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 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 | $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 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 |
|---|---|---|---|---|---|
| Georgetown University | 107,819 | $1,144 萬 | 3.57% | 00.0% | 不變 |
| Douglas Lane & Associates, LLC | 108,348 | $1,150 萬 | 0.16% | −10,675−9.0% | 減碼 |
| Philip James Wealth Mangement, LLC | 110,916 | $1,177 萬 | 1.45% | +110,916 | 新進 |
| Osborne Partners Capital Management, LLC | 112,344 | $1,192 萬 | 0.68% | +2,752+2.5% | 加碼 |
| Cetera Investment Advisers | 113,759 | $1,207 萬 | 0.03% | +15,038+15.2% | 加碼 |
| Soros Capital Management LLC | 114,000 | $1,210 萬 | 2.91% | +114,000 | 新進 |
| Arrowstreet Capital, Limited Partnership | 886,190 | $1,210 萬 | 0.01% | +473,423+114.7% | 加碼 |
| Brightlight Capital Management LP | 114,600 | $1,216 萬 | 5.86% | +114,600 | 新進 |
| Pine Valley Investments Ltd Liability Co | 114,981 | $1,220 萬 | 0.84% | +20,654+21.9% | 加碼 |
| 7G Capital Management, LLC | 115,500 | $1,226 萬 | 5.28% | 00.0% | 不變 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 116,154 | $1,233 萬 | 1.02% | 00.0% | 不變 |
| Baker Avenue Asset Management, LP | 117,740 | $1,249 萬 | 0.40% | −860−0.7% | 減碼 |
| Generate Investment Management Ltd | 119,264 | $1,266 萬 | 0.85% | +119,264 | 新進 |
| Taikang Asset Management (Hong Kong) Co Ltd | 120,000 | $1,273 萬 | 1.34% | −35,000−22.6% | 減碼 |
| Clearbridge Investments, LLC | 121,691 | $1,291 萬 | 0.01% | +121,691 | 新進 |
| Creative Planning | 122,865 | $1,304 萬 | 0.01% | −8,614−6.6% | 減碼 |
| Crossmark Global Holdings, Inc. | 123,751 | $1,313 萬 | 0.23% | −31,050−20.1% | 減碼 |
| HBK Investments L P | 125,961 | $1,337 萬 | 0.25% | +125,961 | 新進 |
| Commonwealth Equity Services, LLC | 126,418 | $1,342 萬 | 0.02% | −13,597−9.7% | 減碼 |
| Holowesko Partners Ltd. | 127,500 | $1,353 萬 | 7.16% | 00.0% | 不變 |
| LMR Partners LLP | 127,691 | $1,355 萬 | 0.30% | −38,140−23.0% | 減碼 |
| Davis Selected Advisers | 127,784 | $1,356 萬 | 0.08% | −42,124−24.8% | 減碼 |
| Foundations Investment Advisors, LLC | 128,352 | $1,362 萬 | 0.29% | +13,168+11.4% | 加碼 |
| Yarbrough Capital, LLC | 128,704 | $1,366 萬 | 0.56% | 00.0% | 不變 |
| Arvin Capital Management LP | 130,038 | $1,380 萬 | 5.82% | +130,038 | 新進 |
| Element Capital Management LLC | 130,062 | $1,380 萬 | 0.62% | +130,062 | 新進 |
| Verition Fund Management LLC | 130,127 | $1,381 萬 | 0.09% | −332,326−71.9% | 減碼 |
| Northwestern Mutual Wealth Management Co | 130,243 | $1,382 萬 | 0.01% | −24,722−16.0% | 減碼 |
| Voya Investment Management LLC | 130,451 | $1,384 萬 | 0.01% | −813,914−86.2% | 減碼 |
| Advisor Group Holdings, Inc. | 130,442 | $1,385 萬 | 0.03% | +6,455+5.2% | 加碼 |
| Bank of Nova Scotia | 130,738 | $1,387 萬 | 0.03% | +78,832+151.9% | 加碼 |
| Marex Group plc | 130,969 | $1,390 萬 | 0.32% | −82,108−38.5% | 減碼 |
| National Bank of Canada | 132,742 | $1,409 萬 | 0.02% | −139,057−51.2% | 減碼 |
| Artisan Partners Limited Partnership | 134,233 | $1,424 萬 | 0.02% | −47,931−26.3% | 減碼 |
| Virtu Financial LLC | 134,686 | $1,429 萬 | 0.79% | +122,800+1,033.1% | 加碼 |
| WT Asset Management Ltd | 136,577 | $1,449 萬 | 2.85% | +136,577 | 新進 |
| Discovery Capital Management, LLC | 137,900 | $1,463 萬 | 1.79% | +58,200+73.0% | 加碼 |
| Progeny 3, Inc. | 138,000 | $1,464 萬 | 1.23% | 00.0% | 不變 |
| Mirae Asset Global Investments Co., Ltd. | 138,334 | $1,469 萬 | 0.06% | −26,650−16.2% | 減碼 |
| Rockefeller Capital Management L.P. | 141,356 | $1,500 萬 | 0.04% | −180,204−56.0% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 139,678 | $1,506 萬 | 0.13% | +42,217+43.3% | 加碼 |
| GenTrust, LLC | 142,142 | $1,508 萬 | 0.74% | +946+0.7% | 加碼 |
| Woodline Partners LP | 142,277 | $1,510 萬 | 0.13% | −93,530−39.7% | 減碼 |
| QV Investors Inc. | 142,797 | $1,515 萬 | 1.34% | +52,330+57.8% | 加碼 |
| Tamar Securities, LLC | 143,516 | $1,523 萬 | 2.14% | +14,924+11.6% | 加碼 |
| Delta Global Management LP | 144,073 | $1,529 萬 | 1.03% | +144,073 | 新進 |
| Mediolanum International Funds Ltd | 145,333 | $1,557 萬 | 0.22% | −3,571−2.4% | 減碼 |
| MIC Capital Management UK LLP | 150,000 | $1,592 萬 | 2.21% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 1,697,358 | $1,600 萬 | 0.07% | +1,679,117+9,205.2% | 加碼 |
| Schroder Investment Management Group | 150,007 | $1,610 萬 | 0.02% | −5,491−3.5% | 減碼 |
| Quinn Opportunity Partners LLC | 152,770 | $1,621 萬 | 1.62% | −37,028−19.5% | 減碼 |
| Twinbeech Capital LP | 153,199 | $1,626 萬 | 0.31% | +153,199 | 新進 |
| Compagnie Lombard Odier SCmA | 157,404 | $1,670 萬 | 0.26% | −48,313−23.5% | 減碼 |
| Gemsstock Limited | 157,800 | $1,675 萬 | 8.10% | +157,800 | 新進 |
| Ancient Art, L.P. | 161,629 | $1,715 萬 | 3.97% | −35,000−17.8% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 163,938 | $1,740 萬 | 0.04% | +11,345+7.4% | 加碼 |
| Harvest Fund Management Co., Ltd | 166,849 | $1,771 萬 | 1.05% | −64,051−27.7% | 減碼 |
| Ci Investments Inc. | 168,706 | $1,790 萬 | 0.07% | +47,585+39.3% | 加碼 |
| Warther Private Wealth, LLC | 173,085 | $1,837 萬 | 6.48% | +44,905+35.0% | 加碼 |
| Philosophy Capital Management LLC | 173,193 | $1,838 萬 | 2.55% | −5,516−3.1% | 減碼 |
| Nishkama Capital, LLC | 174,006 | $1,847 萬 | 2.85% | +49,093+39.3% | 加碼 |
| Maxi Investments CY Ltd | 179,427 | $1,904 萬 | 5.08% | +60,000+50.2% | 加碼 |
| Meitav Dash Investments Ltd | 182,560 | $1,927 萬 | 0.32% | −230.0% | 減碼 |
| Allianz Asset Management GmbH | 182,728 | $1,939 萬 | 0.03% | −51,578−22.0% | 減碼 |
| Quantitative Investment Management, LLC | 183,195 | $1,944 萬 | 1.92% | +183,195 | 新進 |
| Kopernik Global Investors, LLC | 185,063 | $1,964 萬 | 1.96% | −153,084−45.3% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 186,490 | $1,979 萬 | 0.17% | +43,800+30.7% | 加碼 |
| Meritage Portfolio Management | 190,988 | $2,027 萬 | 1.24% | −1,544−0.8% | 減碼 |
| Partners Value Investments LP | 194,375 | $2,063 萬 | 0.24% | 00.0% | 不變 |
| Polymer Capital Management (HK) LTD | 194,474 | $2,064 萬 | 4.78% | −33,226−14.6% | 減碼 |
| Daily Journal Corp大師每日期刊 | 195,000 | $2,069 萬 | 11.17% | 00.0% | 不變 |
| Varma Mutual Pension Insurance Co | 213,400 | $2,091 萬 | 0.17% | −568,432−72.7% | 減碼 |
| Infini Capital Management Ltd | 198,050 | $2,102 萬 | 18.08% | +198,050 | 新進 |
| Scion Asset Management, LLC | 200,000 | $2,122 萬 | 25.55% | +45,000+29.0% | 加碼 |
| Mount Lucas Management LP | 200,000 | $2,122 萬 | 7.23% | +200,000 | 新進 |
| Optimas Capital Ltd | 204,200 | $2,167 萬 | 20.55% | +204,200 | 新進 |
| Platinum Investment Management Ltd | 206,718 | $2,194 萬 | 0.99% | −430,585−67.6% | 減碼 |
| Genesis Investment Management, LLP | 207,269 | $2,200 萬 | 4.25% | −16,011−7.2% | 減碼 |
| Harber Asset Management LLC | 207,464 | $2,202 萬 | 6.58% | +30,201+17.0% | 加碼 |
| Arnhold LLC | 208,792 | $2,216 萬 | 2.15% | −412−0.2% | 減碼 |
| Capital International Investors | 212,048 | $2,252 萬 | 0.00% | +213+0.1% | 加碼 |
| Oaktree Capital Management LP大師橡樹資本 | 224,719 | $2,385 萬 | 0.40% | +102,144+83.3% | 加碼 |
| Point72 (DIFC) Ltd | 228,022 | $2,420 萬 | 1.87% | +228,022 | 新進 |
| Pictet Asset Management Holding SA | 229,411 | $2,435 萬 | 0.03% | −251,318−52.3% | 減碼 |
| Brandywine Global Investment Management, LLC | 226,478 | $2,442 萬 | 0.16% | +7,760+3.5% | 加碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 246,016 | $2,611 萬 | 0.83% | +4,614+1.9% | 加碼 |
| Vontobel Holding Ltd. | 249,166 | $2,644 萬 | 0.09% | −122,302−32.9% | 減碼 |
| Flossbach Von Storch AG | 250,243 | $2,656 萬 | 0.10% | +5,000+2.0% | 加碼 |
| State of Michigan Retirement System | 257,000 | $2,727 萬 | 0.14% | 00.0% | 不變 |
| UniSuper Management Pty Ltd | 264,442 | $2,806 萬 | 0.21% | 00.0% | 不變 |
| Great West Life Assurance Co | 266,244 | $2,827 萬 | 0.05% | +34,334+14.8% | 加碼 |
| Stifel Financial Corp | 266,849 | $2,832 萬 | 0.03% | +76,407+40.1% | 加碼 |
| Public Employees Retirement System of Ohio | 268,364 | $2,848 萬 | 0.12% | +268,364 | 新進 |
| Massachusetts Financial Services Co | 269,805 | $2,863 萬 | 0.01% | +266,361+7,734.1% | 加碼 |
| Newlands Management Operations LLC | 269,858 | $2,864 萬 | 0.21% | 00.0% | 不變 |
| Caledonia Investments PLC | 278,000 | $2,951 萬 | 3.24% | 00.0% | 不變 |
| Think Investments LP | 278,400 | $2,954 萬 | 5.77% | +35,852+14.8% | 加碼 |
| Walleye Capital LLC | 280,063 | $2,972 萬 | 0.32% | +155,445+124.7% | 加碼 |
| Truist Financial Corp | 280,229 | $2,974 萬 | 0.05% | −1,275−0.5% | 減碼 |
| RWC Asset Management LLP | 293,541 | $3,115 萬 | 1.81% | +118,174+67.4% | 加碼 |