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 $227.5 億；阿帕盧薩、H&H 國際投資等 7 位大師持有。
2024 年第 3 季 13F 持有人
Alibaba Group Holding Ltd 在 2024/9/30 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
- 1,238
- 較 2024 年第 2 季 +139 家
- 持有股數
- 3.69 億
- 較 2024 年第 2 季 +2,499 萬 (+7.3%)
- 總市值
- $389.0 億
- 較 2024 年第 2 季 +$141.3 億 (+57.0%)
- 新進機構
- 242
- 另有 386 家加碼
- 清倉機構
- 103
- 另有 418 家減碼
另有 11 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 | $227.5 億 |
| 2026 年第 1 季 | 1,351 | $311.9 億 |
| 2025 年第 4 季 | 1,439 | $403.4 億 |
| 2025 年第 3 季 | 1,420 | $506.6 億 |
| 2025 年第 2 季 | 1,276 | $310.4 億 |
| 2025 年第 1 季 | 1,405 | $476.0 億 |
| 2024 年第 4 季 | 1,210 | $278.1 億 |
| 2024 年第 3 季 | 1,238 | $403.9 億 |
| 2024 年第 2 季 | 1,110 | $258.1 億 |
| 2024 年第 1 季 | 1,126 | $285.7 億 |
| 2023 年第 4 季 | 1,160 | $280.2 億 |
| 2023 年第 3 季 | 1,159 | $310.2 億 |
| 2023 年第 2 季 | 1,157 | $443.5 億 |
| 2023 年第 1 季 | 1,253 | $376.7 億 |
| 2022 年第 4 季 | 1,173 | $340.3 億 |
| 2022 年第 3 季 | 1,141 | $300.2 億 |
| 2022 年第 2 季 | 1,307 | $466.5 億 |
| 2022 年第 1 季 | 1,323 | $463.6 億 |
| 2021 年第 4 季 | 1,413 | $577.1 億 |
| 2021 年第 3 季 | 1,539 | $866.1 億 |
| 2021 年第 2 季 | 1,900 | $1,505 億 |
| 2021 年第 1 季 | 1,881 | $2,025 億 |
2024 年第 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Primecap Management Co | 21,917,552 | $23.3 億 | 1.71% | +46,565+0.2% | 加碼 |
| Sanders Capital, LLC | 18,460,434 | $19.6 億 | 2.84% | +60,667+0.3% | 加碼 |
| Dodge & Cox | 18,086,570 | $19.2 億 | 1.09% | +52,500+0.3% | 加碼 |
| FIL Ltd | 14,023,200 | $14.9 億 | 1.35% | +821,563+6.2% | 加碼 |
| JPMorgan Chase & Co | 13,984,198 | $14.8 億 | 0.12% | +2,378,966+20.5% | 加碼 |
| Price T Rowe Associates Inc | 12,798,908 | $13.6 億 | 0.16% | +4,174,901+48.4% | 加碼 |
| Norges Bank | 10,730,843 | $11.4 億 | 0.16% | +5,095,970+90.4% | 加碼 |
| Goldman Sachs Group Inc | 10,143,444 | $10.8 億 | 0.21% | +732,224+7.8% | 加碼 |
| Appaloosa LP大師阿帕盧薩 | 10,000,000 | $10.6 億 | 15.76% | −500,000−4.8% | 減碼 |
| Morgan Stanley | 9,600,158 | $10.2 億 | 0.07% | −1,166,785−10.8% | 減碼 |
| Temasek Holdings (Private) Ltd | 9,207,897 | $9.77 億 | 3.96% | 00.0% | 不變 |
| HSBC Holdings PLC | 8,878,345 | $9.49 億 | 0.59% | −805,102−8.3% | 減碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 8,827,600 | $9.37 億 | 20.57% | +3,448,152+64.1% | 加碼 |
| Bank of America Corp | 6,238,236 | $6.62 億 | 0.06% | −3,676,918−37.1% | 減碼 |
| Assenagon Asset Management S.A. | 6,125,542 | $6.50 億 | 1.34% | +5,715,155+1,392.6% | 加碼 |
| Invesco Ltd. | 6,121,402 | $6.50 億 | 0.13% | +5,557,447+985.4% | 加碼 |
| H&H International Investment, LLC大師H&H 國際投資 | 5,443,730 | $5.78 億 | 3.49% | −863,100−13.7% | 減碼 |
| Fisher Asset Management, LLC | 5,015,071 | $5.32 億 | 0.22% | −33,887−0.7% | 減碼 |
| Loomis Sayles & Co L P | 4,897,495 | $5.20 億 | 0.68% | −230,030−4.5% | 減碼 |
| Lazard Asset Management LLC | 4,387,924 | $4.66 億 | 0.62% | +509,532+13.1% | 加碼 |
| Alyeska Investment Group, L.P. | 3,934,076 | $4.17 億 | 2.13% | +2,019,503+105.5% | 加碼 |
| UBS Asset Management Americas Inc | 3,857,760 | $4.09 億 | 0.11% | +3,740,150+3,180.1% | 加碼 |
| FMR LLC | 3,611,571 | $3.83 億 | 0.02% | +2,959,954+454.2% | 加碼 |
| BlackRock, Inc. | 3,242,963 | $3.44 億 | 0.01% | +3,242,963 | 新進 |
| UBS Group AG | 3,110,410 | $3.30 億 | 0.09% | −704,928−18.5% | 減碼 |
| Jane Street Group, LLC | 3,062,475 | $3.25 億 | 0.52% | −5,507,578−64.3% | 減碼 |
| Discerene Group LP | 2,967,087 | $3.15 億 | 37.37% | +100.0% | 加碼 |
| RWWM, Inc. | 2,851,198 | $3.03 億 | 27.95% | −113,434−3.8% | 減碼 |
| AMF Pensionsforsakring AB | 2,789,883 | $2.96 億 | 2.12% | +178,999+6.9% | 加碼 |
| Coatue Management LLC大師Coatue | 2,714,216 | $2.88 億 | 1.07% | +2,441,557+895.5% | 加碼 |
| Macquarie Group Ltd | 2,710,421 | $2.88 億 | 0.31% | +65,633+2.5% | 加碼 |
| Citigroup Inc | 2,679,512 | $2.84 億 | 0.26% | −484,682−15.3% | 減碼 |
| Ruffer LLP | 2,630,839 | $2.79 億 | 8.80% | +304,581+13.1% | 加碼 |
| Old Mission Capital LLC | 2,506,596 | $2.66 億 | 5.84% | +2,506,596 | 新進 |
| Brookfield Asset Management Inc. | 2,368,055 | $2.51 億 | 1.42% | −366,060−13.4% | 減碼 |
| Royal Bank of Canada | 2,148,152 | $2.28 億 | 0.05% | +178,855+9.1% | 加碼 |
| Allspring Global Investments Holdings, LLC | 1,993,617 | $2.12 億 | 0.33% | −123,157−5.8% | 減碼 |
| Wellington Management Group LLP | 1,981,205 | $2.10 億 | 0.04% | −11,947−0.6% | 減碼 |
| Blue Pool Management Ltd. | 1,957,500 | $2.08 億 | 75.03% | 00.0% | 不變 |
| Slate Path Capital LP | 1,929,300 | $2.05 億 | 3.43% | +762,800+65.4% | 加碼 |
| Man Group plc | 1,852,094 | $1.97 億 | 0.56% | −254,543−12.1% | 減碼 |
| Eminence Capital, LP | 1,843,723 | $1.96 億 | 2.97% | +13,336+0.7% | 加碼 |
| Martin Currie Ltd | 1,656,248 | $1.79 億 | 6.34% | −168,257−9.2% | 減碼 |
| North of South Capital LLP | 1,675,328 | $1.78 億 | 26.96% | +418,609+33.3% | 加碼 |
| Marshall Wace, LLP | 1,657,716 | $1.76 億 | 0.23% | +232,772+16.3% | 加碼 |
| Dimensional Fund Advisors LP | 1,637,569 | $1.74 億 | 0.04% | −223,570−12.0% | 減碼 |
| Nordea Investment Management AB | 1,582,154 | $1.74 億 | 0.20% | −69,184−4.2% | 減碼 |
| Millennium Management LLC | 1,624,387 | $1.72 億 | 0.15% | −457,380−22.0% | 減碼 |
| Public Investment Fund | 1,610,654 | $1.71 億 | 0.88% | 00.0% | 不變 |
| Alliancebernstein L.P. | 1,553,694 | $1.65 億 | 0.06% | −115,615−6.9% | 減碼 |
| American Century Companies Inc | 1,435,451 | $1.52 億 | 0.09% | −115,683−7.5% | 減碼 |
| Bamco Inc | 1,434,625 | $1.52 億 | 0.40% | +86,056+6.4% | 加碼 |
| D. E. Shaw & Co., Inc. | 1,355,576 | $1.44 億 | 0.19% | +939,419+225.7% | 加碼 |
| Barclays PLC | 1,332,064 | $1.41 億 | 0.06% | −219,033−14.1% | 減碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | 1,306,000 | $1.39 億 | 2.77% | +281,000+27.4% | 加碼 |
| ARGA Investment Management, LP | 1,287,882 | $1.37 億 | 4.52% | −2,623,450−67.1% | 減碼 |
| BNP Paribas Arbitrage, SA | 1,177,439 | $1.25 億 | 0.12% | −33,104−2.7% | 減碼 |
| Russell Investments Group, Ltd. | 1,174,053 | $1.25 億 | 0.18% | +68,263+6.2% | 加碼 |
| GMT Capital Corp | 1,170,700 | $1.24 億 | 4.96% | −87,800−7.0% | 減碼 |
| RWC Asset Advisors (US) LLC | 1,101,444 | $1.17 億 | 13.97% | +304,232+38.2% | 加碼 |
| Aspex Management (HK) Ltd | 1,093,054 | $1.16 億 | 3.07% | +1,093,054 | 新進 |
| Janus Henderson Group PLC | 1,081,188 | $1.15 億 | 0.06% | +490,694+83.1% | 加碼 |
| Maple Rock Capital Partners Inc. | 1,064,300 | $1.13 億 | 6.42% | −13,200−1.2% | 減碼 |
| Northern Trust Corp | 1,022,046 | $1.08 億 | 0.02% | +91,964+9.9% | 加碼 |
| Employees Provident Fund Board | 1,000,000 | $1.06 億 | 1.45% | 00.0% | 不變 |
| Neuberger Berman Group LLC | 972,727 | $1.03 億 | 0.08% | +109,601+12.7% | 加碼 |
| Renaissance Technologies LLC | 971,000 | $1.03 億 | 0.15% | −364,600−27.3% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 904,515 | $9,600 萬 | 0.22% | +90,573+11.1% | 加碼 |
| Causeway Capital Management LLC | 887,317 | $9,416 萬 | 2.31% | +240,713+37.2% | 加碼 |
| Simplex Trading, LLC | 859,211 | $9,118 萬 | 3.07% | +59,965+7.5% | 加碼 |
| Edmond de Rothschild Holding S.A. | 840,611 | $8,921 萬 | 1.44% | −125,330−13.0% | 減碼 |
| Handelsbanken Fonder AB | 822,904 | $8,733 萬 | 0.35% | +50,000+6.5% | 加碼 |
| Contrarius Investment Management Ltd | 818,953 | $8,691 萬 | 4.95% | −240,928−22.7% | 減碼 |
| HighTower Advisors, LLC | 794,966 | $8,430 萬 | 0.12% | −59,938−7.0% | 減碼 |
| Trivest Advisors Ltd | 790,000 | $8,383 萬 | 4.76% | +760,000+2,533.3% | 加碼 |
| CapitalatWork S.A. | 780,335 | $8,281 萬 | 2.81% | +30,740+4.1% | 加碼 |
| Hudson Bay Capital Management LP | 780,000 | $8,277 萬 | 0.57% | +355,000+83.5% | 加碼 |
| Qube Research & Technologies Ltd | 742,423 | $7,879 萬 | 0.14% | +117,920+18.9% | 加碼 |
| Wells Fargo & Company | 733,328 | $7,782 萬 | 0.02% | −1,182−0.2% | 減碼 |
| Carrhae Capital LLP | 724,856 | $7,692 萬 | 8.79% | −276,192−27.6% | 減碼 |
| Brandes Investment Partners, LP | 714,770 | $7,585 萬 | 0.85% | +3,716+0.5% | 加碼 |
| GTS Securities LLC | 692,588 | $7,350 萬 | 1.48% | +203,889+41.7% | 加碼 |
| Gladstone Capital Management LLP | 673,317 | $7,145 萬 | 6.01% | +570,176+552.8% | 加碼 |
| Patient Capital Management, LLC | 658,726 | $6,990 萬 | 3.43% | −67,800−9.3% | 減碼 |
| Long Focus Capital Management, LLC | 635,000 | $6,739 萬 | 5.96% | 00.0% | 不變 |
| Cowen and Company, LLC | 631,199 | $6,698 萬 | 2.31% | +106,573+20.3% | 加碼 |
| Legal & General Group Plc | 603,842 | $6,409 萬 | 0.02% | −63,373−9.5% | 減碼 |
| Bank of Montreal | 595,626 | $6,393 萬 | 0.03% | +595,626 | 新進 |
| SEI Investments Co | 586,396 | $6,223 萬 | 0.08% | −114,331−16.3% | 減碼 |
| Canada Pension Plan Investment Board | 575,000 | $6,102 萬 | 0.06% | +414,600+258.5% | 加碼 |
| Capital World Investors | 560,073 | $5,943 萬 | 0.01% | +39,972+7.7% | 加碼 |
| State Street Corp | 531,933 | $5,645 萬 | 0.00% | −1,840−0.3% | 減碼 |
| M&G Plc | 520,057 | $5,513 萬 | 0.20% | +9,026+1.8% | 加碼 |
| UG Investment Advisers Ltd. | 514,922 | $5,464 萬 | 20.53% | −19,802−3.7% | 減碼 |
| Bridgewater Associates, LP | 512,303 | $5,437 萬 | 0.31% | +512,303 | 新進 |
| Clark Capital Management Group, Inc. | 503,130 | $5,339 萬 | 0.37% | +503,130 | 新進 |
| Novo Holdings A/S | 500,827 | $5,315 萬 | 2.64% | 00.0% | 不變 |
| Davis Asset Management, L.P. | 500,000 | $5,306 萬 | 2.12% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 499,107 | $5,297 萬 | 0.09% | −856,161−63.2% | 減碼 |
| Thornburg Investment Management Inc | 498,853 | $5,294 萬 | 0.69% | +23,648+5.0% | 加碼 |