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。
2024 年第 1 季 13F 持有人
Alibaba Group Holding Ltd 在 2024/3/31 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
- 1,126
- 較 2023 年第 4 季 −22 家
- 持有股數
- 3.49 億
- 較 2023 年第 4 季 +959.2 萬 (+2.8%)
- 總市值
- $248.0 億
- 較 2023 年第 4 季 −$14.2 億 (−5.4%)
- 新進機構
- 146
- 另有 457 家加碼
- 清倉機構
- 168
- 另有 348 家減碼
另有 11 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| ArrowMark Colorado Holdings LLC | 369,700 | $2,675 萬 | 0.30% | +148,100+66.8% | 加碼 |
| Clearline Capital LP | 370,949 | $2,684 萬 | 2.65% | +312,449+534.1% | 加碼 |
| Raymond James & Associates | 374,458 | $2,710 萬 | 0.02% | +7,645+2.1% | 加碼 |
| DnB Asset Management AS | 374,664 | $2,711 萬 | 0.14% | −48,261−11.4% | 減碼 |
| Magellan Asset Management Ltd | 376,975 | $2,728 萬 | 0.26% | 00.0% | 不變 |
| Wolverine Trading, LLC | 384,395 | $2,781 萬 | 0.28% | −198,062−34.0% | 減碼 |
| Eisler Capital (UK) Ltd. | 385,554 | $2,790 萬 | 3.46% | −39,157−9.2% | 減碼 |
| Cowen and Company, LLC | 389,543 | $2,819 萬 | 1.10% | +70,392+22.1% | 加碼 |
| Fort Washington Investment Advisors Inc | 403,857 | $2,922 萬 | 0.19% | −1240.0% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 425,633 | $3,080 萬 | 0.49% | +2,100+0.5% | 加碼 |
| LPL Financial LLC | 425,638 | $3,080 萬 | 0.02% | +76,149+21.8% | 加碼 |
| CIBC World Markets Inc. | 445,921 | $3,227 萬 | 0.08% | +168,958+61.0% | 加碼 |
| Pale Fire Capital SE | 450,000 | $3,256 萬 | 4.54% | +80,000+21.6% | 加碼 |
| CIBC Private Wealth Group, LLC | 445,630 | $3,270 萬 | 0.06% | −466,734−51.2% | 減碼 |
| Nuveen Asset Management, LLC | 456,512 | $3,303 萬 | 0.01% | −800.0% | 減碼 |
| Harel Insurance Investments & Financial Services Ltd. | 474,816 | $3,436 萬 | 0.67% | −4,840−1.0% | 減碼 |
| STRS Ohio | 484,827 | $3,508 萬 | 0.14% | 00.0% | 不變 |
| Franklin Resources Inc | 498,261 | $3,605 萬 | 0.01% | −34,407−6.5% | 減碼 |
| Davis Asset Management, L.P. | 500,000 | $3,618 萬 | 1.59% | 00.0% | 不變 |
| Ardmore Road Asset Management LP | 500,000 | $3,618 萬 | 6.37% | +500,000 | 新進 |
| Novo Holdings A/S | 500,827 | $3,624 萬 | 2.50% | 00.0% | 不變 |
| Deutsche Bank AG | 507,269 | $3,671 萬 | 0.02% | −344,860−40.5% | 減碼 |
| Barclays PLC | 510,197 | $3,692 萬 | 0.02% | +149,768+41.6% | 加碼 |
| BNP Paribas Arbitrage, SA | 515,285 | $3,729 萬 | 0.05% | −103,514−16.7% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 531,778 | $3,848 萬 | 0.04% | −3,687,151−87.4% | 減碼 |
| Natixis Advisors, L.P. | 538,336 | $3,895 萬 | 0.09% | +18,797+3.6% | 加碼 |
| M&G Plc | 556,662 | $4,008 萬 | 0.24% | +556,662 | 新進 |
| Aviva PLC | 559,484 | $4,048 萬 | 0.13% | −21,370−3.7% | 減碼 |
| State Street Corp | 566,817 | $4,101 萬 | 0.00% | +22,969+4.2% | 加碼 |
| SEI Investments Co | 570,853 | $4,131 萬 | 0.06% | −111,686−16.4% | 減碼 |
| New York State Common Retirement Fund | 572,497 | $4,143 萬 | 0.05% | +253,766+79.6% | 加碼 |
| UG Investment Advisers Ltd. | 582,638 | $4,216 萬 | 13.97% | +276,260+90.2% | 加碼 |
| AXA S.A. | 583,028 | $4,219 萬 | 0.13% | +110,215+23.3% | 加碼 |
| Invesco Ltd. | 601,717 | $4,354 萬 | 0.01% | −48,290−7.4% | 減碼 |
| Point72 Hong Kong Ltd | 617,164 | $4,466 萬 | 2.25% | +617,164 | 新進 |
| Simplex Trading, LLC | 630,426 | $4,562 萬 | 1.33% | −1,129,842−64.2% | 減碼 |
| Patient Capital Management, LLC | 633,201 | $4,582 萬 | 2.23% | +56,737+9.8% | 加碼 |
| Wells Fargo & Company | 639,358 | $4,626 萬 | 0.01% | +119,291+22.9% | 加碼 |
| Point72 Asset Management, L.P. | 656,990 | $4,754 萬 | 0.14% | −491,085−42.8% | 減碼 |
| Nomura Holdings Inc | 675,517 | $4,888 萬 | 0.40% | +531,300+368.4% | 加碼 |
| Brandes Investment Partners, LP | 678,821 | $4,912 萬 | 0.63% | +89,831+15.3% | 加碼 |
| IMC-Chicago, LLC | 691,954 | $5,007 萬 | 1.74% | −128,941−15.7% | 減碼 |
| Long Focus Capital Management, LLC | 703,000 | $5,087 萬 | 5.88% | +82,000+13.2% | 加碼 |
| Alyeska Investment Group, L.P. | 708,000 | $5,123 萬 | 0.32% | +508,000+254.0% | 加碼 |
| Verition Fund Management LLC | 716,367 | $5,184 萬 | 0.50% | +354,755+98.1% | 加碼 |
| Capital International Inc | 734,448 | $5,314 萬 | 0.72% | +35,096+5.0% | 加碼 |
| Antipodes Partners Ltd | 740,113 | $5,356 萬 | 1.69% | −452,063−37.9% | 減碼 |
| Platinum Investment Management Ltd | 745,017 | $5,391 萬 | 2.17% | −33,449−4.3% | 減碼 |
| CapitalatWork S.A. | 747,695 | $5,410 萬 | 1.81% | +224,838+43.0% | 加碼 |
| Hudson Bay Capital Management LP | 750,000 | $5,427 萬 | 0.48% | +690,000+1,150.0% | 加碼 |
| Legal & General Group Plc | 779,481 | $5,641 萬 | 0.02% | +60,330+8.4% | 加碼 |
| Walleye Trading LLC | 780,507 | $5,648 萬 | 0.93% | −888,001−53.2% | 減碼 |
| Origin Asset Management LLP | 807,420 | $5,842 萬 | 16.09% | −84,000−9.4% | 減碼 |
| Northern Trust Corp | 808,676 | $5,852 萬 | 0.01% | +36,526+4.7% | 加碼 |
| Neuberger Berman Group LLC | 815,901 | $5,904 萬 | 0.05% | −2,174−0.3% | 減碼 |
| HighTower Advisors, LLC | 824,457 | $5,963 萬 | 0.10% | −4,164−0.5% | 減碼 |
| SG Americas Securities, LLC | 825,979 | $5,977 萬 | 0.30% | +402,468+95.0% | 加碼 |
| Causeway Capital Management LLC | 836,524 | $6,053 萬 | 1.58% | −99,196−10.6% | 減碼 |
| Edmond de Rothschild Holding S.A. | 879,377 | $6,363 萬 | 1.06% | +82,368+10.3% | 加碼 |
| Balyasny Asset Management LLC | 896,691 | $6,488 萬 | 0.17% | +310,366+52.9% | 加碼 |
| Voya Investment Management LLC | 953,105 | $6,897 萬 | 0.07% | −12,030−1.2% | 減碼 |
| Maple Rock Capital Partners Inc. | 953,400 | $6,899 萬 | 4.37% | +128,800+15.6% | 加碼 |
| Russell Investments Group, Ltd. | 997,304 | $7,216 萬 | 0.11% | +4,520+0.5% | 加碼 |
| Employees Provident Fund Board | 1,000,000 | $7,236 萬 | 1.27% | +470,900+89.0% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,040,646 | $7,459 萬 | 0.86% | +330,684+46.6% | 加碼 |
| Contrarius Investment Management Ltd | 1,073,495 | $7,768 萬 | 4.49% | −24,449−2.2% | 減碼 |
| Alpine Investment Management Ltd | 1,075,000 | $7,779 萬 | 25.59% | −150,000−12.2% | 減碼 |
| Carmignac Gestion | 1,099,868 | $7,959 萬 | 1.26% | +24,508+2.3% | 加碼 |
| Handelsbanken Fonder AB | 1,114,221 | $8,063 萬 | 0.35% | −66,167−5.6% | 減碼 |
| RWC Asset Advisors (US) LLC | 1,137,013 | $8,227 萬 | 6.46% | +1,137,013 | 新進 |
| Citigroup Inc | 1,165,016 | $8,430 萬 | 0.09% | +72,411+6.6% | 加碼 |
| GMT Capital Corp | 1,182,600 | $8,557 萬 | 3.37% | +31,400+2.7% | 加碼 |
| Federated Hermes, Inc. | 1,241,157 | $8,981 萬 | 0.21% | −424,580−25.5% | 減碼 |
| Group One Trading, L.P. | 1,363,533 | $9,867 萬 | 3.51% | +792,296+138.7% | 加碼 |
| Millennium Management LLC | 1,407,196 | $1.02 億 | 0.09% | +392,070+38.6% | 加碼 |
| AMF Pensionsforsakring AB | 1,454,405 | $1.05 億 | 0.80% | +645,370+79.8% | 加碼 |
| Bamco Inc | 1,477,413 | $1.07 億 | 0.28% | −172,276−10.4% | 減碼 |
| Segantii Capital Management Ltd | 1,500,477 | $1.08 億 | 10.63% | +575,295+62.2% | 加碼 |
| CTC LLC | 1,531,614 | $1.11 億 | 1.83% | +367,517+31.6% | 加碼 |
| American Century Companies Inc | 1,539,647 | $1.11 億 | 0.07% | −330,262−17.7% | 減碼 |
| National Bank of Canada | 1,425,143 | $1.14 億 | 0.20% | +852,116+148.7% | 加碼 |
| Public Investment Fund | 1,610,654 | $1.17 億 | 0.65% | +153,553+10.5% | 加碼 |
| Eminence Capital, LP | 1,679,899 | $1.22 億 | 2.23% | +160,327+10.6% | 加碼 |
| Alliancebernstein L.P. | 1,682,524 | $1.22 億 | 0.04% | −78,670−4.5% | 減碼 |
| Man Group plc | 1,683,641 | $1.22 億 | 0.33% | −158,097−8.6% | 減碼 |
| Nordea Investment Management AB | 1,778,319 | $1.29 億 | 0.15% | +3,088+0.2% | 加碼 |
| Martin Currie Ltd | 1,909,022 | $1.38 億 | 4.25% | +90,484+5.0% | 加碼 |
| Royal Bank of Canada | 1,916,615 | $1.39 億 | 0.03% | −1,233,483−39.2% | 減碼 |
| Capital International Investors | 1,919,769 | $1.39 億 | 0.03% | −4,048−0.2% | 減碼 |
| Dimensional Fund Advisors LP | 1,921,862 | $1.39 億 | 0.04% | −631,145−24.7% | 減碼 |
| Blue Pool Management Ltd. | 1,957,500 | $1.42 億 | 72.84% | 00.0% | 不變 |
| Allspring Global Investments Holdings, LLC | 2,181,851 | $1.58 億 | 0.25% | −27,804−1.3% | 減碼 |
| Wellington Management Group LLP | 2,346,119 | $1.70 億 | 0.03% | +164,621+7.5% | 加碼 |
| UBS Group AG | 2,372,048 | $1.72 億 | 0.06% | +846,921+55.5% | 加碼 |
| BlackRock Inc. | 2,515,120 | $1.82 億 | 0.00% | −2,350,436−48.3% | 減碼 |
| Macquarie Group Ltd | 2,655,307 | $1.92 億 | 0.22% | −10,015−0.4% | 減碼 |
| Brookfield Asset Management Inc. | 2,734,115 | $1.98 億 | 1.17% | 00.0% | 不變 |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST | 2,735,900 | $1.98 億 | 2.38% | 00.0% | 不變 |
| Ruffer LLP | 2,768,017 | $2.00 億 | 7.71% | −372,822−11.9% | 減碼 |
| Discerene Group LP | 3,021,375 | $2.19 億 | 31.71% | +529,237+21.2% | 加碼 |