16,500+4.8% | 加碼 |
| Franklin Resources Inc | 359,821 | $2,999 萬 | 0.01% | −15,233−4.1% | 減碼 |
| ExodusPoint Capital Management, LP | 348,785 | $2,907 萬 | 0.34% | +289,717+490.5% | 加碼 |
| Marex Group plc | 343,265 | $2,861 萬 | 5.16% | +33,551+10.8% | 加碼 |
| Element Capital Management LLC | 321,005 | $2,676 萬 | 1.81% | +321,005 | 新進 |
| Mangrove Partners | 316,100 | $2,635 萬 | 2.65% | +316,100 | 新進 |
| Squarepoint Ops LLC | 313,443 | $2,613 萬 | 0.14% | +49,727+18.9% | 加碼 |
| LPL Financial LLC | 302,986 | $2,525 萬 | 0.02% | −901−0.3% | 減碼 |
| Envestnet Asset Management Inc | 302,893 | $2,525 萬 | 0.01% | −1,869,658−86.1% | 減碼 |
| Douglas Lane & Associates, LLC | 301,831 | $2,516 萬 | 0.41% | −13,369−4.2% | 減碼 |
| 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 |
| Capital Fund Management S.A. | 298,292 | $2,486 萬 | 0.39% | +9,227+3.2% | 加碼 |
| Clark Capital Management Group, Inc. | 298,086 | $2,485 萬 | 0.22% | −60,067−16.8% | 減碼 |
| Maplelane Capital, LLC | 297,000 | $2,475 萬 | 2.11% | −273,000−47.9% | 減碼 |
| Leonteq Securities AG | 293,521 | $2,446 萬 | 2.49% | +31,414+12.0% | 加碼 |
| Fairfax Financial Holdings Ltd大師費爾法克斯金融 | 292,800 | $2,440 萬 | 1.30% | 00.0% | 不變 |
| Brandes Investment Partners, LP | 292,430 | $2,437 萬 | 0.49% | −11,143−3.7% | 減碼 |
| Magellan Asset Management Ltd | 290,857 | $2,424 萬 | 0.22% | +56,041+23.9% | 加碼 |
| UniSuper Management Pty Ltd | 281,933 | $2,350 萬 | 0.27% | +281,933 | 新進 |
| Newlands Management Operations LLC | 269,858 | $2,249 萬 | 0.24% | 00.0% | 不變 |
| Simplex Trading, LLC | 265,799 | $2,215 萬 | 0.94% | −2,920−1.1% | 減碼 |
| IMC-Chicago, LLC | 264,701 | $2,206 萬 | 0.73% | +97,125+58.0% | 加碼 |
| Truist Financial Corp | 260,541 | $2,172 萬 | 0.04% | +156,341+150.0% | 加碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 253,701 | $2,113 萬 | 0.77% | +1,850+0.7% | 加碼 |
| 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 |
| Allianz Asset Management GmbH | 249,304 | $2,078 萬 | 0.04% | −82,553−24.9% | 減碼 |
| Connectus Wealth, LLC | 246,675 | $2,056 萬 | 0.48% | −34,609−12.3% | 減碼 |
| Crake Asset Management LLP | 245,526 | $2,046 萬 | 2.76% | −167,000−40.5% | 減碼 |
| Federation des caisses Desjardins du Quebec | 243,885 | $2,033 萬 | 0.20% | +9,024+3.8% | 加碼 |
| Crossmark Global Holdings, Inc. | 199,158 | $2,003 萬 | 0.43% | −780.0% | 減碼 |
| Baird Financial Group, Inc. | 238,576 | $1,989 萬 | 0.05% | +20,412+9.4% | 加碼 |
| Caledonia Investments PLC | 238,000 | $1,984 萬 | 2.74% | 00.0% | 不變 |
| Lakewood Capital Management, LP | 235,338 | $1,962 萬 | 1.70% | −85,000−26.5% | 減碼 |
| Artisan Partners Limited Partnership | 231,765 | $1,932 萬 | 0.03% | −5,421,101−95.9% | 減碼 |
| PEAK6 Investments LLC | 228,939 | $1,908 萬 | 1.63% | +18,490+8.8% | 加碼 |
| Harvest Fund Management Co., Ltd | 216,684 | $1,806 萬 | 3.63% | +8,383+4.0% | 加碼 |
| Advisor Group Holdings, Inc. | 213,043 | $1,783 萬 | 0.03% | +12,673+6.3% | 加碼 |
| Brilliance Asset Management Ltd | 212,373 | $1,770 萬 | 4.57% | +212,373 | 新進 |
| Janney Montgomery Scott LLC | 205,505 | $1,713 萬 | 0.06% | +31,849+18.3% | 加碼 |
| TT International Asset Management LTD | 205,104 | $1,710 萬 | 2.84% | −631,395−75.5% | 減碼 |
| Private Management Group Inc | 202,548 | $1,688 萬 | 0.72% | +12,300+6.5% | 加碼 |
| CIBC World Markets Inc. | 201,618 | $1,681 萬 | 0.06% | −122,106−37.7% | 減碼 |
| State of Michigan Retirement System | 189,250 | $1,577 萬 | 0.10% | 00.0% | 不變 |
| Davis Selected Advisers | 184,714 | $1,540 萬 | 0.09% | −65,877−26.3% | 減碼 |
| Renaissance Technologies LLC | 184,192 | $1,535 萬 | 0.02% | −583,000−76.0% | 減碼 |
| Maxi Investments CY Ltd | 179,427 | $1,496 萬 | 10.71% | 00.0% | 不變 |
| First Trust Advisors LP | 175,103 | $1,459 萬 | 0.02% | −102,531−36.9% | 減碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | 175,000 | $1,459 萬 | 0.32% | +175,000 | 新進 |