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 2 季 13F 持有人
Alibaba Group Holding Ltd 在 2024/6/30 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
- 1,110
- 較 2024 年第 1 季 −3 家
- 持有股數
- 3.46 億
- 較 2024 年第 1 季 −30.0 萬 (−0.1%)
- 總市值
- $249.3 億
- 較 2024 年第 1 季 +$2.89 億 (+1.2%)
- 新進機構
- 120
- 另有 370 家加碼
- 清倉機構
- 123
- 另有 400 家減碼
另有 13 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| SG Americas Securities, LLC | 481,096 | $3,464 萬 | 0.22% | −344,883−41.8% | 減碼 |
| STRS Ohio | 484,827 | $3,491 萬 | 0.14% | 00.0% | 不變 |
| GTS Securities LLC | 488,699 | $3,519 萬 | 0.73% | +225,678+85.8% | 加碼 |
| Davis Asset Management, L.P. | 500,000 | $3,600 萬 | 1.62% | 00.0% | 不變 |
| Novo Holdings A/S | 500,827 | $3,606 萬 | 1.94% | 00.0% | 不變 |
| Wolverine Trading, LLC | 501,965 | $3,614 萬 | 0.59% | +117,570+30.6% | 加碼 |
| M&G Plc | 511,031 | $3,679 萬 | 0.22% | −45,631−8.2% | 減碼 |
| AXA S.A. | 517,950 | $3,729 萬 | 0.11% | −65,078−11.2% | 減碼 |
| Capital World Investors | 520,101 | $3,745 萬 | 0.01% | +520,101 | 新進 |
| Cowen and Company, LLC | 524,626 | $3,777 萬 | 1.05% | +135,083+34.7% | 加碼 |
| UG Investment Advisers Ltd. | 534,724 | $3,850 萬 | 13.05% | −47,914−8.2% | 減碼 |
| State Street Corp | 533,773 | $3,938 萬 | 0.00% | −33,044−5.8% | 減碼 |
| CIBC World Markets Inc. | 550,199 | $3,961 萬 | 0.10% | +104,278+23.4% | 加碼 |
| Natixis Advisors, L.P. | 555,107 | $3,997 萬 | 0.09% | +16,771+3.1% | 加碼 |
| New York State Common Retirement Fund | 563,110 | $4,054 萬 | 0.05% | −9,387−1.6% | 減碼 |
| Invesco Ltd. | 563,955 | $4,060 萬 | 0.01% | −37,762−6.3% | 減碼 |
| Aviva PLC | 575,883 | $4,146 萬 | 0.11% | +16,399+2.9% | 加碼 |
| Janus Henderson Group PLC | 590,494 | $4,252 萬 | 0.02% | +590,494 | 新進 |
| Qube Research & Technologies Ltd | 624,503 | $4,496 萬 | 0.08% | +552,987+773.2% | 加碼 |
| Nomura Holdings Inc | 632,242 | $4,552 萬 | 0.29% | −43,275−6.4% | 減碼 |
| Long Focus Capital Management, LLC | 635,000 | $4,572 萬 | 4.73% | −68,000−9.7% | 減碼 |
| Platinum Investment Management Ltd | 637,303 | $4,589 萬 | 1.86% | −107,714−14.5% | 減碼 |
| CTC LLC | 637,413 | $4,589 萬 | 3.43% | −894,201−58.4% | 減碼 |
| Causeway Capital Management LLC | 646,604 | $4,656 萬 | 1.27% | −189,920−22.7% | 減碼 |
| FMR LLC | 651,617 | $4,692 萬 | 0.00% | −2,873,573−81.5% | 減碼 |
| Alpine Investment Management Ltd | 660,000 | $4,752 萬 | 18.26% | −415,000−38.6% | 減碼 |
| Legal & General Group Plc | 667,215 | $4,805 萬 | 0.01% | −112,266−14.4% | 減碼 |
| Point72 Hong Kong Ltd | 673,900 | $4,852 萬 | 2.95% | +56,736+9.2% | 加碼 |
| SEI Investments Co | 700,727 | $5,045 萬 | 0.07% | +129,874+22.8% | 加碼 |
| Brandes Investment Partners, LP | 711,054 | $5,134 萬 | 0.63% | +32,233+4.7% | 加碼 |
| Patient Capital Management, LLC | 726,526 | $5,231 萬 | 2.78% | +93,325+14.7% | 加碼 |
| Wells Fargo & Company | 734,510 | $5,288 萬 | 0.01% | +95,152+14.9% | 加碼 |
| CapitalatWork S.A. | 749,595 | $5,397 萬 | 1.81% | +1,900+0.3% | 加碼 |
| IMC-Chicago, LLC | 760,190 | $5,473 萬 | 1.75% | +68,236+9.9% | 加碼 |
| Handelsbanken Fonder AB | 772,904 | $5,565 萬 | 0.24% | −341,317−30.6% | 減碼 |
| Varma Mutual Pension Insurance Co | 781,832 | $5,629 萬 | 0.45% | +562,732+256.8% | 加碼 |
| RWC Asset Advisors (US) LLC | 797,212 | $5,740 萬 | 5.85% | −339,801−29.9% | 減碼 |
| Simplex Trading, LLC | 799,246 | $5,755 萬 | 1.85% | +168,820+26.8% | 加碼 |
| Origin Asset Management LLP | 807,420 | $5,813 萬 | 14.53% | 00.0% | 不變 |
| Mirae Asset Global ETFs Holdings Ltd. | 813,942 | $5,861 萬 | 0.14% | +813,942 | 新進 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 850,097 | $6,130 萬 | 0.64% | −190,549−18.3% | 減碼 |
| HighTower Advisors, LLC | 854,904 | $6,151 萬 | 0.10% | +30,447+3.7% | 加碼 |
| Neuberger Berman Group LLC | 863,126 | $6,215 萬 | 0.05% | +47,225+5.8% | 加碼 |
| Walleye Trading LLC | 866,750 | $6,241 萬 | 1.23% | +86,243+11.0% | 加碼 |
| Northern Trust Corp | 930,082 | $6,697 萬 | 0.01% | +121,406+15.0% | 加碼 |
| Group One Trading, L.P. | 941,185 | $6,777 萬 | 2.14% | −422,348−31.0% | 減碼 |
| Voya Investment Management LLC | 944,365 | $6,799 萬 | 0.07% | −8,740−0.9% | 減碼 |
| Edmond de Rothschild Holding S.A. | 965,941 | $6,955 萬 | 1.18% | +86,564+9.8% | 加碼 |
| Employees Provident Fund Board | 1,000,000 | $7,200 萬 | 1.15% | 00.0% | 不變 |
| Carrhae Capital LLP | 1,001,048 | $7,208 萬 | 11.79% | +838,652+516.4% | 加碼 |
| Antipodes Partners Ltd | 1,015,170 | $7,309 萬 | 2.66% | +275,057+37.2% | 加碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | 1,025,000 | $7,380 萬 | 1.66% | +1,025,000 | 新進 |
| Contrarius Investment Management Ltd | 1,059,881 | $7,631 萬 | 4.77% | −13,614−1.3% | 減碼 |
| Maple Rock Capital Partners Inc. | 1,077,500 | $7,758 萬 | 5.31% | +124,100+13.0% | 加碼 |
| Carmignac Gestion | 1,101,229 | $7,929 萬 | 1.36% | +1,361+0.1% | 加碼 |
| Russell Investments Group, Ltd. | 1,105,790 | $7,962 萬 | 0.13% | +108,486+10.9% | 加碼 |
| Slate Path Capital LP | 1,166,500 | $8,399 萬 | 1.70% | +957,700+458.7% | 加碼 |
| BNP Paribas Arbitrage, SA | 1,210,543 | $8,716 萬 | 0.09% | +695,258+134.9% | 加碼 |
| Point72 Asset Management, L.P. | 1,229,309 | $8,851 萬 | 0.29% | +572,319+87.1% | 加碼 |
| North of South Capital LLP | 1,256,719 | $9,048 萬 | 23.43% | +1,256,719 | 新進 |
| GMT Capital Corp | 1,258,500 | $9,061 萬 | 3.35% | +75,900+6.4% | 加碼 |
| Renaissance Technologies LLC | 1,335,600 | $9,616 萬 | 0.16% | +1,121,500+523.8% | 加碼 |
| Bamco Inc | 1,348,569 | $9,710 萬 | 0.28% | −128,844−8.7% | 減碼 |
| Susquehanna International Group, LLP | 1,355,268 | $9,758 萬 | 0.17% | −6,099,539−81.8% | 減碼 |
| Marshall Wace, LLP | 1,424,944 | $1.03 億 | 0.15% | +1,085,043+319.2% | 加碼 |
| Barclays PLC | 1,551,097 | $1.12 億 | 0.05% | +1,040,900+204.0% | 加碼 |
| American Century Companies Inc | 1,551,134 | $1.12 億 | 0.07% | +11,487+0.7% | 加碼 |
| Public Investment Fund | 1,610,654 | $1.16 億 | 0.66% | 00.0% | 不變 |
| Citadel Advisors LLC | 1,617,918 | $1.16 億 | 0.11% | −2,905,179−64.2% | 減碼 |
| Nordea Investment Management AB | 1,651,338 | $1.20 億 | 0.14% | −126,981−7.1% | 減碼 |
| Alliancebernstein L.P. | 1,669,309 | $1.20 億 | 0.04% | −13,215−0.8% | 減碼 |
| Martin Currie Ltd | 1,824,505 | $1.31 億 | 4.71% | −84,517−4.4% | 減碼 |
| Eminence Capital, LP | 1,830,387 | $1.32 億 | 2.13% | +150,488+9.0% | 加碼 |
| Dimensional Fund Advisors LP | 1,861,139 | $1.34 億 | 0.04% | −60,723−3.2% | 減碼 |
| Alyeska Investment Group, L.P. | 1,914,573 | $1.38 億 | 0.80% | +1,206,573+170.4% | 加碼 |
| Blue Pool Management Ltd. | 1,957,500 | $1.41 億 | 73.93% | 00.0% | 不變 |
| Royal Bank of Canada | 1,969,297 | $1.42 億 | 0.03% | +52,682+2.7% | 加碼 |
| Wellington Management Group LLP | 1,993,152 | $1.44 億 | 0.03% | −352,967−15.0% | 減碼 |
| BlackRock Inc. | 2,014,680 | $1.45 億 | 0.00% | −500,440−19.9% | 減碼 |
| Millennium Management LLC | 2,081,767 | $1.50 億 | 0.12% | +674,571+47.9% | 加碼 |
| Man Group plc | 2,106,637 | $1.52 億 | 0.40% | +422,996+25.1% | 加碼 |
| Allspring Global Investments Holdings, LLC | 2,116,774 | $1.52 億 | 0.25% | −65,077−3.0% | 減碼 |
| Ruffer LLP | 2,326,258 | $1.68 億 | 7.19% | −441,759−16.0% | 減碼 |
| AMF Pensionsforsakring AB | 2,610,884 | $1.88 億 | 1.40% | +1,156,479+79.5% | 加碼 |
| Macquarie Group Ltd | 2,644,788 | $1.90 億 | 0.22% | −10,519−0.4% | 減碼 |
| Brookfield Asset Management Inc. | 2,734,115 | $1.97 億 | 1.23% | 00.0% | 不變 |
| RWWM, Inc. | 2,964,632 | $2.13 億 | 23.18% | −679,641−18.6% | 減碼 |
| Discerene Group LP | 2,967,077 | $2.14 億 | 32.77% | −54,298−1.8% | 減碼 |
| Citigroup Inc | 3,164,194 | $2.28 億 | 0.22% | +1,999,178+171.6% | 加碼 |
| UBS Group AG | 3,815,338 | $2.75 億 | 0.08% | +1,443,290+60.8% | 加碼 |
| Lazard Asset Management LLC | 3,878,392 | $2.79 億 | 0.35% | −189,988−4.7% | 減碼 |
| ARGA Investment Management, LP | 3,911,332 | $2.82 億 | 9.89% | +329,327+9.2% | 加碼 |
| Fisher Asset Management, LLC | 5,048,958 | $3.64 億 | 0.16% | +1,337,513+36.0% | 加碼 |
| Loomis Sayles & Co L P | 5,127,525 | $3.69 億 | 0.51% | +18,870+0.4% | 加碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 5,379,448 | $3.87 億 | 9.55% | +5,235,548+3,638.3% | 加碼 |
| Norges Bank | 5,634,873 | $4.06 億 | 0.06% | −680,744−10.8% | 減碼 |
| H&H International Investment, LLC大師H&H 國際投資 | 6,306,830 | $4.54 億 | 2.73% | +461,500+7.9% | 加碼 |
| Jane Street Group, LLC | 8,570,053 | $6.17 億 | 0.67% | −669,539−7.2% | 減碼 |
| Price T Rowe Associates Inc | 8,624,007 | $6.21 億 | 0.07% | +268,879+3.2% | 加碼 |
| Temasek Holdings (Private) Ltd | 9,207,897 | $6.63 億 | 3.08% | 00.0% | 不變 |