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 3 季 13F 持有人
Alibaba Group Holding Ltd 在 2023/9/30 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
- 1,159
- 較 2023 年第 2 季 +20 家
- 持有股數
- 3.54 億
- 較 2023 年第 2 季 −1,569 萬 (−4.2%)
- 總市值
- $307.2 億
- 較 2023 年第 2 季 −$1,038 萬 (0.0%)
- 新進機構
- 118
- 另有 395 家加碼
- 清倉機構
- 98
- 另有 400 家減碼
另有 18 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Tiger Global Management LLC大師老虎環球 | 1,476,745 | $1.28 億 | 0.94% | +1,476,745 | 新進 |
| ARGA Investment Management, LP | 1,559,063 | $1.35 億 | 5.50% | −121,262−7.2% | 減碼 |
| Handelsbanken Fonder AB | 1,586,343 | $1.38 億 | 0.77% | −127,360−7.4% | 減碼 |
| Alpine Investment Management Ltd | 1,589,420 | $1.38 億 | 50.21% | +14,420+0.9% | 加碼 |
| Federated Hermes, Inc. | 1,641,494 | $1.42 億 | 0.38% | +43,285+2.7% | 加碼 |
| Millennium Management LLC | 1,649,123 | $1.43 億 | 0.15% | −330,062−16.7% | 減碼 |
| Alkeon Capital Management LLC | 1,653,237 | $1.43 億 | 0.91% | −2,355,707−58.8% | 減碼 |
| Alliancebernstein L.P. | 1,705,034 | $1.48 億 | 0.06% | +89,444+5.5% | 加碼 |
| Nordea Investment Management AB | 1,878,181 | $1.63 億 | 0.23% | −55,697−2.9% | 減碼 |
| Hardman Johnston Global Advisors LLC | 1,915,149 | $1.66 億 | 5.57% | +490,929+34.5% | 加碼 |
| Martin Currie Ltd | 1,916,367 | $1.66 億 | 5.95% | +33,954+1.8% | 加碼 |
| Capital International Investors | 1,925,709 | $1.67 億 | 0.04% | +140,996+7.9% | 加碼 |
| Credit Suisse AG | 1,929,072 | $1.67 億 | 0.18% | +1,153,809+148.8% | 加碼 |
| Legal & General Group Plc | 1,973,858 | $1.71 億 | 0.06% | −2920.0% | 減碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 2,030,447 | $1.76 億 | 3.93% | −1,232,080−37.8% | 減碼 |
| Schroder Investment Management Group | 2,067,873 | $1.79 億 | 0.27% | −17,538−0.8% | 減碼 |
| Wellington Management Group LLP | 2,156,444 | $1.87 億 | 0.04% | −281,844−11.6% | 減碼 |
| Carmignac Gestion | 2,207,070 | $1.91 億 | 3.52% | −689,935−23.8% | 減碼 |
| Allspring Global Investments Holdings, LLC | 2,224,227 | $1.93 億 | 0.34% | −356,923−13.8% | 減碼 |
| Man Group plc | – | $1.98 億 | 0.62% | – | – |
| Discerene Group LP | 2,290,038 | $1.99 億 | 24.43% | +93,100+4.2% | 加碼 |
| RWWM, Inc. | 2,328,318 | $2.02 億 | 27.08% | −96,398−4.0% | 減碼 |
| UBS Group AG | 2,457,664 | $2.13 億 | 0.10% | +157,760+6.9% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 2,480,200 | $2.15 億 | 0.98% | +18,900+0.8% | 加碼 |
| Macquarie Group Ltd | 2,687,936 | $2.33 億 | 0.29% | −32,408−1.2% | 減碼 |
| Bamco Inc | 2,705,448 | $2.35 億 | 0.68% | −4,717−0.2% | 減碼 |
| Brookfield Asset Management Inc. | 2,734,115 | $2.37 億 | 1.48% | −194,375−6.6% | 減碼 |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST | 2,735,900 | $2.37 億 | 3.15% | 00.0% | 不變 |
| H&H International Investment, LLC大師H&H 國際投資 | 3,040,500 | $2.64 億 | 1.99% | −467,100−13.3% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 3,092,149 | $2.68 億 | 0.32% | +157,606+5.4% | 加碼 |
| Lazard Asset Management LLC | 3,192,202 | $2.77 億 | 0.38% | −419,615−11.6% | 減碼 |
| Dimensional Fund Advisors LP | 3,249,990 | $2.82 億 | 0.09% | −706,271−17.9% | 減碼 |
| American Century Companies Inc | 3,508,392 | $3.04 億 | 0.23% | +1,389,233+65.6% | 加碼 |
| Royal Bank of Canada | 3,568,280 | $3.10 億 | 0.09% | +652,671+22.4% | 加碼 |
| Appaloosa LP大師阿帕盧薩 | 3,600,000 | $3.12 億 | 6.16% | −875,000−19.6% | 減碼 |
| Fisher Asset Management, LLC | 3,853,633 | $3.34 億 | 0.19% | +1,8700.0% | 加碼 |
| Norges Bank | 3,905,305 | $3.39 億 | 0.07% | −83,532−2.1% | 減碼 |
| UBS Asset Management Americas Inc | 4,169,319 | $3.62 億 | 0.16% | −168,343−3.9% | 減碼 |
| Assenagon Asset Management S.A. | 4,215,884 | $3.66 億 | 1.28% | +3,464,723+461.2% | 加碼 |
| Susquehanna International Group, LLP | 4,503,533 | $3.91 億 | 0.61% | −450,292−9.1% | 減碼 |
| BlackRock Inc. | 4,625,743 | $4.01 億 | 0.01% | −470,273−9.2% | 減碼 |
| Loomis Sayles & Co L P | 5,284,594 | $4.58 億 | 0.79% | −206,527−3.8% | 減碼 |
| Aspex Management (HK) Ltd | 5,300,316 | $4.60 億 | 14.15% | −314,035−5.6% | 減碼 |
| FMR LLC | 5,840,336 | $5.07 億 | 0.04% | −578,344−9.0% | 減碼 |
| HSBC Holdings PLC | 6,995,660 | $6.07 億 | 0.67% | −1,050,203−13.1% | 減碼 |
| Jane Street Group, LLC | 7,043,328 | $6.11 億 | 0.95% | +1,985,959+39.3% | 加碼 |
| Bank of America Corp | 8,593,733 | $7.45 億 | 0.09% | +143,556+1.7% | 加碼 |
| Temasek Holdings (Private) Ltd | 9,563,814 | $8.30 億 | 4.94% | 00.0% | 不變 |
| FIL Ltd | 9,646,859 | $8.37 億 | 0.99% | −329,825−3.3% | 減碼 |
| Goldman Sachs Group Inc | 9,825,528 | $8.52 億 | 0.22% | +1,192,984+13.8% | 加碼 |
| JPMorgan Chase & Co | 11,142,620 | $9.67 億 | 0.11% | +3,513,674+46.1% | 加碼 |
| Morgan Stanley | 11,610,078 | $10.1 億 | 0.10% | +1,406,491+13.8% | 加碼 |
| Price T Rowe Associates Inc | 11,912,370 | $10.3 億 | 0.15% | −764,358−6.0% | 減碼 |
| Sanders Capital, LLC | 15,029,238 | $13.0 億 | 2.75% | +11,473,618+322.7% | 加碼 |
| Dodge & Cox | 16,091,470 | $14.0 億 | 0.94% | +1,493,300+10.2% | 加碼 |
| Primecap Management Co | 17,343,272 | $15.0 億 | 1.27% | −9,207−0.1% | 減碼 |
| Sofos Investments, Inc. | 15 | – | – | −68−81.9% | 減碼 |
| Bank of Montreal | 645,841 | – | – | +32,833+5.4% | 加碼 |
| Quilter Plc | 56,757 | – | – | −9,247−14.0% | 減碼 |
| Third Point LLC大師第三點資本 | 0 | $0 | 0.00% | −2,950,000−100.0% | 清倉 |
| Vanguard Group Inc | 0 | $0 | 0.00% | −1,640,221−100.0% | 清倉 |
| Sequoia China Equity Partners (Hong Kong) Ltd | 0 | $0 | 0.00% | −1,495,600−100.0% | 清倉 |
| Viking Global Investors LP大師維京全球投資 | 0 | $0 | 0.00% | −932,407−100.0% | 清倉 |
| Nan Fung Trinity (HK) Ltd | 0 | $0 | 0.00% | −645,099−100.0% | 清倉 |
| Maplelane Capital, LLC | 0 | $0 | 0.00% | −297,000−100.0% | 清倉 |
| Honeycomb Asset Management LP | 0 | $0 | 0.00% | −250,000−100.0% | 清倉 |
| Candlestick Capital Management LP | 0 | $0 | 0.00% | −250,000−100.0% | 清倉 |
| Brilliance Asset Management Ltd | 0 | $0 | 0.00% | −212,373−100.0% | 清倉 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −184,192−100.0% | 清倉 |
| Kopernik Global Investors, LLC | 0 | $0 | 0.00% | −167,624−100.0% | 清倉 |
| Discovery Capital Management, LLC | 0 | $0 | 0.00% | −164,200−100.0% | 清倉 |
| Susquehanna International Group Ltd. | 0 | $0 | 0.00% | −112,155−100.0% | 清倉 |
| Kemnay Advisory Services Inc. | 0 | $0 | 0.00% | −95,395−100.0% | 清倉 |
| Ovata Capital Management Ltd | 0 | $0 | 0.00% | −88,000−100.0% | 清倉 |
| Parkwood LLC | 0 | $0 | 0.00% | −69,910−100.0% | 清倉 |
| HAP Trading, LLC | 0 | $0 | 0.00% | −68,464−100.0% | 清倉 |
| Polaris Wealth Advisory Group, LLC | 0 | $0 | 0.00% | −64,887−100.0% | 清倉 |
| Cortland Associates Inc | 0 | $0 | 0.00% | −62,866−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −60,745−100.0% | 清倉 |
| Andar Capital Management HK Ltd | 0 | $0 | 0.00% | −60,000−100.0% | 清倉 |
| Kamunting Street Capital Management, L.P. | 0 | $0 | 0.00% | −53,976−100.0% | 清倉 |
| Odey Asset Management LLP | 0 | $0 | 0.00% | −52,000−100.0% | 清倉 |
| Harbor Spring Capital, LLC | 0 | $0 | 0.00% | −47,000−100.0% | 清倉 |
| Desjardins Global Asset Management Inc. | 0 | $0 | 0.00% | −39,494−100.0% | 清倉 |
| Mizuho Markets Americas LLC | 0 | $0 | 0.00% | −37,036−100.0% | 清倉 |
| TD Asset Management Inc | 0 | $0 | 0.00% | −31,800−100.0% | 清倉 |
| Pictet & Cie (Europe) SA | 0 | $0 | 0.00% | −22,286−100.0% | 清倉 |
| Tocqueville Asset Management L.P. | 0 | $0 | 0.00% | −20,500−100.0% | 清倉 |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −20,285−100.0% | 清倉 |
| Gilder Gagnon Howe & Co LLC | 0 | $0 | 0.00% | −19,772−100.0% | 清倉 |
| Ratan Capital Management LP | 0 | $0 | 0.00% | −15,000−100.0% | 清倉 |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −14,543−100.0% | 清倉 |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −14,114−100.0% | 清倉 |
| Oasis Management Co Ltd. | 0 | $0 | 0.00% | −13,500−100.0% | 清倉 |
| Longitude (Cayman) Ltd. | 0 | $0 | 0.00% | −13,000−100.0% | 清倉 |
| RBF Capital, LLC | 0 | $0 | 0.00% | −12,675−100.0% | 清倉 |
| Independent Solutions Wealth Management, LLC | 0 | $0 | 0.00% | −12,244−100.0% | 清倉 |
| Quattro Financial Advisors LLC | 0 | $0 | 0.00% | −8,123−100.0% | 清倉 |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −7,847−100.0% | 清倉 |
| Resonate Capital, LLC | 0 | $0 | 0.00% | −7,572−100.0% | 清倉 |