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、1 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 |
|---|---|---|---|---|---|
| Cowen and Company, LLC | 524,626 | $3,777 萬 | 1.05% | +135,083+34.7% | 加碼 |
| Capital World Investors | 520,101 | $3,745 萬 | 0.01% | +520,101 | 新進 |
| AXA S.A. | 517,950 | $3,729 萬 | 0.11% | −65,078−11.2% | 減碼 |
| M&G Plc | 511,031 | $3,679 萬 | 0.22% | −45,631−8.2% | 減碼 |
| Wolverine Trading, LLC | 501,965 | $3,614 萬 | 0.59% | +117,570+30.6% | 加碼 |
| Novo Holdings A/S | 500,827 | $3,606 萬 | 1.94% | 00.0% | 不變 |
| Davis Asset Management, L.P. | 500,000 | $3,600 萬 | 1.62% | 00.0% | 不變 |
| GTS Securities LLC | 488,699 | $3,519 萬 | 0.73% | +225,678+85.8% | 加碼 |
| STRS Ohio | 484,827 | $3,491 萬 | 0.14% | 00.0% | 不變 |
| SG Americas Securities, LLC | 481,096 | $3,464 萬 | 0.22% | −344,883−41.8% | 減碼 |
| Pictet Asset Management Holding SA | 480,729 | $3,461 萬 | 0.04% | +251,318+109.5% | 加碼 |
| Franklin Resources Inc | 478,857 | $3,448 萬 | 0.01% | −19,404−3.9% | 減碼 |
| Thornburg Investment Management Inc | 475,205 | $3,421 萬 | 0.48% | +174,486+58.0% | 加碼 |
| Cerity Partners LLC | 473,108 | $3,407 萬 | 0.09% | +387,064+449.8% | 加碼 |
| ArrowMark Colorado Holdings LLC | 472,600 | $3,403 萬 | 0.41% | +102,900+27.8% | 加碼 |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST | 465,900 | $3,354 萬 | 0.43% | −2,270,000−83.0% | 減碼 |
| Verition Fund Management LLC | 462,453 | $3,330 萬 | 0.26% | −253,914−35.4% | 減碼 |
| CIBC Private Wealth Group, LLC | 449,550 | $3,304 萬 | 0.06% | +3,920+0.9% | 加碼 |
| Nuveen Asset Management, LLC | 456,561 | $3,288 萬 | 0.01% | +490.0% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 446,312 | $3,243 萬 | 0.61% | −28,504−6.0% | 減碼 |
| Deutsche Bank AG | 441,402 | $3,178 萬 | 0.01% | −65,867−13.0% | 減碼 |
| LPL Financial LLC | 436,682 | $3,144 萬 | 0.02% | +11,044+2.6% | 加碼 |
| Hudson Bay Capital Management LP | 425,000 | $3,060 萬 | 0.23% | −325,000−43.3% | 減碼 |
| D. E. Shaw & Co., Inc. | 416,157 | $2,996 萬 | 0.04% | +337,313+427.8% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 412,767 | $2,972 萬 | 0.03% | −119,011−22.4% | 減碼 |
| Assenagon Asset Management S.A. | 410,387 | $2,955 萬 | 0.07% | +410,387 | 新進 |
| Fort Washington Investment Advisors Inc | 403,037 | $2,902 萬 | 0.19% | −820−0.2% | 減碼 |
| Ardmore Road Asset Management LP | 402,000 | $2,894 萬 | 4.46% | −98,000−19.6% | 減碼 |
| Raymond James & Associates | 394,746 | $2,842 萬 | 0.02% | +20,288+5.4% | 加碼 |
| Balyasny Asset Management LLC | 392,783 | $2,828 萬 | 0.07% | −503,908−56.2% | 減碼 |
| Ameriprise Financial Inc | 378,246 | $2,728 萬 | 0.01% | +19,431+5.4% | 加碼 |
| Vontobel Holding Ltd. | 371,468 | $2,675 萬 | 0.09% | +37,145+11.1% | 加碼 |
| Clearline Capital LP | 363,849 | $2,620 萬 | 2.29% | −7,100−1.9% | 減碼 |
| Bank of New York Mellon Corp | 358,925 | $2,584 萬 | 0.00% | −2,585−0.7% | 減碼 |
| Baird Financial Group, Inc. | 352,301 | $2,537 萬 | 0.05% | +19,595+5.9% | 加碼 |
| Phoenix Holdings Ltd. | 343,379 | $2,521 萬 | 0.38% | −13,293−3.7% | 減碼 |
| Envestnet Asset Management Inc | 348,934 | $2,512 萬 | 0.01% | +27,058+8.4% | 加碼 |
| Kopernik Global Investors, LLC | 338,147 | $2,435 萬 | 2.74% | −19,536−5.5% | 減碼 |
| Private Management Group Inc | 323,661 | $2,330 萬 | 0.90% | +1,120+0.3% | 加碼 |
| Rockefeller Capital Management L.P. | 321,560 | $2,315 萬 | 0.07% | +18,861+6.2% | 加碼 |
| ExodusPoint Capital Management, LP | 303,018 | $2,182 萬 | 0.24% | +303,018 | 新進 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 298,911 | $2,152 萬 | 0.07% | +79,458+36.2% | 加碼 |
| Fairfax Financial Holdings Ltd大師費爾法克斯金融 | 292,800 | $2,108 萬 | 1.78% | 00.0% | 不變 |
| Truist Financial Corp | 281,504 | $2,027 萬 | 0.03% | +6,671+2.4% | 加碼 |
| Caledonia Investments PLC | 278,000 | $2,002 萬 | 2.41% | 00.0% | 不變 |
| Coatue Management LLC大師Coatue | 272,659 | $1,963 萬 | 0.08% | −31,699−10.4% | 減碼 |
| National Bank of Canada | 271,799 | $1,960 萬 | 0.03% | −1,153,344−80.9% | 減碼 |
| Newlands Management Operations LLC | 269,858 | $1,943 萬 | 0.16% | 00.0% | 不變 |
| Amundi | 253,508 | $1,916 萬 | 0.01% | −62,977−19.9% | 減碼 |
| UniSuper Management Pty Ltd | 264,442 | $1,904 萬 | 0.16% | 00.0% | 不變 |
| State of Michigan Retirement System | 257,000 | $1,850 萬 | 0.10% | +67,750+35.8% | 加碼 |
| Cantor Fitzgerald, L. P. | 256,067 | $1,844 萬 | 3.70% | +129,479+102.3% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 253,686 | $1,827 萬 | 0.03% | −15,142−5.6% | 減碼 |
| Eisler Capital (UK) Ltd. | 252,900 | $1,821 萬 | 5.92% | −132,654−34.4% | 減碼 |
| Todd Asset Management LLC | 252,078 | $1,815 萬 | 0.38% | +1,922+0.8% | 加碼 |
| Flossbach Von Storch AG | 245,243 | $1,766 萬 | 0.07% | +100,000+68.9% | 加碼 |
| Think Investments LP | 242,548 | $1,746 萬 | 3.59% | −104,252−30.1% | 減碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 241,402 | $1,738 萬 | 0.46% | +184,296+322.7% | 加碼 |
| Credit Agricole S A | 241,126 | $1,736 萬 | 0.11% | −3,503−1.4% | 減碼 |
| Woodline Partners LP | 235,807 | $1,698 萬 | 0.16% | +143,597+155.7% | 加碼 |
| Lakewood Capital Management, LP | 235,338 | $1,694 萬 | 1.46% | 00.0% | 不變 |
| Allianz Asset Management GmbH | 234,306 | $1,687 萬 | 0.03% | +68,919+41.7% | 加碼 |
| Great West Life Assurance Co | 231,910 | $1,669 萬 | 0.03% | +62,690+37.0% | 加碼 |
| Harvest Fund Management Co., Ltd | 230,900 | $1,663 萬 | 1.20% | +25,756+12.6% | 加碼 |
| Squarepoint Ops LLC | 229,193 | $1,650 萬 | 0.06% | −71,953−23.9% | 減碼 |
| Polymer Capital Management (HK) LTD | 227,700 | $1,639 萬 | 3.32% | +136,200+148.9% | 加碼 |
| Shay Capital LLC | 227,300 | $1,637 萬 | 4.56% | +123,800+119.6% | 加碼 |
| Genesis Investment Management, LLP | 223,280 | $1,608 萬 | 3.16% | −10,451−4.5% | 減碼 |
| Brandywine Global Investment Management, LLC | 218,718 | $1,575 萬 | 0.12% | +35,810+19.6% | 加碼 |
| XY Capital Ltd | 218,119 | $1,570 萬 | 17.89% | +218,119 | 新進 |
| Marex Group plc | 213,077 | $1,534 萬 | 0.41% | −64,231−23.2% | 減碼 |
| Capital International Investors | 211,835 | $1,526 萬 | 0.00% | −1,707,934−89.0% | 減碼 |
| Arnhold LLC | 209,204 | $1,506 萬 | 1.59% | −676−0.3% | 減碼 |
| Compagnie Lombard Odier SCmA | 205,717 | $1,481 萬 | 0.25% | −7,715−3.6% | 減碼 |
| Murchinson Ltd. | 200,000 | $1,440 萬 | 3.09% | −50,000−20.0% | 減碼 |
| Ancient Art, L.P. | 196,629 | $1,416 萬 | 3.63% | +85,000+76.1% | 加碼 |
| Cubist Systematic Strategies, LLC | 195,107 | $1,405 萬 | 0.24% | +52,129+36.5% | 加碼 |
| Daily Journal Corp大師每日期刊 | 195,000 | $1,404 萬 | 7.70% | 00.0% | 不變 |
| Partners Value Investments LP | 194,375 | $1,400 萬 | 0.21% | 00.0% | 不變 |
| Meritage Portfolio Management | 192,532 | $1,386 萬 | 0.88% | −2,734−1.4% | 減碼 |
| Stifel Financial Corp | 190,442 | $1,371 萬 | 0.02% | +40,514+27.0% | 加碼 |
| Quinn Opportunity Partners LLC | 189,798 | $1,367 萬 | 1.58% | 00.0% | 不變 |
| GFS Advisors, LLC | 189,090 | $1,366 萬 | 2.25% | 00.0% | 不變 |
| Meitav Dash Investments Ltd | 182,583 | $1,315 萬 | 0.23% | −49,992−21.5% | 減碼 |
| Artisan Partners Limited Partnership | 182,164 | $1,312 萬 | 0.02% | −33,374−15.5% | 減碼 |
| Philosophy Capital Management LLC | 178,709 | $1,287 萬 | 1.97% | +4,646+2.7% | 加碼 |
| Harber Asset Management LLC | 177,263 | $1,276 萬 | 3.41% | −13,272−7.0% | 減碼 |
| RWC Asset Management LLP | 175,367 | $1,263 萬 | 0.89% | −105,734−37.6% | 減碼 |
| Davis Selected Advisers | 169,908 | $1,223 萬 | 0.07% | −12,284−6.7% | 減碼 |
| PEAK6 Investments LLC | 169,561 | $1,221 萬 | 0.57% | +48,005+39.5% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 164,984 | $1,200 萬 | 0.06% | −150,211−47.7% | 減碼 |
| LMR Partners LLP | 165,831 | $1,194 萬 | 0.26% | +165,831 | 新進 |
| 683 Capital Management, LLC | 165,200 | $1,189 萬 | 1.25% | 00.0% | 不變 |
| Leonteq Securities AG | 165,028 | $1,188 萬 | 1.66% | +71,156+75.8% | 加碼 |
| Trexquant Investment LP | 162,033 | $1,167 萬 | 0.18% | +162,033 | 新進 |
| Canada Pension Plan Investment Board | 160,400 | $1,155 萬 | 0.01% | +111,300+226.7% | 加碼 |
| TT International Asset Management LTD | 157,760 | $1,136 萬 | 1.45% | 00.0% | 不變 |
| Schroder Investment Management Group | 155,498 | $1,120 萬 | 0.01% | −20,588−11.7% | 減碼 |
| Taikang Asset Management (Hong Kong) Co Ltd | 155,000 | $1,116 萬 | 1.73% | −182,878−54.1% | 減碼 |
| Scion Asset Management, LLC | 155,000 | $1,116 萬 | 21.26% | +30,000+24.0% | 加碼 |