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 4 季 13F 持有人
Alibaba Group Holding Ltd 在 2024/12/31 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
- 1,210
- 較 2024 年第 3 季 −5 家
- 持有股數
- 3.27 億
- 較 2024 年第 3 季 −4,045 萬 (−11.0%)
- 總市值
- $276.9 億
- 較 2024 年第 3 季 −$110.2 億 (−28.5%)
- 新進機構
- 206
- 另有 385 家加碼
- 清倉機構
- 211
- 另有 433 家減碼
另有 23 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Formidable Asset Management, LLC | 28,699 | $243.3 萬 | 0.40% | −3,374−10.5% | 減碼 |
| Capstone Investment Advisors, LLC | 28,700 | $243.3 萬 | 0.02% | −32,050−52.8% | 減碼 |
| Twenty Acre Capital LP | 28,700 | $243.3 萬 | 1.99% | 00.0% | 不變 |
| Platinum Investment Management Ltd | 28,845 | $244.6 萬 | 0.14% | −177,873−86.0% | 減碼 |
| Carmignac Gestion | 28,853 | $244.6 萬 | 0.04% | +28,573+10,204.6% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 28,947 | $245.4 萬 | 0.16% | −34,252−54.2% | 減碼 |
| Intellectus Partners, LLC | 29,004 | $245.9 萬 | 0.54% | +1,300+4.7% | 加碼 |
| 683 Capital Management, LLC | 30,000 | $254.4 萬 | 0.25% | −14,500−32.6% | 減碼 |
| EULAV Asset Management | 30,000 | $254.4 萬 | 0.06% | 00.0% | 不變 |
| Yong Rong (HK) Asset Management Ltd | 30,000 | $254.4 萬 | 1.11% | +10,000+50.0% | 加碼 |
| HRT Financial LP | 30,472 | $258.3 萬 | 0.01% | +30,472 | 新進 |
| Brown Brothers Harriman & Co | 30,855 | $261.6 萬 | 0.02% | +152+0.5% | 加碼 |
| Biglari, Sardar | 31,000 | $262.8 萬 | 6.00% | 00.0% | 不變 |
| Quilter Plc | 31,094 | $263.6 萬 | 0.05% | −4,635−13.0% | 減碼 |
| Fragasso Group Inc. | 31,297 | $265.4 萬 | 0.20% | −5,322−14.5% | 減碼 |
| Caas Capital Management LP | 32,045 | $271.7 萬 | 2.25% | +19,045+146.5% | 加碼 |
| Nomura Holdings Inc | 32,186 | $272.9 萬 | 0.01% | −52,921−62.2% | 減碼 |
| Principal Financial Group Inc | 32,609 | $276.5 萬 | 0.00% | −19,954−38.0% | 減碼 |
| Acadian Asset Management LLC | 33,474 | $283.8 萬 | 0.01% | +3,696+12.4% | 加碼 |
| Scotia Capital Inc. | 34,822 | $295.3 萬 | 0.02% | −20,397−36.9% | 減碼 |
| Pingora Partners LLC | 34,878 | $295.7 萬 | 1.94% | +800+2.3% | 加碼 |
| Eagle Global Advisors LLC | 35,003 | $296.8 萬 | 0.12% | +1,985+6.0% | 加碼 |
| Atria Investments LLC | 35,191 | $298.4 萬 | 0.04% | +414+1.2% | 加碼 |
| Mackenzie Financial Corp | 35,199 | $298.5 萬 | 0.00% | −55,777−61.3% | 減碼 |
| CWA Asset Management Group, LLC | 35,584 | $301.7 萬 | 0.15% | +6,153+20.9% | 加碼 |
| SG Americas Securities, LLC | 35,647 | $302.3 萬 | 0.01% | −4,647−11.5% | 減碼 |
| AMG National Trust Bank | 36,004 | $302.9 萬 | 0.08% | −273−0.8% | 減碼 |
| Jain Global LLC | 35,740 | $303.0 萬 | 0.09% | +35,740 | 新進 |
| Harding Loevner LP | 35,778 | $303.4 萬 | 0.02% | −14,480−28.8% | 減碼 |
| Hantz Financial Services, Inc. | 35,812 | $303.6 萬 | 0.05% | −1,642−4.4% | 減碼 |
| Ativo Capital Management LLC | 35,898 | $304.4 萬 | 3.02% | 00.0% | 不變 |
| Oak Harvest Investment Services | 36,048 | $305.7 萬 | 0.43% | +31,548+701.1% | 加碼 |
| Atria Wealth Solutions, Inc. | 36,258 | $307.4 萬 | 0.03% | +12,452+52.3% | 加碼 |
| Chiron Investment Management, LLC | 36,420 | $308.8 萬 | 1.03% | +10,511+40.6% | 加碼 |
| Poehling Capital Management, LLC | 36,526 | $309.7 萬 | 0.76% | +8,998+32.7% | 加碼 |
| Group One Trading, L.P. | 36,606 | $310.4 萬 | 0.11% | +36,606 | 新進 |
| Mirabella Financial Services LLP | 37,200 | $315.4 萬 | 0.29% | +37,200 | 新進 |
| Aperture Investors, LLC | 37,531 | $318.2 萬 | 0.41% | 00.0% | 不變 |
| Angeles Wealth Management, LLC | 38,001 | $322.2 萬 | 0.27% | +38,001 | 新進 |
| CI Private Wealth, LLC | 38,050 | $322.6 萬 | 0.01% | −572−1.5% | 減碼 |
| Pathstone Holdings, LLC | 38,390 | $325.5 萬 | 0.01% | +1,241+3.3% | 加碼 |
| Bell & Brown Wealth Advisors, LLC | 38,517 | $326.6 萬 | 1.22% | +383+1.0% | 加碼 |
| Grafton Street Partners Fund, LP | 38,704 | $328.2 萬 | 2.39% | 00.0% | 不變 |
| Horiko Capital Management LLC | 38,697 | $328.4 萬 | 0.95% | −507−1.3% | 減碼 |
| Yousif Capital Management, LLC | 38,736 | $328.4 萬 | 0.04% | 00.0% | 不變 |
| Brinker Capital Investments, LLC | 38,933 | $330.1 萬 | 0.03% | +10.0% | 加碼 |
| Orion Portfolio Solutions, LLC | 38,933 | $330.1 萬 | 0.03% | +10.0% | 加碼 |
| Allianz SE | 39,547 | $333.3 萬 | 0.09% | −7,693−16.3% | 減碼 |
| Voya Investment Management LLC | 39,600 | $335.8 萬 | 0.00% | −90,851−69.6% | 減碼 |
| Milestone Asset Management, LLC | 39,639 | $336.1 萬 | 0.74% | +20,635+108.6% | 加碼 |
| Worm Capital, LLC | 39,752 | $337.1 萬 | 3.05% | +39,752 | 新進 |
| Westerly Capital Management, LLC | 40,000 | $339.2 萬 | 1.57% | −10,000−20.0% | 減碼 |
| Waverton Investment Management Ltd | 40,171 | $340.6 萬 | 0.05% | +40,171 | 新進 |
| Analyst IMS Investment Management Services Ltd. | 40,305 | $341.7 萬 | 0.13% | 00.0% | 不變 |
| Academy Capital Management Inc | 40,842 | $346.3 萬 | 0.57% | +958+2.4% | 加碼 |
| Panagora Asset Management Inc | 40,878 | $346.6 萬 | 0.02% | +972+2.4% | 加碼 |
| Eos Management, L.P. | 41,107 | $348.5 萬 | 1.47% | +6,724+19.6% | 加碼 |
| Graham Capital Management, L.P. | 41,137 | $348.8 萬 | 0.11% | +41,137 | 新進 |
| EPIQ Capital Group, LLC | 41,168 | $349.1 萬 | 0.91% | −5,201−11.2% | 減碼 |
| Stamos Capital Partners, L.P. | 41,700 | $353.6 萬 | 0.83% | +14,120+51.2% | 加碼 |
| Bright Valley Capital Ltd | 41,700 | $353.6 萬 | 2.35% | +41,700 | 新進 |
| The PNC Financial Services Group, Inc. | 41,710 | $353.7 萬 | 0.00% | −1,176−2.7% | 減碼 |
| QRG Capital Management, Inc. | 41,843 | $354.8 萬 | 0.04% | +4,519+12.1% | 加碼 |
| Kerrisdale Advisers, LLC | 42,111 | $357.1 萬 | 1.21% | −13,740−24.6% | 減碼 |
| Corecam Pte. Ltd. | 42,500 | $360.4 萬 | 1.95% | −23,998−36.1% | 減碼 |
| Ritholtz Wealth Management | 42,534 | $360.6 萬 | 0.11% | +5,097+13.6% | 加碼 |
| Segall Bryant & Hamill, LLC | 43,000 | $364.6 萬 | 0.05% | +22,900+113.9% | 加碼 |
| SBI Securities Co., Ltd. | 43,120 | $365.6 萬 | 0.11% | +43,120 | 新進 |
| Vista Wealth Management Group, LLC | 43,144 | $365.8 萬 | 0.24% | +236+0.6% | 加碼 |
| CAPROCK Group, Inc. | 43,601 | $369.7 萬 | 0.12% | −1,663−3.7% | 減碼 |
| Hohimer Wealth Management, LLC | 43,686 | $370.4 萬 | 0.70% | +1,141+2.7% | 加碼 |
| Janney Montgomery Scott LLC | 44,438 | $376.8 萬 | 0.01% | −1,400−3.1% | 減碼 |
| Madison Asset Management, LLC | 44,641 | $378.5 萬 | 0.04% | −4,433−9.0% | 減碼 |
| Madison Investment Advisors, LLC | 44,641 | $378.5 萬 | 0.04% | +44,641 | 新進 |
| Nwi Management LP | 45,000 | $381.6 萬 | 0.30% | 00.0% | 不變 |
| ProShare Advisors LLC | 45,150 | $382.8 萬 | 0.01% | −15,141−25.1% | 減碼 |
| Helios Capital Management Pte. Ltd | 45,600 | $386.6 萬 | 2.26% | +5,600+14.0% | 加碼 |
| Lido Advisors, LLC | 45,982 | $389.9 萬 | 0.02% | +1,603+3.6% | 加碼 |
| M&T Bank Corp | 46,004 | $390.1 萬 | 0.01% | −6,702−12.7% | 減碼 |
| US Bancorp | 46,018 | $390.2 萬 | 0.01% | +14,752+47.2% | 加碼 |
| Knuff & Co LLC | 46,164 | $391.4 萬 | 1.19% | −1,330−2.8% | 減碼 |
| Equitable Holdings, Inc. | 46,588 | $395.0 萬 | 0.04% | +14,784+46.5% | 加碼 |
| Calamos Advisors LLC | 46,637 | $395.4 萬 | 0.02% | +2,350+5.3% | 加碼 |
| Naviter Wealth, LLC | 46,904 | $397.7 萬 | 0.48% | −355−0.8% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 46,921 | $397.8 萬 | 0.00% | −8,311−15.0% | 減碼 |
| Credit Agricole S A | 46,921 | $397.8 萬 | 0.01% | −1,500−3.1% | 減碼 |
| D L Carlson Investment Group Inc | 47,373 | $401.7 萬 | 0.72% | +152+0.3% | 加碼 |
| Aquamarine Zurich AG大師Aquamarine 基金 | 47,500 | $402.8 萬 | 1.40% | 00.0% | 不變 |
| Oppenheimer Asset Management Inc. | 47,700 | $404.4 萬 | 0.05% | −1,537−3.1% | 減碼 |
| First Trust Advisors LP | 47,897 | $406.1 萬 | 0.00% | +1,037+2.2% | 加碼 |
| Norden Group LLC | 48,499 | $411.2 萬 | 0.47% | +48,499 | 新進 |
| Stelac Advisory Services LLC | 48,773 | $413.5 萬 | 1.61% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 49,137 | $416.6 萬 | 0.04% | +6,492+15.2% | 加碼 |
| NewEdge Wealth, LLC | 49,434 | $419.2 萬 | 0.07% | −422−0.8% | 減碼 |
| Genesis Investment Management, LLP | 49,452 | $419.3 萬 | 4.60% | −157,817−76.1% | 減碼 |
| GenTrust, LLC | 49,571 | $420.3 萬 | 0.18% | −92,571−65.1% | 減碼 |
| 1832 Asset Management L.P. | 49,773 | $422.0 萬 | 0.01% | −15,472−23.7% | 減碼 |
| Global Frontier Investments LLC | 50,000 | $423.9 萬 | 1.09% | +50,000 | 新進 |
| Sona Asset Management (US) LLC | 50,000 | $423.9 萬 | 0.22% | 00.0% | 不變 |
| Annandale Capital, LLC | 50,328 | $426.7 萬 | 0.84% | +31+0.1% | 加碼 |