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 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 |
|---|---|---|---|---|---|
| Agf Management Ltd | 604,713 | $5,245 萬 | 0.37% | +720.0% | 加碼 |
| Ci Investments Inc. | 571,679 | $4,959 萬 | 0.28% | +19,611+3.6% | 加碼 |
| Clark Capital Management Group, Inc. | 570,010 | $4,944 萬 | 0.49% | +271,924+91.2% | 加碼 |
| Bank of New York Mellon Corp | 564,181 | $4,894 萬 | 0.01% | +16,625+3.0% | 加碼 |
| M&G Investment Management Ltd | 556,716 | $4,843 萬 | 0.35% | +5,579+1.0% | 加碼 |
| SEI Investments Co | 551,517 | $4,784 萬 | 0.09% | +714+0.1% | 加碼 |
| Blackstone Group Inc. | 550,000 | $4,771 萬 | 0.20% | +8,000+1.5% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 548,273 | $4,703 萬 | 0.63% | −1,745−0.3% | 減碼 |
| GTS Securities LLC | 541,950 | $4,701 萬 | 0.98% | −93,700−14.7% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 533,998 | $4,631 萬 | 0.10% | +116,898+28.0% | 加碼 |
| Carrhae Capital LLP | 533,825 | $4,630 萬 | 15.92% | +166,642+45.4% | 加碼 |
| Employees Provident Fund Board | 529,100 | $4,589 萬 | 1.04% | 00.0% | 不變 |
| Wells Fargo & Company | 527,970 | $4,580 萬 | 0.01% | +81,975+18.4% | 加碼 |
| SPX Equities Gestao de Recursos Ltda | 527,903 | $4,579 萬 | 2.43% | +59,889+12.8% | 加碼 |
| Pentwater Capital Management LP | 520,000 | $4,510 萬 | 0.43% | −130,000−20.0% | 減碼 |
| Long Focus Capital Management, LLC | 510,000 | $4,424 萬 | 6.34% | +100,000+24.4% | 加碼 |
| Maple Rock Capital Partners Inc. | 504,100 | $4,373 萬 | 5.09% | −244,700−32.7% | 減碼 |
| Novo Holdings A/S | 500,827 | $4,344 萬 | 3.21% | 00.0% | 不變 |
| Davis Asset Management, L.P. | 500,000 | $4,337 萬 | 2.53% | 00.0% | 不變 |
| Ariose Capital Management Ltd | 494,605 | $4,290 萬 | 24.28% | +332,334+204.8% | 加碼 |
| New York State Common Retirement Fund | 492,110 | $4,269 萬 | 0.06% | +43,460+9.7% | 加碼 |
| Capital Fund Management S.A. | 487,701 | $4,230 萬 | 0.57% | +189,409+63.5% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 482,926 | $4,188 萬 | 0.83% | +14,970+3.2% | 加碼 |
| Vontobel Holding Ltd. | 481,704 | $4,178 萬 | 0.39% | −12,485−2.5% | 減碼 |
| Verition Fund Management LLC | 470,734 | $4,083 萬 | 0.55% | −960.0% | 減碼 |
| Credit Agricole S A | 469,575 | $4,072 萬 | 1.25% | +20,527+4.6% | 加碼 |
| STRS Ohio | 459,827 | $3,989 萬 | 0.18% | +31,900+7.5% | 加碼 |
| CIBC Private Wealth Group, LLC | 452,190 | $3,922 萬 | 0.09% | −1,669−0.4% | 減碼 |
| Ghisallo Capital Management LLC | 450,000 | $3,903 萬 | 3.99% | 00.0% | 不變 |
| CTC LLC | 443,900 | $3,850 萬 | 1.73% | −317,569−41.7% | 減碼 |
| DnB Asset Management AS | 434,061 | $3,765 萬 | 0.22% | +227+0.1% | 加碼 |
| Ameriprise Financial Inc | 423,625 | $3,674 萬 | 0.01% | −14,822−3.4% | 減碼 |
| Envestnet Asset Management Inc | 422,735 | $3,667 萬 | 0.02% | +119,842+39.6% | 加碼 |
| Axiom Investors LLC | 416,281 | $3,611 萬 | 0.52% | −24,719−5.6% | 減碼 |
| Franklin Resources Inc | 408,743 | $3,545 萬 | 0.02% | +48,922+13.6% | 加碼 |
| Fort Washington Investment Advisors Inc | 404,041 | $3,505 萬 | 0.26% | 00.0% | 不變 |
| Think Investments LP | 403,400 | $3,499 萬 | 8.10% | 00.0% | 不變 |
| Compagnie Lombard Odier SCmA | 403,371 | $3,499 萬 | 0.81% | −79,805−16.5% | 減碼 |
| Boston Common Asset Management, LLC | 400,337 | $3,473 萬 | 0.83% | −17,224−4.1% | 減碼 |
| State Street Corp | 388,118 | $3,367 萬 | 0.00% | −957,475−71.2% | 減碼 |
| Raymond James & Associates | 384,537 | $3,335 萬 | 0.03% | +20,326+5.6% | 加碼 |
| Citadel Advisors LLC | 381,241 | $3,307 萬 | 0.04% | −979,478−72.0% | 減碼 |
| Amundi | 378,179 | $3,177 萬 | 0.02% | −85,071−18.4% | 減碼 |
| LMR Partners LLP | 364,459 | $3,161 萬 | 0.71% | +299,096+457.6% | 加碼 |
| Brandes Investment Partners, LP | 362,209 | $3,142 萬 | 0.61% | +69,779+23.9% | 加碼 |
| Flossbach Von Storch AG | 362,093 | $3,141 萬 | 0.14% | 00.0% | 不變 |
| Coatue Management LLC大師Coatue | 360,854 | $3,130 萬 | 0.16% | +227,851+171.3% | 加碼 |
| Marshall Wace, LLP | 357,917 | $3,105 萬 | 0.07% | −1,484,377−80.6% | 減碼 |
| Genesis Investment Management, LLP | 350,869 | $3,043 萬 | 4.25% | −107,919−23.5% | 減碼 |
| Element Capital Management LLC | 349,895 | $3,035 萬 | 2.69% | +28,890+9.0% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 348,820 | $3,026 萬 | 0.05% | −15,532−4.3% | 減碼 |
| Owl Creek Asset Management, L.P. | 338,987 | $2,940 萬 | 3.75% | −126,501−27.2% | 減碼 |
| Matthews International Capital Management LLC | 337,837 | $2,930 萬 | 3.54% | −111,616−24.8% | 減碼 |
| Mangrove Partners | 316,100 | $2,742 萬 | 2.81% | 00.0% | 不變 |
| D. E. Shaw & Co., Inc. | 314,991 | $2,732 萬 | 0.05% | +286,391+1,001.4% | 加碼 |
| LPL Financial LLC | 313,839 | $2,722 萬 | 0.02% | +10,853+3.6% | 加碼 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 307,500 | $2,667 萬 | 0.96% | +307,500 | 新進 |
| Daily Journal Corp大師每日期刊 | 300,000 | $2,602 萬 | 16.40% | 00.0% | 不變 |
| Alta Park Capital, LP | 294,489 | $2,554 萬 | 3.56% | −155,029−34.5% | 減碼 |
| Advisor Group Holdings, Inc. | 293,775 | $2,548 萬 | 0.04% | +80,732+37.9% | 加碼 |
| Fairfax Financial Holdings Ltd大師費爾法克斯金融 | 292,800 | $2,540 萬 | 1.36% | 00.0% | 不變 |
| Magellan Asset Management Ltd | 290,857 | $2,523 萬 | 0.27% | 00.0% | 不變 |
| Douglas Lane & Associates, LLC | 283,719 | $2,461 萬 | 0.41% | −18,112−6.0% | 減碼 |
| Clal Insurance Enterprises Holdings Ltd | 281,300 | $2,440 萬 | 0.34% | −120,000−29.9% | 減碼 |
| Truist Financial Corp | 278,036 | $2,412 萬 | 0.04% | +17,495+6.7% | 加碼 |
| PEAK6 Investments LLC | 277,720 | $2,409 萬 | 1.18% | +48,781+21.3% | 加碼 |
| Pinpoint Asset Management Ltd | 274,527 | $2,381 萬 | 5.58% | +131,957+92.6% | 加碼 |
| Newlands Management Operations LLC | 269,858 | $2,341 萬 | 0.25% | 00.0% | 不變 |
| UniSuper Management Pty Ltd | 264,442 | $2,294 萬 | 0.28% | −17,491−6.2% | 減碼 |
| Baird Financial Group, Inc. | 263,720 | $2,288 萬 | 0.06% | +25,144+10.5% | 加碼 |
| Squarepoint Ops LLC | 262,946 | $2,281 萬 | 0.11% | −50,497−16.1% | 減碼 |
| Simplex Trading, LLC | 255,365 | $2,215 萬 | 0.81% | −10,434−3.9% | 減碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 250,651 | $2,174 萬 | 1.93% | −3,050−1.2% | 減碼 |
| Hudson Bay Capital Management LP | 250,000 | $2,169 萬 | 0.21% | −400,000−61.5% | 減碼 |
| Wolverine Trading, LLC | 248,987 | $2,160 萬 | 0.22% | +161,127+183.4% | 加碼 |
| Meitav Dash Investments Ltd | 249,609 | $2,151 萬 | 0.35% | −225,825−47.5% | 減碼 |
| CIBC World Markets Inc. | 246,126 | $2,135 萬 | 0.08% | +44,508+22.1% | 加碼 |
| Crake Asset Management LLP | 245,526 | $2,130 萬 | 3.03% | 00.0% | 不變 |
| Allianz Asset Management GmbH | 240,670 | $2,088 萬 | 0.04% | −8,634−3.5% | 減碼 |
| Caledonia Investments PLC | 238,000 | $2,064 萬 | 3.03% | 00.0% | 不變 |
| Lakewood Capital Management, LP | 235,338 | $2,041 萬 | 1.86% | 00.0% | 不變 |
| Connectus Wealth, LLC | 232,706 | $2,019 萬 | 0.45% | −13,969−5.7% | 減碼 |
| Pictet Asset Management Holding SA | 232,606 | $2,018 萬 | 0.02% | +232,606 | 新進 |
| Artisan Partners Limited Partnership | 230,630 | $2,000 萬 | 0.03% | −1,135−0.5% | 減碼 |
| Todd Asset Management LLC | 230,560 | $2,000 萬 | 0.48% | +75,606+48.8% | 加碼 |
| Marex Group plc | 230,230 | $1,997 萬 | 2.82% | −113,035−32.9% | 減碼 |
| 3G Capital Partners LP | 217,500 | $1,887 萬 | 10.49% | +52,500+31.8% | 加碼 |
| Harvest Fund Management Co., Ltd | 215,163 | $1,866 萬 | 3.26% | −1,521−0.7% | 減碼 |
| Private Management Group Inc | 212,744 | $1,845 萬 | 0.76% | +10,196+5.0% | 加碼 |
| Optimas Capital Ltd | 204,366 | $1,773 萬 | 12.17% | +148,566+266.2% | 加碼 |
| Manufacturers Life Insurance Company, The | 198,843 | $1,725 萬 | 0.01% | +26,922+15.7% | 加碼 |
| Crossmark Global Holdings, Inc. | 195,997 | $1,709 萬 | 0.39% | −3,161−1.6% | 減碼 |
| RWC Asset Management LLP | 195,640 | $1,697 萬 | 1.11% | +50,185+34.5% | 加碼 |
| TT International Asset Management LTD | 195,340 | $1,694 萬 | 2.53% | −9,764−4.8% | 減碼 |
| Partners Value Investments LP | 194,375 | $1,686 萬 | 0.32% | +194,375 | 新進 |
| Janney Montgomery Scott LLC | 193,999 | $1,683 萬 | 0.06% | −11,506−5.6% | 減碼 |
| Eisler Capital (UK) Ltd. | 192,605 | $1,671 萬 | 0.73% | +192,605 | 新進 |
| State of Michigan Retirement System | 189,250 | $1,642 萬 | 0.11% | 00.0% | 不變 |
| Prelude Capital Management, LLC | 185,794 | $1,612 萬 | 1.46% | +114,125+159.2% | 加碼 |
| Davis Selected Advisers | 183,624 | $1,593 萬 | 0.10% | −1,090−0.6% | 減碼 |