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 |
|---|---|---|---|---|---|
| Progeny 3, Inc. | 138,000 | $1,464 萬 | 1.23% | 00.0% | 不變 |
| Discovery Capital Management, LLC | 137,900 | $1,463 萬 | 1.79% | +58,200+73.0% | 加碼 |
| WT Asset Management Ltd | 136,577 | $1,449 萬 | 2.85% | +136,577 | 新進 |
| Virtu Financial LLC | 134,686 | $1,429 萬 | 0.79% | +122,800+1,033.1% | 加碼 |
| Artisan Partners Limited Partnership | 134,233 | $1,424 萬 | 0.02% | −47,931−26.3% | 減碼 |
| National Bank of Canada | 132,742 | $1,409 萬 | 0.02% | −139,057−51.2% | 減碼 |
| Marex Group plc | 130,969 | $1,390 萬 | 0.32% | −82,108−38.5% | 減碼 |
| Bank of Nova Scotia | 130,738 | $1,387 萬 | 0.03% | +78,832+151.9% | 加碼 |
| Advisor Group Holdings, Inc. | 130,442 | $1,385 萬 | 0.03% | +6,455+5.2% | 加碼 |
| Voya Investment Management LLC | 130,451 | $1,384 萬 | 0.01% | −813,914−86.2% | 減碼 |
| Northwestern Mutual Wealth Management Co | 130,243 | $1,382 萬 | 0.01% | −24,722−16.0% | 減碼 |
| Verition Fund Management LLC | 130,127 | $1,381 萬 | 0.09% | −332,326−71.9% | 減碼 |
| Element Capital Management LLC | 130,062 | $1,380 萬 | 0.62% | +130,062 | 新進 |
| Arvin Capital Management LP | 130,038 | $1,380 萬 | 5.82% | +130,038 | 新進 |
| Yarbrough Capital, LLC | 128,704 | $1,366 萬 | 0.56% | 00.0% | 不變 |
| Foundations Investment Advisors, LLC | 128,352 | $1,362 萬 | 0.29% | +13,168+11.4% | 加碼 |
| Davis Selected Advisers | 127,784 | $1,356 萬 | 0.08% | −42,124−24.8% | 減碼 |
| LMR Partners LLP | 127,691 | $1,355 萬 | 0.30% | −38,140−23.0% | 減碼 |
| Holowesko Partners Ltd. | 127,500 | $1,353 萬 | 7.16% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 126,418 | $1,342 萬 | 0.02% | −13,597−9.7% | 減碼 |
| HBK Investments L P | 125,961 | $1,337 萬 | 0.25% | +125,961 | 新進 |
| Crossmark Global Holdings, Inc. | 123,751 | $1,313 萬 | 0.23% | −31,050−20.1% | 減碼 |
| Creative Planning | 122,865 | $1,304 萬 | 0.01% | −8,614−6.6% | 減碼 |
| Clearbridge Investments, LLC | 121,691 | $1,291 萬 | 0.01% | +121,691 | 新進 |
| Taikang Asset Management (Hong Kong) Co Ltd | 120,000 | $1,273 萬 | 1.34% | −35,000−22.6% | 減碼 |
| Generate Investment Management Ltd | 119,264 | $1,266 萬 | 0.85% | +119,264 | 新進 |
| Baker Avenue Asset Management, LP | 117,740 | $1,249 萬 | 0.40% | −860−0.7% | 減碼 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 116,154 | $1,233 萬 | 1.02% | 00.0% | 不變 |
| 7G Capital Management, LLC | 115,500 | $1,226 萬 | 5.28% | 00.0% | 不變 |
| Pine Valley Investments Ltd Liability Co | 114,981 | $1,220 萬 | 0.84% | +20,654+21.9% | 加碼 |
| Brightlight Capital Management LP | 114,600 | $1,216 萬 | 5.86% | +114,600 | 新進 |
| Arrowstreet Capital, Limited Partnership | 886,190 | $1,210 萬 | 0.01% | +473,423+114.7% | 加碼 |
| Soros Capital Management LLC | 114,000 | $1,210 萬 | 2.91% | +114,000 | 新進 |
| Cetera Investment Advisers | 113,759 | $1,207 萬 | 0.03% | +15,038+15.2% | 加碼 |
| Osborne Partners Capital Management, LLC | 112,344 | $1,192 萬 | 0.68% | +2,752+2.5% | 加碼 |
| Philip James Wealth Mangement, LLC | 110,916 | $1,177 萬 | 1.45% | +110,916 | 新進 |
| Douglas Lane & Associates, LLC | 108,348 | $1,150 萬 | 0.16% | −10,675−9.0% | 減碼 |
| Georgetown University | 107,819 | $1,144 萬 | 3.57% | 00.0% | 不變 |
| USS Investment Management Ltd | 104,320 | $1,107 萬 | 0.08% | +104,320 | 新進 |
| Quadrature Capital Ltd | 104,040 | $1,104 萬 | 0.25% | +104,040 | 新進 |
| Toroso Investments, LLC | 102,952 | $1,093 萬 | 0.12% | −8,094−7.3% | 減碼 |
| Private Advisor Group, LLC | 100,975 | $1,072 萬 | 0.07% | +32,324+47.1% | 加碼 |
| NWF Advisory Services Inc. | 100,253 | $1,064 萬 | 1.55% | +7,395+8.0% | 加碼 |
| Long Corridor Asset Management Ltd | 100,000 | $1,061 萬 | 9.35% | 00.0% | 不變 |
| Cartenna Capital, LP | 100,000 | $1,061 萬 | 0.84% | +100,000 | 新進 |
| Caxton Associates LP | 99,718 | $1,058 萬 | 0.48% | +94,736+1,901.6% | 加碼 |
| Kapitalo Investimentos Ltda | 97,616 | $1,036 萬 | 2.53% | +97,616 | 新進 |
| Federation des caisses Desjardins du Quebec | 96,419 | $1,023 萬 | 0.05% | −12,698−11.6% | 減碼 |
| Central Asset Investments & Management Holdings (HK) Ltd | 94,457 | $1,002 萬 | 13.33% | +89,900+1,972.8% | 加碼 |
| Blair William & Co | 94,331 | $1,001 萬 | 0.03% | +8,654+10.1% | 加碼 |
| Morningstar Investment Services LLC | 91,210 | $979.0 萬 | 0.10% | +85+0.1% | 加碼 |
| Mackenzie Financial Corp | 90,976 | $965.4 萬 | 0.01% | 00.0% | 不變 |
| Ardmore Road Asset Management LP | 90,000 | $955.1 萬 | 1.23% | −312,000−77.6% | 減碼 |
| Erste Asset Management GmbH | 88,819 | $949.6 萬 | 0.11% | +30,819+53.1% | 加碼 |
| Boothe Investment Group, Inc. | 88,703 | $941.3 萬 | 4.30% | +675+0.8% | 加碼 |
| Bank of New York Mellon Corp | 88,144 | $935.4 萬 | 0.00% | −270,781−75.4% | 減碼 |
| Redwood Grove Capital, LLC | 87,340 | $926.9 萬 | 2.52% | 00.0% | 不變 |
| Fiduciary Alliance LLC | 86,317 | $916.0 萬 | 1.22% | +10,665+14.1% | 加碼 |
| BNP Paribas | 85,869 | $915.1 萬 | 0.38% | −3,734−4.2% | 減碼 |
| Nomura Holdings Inc | 85,107 | $903.2 萬 | 0.07% | −547,135−86.5% | 減碼 |
| Kestra Advisory Services, LLC | 84,088 | $892.3 萬 | 0.05% | +1,218+1.5% | 加碼 |
| Clough Capital Partners L P | 82,590 | $876.4 萬 | 0.90% | +82,590 | 新進 |
| Ramirez Asset Management, Inc. | 82,104 | $871.3 萬 | 1.67% | −1,793−2.1% | 減碼 |
| Evergreen Capital Management LLC | 81,355 | $863.3 萬 | 0.29% | +3,274+4.2% | 加碼 |
| Federated Hermes, Inc. | 80,700 | $856.4 萬 | 0.02% | −557−0.7% | 減碼 |
| Concentric Capital Strategies, LP | 80,077 | $849.8 萬 | 0.54% | +60,579+310.7% | 加碼 |
| Profund Advisors LLC | 78,830 | $836.5 萬 | 0.32% | −10,017−11.3% | 減碼 |
| GFG Capital, LLC | 68,300 | $821.1 萬 | 3.32% | −10,939−13.8% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 76,986 | $817.0 萬 | 0.03% | −1,222−1.6% | 減碼 |
| State of New Jersey Common Pension Fund D | 75,954 | $806.0 萬 | 0.03% | +10,515+16.1% | 加碼 |
| Oppenheimer & Co Inc | 75,792 | $804.3 萬 | 0.12% | −16,452−17.8% | 減碼 |
| DekaBank Deutsche Girozentrale | 71,870 | $799.6 萬 | 0.01% | +33,410+86.9% | 加碼 |
| Ally Financial Inc. | 75,000 | $795.9 萬 | 0.96% | 00.0% | 不變 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 73,589 | $788.0 萬 | 0.01% | +4,508+6.5% | 加碼 |
| Rathbone Brothers plc | 74,031 | $785.6 萬 | 0.04% | −11,439−13.4% | 減碼 |
| Aurora Investment Managers, LLC. | 73,250 | $777.3 萬 | 4.98% | +1,395+1.9% | 加碼 |
| GWM Advisors LLC | 72,592 | $770.3 萬 | 0.05% | +20,229+38.6% | 加碼 |
| Mariner, LLC | 70,078 | $743.9 萬 | 0.01% | +31,340+80.9% | 加碼 |
| Ratan Capital Management LP | 70,000 | $742.8 萬 | 2.00% | +70,000 | 新進 |
| Farley Capital L.P. | 69,776 | $740.5 萬 | 6.53% | 00.0% | 不變 |
| TownSquare Capital, LLC | 69,734 | $740.0 萬 | 0.09% | +51,713+287.0% | 加碼 |
| Yelin Lapidot Holdings Management Ltd. | 69,320 | $735.6 萬 | 1.21% | 00.0% | 不變 |
| Summa Corp. | 69,013 | $732.4 萬 | 3.51% | +23,000+50.0% | 加碼 |
| Liontrust Investment Partners LLP | 99,787 | $718.5 萬 | 0.10% | 00.0% | 不變 |
| Eisler Capital (UK) Ltd. | 66,973 | $710.7 萬 | 1.69% | −185,927−73.5% | 減碼 |
| Corecam Pte. Ltd. | 66,498 | $705.7 萬 | 4.62% | −30,750−31.6% | 減碼 |
| Alden Global Capital LLC | 65,691 | $697.1 萬 | 7.52% | −46,572−41.5% | 減碼 |
| XY Capital Ltd | 65,573 | $695.9 萬 | 3.75% | −152,546−69.9% | 減碼 |
| Quintet Private Bank (Europe) S.A. | 65,426 | $694.3 萬 | 0.40% | +4,186+6.8% | 加碼 |
| Pzena Investment Management LLC | 65,310 | $693.1 萬 | 0.02% | −315−0.5% | 減碼 |
| Claar Advisors LLC | 65,300 | $693.0 萬 | 2.33% | 00.0% | 不變 |
| 1832 Asset Management L.P. | 65,245 | $692.4 萬 | 0.01% | −4,324−6.2% | 減碼 |
| Banco Santander, S.A. | 64,793 | $687.6 萬 | 0.08% | −13,257−17.0% | 減碼 |
| O'Keefe Stevens Advisory, Inc. | 63,918 | $678.3 萬 | 2.05% | +13,873+27.7% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 63,199 | $670.7 萬 | 0.41% | +49,349+356.3% | 加碼 |
| Hi-Line Capital Management, LLC | 62,554 | $663.8 萬 | 3.26% | −13,619−17.9% | 減碼 |
| Renaissance Group LLC | 62,009 | $658.0 萬 | 0.27% | −706−1.1% | 減碼 |
| BOCHK Asset Management Ltd | 61,600 | $653.7 萬 | 1.95% | +61,600 | 新進 |
| Zweig-DiMenna Associates LLC | 61,500 | $652.6 萬 | 0.66% | +52,489+582.5% | 加碼 |
| Capital Fund Management S.A. | 60,860 | $645.8 萬 | 0.07% | −46,338−43.2% | 減碼 |