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 |
|---|---|---|---|---|---|
| Polaris Wealth Advisory Group, LLC | 64,887 | $540.8 萬 | 0.41% | +64,887 | 新進 |
| Two Sigma Securities, LLC | 64,256 | $535.6 萬 | 0.44% | −48,271−42.9% | 減碼 |
| Yarbrough Capital, LLC | 63,991 | $533.4 萬 | 0.30% | 00.0% | 不變 |
| Phoenix Holdings Ltd. | 63,356 | $528.3 萬 | 0.11% | +35,401+126.6% | 加碼 |
| Cortland Associates Inc | 62,866 | $524.0 萬 | 0.84% | −3,497−5.3% | 減碼 |
| Farley Capital L.P. | 61,916 | $516.1 萬 | 5.61% | 00.0% | 不變 |
| Storebrand Asset Management AS | 61,909 | $516.0 萬 | 0.02% | 00.0% | 不變 |
| Capstone Investment Advisors, LLC | 61,796 | $515.1 萬 | 0.15% | +38,022+159.9% | 加碼 |
| TownSquare Capital, LLC | 61,709 | $514.3 萬 | 0.09% | +48,611+371.1% | 加碼 |
| Toroso Investments, LLC | 60,954 | $508.1 萬 | 0.15% | +53,977+773.6% | 加碼 |
| Bulltick Wealth Management, LLC | 60,839 | $507.1 萬 | 1.19% | −14,817−19.6% | 減碼 |
| Virtu Financial LLC | 60,745 | $506.3 萬 | 0.39% | +60,745 | 新進 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 60,352 | $505.9 萬 | 1.04% | +23,070+61.9% | 加碼 |
| Madison Asset Management, LLC | 60,678 | $505.8 萬 | 0.07% | +9,917+19.5% | 加碼 |
| Andar Capital Management HK Ltd | 60,000 | $500.1 萬 | 10.06% | −28,000−31.8% | 減碼 |
| Renaissance Group LLC | 59,429 | $495.3 萬 | 0.21% | −817−1.4% | 減碼 |
| Investment House LLC | 58,559 | $488.1 萬 | 0.37% | −21,600−26.9% | 減碼 |
| Baker Avenue Asset Management, LP | 58,342 | $486.3 萬 | 0.24% | +47,792+453.0% | 加碼 |
| Rockefeller Capital Management L.P. | 59,789 | $482.2 萬 | 0.02% | −33,526−35.9% | 減碼 |
| CastleKnight Management LP | 57,400 | $478.4 萬 | 0.98% | +20,300+54.7% | 加碼 |
| Deltec Asset Management LLC | 57,375 | $478.2 萬 | 1.05% | −6,100−9.6% | 減碼 |
| Portland Hill Asset Management Ltd | 59,051 | $476.3 萬 | 11.25% | −5,685−8.8% | 減碼 |
| Lombard Odier Asset Management (USA) Corp | 56,459 | $470.6 萬 | 0.53% | +11,959+26.9% | 加碼 |
| Optimas Capital Ltd | 55,800 | $465.1 萬 | 5.38% | −69,022−55.3% | 減碼 |
| Weiss Multi-Strategy Advisers LLC | 55,098 | $459.2 萬 | 0.10% | −8,902−13.9% | 減碼 |
| NWF Advisory Services Inc. | 54,272 | $452.4 萬 | 1.05% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 54,090 | $450.8 萬 | 0.07% | +9,749+22.0% | 加碼 |
| Kamunting Street Capital Management, L.P. | 53,976 | $449.9 萬 | 4.46% | +53,976 | 新進 |
| Jefferies Financial Group Inc. | 53,254 | $443.9 萬 | 0.09% | +12,335+30.1% | 加碼 |
| Oppenheimer & Co Inc | 53,204 | $443.5 萬 | 0.09% | −6,699−11.2% | 減碼 |
| V2 Financial group LLC | 52,971 | $441.5 萬 | 3.17% | −260−0.5% | 減碼 |
| Odey Asset Management LLP | 52,000 | $433.4 萬 | 1.59% | +52,000 | 新進 |
| MMBG Investment Advisors Co. | 51,190 | $433.0 萬 | 0.53% | +925+1.8% | 加碼 |
| Robeco Institutional Asset Management B.V. | 51,852 | $432.2 萬 | 0.01% | +2,810+5.7% | 加碼 |
| Camden Capital, LLC | 51,161 | $426.4 萬 | 0.48% | +12,450+32.2% | 加碼 |
| Gluskin Sheff & Assoc Inc | 50,810 | $423.5 萬 | 0.26% | +15,160+42.5% | 加碼 |
| Global Frontier Investments LLC | 50,000 | $416.8 萬 | 1.82% | 00.0% | 不變 |
| 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 |
| Blue Zone Wealth Advisors, LLC | 49,083 | $409.1 萬 | 1.89% | +839+1.7% | 加碼 |
| IPG Investment Advisors LLC | 48,756 | $406.4 萬 | 0.89% | +25,578+110.4% | 加碼 |
| Stelac Advisory Services LLC | 48,535 | $404.5 萬 | 1.80% | −61−0.1% | 減碼 |
| DFPG Investments, LLC | 43,677 | $402.2 萬 | 0.36% | +43,677 | 新進 |
| Handelsinvest Investeringsforvaltning | 48,139 | $401.3 萬 | 0.79% | −34,324−41.6% | 減碼 |
| Tudor Investment Corp Et Al | 48,056 | $400.5 萬 | 0.07% | −2,326−4.6% | 減碼 |
| NS Partners Ltd | 47,949 | $399.7 萬 | 0.21% | −724−1.5% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 47,717 | $397.7 萬 | 0.06% | +10,055+26.7% | 加碼 |
| Advanced Portfolio Management, LLC | 47,500 | $395.9 萬 | 3.63% | +47,500 | 新進 |
| Aquamarine Zurich AG大師Aquamarine 基金 | 47,500 | $395.9 萬 | 1.89% | 00.0% | 不變 |
| Delphi Financial Group, Inc. | 47,115 | $392.7 萬 | 1.99% | 00.0% | 不變 |
| Point72 Hong Kong Ltd | 47,076 | $392.4 萬 | 1.17% | −911,419−95.1% | 減碼 |
| Harbor Spring Capital, LLC | 47,000 | $391.7 萬 | 2.24% | +47,000 | 新進 |
| Private Advisor Group, LLC | 46,295 | $390.4 萬 | 0.03% | +11,585+33.4% | 加碼 |
| Shay Capital LLC | 45,250 | $377.2 萬 | 1.33% | +33,400+281.9% | 加碼 |
| Nwi Management LP | 45,000 | $375.1 萬 | 1.07% | −300,000−87.0% | 減碼 |
| EPIQ Capital Group, LLC | 44,701 | $372.6 萬 | 1.97% | −5,770−11.4% | 減碼 |
| Chartwell Investment Partners, LLC | 44,620 | $371.9 萬 | 0.13% | +9,492+27.0% | 加碼 |
| Cetera Advisor Networks LLC | 44,367 | $369.8 萬 | 0.03% | +3,883+9.6% | 加碼 |
| Yousif Capital Management, LLC | 44,146 | $368.0 萬 | 0.04% | +90+0.2% | 加碼 |
| Old Well Partners, LLC | 43,800 | $365.1 萬 | 3.29% | −2,400−5.2% | 減碼 |
| Forest Avenue Capital Management LP | 43,800 | $365.1 萬 | 1.67% | +43,800 | 新進 |
| Pzena Investment Management LLC | 42,741 | $356.2 萬 | 0.02% | −993−2.3% | 減碼 |
| 1832 Asset Management L.P. | 42,565 | $354.8 萬 | 0.01% | −3,055−6.7% | 減碼 |
| Guardcap Asset Management Ltd | 42,520 | $354.4 萬 | 0.05% | +2,000+4.9% | 加碼 |
| Analyst IMS Investment Management Services Ltd. | 42,385 | $354.1 萬 | 0.24% | 00.0% | 不變 |
| Banque Cantonale Vaudoise | 42,120 | $351.2 萬 | 0.16% | −7,935−15.9% | 減碼 |
| Kestra Advisory Services, LLC | 41,532 | $346.2 萬 | 0.03% | +3,283+8.6% | 加碼 |
| Pariax, LLC | 41,262 | $343.9 萬 | 10.80% | −2,297−5.3% | 減碼 |
| Panagora Asset Management Inc | 41,136 | $342.9 萬 | 0.02% | −1,859−4.3% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 40,948 | $341.3 萬 | 0.01% | −9,199−18.3% | 減碼 |
| Rathbone Brothers plc | 40,782 | $339.9 萬 | 0.03% | −3,946−8.8% | 減碼 |
| Nikko Asset Management Americas, Inc. | 40,743 | $339.6 萬 | 0.04% | 00.0% | 不變 |
| Boothbay Fund Management, LLC | 40,699 | $339.2 萬 | 0.12% | +21,023+106.8% | 加碼 |
| Banque Pictet & Cie SA | 40,576 | $338.2 萬 | 0.03% | +29+0.1% | 加碼 |
| Fragasso Group Inc. | 40,558 | $338.1 萬 | 0.36% | −19,208−32.1% | 減碼 |
| Abn Amro Investment Solutions | 40,147 | $334.6 萬 | 0.07% | +1,900+5.0% | 加碼 |
| GWM Advisors LLC | 40,010 | $333.5 萬 | 0.04% | +23,651+144.6% | 加碼 |
| Maytus Capital Management, LLC | 40,000 | $333.4 萬 | 1.64% | +40,000 | 新進 |
| Kerrisdale Advisers, LLC | 39,804 | $331.8 萬 | 0.89% | +20,940+111.0% | 加碼 |
| Fred Alger Management, LLC | 39,766 | $331.4 萬 | 0.02% | +6,000+17.8% | 加碼 |
| Stratos Wealth Advisors, LLC | 39,691 | $330.8 萬 | 0.23% | +73+0.2% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 39,619 | $330.2 萬 | 0.08% | −32,552−45.1% | 減碼 |
| Desjardins Global Asset Management Inc. | 39,494 | $329.2 萬 | 0.38% | +39,494 | 新進 |
| AlphaStar Capital Management, LLC | 38,487 | $320.8 萬 | 0.36% | +8,945+30.3% | 加碼 |
| CI Private Wealth, LLC | 38,389 | $320.0 萬 | 0.01% | +1,975+5.4% | 加碼 |
| ICONIQ Capital, LLC | 38,214 | $318.5 萬 | 0.05% | −23,595−38.2% | 減碼 |
| Aperture Investors, LLC | 37,796 | $315.0 萬 | 0.39% | −28,360−42.9% | 減碼 |
| RPG Investment Advisory, LLC | 37,756 | $314.7 萬 | 0.54% | −2,543−6.3% | 減碼 |
| Ativo Capital Management LLC | 37,508 | $312.6 萬 | 3.30% | 00.0% | 不變 |
| Atria Investments LLC | 37,234 | $310.3 萬 | 0.06% | +2,471+7.1% | 加碼 |
| Saranac Partners Ltd | 37,208 | $310.1 萬 | 1.67% | +1,005+2.8% | 加碼 |
| Mizuho Markets Americas LLC | 37,036 | $308.7 萬 | 0.23% | −89,890−70.8% | 減碼 |
| DRW Securities, LLC | 36,932 | $307.8 萬 | 0.24% | −15,791−30.0% | 減碼 |
| Cetera Advisors LLC | 36,649 | $305.5 萬 | 0.05% | −17,403−32.2% | 減碼 |
| Academy Capital Management Inc | 36,544 | $304.6 萬 | 0.61% | −468−1.3% | 減碼 |
| New Silk Road Investment Pte Ltd | 36,100 | $300.9 萬 | 6.12% | 00.0% | 不變 |
| MML Investors Services, LLC | 35,855 | $298.9 萬 | 0.02% | +7,633+27.0% | 加碼 |
| Polunin Capital Partners Ltd | 35,592 | $296.6 萬 | 0.61% | 00.0% | 不變 |
| Tweedy, Browne Co LLC | 35,388 | $295.0 萬 | 0.15% | −1,079−3.0% | 減碼 |
| CAPROCK Group, Inc. | 35,131 | $292.8 萬 | 0.21% | −2,009−5.4% | 減碼 |