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 |
|---|---|---|---|---|---|
| Todd Asset Management LLC | 294,280 | $3,123 萬 | 0.73% | +42,202+16.7% | 加碼 |
| Clearline Capital LP | 294,849 | $3,129 萬 | 2.77% | −69,000−19.0% | 減碼 |
| Deprince Race & Zollo Inc | 310,928 | $3,300 萬 | 0.63% | +310,928 | 新進 |
| Raymond James Financial Services Advisors, Inc. | 312,794 | $3,319 萬 | 0.04% | +59,108+23.3% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 314,327 | $3,336 萬 | 0.10% | +15,416+5.2% | 加碼 |
| Private Management Group Inc | 324,226 | $3,441 萬 | 1.21% | +565+0.2% | 加碼 |
| Kensico Capital Management Corp | 335,000 | $3,555 萬 | 0.94% | +335,000 | 新進 |
| Squarepoint Ops LLC | 341,656 | $3,626 萬 | 0.12% | +112,463+49.1% | 加碼 |
| Deutsche Bank AG | 347,068 | $3,683 萬 | 0.02% | −94,334−21.4% | 減碼 |
| Alberta Investment Management Corp | 354,454 | $3,761 萬 | 0.32% | +354,454 | 新進 |
| Origin Asset Management LLP | 366,820 | $3,893 萬 | 19.23% | −440,600−54.6% | 減碼 |
| TT International Asset Management LTD | 366,871 | $3,893 萬 | 4.78% | +209,111+132.6% | 加碼 |
| Amundi | 358,931 | $3,937 萬 | 0.01% | +105,423+41.6% | 加碼 |
| Antipodes Partners Ltd | 375,427 | $3,984 萬 | 1.38% | −639,743−63.0% | 減碼 |
| Baird Financial Group, Inc. | 377,708 | $4,008 萬 | 0.08% | +25,407+7.2% | 加碼 |
| Fort Washington Investment Advisors Inc | 397,935 | $4,223 萬 | 0.26% | −5,102−1.3% | 減碼 |
| Raymond James & Associates | 403,766 | $4,285 萬 | 0.03% | +9,020+2.3% | 加碼 |
| ArrowMark Colorado Holdings LLC | 407,100 | $4,320 萬 | 0.55% | −65,500−13.9% | 減碼 |
| Polunin Capital Partners Ltd | 423,176 | $4,333 萬 | 10.14% | +423,176 | 新進 |
| Cubist Systematic Strategies, LLC | 413,986 | $4,393 萬 | 0.66% | +218,879+112.2% | 加碼 |
| Ameriprise Financial Inc | 417,310 | $4,431 萬 | 0.01% | +39,064+10.3% | 加碼 |
| Cerity Partners LLC | 435,571 | $4,622 萬 | 0.10% | −37,537−7.9% | 減碼 |
| Nuveen Asset Management, LLC | 441,822 | $4,689 萬 | 0.01% | −14,739−3.2% | 減碼 |
| Harel Insurance Investments & Financial Services Ltd. | 446,412 | $4,737 萬 | 0.82% | +1000.0% | 加碼 |
| CIBC World Markets Inc. | 450,165 | $4,777 萬 | 0.11% | −100,034−18.2% | 減碼 |
| Alta Park Capital, LP | 452,558 | $4,803 萬 | 6.73% | +452,558 | 新進 |
| LPL Financial LLC | 452,873 | $4,806 萬 | 0.02% | +16,191+3.7% | 加碼 |
| Aviva PLC | 462,365 | $4,907 萬 | 0.13% | −113,518−19.7% | 減碼 |
| New York State Common Retirement Fund | 465,072 | $4,935 萬 | 0.07% | −98,038−17.4% | 減碼 |
| CIBC Private Wealth Group, LLC | 471,477 | $5,003 萬 | 0.09% | +21,927+4.9% | 加碼 |
| Natixis Advisors, L.P. | 471,967 | $5,009 萬 | 0.10% | −83,140−15.0% | 減碼 |
| Envestnet Asset Management Inc | 474,635 | $5,037 萬 | 0.02% | +125,701+36.0% | 加碼 |
| Walleye Trading LLC | 475,942 | $5,051 萬 | 1.21% | −390,808−45.1% | 減碼 |
| STRS Ohio | 484,827 | $5,145 萬 | 0.20% | 00.0% | 不變 |
| Franklin Resources Inc | 478,299 | $5,157 萬 | 0.01% | −558−0.1% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 575,946 | $5,159 萬 | 0.52% | −274,151−32.2% | 減碼 |
| AXA S.A. | 491,748 | $5,218 萬 | 0.15% | −26,202−5.1% | 減碼 |
| Citadel Advisors LLC | 498,263 | $5,288 萬 | 0.06% | −1,119,655−69.2% | 減碼 |
| Thornburg Investment Management Inc | 498,853 | $5,294 萬 | 0.69% | +23,648+5.0% | 加碼 |
| Susquehanna International Group, LLP | 499,107 | $5,297 萬 | 0.09% | −856,161−63.2% | 減碼 |
| Davis Asset Management, L.P. | 500,000 | $5,306 萬 | 2.12% | 00.0% | 不變 |
| Novo Holdings A/S | 500,827 | $5,315 萬 | 2.64% | 00.0% | 不變 |
| Clark Capital Management Group, Inc. | 503,130 | $5,339 萬 | 0.37% | +503,130 | 新進 |
| Bridgewater Associates, LP | 512,303 | $5,437 萬 | 0.31% | +512,303 | 新進 |
| UG Investment Advisers Ltd. | 514,922 | $5,464 萬 | 20.53% | −19,802−3.7% | 減碼 |
| M&G Plc | 520,057 | $5,513 萬 | 0.28% | +9,026+1.8% | 加碼 |
| State Street Corp | 531,933 | $5,645 萬 | 0.00% | −1,840−0.3% | 減碼 |
| Capital World Investors | 560,073 | $5,943 萬 | 0.01% | +39,972+7.7% | 加碼 |
| Canada Pension Plan Investment Board | 575,000 | $6,102 萬 | 0.06% | +414,600+258.5% | 加碼 |
| SEI Investments Co | 586,396 | $6,223 萬 | 0.08% | −114,331−16.3% | 減碼 |
| Bank of Montreal | 595,626 | $6,393 萬 | 0.03% | +595,626 | 新進 |
| Legal & General Group Plc | 603,842 | $6,409 萬 | 0.02% | −63,373−9.5% | 減碼 |
| Cowen and Company, LLC | 631,199 | $6,698 萬 | 2.31% | +106,573+20.3% | 加碼 |
| Long Focus Capital Management, LLC | 635,000 | $6,739 萬 | 5.96% | 00.0% | 不變 |
| Patient Capital Management, LLC | 658,726 | $6,990 萬 | 3.43% | −67,800−9.3% | 減碼 |
| Gladstone Capital Management LLP | 673,317 | $7,145 萬 | 6.01% | +570,176+552.8% | 加碼 |
| GTS Securities LLC | 692,588 | $7,350 萬 | 1.48% | +203,889+41.7% | 加碼 |
| Brandes Investment Partners, LP | 714,770 | $7,585 萬 | 0.85% | +3,716+0.5% | 加碼 |
| Carrhae Capital LLP | 724,856 | $7,692 萬 | 8.79% | −276,192−27.6% | 減碼 |
| Wells Fargo & Company | 733,328 | $7,782 萬 | 0.02% | −1,182−0.2% | 減碼 |
| Qube Research & Technologies Ltd | 742,423 | $7,879 萬 | 0.14% | +117,920+18.9% | 加碼 |
| Hudson Bay Capital Management LP | 780,000 | $8,277 萬 | 0.57% | +355,000+83.5% | 加碼 |
| CapitalatWork S.A. | 780,335 | $8,281 萬 | 2.81% | +30,740+4.1% | 加碼 |
| Trivest Advisors Ltd | 790,000 | $8,383 萬 | 4.76% | +760,000+2,533.3% | 加碼 |
| HighTower Advisors, LLC | 794,966 | $8,430 萬 | 0.12% | −59,938−7.0% | 減碼 |
| Contrarius Investment Management Ltd | 818,953 | $8,691 萬 | 4.95% | −240,928−22.7% | 減碼 |
| Handelsbanken Fonder AB | 822,904 | $8,733 萬 | 0.35% | +50,000+6.5% | 加碼 |
| Edmond de Rothschild Holding S.A. | 840,611 | $8,921 萬 | 1.44% | −125,330−13.0% | 減碼 |
| Simplex Trading, LLC | 859,211 | $9,118 萬 | 3.07% | +59,965+7.5% | 加碼 |
| Causeway Capital Management LLC | 887,317 | $9,416 萬 | 2.31% | +240,713+37.2% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 904,515 | $9,600 萬 | 0.22% | +90,573+11.1% | 加碼 |
| Renaissance Technologies LLC | 971,000 | $1.03 億 | 0.15% | −364,600−27.3% | 減碼 |
| Neuberger Berman Group LLC | 972,727 | $1.03 億 | 0.08% | +109,601+12.7% | 加碼 |
| Employees Provident Fund Board | 1,000,000 | $1.06 億 | 1.45% | 00.0% | 不變 |
| Northern Trust Corp | 1,022,046 | $1.08 億 | 0.02% | +91,964+9.9% | 加碼 |
| Maple Rock Capital Partners Inc. | 1,064,300 | $1.13 億 | 6.42% | −13,200−1.2% | 減碼 |
| Janus Henderson Group PLC | 1,081,188 | $1.15 億 | 0.06% | +490,694+83.1% | 加碼 |
| Aspex Management (HK) Ltd | 1,093,054 | $1.16 億 | 3.07% | +1,093,054 | 新進 |
| RWC Asset Advisors (US) LLC | 1,101,444 | $1.17 億 | 13.97% | +304,232+38.2% | 加碼 |
| GMT Capital Corp | 1,170,700 | $1.24 億 | 4.96% | −87,800−7.0% | 減碼 |
| Russell Investments Group, Ltd. | 1,174,053 | $1.25 億 | 0.18% | +68,263+6.2% | 加碼 |
| BNP Paribas Arbitrage, SA | 1,177,439 | $1.25 億 | 0.12% | −33,104−2.7% | 減碼 |
| ARGA Investment Management, LP | 1,287,882 | $1.37 億 | 4.52% | −2,623,450−67.1% | 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 |
| Barclays PLC | 1,332,064 | $1.41 億 | 0.06% | −219,033−14.1% | 減碼 |
| D. E. Shaw & Co., Inc. | 1,355,576 | $1.44 億 | 0.19% | +939,419+225.7% | 加碼 |
| Bamco Inc | 1,434,625 | $1.52 億 | 0.40% | +86,056+6.4% | 加碼 |
| American Century Companies Inc | 1,435,451 | $1.52 億 | 0.09% | −115,683−7.5% | 減碼 |
| Alliancebernstein L.P. | 1,553,694 | $1.65 億 | 0.06% | −115,615−6.9% | 減碼 |
| Public Investment Fund | 1,610,654 | $1.71 億 | 0.88% | 00.0% | 不變 |
| Millennium Management LLC | 1,624,387 | $1.72 億 | 0.15% | −457,380−22.0% | 減碼 |
| Nordea Investment Management AB | 1,582,154 | $1.74 億 | 0.20% | −69,184−4.2% | 減碼 |
| Dimensional Fund Advisors LP | 1,637,569 | $1.74 億 | 0.04% | −223,570−12.0% | 減碼 |
| Marshall Wace, LLP | 1,657,716 | $1.76 億 | 0.23% | +232,772+16.3% | 加碼 |
| North of South Capital LLP | 1,675,328 | $1.78 億 | 26.96% | +418,609+33.3% | 加碼 |
| Martin Currie Ltd | 1,656,248 | $1.79 億 | 6.34% | −168,257−9.2% | 減碼 |
| Eminence Capital, LP | 1,843,723 | $1.96 億 | 2.97% | +13,336+0.7% | 加碼 |
| Man Group plc | 1,852,094 | $1.97 億 | 0.56% | −254,543−12.1% | 減碼 |
| Slate Path Capital LP | 1,929,300 | $2.05 億 | 3.43% | +762,800+65.4% | 加碼 |
| Blue Pool Management Ltd. | 1,957,500 | $2.08 億 | 75.03% | 00.0% | 不變 |