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 |
|---|---|---|---|---|---|
| Rovida Advisors Inc. | 40,000 | $310.0 萬 | 1.26% | +40,000 | 新進 |
| Helios Capital Management Pte. Ltd | 40,000 | $310.0 萬 | 2.46% | +40,000 | 新進 |
| Crake Asset Management LLP | 41,526 | $321.9 萬 | 0.31% | −204,000−83.1% | 減碼 |
| The PNC Financial Services Group, Inc. | 41,746 | $323.6 萬 | 0.00% | −48,404−53.7% | 減碼 |
| KBC Group NV | 42,102 | $326.3 萬 | 0.01% | −2,369−5.3% | 減碼 |
| Banque Cantonale Vaudoise | 42,198 | $327.3 萬 | 0.14% | −847−2.0% | 減碼 |
| Vista Wealth Management Group, LLC | 42,272 | $327.7 萬 | 0.28% | +20,553+94.6% | 加碼 |
| Knuff & Co LLC | 42,361 | $328.3 萬 | 1.20% | +5,406+14.6% | 加碼 |
| Analyst IMS Investment Management Services Ltd. | 42,385 | $328.5 萬 | 0.17% | 00.0% | 不變 |
| Bulltick Wealth Management, LLC | 41,887 | $328.8 萬 | 0.75% | +24,128+135.9% | 加碼 |
| Panagora Asset Management Inc | 42,689 | $330.9 萬 | 0.02% | +2,271+5.6% | 加碼 |
| Capital Markets Trading UK LLP | 43,763 | $339.2 萬 | 2.50% | +43,763 | 新進 |
| Alden Global Capital LLC | 43,951 | $340.7 萬 | 4.35% | −32,316−42.4% | 減碼 |
| Yousif Capital Management, LLC | 44,356 | $343.8 萬 | 0.04% | +1,340+3.1% | 加碼 |
| GWM Advisors LLC | 45,308 | $345.4 萬 | 0.03% | −73−0.2% | 減碼 |
| State of New Jersey Common Pension Fund D | 44,830 | $347.5 萬 | 0.01% | +44,830 | 新進 |
| Nwi Management LP | 45,000 | $348.8 萬 | 0.71% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 45,507 | $352.7 萬 | 0.05% | −11,705−20.5% | 減碼 |
| Robeco Institutional Asset Management B.V. | 45,533 | $352.9 萬 | 0.01% | −9,403−17.1% | 減碼 |
| AE Wealth Management LLC | 48,550 | $359.3 萬 | 0.02% | +32,938+211.0% | 加碼 |
| EPIQ Capital Group, LLC | 45,871 | $360.1 萬 | 1.72% | +894+2.0% | 加碼 |
| Horiko Capital Management LLC | 46,673 | $361.4 萬 | 1.30% | +13,984+42.8% | 加碼 |
| Farley Capital L.P. | 46,916 | $363.6 萬 | 3.80% | −14,993−24.2% | 減碼 |
| Aquamarine Zurich AG大師Aquamarine 基金 | 47,500 | $368.2 萬 | 1.61% | 00.0% | 不變 |
| First Trust Advisors LP | 48,005 | $372.1 萬 | 0.00% | −72,101−60.0% | 減碼 |
| Cetera Advisor Networks LLC | 48,270 | $374.1 萬 | 0.02% | +5,749+13.5% | 加碼 |
| Annandale Capital, LLC | 48,400 | $375.1 萬 | 0.87% | +48,400 | 新進 |
| Quilter Plc | 48,726 | $375.7 萬 | 0.13% | −8,031−14.1% | 減碼 |
| Interval Partners, LP | 48,480 | $375.8 萬 | 0.16% | +48,480 | 新進 |
| Stelac Advisory Services LLC | 48,535 | $376.2 萬 | 2.03% | 00.0% | 不變 |
| Capstone Investment Advisors, LLC | 48,834 | $378.5 萬 | 0.07% | +46,044+1,650.3% | 加碼 |
| Summa Corp. | 49,052 | $380.2 萬 | 2.66% | +49,052 | 新進 |
| NewEdge Wealth, LLC | 49,057 | $380.2 萬 | 0.10% | −118,785−70.8% | 減碼 |
| Nishkama Capital, LLC | 49,130 | $380.8 萬 | 0.99% | +49,130 | 新進 |
| MMBG Investment Advisors Co. | 49,140 | $380.9 萬 | 0.45% | −3,655−6.9% | 減碼 |
| Virtu Financial LLC | 49,465 | $383.4 萬 | 0.30% | +49,465 | 新進 |
| Blue Zone Wealth Advisors, LLC | 49,824 | $386.2 萬 | 1.54% | +418+0.8% | 加碼 |
| Portland Hill Asset Management Ltd | 53,064 | $387.2 萬 | 10.12% | −379−0.7% | 減碼 |
| Paulson & Co. Inc. | 50,000 | $387.6 萬 | 0.35% | 00.0% | 不變 |
| Global Frontier Investments LLC | 50,000 | $387.6 萬 | 1.33% | 00.0% | 不變 |
| V2 Financial group LLC | 50,149 | $388.7 萬 | 2.70% | −2,184−4.2% | 減碼 |
| Mariner, LLC | 50,737 | $393.3 萬 | 0.01% | −222−0.4% | 減碼 |
| M&T Bank Corp | 51,805 | $401.5 萬 | 0.01% | +8,318+19.1% | 加碼 |
| Discovery Capital Management, LLC | 52,300 | $405.4 萬 | 0.61% | +52,300 | 新進 |
| Oppenheimer & Co Inc | 52,359 | $405.8 萬 | 0.07% | +2,327+4.7% | 加碼 |
| Freestone Capital Holdings, LLC | 52,909 | $410.1 萬 | 0.18% | +37,174+236.3% | 加碼 |
| Kamunting Street Capital Management, L.P. | 53,052 | $411.2 萬 | 5.11% | +53,052 | 新進 |
| Renaissance Group LLC | 53,789 | $416.6 萬 | 0.17% | −12,271−18.6% | 減碼 |
| Madison Asset Management, LLC | 54,400 | $421.7 萬 | 0.06% | −9,545−14.9% | 減碼 |
| Jefferies Financial Group Inc. | 55,900 | $433.3 萬 | 0.07% | +29,283+110.0% | 加碼 |
| Janney Montgomery Scott LLC | 56,979 | $441.6 萬 | 0.01% | −137,020−70.6% | 減碼 |
| Twenty Acre Capital LP | 57,100 | $442.6 萬 | 4.21% | +32,900+136.0% | 加碼 |
| Private Advisor Group, LLC | 57,839 | $448.3 萬 | 0.03% | −5,891−9.2% | 減碼 |
| Clearline Capital LP | 58,500 | $453.4 萬 | 0.51% | +58,500 | 新進 |
| Perseverance Asset Management International | 58,542 | $453.8 萬 | 1.08% | 00.0% | 不變 |
| Hudson Bay Capital Management LP | 60,000 | $465.1 萬 | 0.04% | −190,000−76.0% | 減碼 |
| Susquehanna International Group Ltd. | 60,972 | $472.6 萬 | 1.08% | +60,972 | 新進 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 60,352 | $473.4 萬 | 0.94% | 00.0% | 不變 |
| Foundations Investment Advisors, LLC | 65,685 | $476.0 萬 | 0.13% | +58,467+810.0% | 加碼 |
| Scotia Capital Inc. | 61,597 | $477.4 萬 | 0.03% | −17,729−22.3% | 減碼 |
| NWF Advisory Services Inc. | 62,011 | $480.7 萬 | 0.96% | +5,614+10.0% | 加碼 |
| Pzena Investment Management LLC | 62,926 | $487.7 萬 | 0.02% | +20,083+46.9% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 63,052 | $488.7 萬 | 0.00% | −8,323−11.7% | 減碼 |
| IPG Investment Advisors LLC | 64,224 | $503.6 萬 | 1.01% | +40,521+171.0% | 加碼 |
| Claar Advisors LLC | 65,300 | $506.1 萬 | 1.80% | 00.0% | 不變 |
| Selective Wealth Management, Inc. | 67,845 | $506.5 萬 | 2.55% | −6,816−9.1% | 減碼 |
| Allen Investment Management LLC | 65,969 | $511.3 萬 | 0.07% | −2,555−3.7% | 減碼 |
| Aurora Investment Managers, LLC. | 66,077 | $512.2 萬 | 3.90% | +519+0.8% | 加碼 |
| Matthews International Capital Management LLC | 66,206 | $513.2 萬 | 0.72% | −271,631−80.4% | 減碼 |
| Doma Perpetual Capital Management LLC | 68,500 | $530.9 萬 | 5.23% | +68,500 | 新進 |
| Yelin Lapidot Holdings Management Ltd. | 69,320 | $537.3 萬 | 1.30% | 00.0% | 不變 |
| Boothe Investment Group, Inc. | 70,550 | $546.8 萬 | 2.47% | +70,550 | 新進 |
| HAP Trading, LLC | 73,560 | $570.2 萬 | 1.67% | +73,560 | 新進 |
| QV Investors Inc. | 73,737 | $571.5 萬 | 0.52% | −6,340−7.9% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 74,160 | $574.8 萬 | 0.02% | −2,996−3.9% | 減碼 |
| Ingalls & Snyder LLC | 74,860 | $580.2 萬 | 0.26% | +1,620+2.2% | 加碼 |
| Ally Financial Inc. | 75,000 | $581.3 萬 | 0.76% | 00.0% | 不變 |
| Scion Asset Management, LLC | 75,000 | $581.3 萬 | 6.15% | +25,000+50.0% | 加碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | 75,000 | $581.3 萬 | 0.11% | +35,000+87.5% | 加碼 |
| LB Partners LLC | 75,000 | $581.3 萬 | 6.38% | +75,000 | 新進 |
| Wexford Capital LP | 75,258 | $583.3 萬 | 1.25% | +75,258 | 新進 |
| Greylin Investment Mangement Inc | 76,022 | $589.2 萬 | 1.02% | −47,225−38.3% | 減碼 |
| Kerrisdale Advisers, LLC | 77,586 | $601.4 萬 | 1.79% | +5,510+7.6% | 加碼 |
| Ramirez Asset Management, Inc. | 77,671 | $602.0 萬 | 1.22% | −12,673−14.0% | 減碼 |
| Monaco Asset Management SAM | 78,180 | $606.0 萬 | 2.33% | +19,680+33.6% | 加碼 |
| GFG Capital, LLC | 78,221 | $606.3 萬 | 1.63% | −4,494−5.4% | 減碼 |
| Quintet Private Bank (Europe) S.A. | 78,350 | $607.3 萬 | 0.38% | −4,806−5.8% | 減碼 |
| Renaissance Technologies LLC | 78,390 | $607.6 萬 | 0.01% | +78,390 | 新進 |
| EULAV Asset Management | 79,000 | $612.3 萬 | 0.19% | +5,000+6.8% | 加碼 |
| Hi-Line Capital Management, LLC | 78,874 | $619.2 萬 | 2.40% | −7,591−8.8% | 減碼 |
| Blue Grotto Capital, LLC | 80,000 | $620.1 萬 | 1.36% | +80,000 | 新進 |
| Quinn Opportunity Partners LLC | 80,798 | $626.3 萬 | 0.72% | +16,500+25.7% | 加碼 |
| Pacifica Capital Investments, LLC | 81,321 | $630.3 萬 | 1.87% | −46,144−36.2% | 減碼 |
| Osborne Partners Capital Management, LLC | 82,434 | $638.9 萬 | 0.42% | +11,908+16.9% | 加碼 |
| Delphi Financial Group, Inc. | 82,526 | $639.7 萬 | 3.75% | +35,411+75.2% | 加碼 |
| Cerity Partners LLC | 82,888 | $642.8 萬 | 0.02% | +62,163+299.9% | 加碼 |
| Mackenzie Financial Corp | 83,506 | $647.3 萬 | 0.01% | −28,920−25.7% | 減碼 |
| Blair William & Co | 85,753 | $664.7 萬 | 0.02% | −13,989−14.0% | 減碼 |
| Redwood Grove Capital, LLC | 87,340 | $677.0 萬 | 2.50% | 00.0% | 不變 |
| Leonteq Securities AG | 88,415 | $685.3 萬 | 0.88% | +10,477+13.4% | 加碼 |