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 |
|---|---|---|---|---|---|
| BNP Paribas Arbitrage, SA | 515,285 | $3,729 萬 | 0.05% | −103,514−16.7% | 減碼 |
| Barclays PLC | 510,197 | $3,692 萬 | 0.02% | +149,768+41.6% | 加碼 |
| Deutsche Bank AG | 507,269 | $3,671 萬 | 0.02% | −344,860−40.5% | 減碼 |
| Novo Holdings A/S | 500,827 | $3,624 萬 | 2.50% | 00.0% | 不變 |
| 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 |
| Franklin Resources Inc | 498,261 | $3,605 萬 | 0.01% | −34,407−6.5% | 減碼 |
| STRS Ohio | 484,827 | $3,508 萬 | 0.14% | 00.0% | 不變 |
| Harel Insurance Investments & Financial Services Ltd. | 474,816 | $3,436 萬 | 0.67% | −4,840−1.0% | 減碼 |
| Nuveen Asset Management, LLC | 456,512 | $3,303 萬 | 0.01% | −800.0% | 減碼 |
| CIBC Private Wealth Group, LLC | 445,630 | $3,270 萬 | 0.06% | −466,734−51.2% | 減碼 |
| Pale Fire Capital SE | 450,000 | $3,256 萬 | 4.54% | +80,000+21.6% | 加碼 |
| CIBC World Markets Inc. | 445,921 | $3,227 萬 | 0.08% | +168,958+61.0% | 加碼 |
| LPL Financial LLC | 425,638 | $3,080 萬 | 0.02% | +76,149+21.8% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 425,633 | $3,080 萬 | 0.49% | +2,100+0.5% | 加碼 |
| Fort Washington Investment Advisors Inc | 403,857 | $2,922 萬 | 0.19% | −1240.0% | 減碼 |
| Cowen and Company, LLC | 389,543 | $2,819 萬 | 1.10% | +70,392+22.1% | 加碼 |
| Eisler Capital (UK) Ltd. | 385,554 | $2,790 萬 | 3.46% | −39,157−9.2% | 減碼 |
| Wolverine Trading, LLC | 384,395 | $2,781 萬 | 0.28% | −198,062−34.0% | 減碼 |
| Magellan Asset Management Ltd | 376,975 | $2,728 萬 | 0.26% | 00.0% | 不變 |
| DnB Asset Management AS | 374,664 | $2,711 萬 | 0.14% | −48,261−11.4% | 減碼 |
| Raymond James & Associates | 374,458 | $2,710 萬 | 0.02% | +7,645+2.1% | 加碼 |
| Clearline Capital LP | 370,949 | $2,684 萬 | 2.65% | +312,449+534.1% | 加碼 |
| ArrowMark Colorado Holdings LLC | 369,700 | $2,675 萬 | 0.30% | +148,100+66.8% | 加碼 |
| Continental General Insurance Co | 368,042 | $2,663 萬 | 6.94% | +368,042 | 新進 |
| Bank of New York Mellon Corp | 361,510 | $2,616 萬 | 0.01% | −92,822−20.4% | 減碼 |
| Ameriprise Financial Inc | 358,815 | $2,596 萬 | 0.01% | −21,287−5.6% | 減碼 |
| Kopernik Global Investors, LLC | 357,683 | $2,588 萬 | 2.72% | +6,881+2.0% | 加碼 |
| Phoenix Holdings Ltd. | 356,672 | $2,580 萬 | 0.36% | +264,571+287.3% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 315,195 | $2,569 萬 | 0.06% | −268,138−46.0% | 減碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 251,851 | $2,566 萬 | 1.64% | +251,570+89,526.7% | 加碼 |
| Think Investments LP | 346,800 | $2,509 萬 | 5.60% | +104,252+43.0% | 加碼 |
| Marshall Wace, LLP | 339,901 | $2,460 萬 | 0.04% | −286,800−45.8% | 減碼 |
| Credit Suisse AG | 337,952 | $2,446 萬 | 0.02% | −1,663,750−83.1% | 減碼 |
| Taikang Asset Management (Hong Kong) Co Ltd | 337,878 | $2,445 萬 | 5.15% | −432,122−56.1% | 減碼 |
| Vontobel Holding Ltd. | 334,323 | $2,419 萬 | 0.19% | +5,894+1.8% | 加碼 |
| Baird Financial Group, Inc. | 332,706 | $2,407 萬 | 0.05% | +36,933+12.5% | 加碼 |
| Farallon Capital Management, L.L.C. | 329,000 | $2,381 萬 | 0.14% | −206,000−38.5% | 減碼 |
| Private Management Group Inc | 322,541 | $2,334 萬 | 0.88% | +68,142+26.8% | 加碼 |
| Envestnet Asset Management Inc | 321,876 | $2,329 萬 | 0.01% | −49,099−13.2% | 減碼 |
| Coatue Management LLC大師Coatue | 304,358 | $2,202 萬 | 0.09% | +146,584+92.9% | 加碼 |
| Rockefeller Capital Management L.P. | 302,699 | $2,190 萬 | 0.06% | +133,147+78.5% | 加碼 |
| Amundi | 316,485 | $2,180 萬 | 0.01% | +23,301+7.9% | 加碼 |
| Squarepoint Ops LLC | 301,146 | $2,179 萬 | 0.09% | +15,813+5.5% | 加碼 |
| Thornburg Investment Management Inc | 300,719 | $2,176 萬 | 0.30% | −35,105−10.5% | 減碼 |
| Ghisallo Capital Management LLC | 300,000 | $2,171 萬 | 2.47% | −150,000−33.3% | 減碼 |
| Compass Rose Asset Management, LP | 300,000 | $2,171 萬 | 25.18% | +300,000 | 新進 |
| Fairfax Financial Holdings Ltd大師費爾法克斯金融 | 292,800 | $2,119 萬 | 1.72% | 00.0% | 不變 |
| RWC Asset Management LLP | 281,101 | $2,034 萬 | 1.28% | +281,101 | 新進 |
| Caledonia Investments PLC | 278,000 | $2,012 萬 | 2.60% | 00.0% | 不變 |
| Marex Group plc | 277,308 | $2,007 萬 | 0.65% | −106,947−27.8% | 減碼 |
| Truist Financial Corp | 274,833 | $1,989 萬 | 0.03% | +46,127+20.2% | 加碼 |
| Newlands Management Operations LLC | 269,858 | $1,953 萬 | 0.16% | 00.0% | 不變 |
| Raymond James Financial Services Advisors, Inc. | 268,828 | $1,945 萬 | 0.03% | −7,779−2.8% | 減碼 |
| Walleye Capital LLC | 266,202 | $1,926 萬 | 0.21% | +85,922+47.7% | 加碼 |
| UniSuper Management Pty Ltd | 264,442 | $1,914 萬 | 0.18% | 00.0% | 不變 |
| GTS Securities LLC | 263,021 | $1,903 萬 | 0.51% | −281,488−51.7% | 減碼 |
| Todd Asset Management LLC | 250,156 | $1,810 萬 | 0.37% | +26,855+12.0% | 加碼 |
| Murchinson Ltd. | 250,000 | $1,809 萬 | 2.02% | 00.0% | 不變 |
| Lakewood Capital Management, LP | 235,338 | $1,703 萬 | 1.49% | 00.0% | 不變 |
| Genesis Investment Management, LLP | 233,731 | $1,691 萬 | 3.53% | −2,909−1.2% | 減碼 |
| Credit Agricole S A | 244,629 | $1,685 萬 | 0.29% | +11,239+4.8% | 加碼 |
| Meitav Dash Investments Ltd | 232,575 | $1,683 萬 | 0.33% | −6,645−2.8% | 減碼 |
| Baker Avenue Asset Management, LP | 231,688 | $1,676 萬 | 0.66% | +60,017+35.0% | 加碼 |
| Pictet Asset Management Holding SA | 229,411 | $1,660 萬 | 0.02% | 00.0% | 不變 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 219,453 | $1,588 萬 | 0.06% | +218,482+22,500.7% | 加碼 |
| Varma Mutual Pension Insurance Co | 219,100 | $1,585 萬 | 0.14% | +52,000+31.1% | 加碼 |
| Connectus Wealth, LLC | 215,070 | $1,560 萬 | 0.43% | −4,888−2.2% | 減碼 |
| Artisan Partners Limited Partnership | 215,538 | $1,560 萬 | 0.02% | −510,610−70.3% | 減碼 |
| Renaissance Technologies LLC | 214,100 | $1,549 萬 | 0.02% | +135,710+173.1% | 加碼 |
| Compagnie Lombard Odier SCmA | 213,432 | $1,544 萬 | 0.27% | −66,915−23.9% | 減碼 |
| Arnhold LLC | 209,880 | $1,519 萬 | 1.61% | +24,435+13.2% | 加碼 |
| Slate Path Capital LP | 208,800 | $1,511 萬 | 0.30% | +208,800 | 新進 |
| Harvest Fund Management Co., Ltd | 205,144 | $1,484 萬 | 1.33% | −21,991−9.7% | 減碼 |
| Armistice Capital, LLC | 200,000 | $1,447 萬 | 0.39% | +200,000 | 新進 |
| Meritage Portfolio Management | 195,266 | $1,413 萬 | 0.90% | +195,266 | 新進 |
| Daily Journal Corp大師每日期刊 | 195,000 | $1,411 萬 | 7.96% | −105,000−35.0% | 減碼 |
| Partners Value Investments LP | 194,375 | $1,406 萬 | 0.21% | 00.0% | 不變 |
| Kamunting Street Capital Management, L.P. | 193,861 | $1,403 萬 | 13.68% | +140,809+265.4% | 加碼 |
| Harber Asset Management LLC | 190,535 | $1,379 萬 | 3.36% | +190,535 | 新進 |
| Quinn Opportunity Partners LLC | 189,798 | $1,373 萬 | 1.55% | +109,000+134.9% | 加碼 |
| Maxi Investments CY Ltd | 189,427 | $1,371 萬 | 3.68% | −110,000−36.7% | 減碼 |
| State of Michigan Retirement System | 189,250 | $1,369 萬 | 0.07% | 00.0% | 不變 |
| GFS Advisors, LLC | 189,090 | $1,368 萬 | 2.27% | +50,442+36.4% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 185,112 | $1,358 萬 | 0.03% | +16,553+9.8% | 加碼 |
| Brandywine Global Investment Management, LLC | 182,908 | $1,324 萬 | 0.10% | +1,000+0.5% | 加碼 |
| Davis Selected Advisers | 182,192 | $1,318 萬 | 0.07% | +780.0% | 加碼 |
| Crossmark Global Holdings, Inc. | 181,549 | $1,314 萬 | 0.25% | −6,368−3.4% | 減碼 |
| Schroder Investment Management Group | 176,086 | $1,274 萬 | 0.01% | −220,350−55.6% | 減碼 |
| Philosophy Capital Management LLC | 174,063 | $1,260 萬 | 2.46% | +35,000+25.2% | 加碼 |
| Advisor Group Holdings, Inc. | 171,183 | $1,239 萬 | 0.03% | −15,512−8.3% | 減碼 |
| Great West Life Assurance Co | 169,220 | $1,228 萬 | 0.02% | +139,134+462.5% | 加碼 |
| SIH Partners, LLLP | 168,650 | $1,220 萬 | 8.98% | +137,200+436.2% | 加碼 |
| Erste Asset Management GmbH | 169,000 | $1,218 萬 | 0.17% | 00.0% | 不變 |
| Allianz Asset Management GmbH | 165,387 | $1,197 萬 | 0.02% | −92,589−35.9% | 減碼 |
| 683 Capital Management, LLC | 165,200 | $1,195 萬 | 1.22% | +165,200 | 新進 |
| Northwestern Mutual Wealth Management Co | 164,257 | $1,189 萬 | 0.01% | +1,622+1.0% | 加碼 |
| Carrhae Capital LLP | 162,396 | $1,175 萬 | 2.30% | −133,887−45.2% | 減碼 |
| TT International Asset Management LTD | 157,760 | $1,142 萬 | 1.08% | −31,894−16.8% | 減碼 |
| Banco Santander, S.A. | 154,504 | $1,118 萬 | 0.13% | +46,646+43.2% | 加碼 |