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 |
|---|---|---|---|---|---|
| Point72 Asset Management, L.P. | 1,148,075 | $8,899 萬 | 0.27% | +268,512+30.5% | 加碼 |
| GMT Capital Corp | 1,151,200 | $8,923 萬 | 3.36% | +34,500+3.1% | 加碼 |
| CTC LLC | 1,164,097 | $9,023 萬 | 0.89% | +720,197+162.2% | 加碼 |
| Handelsbanken Fonder AB | 1,180,388 | $9,149 萬 | 0.44% | −405,955−25.6% | 減碼 |
| Antipodes Partners Ltd | 1,192,176 | $9,241 萬 | 2.89% | −22,181−1.8% | 減碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 1,220,618 | $9,461 萬 | 1.91% | −809,829−39.9% | 減碼 |
| Alpine Investment Management Ltd | 1,225,000 | $9,495 萬 | 38.87% | −364,420−22.9% | 減碼 |
| Public Investment Fund | 1,457,101 | $1.13 億 | 0.32% | 00.0% | 不變 |
| Eminence Capital, LP | 1,519,572 | $1.18 億 | 2.30% | +352,255+30.2% | 加碼 |
| UBS Group AG | 1,525,127 | $1.18 億 | 0.05% | −932,537−37.9% | 減碼 |
| Bamco Inc | 1,649,689 | $1.28 億 | 0.34% | −1,055,759−39.0% | 減碼 |
| Federated Hermes, Inc. | 1,665,737 | $1.29 億 | 0.32% | +24,243+1.5% | 加碼 |
| Walleye Trading LLC | 1,668,508 | $1.29 億 | 1.94% | +593,837+55.3% | 加碼 |
| Simplex Trading, LLC | 1,760,268 | $1.36 億 | 4.25% | +1,504,903+589.3% | 加碼 |
| Alliancebernstein L.P. | 1,761,194 | $1.37 億 | 0.05% | +56,160+3.3% | 加碼 |
| Nordea Investment Management AB | 1,775,231 | $1.37 億 | 0.17% | −102,950−5.5% | 減碼 |
| Martin Currie Ltd | 1,818,538 | $1.41 億 | 4.62% | −97,829−5.1% | 減碼 |
| Man Group plc | 1,841,738 | $1.43 億 | 0.41% | – | – |
| American Century Companies Inc | 1,869,909 | $1.45 億 | 0.10% | −1,638,483−46.7% | 減碼 |
| Capital International Investors | 1,923,817 | $1.49 億 | 0.03% | −1,892−0.1% | 減碼 |
| Blue Pool Management Ltd. | 1,957,500 | $1.52 億 | 59.61% | +1,957,500 | 新進 |
| Credit Suisse AG | 2,001,702 | $1.55 億 | 0.15% | +72,630+3.8% | 加碼 |
| Wellington Management Group LLP | 2,181,498 | $1.69 億 | 0.03% | +25,054+1.2% | 加碼 |
| Allspring Global Investments Holdings, LLC | 2,209,655 | $1.71 億 | 0.28% | −14,572−0.7% | 減碼 |
| Discerene Group LP | 2,492,138 | $1.93 億 | 24.16% | +202,100+8.8% | 加碼 |
| Dimensional Fund Advisors LP | 2,553,007 | $1.98 億 | 0.06% | −696,983−21.4% | 減碼 |
| ARGA Investment Management, LP | 2,572,608 | $1.99 億 | 6.91% | +1,013,545+65.0% | 加碼 |
| Macquarie Group Ltd | 2,665,322 | $2.07 億 | 0.24% | −22,614−0.8% | 減碼 |
| Brookfield Asset Management Inc. | 2,734,115 | $2.12 億 | 1.21% | 00.0% | 不變 |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST | 2,735,900 | $2.12 億 | 2.63% | 00.0% | 不變 |
| Ruffer LLP | 3,140,839 | $2.43 億 | 9.04% | +1,828,019+139.2% | 加碼 |
| Royal Bank of Canada | 3,150,098 | $2.44 億 | 0.06% | −418,182−11.7% | 減碼 |
| RWWM, Inc. | 3,185,411 | $2.47 億 | 28.63% | +857,093+36.8% | 加碼 |
| FMR LLC | 3,453,368 | $2.68 億 | 0.02% | −2,386,968−40.9% | 減碼 |
| Citadel Advisors LLC | 3,565,198 | $2.76 億 | 0.28% | +3,183,957+835.2% | 加碼 |
| Canada Pension Plan Investment Board | 3,600,000 | $2.79 億 | 0.35% | +3,600,000 | 新進 |
| Fisher Asset Management, LLC | 3,753,757 | $2.91 億 | 0.15% | −99,876−2.6% | 減碼 |
| UBS Asset Management Americas Inc | 3,848,308 | $2.98 億 | 0.12% | −321,011−7.7% | 減碼 |
| Bank of America Corp | 4,025,782 | $3.12 億 | 0.04% | −4,567,951−53.2% | 減碼 |
| Lazard Asset Management LLC | 4,153,414 | $3.22 億 | 0.41% | +961,212+30.1% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 4,218,929 | $3.27 億 | 0.34% | +1,126,780+36.4% | 加碼 |
| Norges Bank | 4,249,348 | $3.29 億 | 0.06% | +344,043+8.8% | 加碼 |
| Appaloosa LP大師阿帕盧薩 | 4,350,000 | $3.37 億 | 5.96% | +750,000+20.8% | 加碼 |
| BlackRock Inc. | 4,865,556 | $3.77 億 | 0.01% | +239,813+5.2% | 加碼 |
| H&H International Investment, LLC大師H&H 國際投資 | 4,959,230 | $3.84 億 | 2.66% | +1,918,730+63.1% | 加碼 |
| Loomis Sayles & Co L P | 5,180,985 | $4.02 億 | 0.61% | −103,609−2.0% | 減碼 |
| HSBC Holdings PLC | 7,662,760 | $5.95 億 | 0.55% | +667,100+9.5% | 加碼 |
| Goldman Sachs Group Inc | 8,539,882 | $6.62 億 | 0.15% | −1,285,646−13.1% | 減碼 |
| Jane Street Group, LLC | 8,800,968 | $6.82 億 | 0.83% | +1,757,640+25.0% | 加碼 |
| Temasek Holdings (Private) Ltd | 9,563,814 | $7.41 億 | 4.15% | 00.0% | 不變 |
| Price T Rowe Associates Inc | 9,714,034 | $7.53 億 | 0.10% | −2,198,336−18.5% | 減碼 |
| Susquehanna International Group, LLP | 9,801,387 | $7.60 億 | 1.29% | +5,297,854+117.6% | 加碼 |
| Morgan Stanley | 10,048,178 | $7.79 億 | 0.07% | −1,561,900−13.5% | 減碼 |
| JPMorgan Chase & Co | 10,628,435 | $8.24 億 | 0.08% | −514,185−4.6% | 減碼 |
| FIL Ltd | 10,630,701 | $8.24 億 | 0.87% | +983,842+10.2% | 加碼 |
| Sanders Capital, LLC | 15,848,257 | $12.3 億 | 2.27% | +819,019+5.4% | 加碼 |
| Dodge & Cox | 17,194,570 | $13.3 億 | 0.85% | +1,103,100+6.9% | 加碼 |
| Primecap Management Co | 18,224,982 | $14.1 億 | 1.12% | +881,710+5.1% | 加碼 |
| Bank of Montreal | 202,928 | – | – | −442,913−68.6% | 減碼 |
| Acima Private Wealth, LLC | 0 | $0 | 0.00% | −4,820−100.0% | 清倉 |
| Aspex Management (HK) Ltd | 0 | $0 | 0.00% | −5,300,316−100.0% | 清倉 |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −4,215,884−100.0% | 清倉 |
| Tiger Global Management LLC大師老虎環球 | 0 | $0 | 0.00% | −1,476,745−100.0% | 清倉 |
| Cryder Capital Partners LLP | 0 | $0 | 0.00% | −1,188,492−100.0% | 清倉 |
| L1 Capital Pty Ltd | 0 | $0 | 0.00% | −1,165,712−100.0% | 清倉 |
| RWC Asset Advisors (US) LLC | 0 | $0 | 0.00% | −773,958−100.0% | 清倉 |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −677,392−100.0% | 清倉 |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −550,000−100.0% | 清倉 |
| Axiom Investors LLC | 0 | $0 | 0.00% | −416,281−100.0% | 清倉 |
| Element Capital Management LLC | 0 | $0 | 0.00% | −349,895−100.0% | 清倉 |
| Owl Creek Asset Management, L.P. | 0 | $0 | 0.00% | −338,987−100.0% | 清倉 |
| Mangrove Partners | 0 | $0 | 0.00% | −316,100−100.0% | 清倉 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 0 | $0 | 0.00% | −307,500−100.0% | 清倉 |
| Clal Insurance Enterprises Holdings Ltd | 0 | $0 | 0.00% | −281,300−100.0% | 清倉 |
| Pinpoint Asset Management Ltd | 0 | $0 | 0.00% | −274,527−100.0% | 清倉 |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −198,843−100.0% | 清倉 |
| RWC Asset Management LLP | 0 | $0 | 0.00% | −195,640−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −170,889−100.0% | 清倉 |
| Incline Global Management LLC | 0 | $0 | 0.00% | −168,353−100.0% | 清倉 |
| Woodline Partners LP | 0 | $0 | 0.00% | −154,526−100.0% | 清倉 |
| BlueDrive Global Investors LLP | 0 | $0 | 0.00% | −150,200−100.0% | 清倉 |
| FACT Capital, LP | 0 | $0 | 0.00% | −143,073−100.0% | 清倉 |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −120,000−100.0% | 清倉 |
| Camden Capital, LLC | 0 | $0 | 0.00% | −113,704−100.0% | 清倉 |
| Alerus Financial NA | 0 | $0 | 0.00% | −103,266−100.0% | 清倉 |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −90,001−100.0% | 清倉 |
| Forest Avenue Capital Management LP | 0 | $0 | 0.00% | −87,500−100.0% | 清倉 |
| Truxt Investmentos Ltda. | 0 | $0 | 0.00% | −72,640−100.0% | 清倉 |
| CMT Capital Markets Trading GmbH | 0 | $0 | 0.00% | −68,750−100.0% | 清倉 |
| CenterBook Partners LP | 0 | $0 | 0.00% | −67,491−100.0% | 清倉 |
| 683 Capital Management, LLC | 0 | $0 | 0.00% | −65,000−100.0% | 清倉 |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −59,079−100.0% | 清倉 |
| Storebrand Asset Management AS | 0 | $0 | 0.00% | −54,575−100.0% | 清倉 |
| GAM Holding AG | 0 | $0 | 0.00% | −48,133−100.0% | 清倉 |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −46,046−100.0% | 清倉 |
| Black Creek Investment Management Inc. | 0 | $0 | 0.00% | −45,000−100.0% | 清倉 |
| CapWealth Advisors, LLC | 0 | $0 | 0.00% | −44,903−100.0% | 清倉 |
| Elevatus Welath Management | 0 | $0 | 0.00% | −41,776−100.0% | 清倉 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −40,948−100.0% | 清倉 |
| Old Well Partners, LLC | 0 | $0 | 0.00% | −40,700−100.0% | 清倉 |