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 4 季 13F 持有人
Alibaba Group Holding Ltd 在 2023/12/31 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 3 季 +22 家
- 持有股數
- 3.40 億
- 較 2023 年第 3 季 −1,331 萬 (−3.8%)
- 總市值
- $262.8 億
- 較 2023 年第 3 季 −$44.1 億 (−14.4%)
- 新進機構
- 194
- 另有 299 家加碼
- 清倉機構
- 172
- 另有 473 家減碼
另有 22 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Hel Ved Capital Management Ltd | 94,200 | $730.1 萬 | 2.16% | 00.0% | 不變 |
| Creative Planning | 94,443 | $732.0 萬 | 0.01% | −347−0.4% | 減碼 |
| Stifel Financial Corp | 94,856 | $735.2 萬 | 0.01% | −19,373−17.0% | 減碼 |
| Corecam Pte. Ltd. | 95,220 | $738.1 萬 | 8.06% | +95,220 | 新進 |
| Rathbone Brothers plc | 97,381 | $754.8 萬 | 0.05% | −13,384−12.1% | 減碼 |
| VR Advisory Services Ltd | 99,000 | $767.3 萬 | 2.91% | 00.0% | 不變 |
| Phoenix Holdings Ltd. | 92,101 | $772.8 萬 | 0.13% | +32,810+55.3% | 加碼 |
| Tegean Capital Management, LLC | 100,000 | $775.1 萬 | 9.44% | +70,000+233.3% | 加碼 |
| Invenomic Capital Management LP | 100,240 | $777.0 萬 | 0.41% | +100,240 | 新進 |
| Federation des caisses Desjardins du Quebec | 100,634 | $780.0 萬 | 0.07% | +35,130+53.6% | 加碼 |
| Cutler Group LP | 100,843 | $781.6 萬 | 1.09% | +21,355+26.9% | 加碼 |
| Profund Advisors LLC | 105,104 | $814.7 萬 | 0.35% | +22,633+27.4% | 加碼 |
| Coronation Fund Managers Ltd. | 106,243 | $823.5 萬 | 0.23% | +29,154+37.8% | 加碼 |
| Georgetown University | 106,268 | $823.7 萬 | 2.82% | 00.0% | 不變 |
| Waverton Investment Management Ltd | 106,883 | $828.4 萬 | 0.20% | −4,010−3.6% | 減碼 |
| CastleKnight Management LP | 107,700 | $834.8 萬 | 1.34% | +2,100+2.0% | 加碼 |
| Banco Santander, S.A. | 107,858 | $836.0 萬 | 0.10% | −2,683−2.4% | 減碼 |
| Long Corridor Asset Management Ltd | 111,441 | $863.8 萬 | 7.21% | −38,000−25.4% | 減碼 |
| Capital Fund Management S.A. | 113,657 | $881.0 萬 | 0.11% | −374,044−76.7% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 115,686 | $896.3 萬 | 0.01% | +36,867+46.8% | 加碼 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 116,154 | $911.2 萬 | 0.63% | 00.0% | 不變 |
| Teachers Retirement System of the State of Kentucky | 117,990 | $914.5 萬 | 0.09% | −3,300−2.7% | 減碼 |
| Jennison Associates LLC | 118,341 | $917.3 萬 | 0.01% | +12,530+11.8% | 加碼 |
| Archon Partners LLC | 120,000 | $930.1 萬 | 1.28% | +120,000 | 新進 |
| Oaktree Capital Management LP大師橡樹資本 | 120,271 | $932.2 萬 | 0.15% | +120,271 | 新進 |
| Zweig-DiMenna Associates LLC | 120,710 | $935.6 萬 | 1.08% | 00.0% | 不變 |
| ProShare Advisors LLC | 121,909 | $944.9 萬 | 0.03% | −18,147−13.0% | 減碼 |
| Capital International Sarl | 123,620 | $958.2 萬 | 0.36% | +8,689+7.6% | 加碼 |
| 3G Capital Partners LP | 125,000 | $968.9 萬 | 5.91% | −92,500−42.5% | 減碼 |
| Holowesko Partners Ltd. | 125,000 | $968.9 萬 | 3.49% | +114,000+1,036.4% | 加碼 |
| Fund 1 Investments, LLC | 125,700 | $974.3 萬 | 2.12% | +115,700+1,157.0% | 加碼 |
| Polymer Capital Management (HK) LTD | 126,685 | $981.9 萬 | 3.44% | +126,685 | 新進 |
| Yarbrough Capital, LLC | 128,704 | $997.6 萬 | 0.52% | +64,713+101.1% | 加碼 |
| Shay Capital LLC | 129,100 | $1,001 萬 | 3.89% | +57,225+79.6% | 加碼 |
| Susquehanna International Securities, Ltd. | 129,500 | $1,004 萬 | 7.29% | +129,500 | 新進 |
| Ci Investments Inc. | 130,112 | $1,009 萬 | 0.05% | −441,567−77.2% | 減碼 |
| Brown Brothers Harriman & Co | 130,677 | $1,013 萬 | 0.08% | −50.0% | 減碼 |
| Harding Loevner LP | 132,552 | $1,027 萬 | 0.06% | −14,806−10.0% | 減碼 |
| Banco BTG Pactual S.A. | 133,263 | $1,029 萬 | 2.33% | +133,263 | 新進 |
| Commonwealth Equity Services, LLC | 138,428 | $1,073 萬 | 0.02% | −18,247−11.6% | 減碼 |
| GFS Advisors, LLC | 138,648 | $1,075 萬 | 1.57% | +3,040+2.2% | 加碼 |
| Philosophy Capital Management LLC | 139,063 | $1,078 萬 | 2.18% | −28,643−17.1% | 減碼 |
| SPX Equities Gestao de Recursos Ltda | 139,873 | $1,084 萬 | 0.84% | −388,030−73.5% | 減碼 |
| Artemis Investment Management LLP | 140,467 | $1,089 萬 | 0.16% | −18,969−11.9% | 減碼 |
| AI-Squared Management Ltd | 143,600 | $1,113 萬 | 14.19% | +143,600 | 新進 |
| Nomura Holdings Inc | 144,217 | $1,118 萬 | 0.10% | +103,704+256.0% | 加碼 |
| Qube Research & Technologies Ltd | 148,937 | $1,154 萬 | 0.03% | +148,937 | 新進 |
| MIC Capital Management UK LLP | 150,000 | $1,163 萬 | 2.26% | 00.0% | 不變 |
| 7G Capital Management, LLC | 150,000 | $1,163 萬 | 5.97% | +25,000+20.0% | 加碼 |
| Coatue Management LLC大師Coatue | 157,774 | $1,223 萬 | 0.05% | −203,080−56.3% | 減碼 |
| Northwestern Mutual Wealth Management Co | 162,635 | $1,261 萬 | 0.01% | +7,308+4.7% | 加碼 |
| Varma Mutual Pension Insurance Co | 167,100 | $1,295 萬 | 0.15% | +167,100 | 新進 |
| Douglas Lane & Associates, LLC | 167,149 | $1,296 萬 | 0.20% | −116,570−41.1% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 168,559 | $1,307 萬 | 0.03% | +16,440+10.8% | 加碼 |
| Erste Asset Management GmbH | 169,000 | $1,308 萬 | 0.19% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 169,552 | $1,314 萬 | 0.04% | +99,566+142.3% | 加碼 |
| RJA Asset Management LLC | 170,581 | $1,322 萬 | 3.89% | 00.0% | 不變 |
| Baker Avenue Asset Management, LP | 171,671 | $1,331 萬 | 0.58% | +103,993+153.7% | 加碼 |
| Prelude Capital Management, LLC | 171,811 | $1,332 萬 | 1.16% | −13,983−7.5% | 減碼 |
| Boothbay Fund Management, LLC | 178,472 | $1,383 萬 | 0.52% | +56,310+46.1% | 加碼 |
| Walleye Capital LLC | 180,280 | $1,397 萬 | 0.20% | +13,376+8.0% | 加碼 |
| Brandywine Global Investment Management, LLC | 181,908 | $1,410 萬 | 0.11% | +28,700+18.7% | 加碼 |
| Davis Selected Advisers | 182,114 | $1,412 萬 | 0.08% | −1,510−0.8% | 減碼 |
| Arnhold LLC | 185,445 | $1,437 萬 | 1.61% | +64,196+52.9% | 加碼 |
| Advisor Group Holdings, Inc. | 186,695 | $1,447 萬 | 0.03% | −107,080−36.4% | 減碼 |
| Vontobel Asset Management Inc | 189,869 | $1,448 萬 | 0.09% | −745,934−79.7% | 減碼 |
| Crossmark Global Holdings, Inc. | 187,917 | $1,457 萬 | 0.30% | −8,080−4.1% | 減碼 |
| State of Michigan Retirement System | 189,250 | $1,467 萬 | 0.09% | 00.0% | 不變 |
| TT International Asset Management LTD | 189,654 | $1,470 萬 | 1.88% | −5,686−2.9% | 減碼 |
| Morningstar Investment Services LLC | 190,433 | $1,471 萬 | 0.08% | +94,772+99.1% | 加碼 |
| Partners Value Investments LP | 194,375 | $1,507 萬 | 0.23% | 00.0% | 不變 |
| PEAK6 Investments LLC | 195,916 | $1,519 萬 | 0.66% | −81,804−29.5% | 減碼 |
| Alyeska Investment Group, L.P. | 200,000 | $1,550 萬 | 0.10% | +150,000+300.0% | 加碼 |
| Alta Park Capital, LP | 207,708 | $1,610 萬 | 1.66% | −86,781−29.5% | 減碼 |
| Weiss Multi-Strategy Advisers LLC | 210,043 | $1,628 萬 | 0.41% | +168,305+403.2% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 211,402 | $1,639 萬 | 0.06% | −2,268,798−91.5% | 減碼 |
| LMR Partners LLP | 211,823 | $1,642 萬 | 0.41% | −152,636−41.9% | 減碼 |
| Saba Capital Management, L.P. | 211,855 | $1,642 萬 | 0.40% | +211,855 | 新進 |
| Two Sigma Advisers, LP | 212,700 | $1,649 萬 | 0.04% | +123,200+137.7% | 加碼 |
| Toroso Investments, LLC | 213,298 | $1,653 萬 | 0.40% | +124,832+141.1% | 加碼 |
| Oribel Capital Management, LP | 215,900 | $1,673 萬 | 1.84% | +215,900 | 新進 |
| Connectus Wealth, LLC | 219,958 | $1,705 萬 | 0.35% | −12,748−5.5% | 減碼 |
| ArrowMark Colorado Holdings LLC | 221,600 | $1,718 萬 | 0.19% | +221,600 | 新進 |
| Todd Asset Management LLC | 223,301 | $1,731 萬 | 0.38% | −7,259−3.1% | 減碼 |
| Harvest Fund Management Co., Ltd | 227,135 | $1,760 萬 | 2.74% | +11,972+5.6% | 加碼 |
| Truist Financial Corp | 228,706 | $1,773 萬 | 0.03% | −49,330−17.7% | 減碼 |
| Pictet Asset Management Holding SA | 229,411 | $1,778 萬 | 0.02% | −3,195−1.4% | 減碼 |
| Credit Agricole S A | 233,390 | $1,809 萬 | 0.38% | −236,185−50.3% | 減碼 |
| Lakewood Capital Management, LP | 235,338 | $1,824 萬 | 1.66% | 00.0% | 不變 |
| Genesis Investment Management, LLP | 236,640 | $1,834 萬 | 3.60% | −114,229−32.6% | 減碼 |
| Meitav Dash Investments Ltd | 239,220 | $1,877 萬 | 0.28% | −10,389−4.2% | 減碼 |
| Think Investments LP | 242,548 | $1,880 萬 | 4.68% | −160,852−39.9% | 減碼 |
| Murchinson Ltd. | 250,000 | $1,938 萬 | 3.65% | +250,000 | 新進 |
| Private Management Group Inc | 254,399 | $1,972 萬 | 0.75% | +41,655+19.6% | 加碼 |
| Allianz Asset Management GmbH | 257,976 | $2,000 萬 | 0.04% | +17,306+7.2% | 加碼 |
| UniSuper Management Pty Ltd | 264,442 | $2,050 萬 | 0.23% | 00.0% | 不變 |
| Bayesian Capital Management, LP | 267,634 | $2,074 萬 | 2.20% | +254,534+1,943.0% | 加碼 |
| Newlands Management Operations LLC | 269,858 | $2,092 萬 | 0.19% | 00.0% | 不變 |
| Amundi | 293,184 | $2,112 萬 | 0.01% | −84,995−22.5% | 減碼 |
| Cubist Systematic Strategies, LLC | 273,782 | $2,122 萬 | 0.26% | +255,053+1,361.8% | 加碼 |