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 |
|---|---|---|---|---|---|
| Optimas Capital Ltd | 55,800 | $403.8 萬 | 3.53% | +23,300+71.7% | 加碼 |
| Janney Montgomery Scott LLC | 55,903 | $404.5 萬 | 0.01% | −1,076−1.9% | 減碼 |
| Fiduciary Alliance LLC | 55,229 | $405.2 萬 | 0.72% | +35,590+181.2% | 加碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 57,106 | $413.2 萬 | 0.13% | +57,106 | 新進 |
| Warther Private Wealth, LLC | 57,250 | $414.3 萬 | 1.85% | +57,250 | 新進 |
| Perseverance Asset Management International | 58,542 | $423.6 萬 | 0.76% | 00.0% | 不變 |
| Private Advisor Group, LLC | 58,631 | $424.3 萬 | 0.03% | +792+1.4% | 加碼 |
| First Trust Advisors LP | 58,746 | $425.1 萬 | 0.00% | +10,741+22.4% | 加碼 |
| Virtu Financial LLC | 59,195 | $428.3 萬 | 0.33% | +9,730+19.7% | 加碼 |
| Capstone Investment Advisors, LLC | 59,486 | $430.4 萬 | 0.08% | +10,652+21.8% | 加碼 |
| Banco BTG Pactual S.A. | 59,512 | $430.6 萬 | 1.34% | −73,751−55.3% | 減碼 |
| LifePro Asset Management | 59,597 | $431.2 萬 | 2.85% | +59,597 | 新進 |
| M&T Bank Corp | 59,785 | $432.6 萬 | 0.02% | +7,980+15.4% | 加碼 |
| Pentwater Capital Management LP | 60,000 | $434.2 萬 | 0.07% | −440,000−88.0% | 減碼 |
| Rovida Advisors Inc. | 60,000 | $434.2 萬 | 1.51% | +20,000+50.0% | 加碼 |
| Yong Rong (HK) Asset Management Ltd | 60,000 | $434.2 萬 | 1.16% | +60,000 | 新進 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 60,352 | $436.8 萬 | 1.14% | 00.0% | 不變 |
| Waverton Investment Management Ltd | 61,186 | $442.8 萬 | 0.09% | −45,697−42.8% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 61,363 | $444.0 萬 | 0.00% | −1,689−2.7% | 減碼 |
| Oppenheimer & Co Inc | 62,009 | $448.7 萬 | 0.07% | +9,650+18.4% | 加碼 |
| Scotia Capital Inc. | 62,199 | $450.1 萬 | 0.03% | +602+1.0% | 加碼 |
| ProShare Advisors LLC | 62,242 | $450.4 萬 | 0.01% | −59,667−48.9% | 減碼 |
| RBF Capital, LLC | 62,675 | $453.5 萬 | 0.25% | +45,000+254.6% | 加碼 |
| Trustmark National Bank Trust Department | 62,934 | $455.4 萬 | 0.37% | +39,650+170.3% | 加碼 |
| Lighthouse Investment Partners, LLC | 63,000 | $455.9 萬 | 0.27% | +43,000+215.0% | 加碼 |
| Selective Wealth Management, Inc. | 61,181 | $456.3 萬 | 1.98% | −6,664−9.8% | 減碼 |
| State of New Jersey Common Pension Fund D | 63,130 | $456.8 萬 | 0.01% | +18,300+40.8% | 加碼 |
| Susquehanna International Securities, Ltd. | 63,565 | $460.0 萬 | 1.84% | −65,935−50.9% | 減碼 |
| Renaissance Group LLC | 63,995 | $463.1 萬 | 0.18% | +10,206+19.0% | 加碼 |
| Parus Finance (UK) Ltd | 64,225 | $464.7 萬 | 1.75% | +64,225 | 新進 |
| Saba Capital Management, L.P. | 64,875 | $469.4 萬 | 0.10% | −146,980−69.4% | 減碼 |
| Monaco Asset Management SAM | 65,000 | $470.3 萬 | 2.09% | −13,180−16.9% | 減碼 |
| Claar Advisors LLC | 65,300 | $472.5 萬 | 1.52% | 00.0% | 不變 |
| Pzena Investment Management LLC | 65,393 | $473.2 萬 | 0.02% | +2,467+3.9% | 加碼 |
| Penserra Capital Management LLC | 65,647 | $474.9 萬 | 0.06% | +27,630+72.7% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 65,670 | $475.2 萬 | 0.05% | +20,163+44.3% | 加碼 |
| Pacifica Capital Investments, LLC | 66,561 | $481.6 萬 | 1.48% | −14,760−18.2% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 67,224 | $486.4 萬 | 0.01% | −48,462−41.9% | 減碼 |
| Twenty Acre Capital LP | 67,700 | $489.9 萬 | 4.78% | +10,600+18.6% | 加碼 |
| Matthews International Capital Management LLC | 68,036 | $492.3 萬 | 0.97% | +1,830+2.8% | 加碼 |
| Doma Perpetual Capital Management LLC | 68,500 | $495.7 萬 | 3.30% | 00.0% | 不變 |
| Bulltick Wealth Management, LLC | 68,707 | $497.2 萬 | 1.04% | +26,820+64.0% | 加碼 |
| Aurora Investment Managers, LLC. | 68,786 | $497.7 萬 | 3.66% | +2,709+4.1% | 加碼 |
| Yelin Lapidot Holdings Management Ltd. | 69,320 | $501.6 萬 | 1.03% | 00.0% | 不變 |
| Ingalls & Snyder LLC | 69,343 | $501.8 萬 | 0.22% | −5,517−7.4% | 減碼 |
| Qube Research & Technologies Ltd | 71,516 | $517.5 萬 | 0.01% | −77,421−52.0% | 減碼 |
| Greylin Investment Mangement Inc | 74,359 | $538.1 萬 | 0.86% | −1,663−2.2% | 減碼 |
| Ally Financial Inc. | 75,000 | $542.7 萬 | 0.73% | 00.0% | 不變 |
| Quintet Private Bank (Europe) S.A. | 64,179 | $543.6 萬 | 0.24% | −14,171−18.1% | 減碼 |
| LB Partners LLC | 76,000 | $549.9 萬 | 5.66% | +1,000+1.3% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 76,782 | $555.6 萬 | 0.43% | +53,669+232.2% | 加碼 |
| Kerrisdale Advisers, LLC | 77,586 | $561.4 萬 | 1.76% | 00.0% | 不變 |
| D. E. Shaw & Co., Inc. | 78,844 | $570.5 萬 | 0.01% | −273,264−77.6% | 減碼 |
| GFG Capital, LLC | 79,577 | $575.8 萬 | 1.49% | +1,356+1.7% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 79,684 | $576.6 萬 | 0.02% | +5,524+7.4% | 加碼 |
| Hi-Line Capital Management, LLC | 79,970 | $578.7 萬 | 2.05% | +1,096+1.4% | 加碼 |
| Beaumont Financial Advisors, LLC | 79,985 | $578.8 萬 | 0.48% | +79,985 | 新進 |
| 1832 Asset Management L.P. | 80,488 | $582.4 萬 | 0.01% | +59,167+277.5% | 加碼 |
| EULAV Asset Management | 81,000 | $586.1 萬 | 0.16% | +2,000+2.5% | 加碼 |
| HAP Trading, LLC | 81,610 | $590.5 萬 | 1.83% | +8,050+10.9% | 加碼 |
| Private Wealth Partners, LLC | 82,366 | $596.0 萬 | 0.48% | +75,847+1,163.5% | 加碼 |
| Delphi Financial Group, Inc. | 82,526 | $597.2 萬 | 3.86% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 83,200 | $602.0 萬 | 0.04% | +51,958+166.3% | 加碼 |
| NWF Advisory Services Inc. | 83,872 | $606.9 萬 | 1.01% | +21,861+35.3% | 加碼 |
| Boothe Investment Group, Inc. | 84,209 | $609.3 萬 | 3.07% | +13,659+19.4% | 加碼 |
| Alden Global Capital LLC | 85,052 | $615.4 萬 | 4.63% | +41,101+93.5% | 加碼 |
| Cerity Partners LLC | 86,044 | $622.6 萬 | 0.02% | +3,156+3.8% | 加碼 |
| Mackenzie Financial Corp | 86,806 | $628.1 萬 | 0.01% | +3,300+4.0% | 加碼 |
| Blair William & Co | 87,022 | $629.7 萬 | 0.02% | +1,269+1.5% | 加碼 |
| FengHe Fund Management Pte. Ltd. | 87,100 | $630.3 萬 | 0.79% | +87,100 | 新進 |
| Redwood Grove Capital, LLC | 87,340 | $632.0 萬 | 1.97% | 00.0% | 不變 |
| Foundations Investment Advisors, LLC | 87,379 | $632.3 萬 | 0.17% | +21,694+33.0% | 加碼 |
| Ramirez Asset Management, Inc. | 88,472 | $640.2 萬 | 1.29% | +10,801+13.9% | 加碼 |
| Corecam Pte. Ltd. | 90,800 | $657.0 萬 | 6.07% | −4,420−4.6% | 減碼 |
| Rathbone Brothers plc | 91,426 | $661.6 萬 | 0.04% | −5,955−6.1% | 減碼 |
| Polymer Capital Management (HK) LTD | 91,500 | $662.1 萬 | 1.67% | −35,185−27.8% | 減碼 |
| DekaBank Deutsche Girozentrale | 91,906 | $662.6 萬 | 0.01% | +66,661+264.1% | 加碼 |
| Woodline Partners LP | 92,210 | $667.2 萬 | 0.06% | +92,210 | 新進 |
| AI-Squared Management Ltd | 92,400 | $668.6 萬 | 6.15% | −51,200−35.7% | 減碼 |
| Leonteq Securities AG | 93,872 | $679.3 萬 | 0.92% | +5,457+6.2% | 加碼 |
| QV Investors Inc. | 93,957 | $679.9 萬 | 0.59% | +20,220+27.4% | 加碼 |
| Profund Advisors LLC | 96,181 | $696.0 萬 | 0.27% | −8,923−8.5% | 減碼 |
| Cetera Investment Advisers | 98,849 | $715.3 萬 | 0.02% | +70,526+249.0% | 加碼 |
| CastleKnight Management LP | 98,900 | $715.6 萬 | 1.05% | −8,800−8.2% | 減碼 |
| VR Advisory Services Ltd | 99,000 | $716.4 萬 | 3.39% | 00.0% | 不變 |
| Osborne Partners Capital Management, LLC | 102,179 | $739.4 萬 | 0.46% | +19,745+24.0% | 加碼 |
| Shay Capital LLC | 103,500 | $748.9 萬 | 2.20% | −25,600−19.8% | 減碼 |
| Harding Loevner LP | 104,342 | $755.0 萬 | 0.05% | −28,210−21.3% | 減碼 |
| Tamar Securities, LLC | 105,241 | $761.5 萬 | 1.29% | +105,241 | 新進 |
| Capital Fund Management S.A. | 107,190 | $775.6 萬 | 0.09% | −6,467−5.7% | 減碼 |
| Federation des caisses Desjardins du Quebec | 107,681 | $779.2 萬 | 0.06% | +7,047+7.0% | 加碼 |
| Georgetown University | 107,819 | $780.2 萬 | 2.49% | +1,551+1.5% | 加碼 |
| Invenomic Capital Management LP | 110,001 | $796.0 萬 | 0.42% | +9,761+9.7% | 加碼 |
| Ancient Art, L.P. | 111,629 | $807.7 萬 | 1.63% | +76,629+218.9% | 加碼 |
| Capital International Sarl | 112,606 | $814.8 萬 | 0.27% | −11,014−8.9% | 減碼 |
| Coronation Fund Managers Ltd. | 113,028 | $817.9 萬 | 0.22% | +6,785+6.4% | 加碼 |
| Toroso Investments, LLC | 115,432 | $834.6 萬 | 0.14% | −97,866−45.9% | 減碼 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 116,154 | $840.7 萬 | 0.73% | 00.0% | 不變 |
| Boston Common Asset Management, LLC | 118,494 | $857.4 萬 | 0.21% | −248,364−67.7% | 減碼 |
| Zweig-DiMenna Associates LLC | 120,710 | $873.5 萬 | 0.77% | 00.0% | 不變 |