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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。

其他股別BABAFBBAAY

2025 年第 1 季與 2024 年第 4 季比較

持有 Alibaba Group Holding Ltd 的機構從 2024 年第 4 季到 2025 年第 1 季的變化。

2025 年第 1 季全部持有人2024 年第 4 季全部持有人

BABA 的 13F 持有人:2024 年第 4 季與 2025 年第 1 季比較
項目2024 年第 4 季其中尚未申報 2025 年第 1 季2025 年第 1 季變化
持有家數1,210191,405+214
股數3.27 億78.6 萬3.59 億+3,281 萬 (+10.1%)
市值$276.9 億$6,674 萬$466.7 億+$190.5 億 (+69.0%)

19 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 季:沒申報不算清倉,所以變化不計入它們。

新進機構(327 家)

2025 年第 1 季季末持有 Alibaba Group Holding Ltd、2024 年第 4 季季末沒有持有的機構。

依市值列出前 100 家,共 327 家。

2025 年第 1 季新進 BABA 的機構
機構股數市值佔組合 %
Trivest Advisors Ltd2,233,000$2.95 億25.05%
Polar Capital Holdings Plc2,143,441$2.83 億1.75%
Axiom Investors LLC2,094,150$2.77 億2.66%
Nuveen, LLC2,713,069$2.01 億0.06%
Alphadyne Asset Management LP1,239,652$1.64 億46.32%
Jennison Associates LLC726,695$9,609 萬0.07%
Caisse de Depot Et Placement du Quebec708,200$9,365 萬0.20%
Greenwoods Asset Management Hong Kong Ltd.大師景林資產601,142$7,949 萬2.46%
Carrhae Capital LLP558,973$7,391 萬8.59%
Lord, Abbett & Co. LLC551,877$7,298 萬0.26%
Altimeter Capital Management, LP大師Altimeter 資本540,370$7,145 萬1.44%
Holocene Advisors, LP464,743$6,145 萬0.18%
Kadensa Capital Ltd456,864$6,041 萬7.49%
Alta Park Capital, LP443,258$5,861 萬11.37%
Sequoia China Equity Partners (Hong Kong) Ltd433,147$5,728 萬33.18%
Shengqi Capital (Hong Kong) Ltd350,718$4,638 萬42.02%
Clal Insurance Enterprises Holdings Ltd300,000$3,967 萬0.41%
Kora Management LP300,000$3,967 萬5.19%
Pinpoint Asset Management Ltd213,115$2,818 萬4.93%
Capitolis Liquid Global Markets LLC186,300$2,463 萬0.22%
Soros Capital Management LLC181,250$2,397 萬6.14%
De Burlo Group Inc164,000$2,169 萬3.20%
Myriad Asset Management US LP158,536$2,096 萬8.82%
Ardmore Road Asset Management LP150,000$1,983 萬2.03%
Zweig-DiMenna Associates LLC131,100$1,734 萬2.78%
Oddo BHF Asset Management SAS128,182$1,695 萬0.69%
Optimas Capital Ltd127,980$1,692 萬28.74%
Jump Financial, LLC117,572$1,555 萬0.23%
Monolith Management Ltd112,894$1,493 萬10.01%
Sapient Capital LLC112,776$1,491 萬0.29%
Dnca Finance104,580$1,383 萬1.15%
Point72 Asset Management, L.P.99,173$1,311 萬0.04%
Westend Capital Management, LLC98,780$1,306 萬4.97%
Science & Technology Partners, L.P.97,300$1,287 萬5.10%
Archon Partners LLC91,000$1,203 萬1.46%
USS Investment Management Ltd87,540$1,157 萬0.09%
Parametrica Management Ltd87,500$1,157 萬19.48%
Highlander Partners, L.P.87,200$1,153 萬7.13%
FACT Capital, LP86,710$1,147 萬5.44%
Trexquant Investment LP83,239$1,101 萬0.13%
Arvin Capital Management LP81,504$1,078 萬3.96%
Gunderson Capital Management Inc.80,090$1,059 萬6.82%
Ovata Capital Management Ltd79,663$1,049 萬3.98%
Jupiter Asset Management Ltd76,908$1,017 萬0.10%
Natixis75,925$998.1 萬0.06%
Oversea-Chinese Banking CORP Ltd73,390$995.4 萬0.29%
7G Capital Management, LLC75,000$991.7 萬8.50%
14B Captial Management LP75,000$991.7 萬4.13%
Dymon Asia Capital (Singapore) Pte. Ltd.71,809$949.5 萬7.56%
Tang Capital Management LLC70,000$925.6 萬0.51%
Healthcare of Ontario Pension Plan Trust Fund69,100$913.7 萬0.02%
GWN Securities Inc.67,906$910.0 萬0.51%
Discovery Capital Management, LLC66,000$872.7 萬1.04%
Cullen Capital Management LLC65,364$864.3 萬0.10%
Van Eck Associates Corp64,017$846.5 萬0.01%
Verde Servicos Internacionais S.A.63,400$838.3 萬4.79%
Maytus Capital Management, LLC62,574$827.4 萬2.55%
Picton Mahoney Asset Management62,099$821.2 萬0.28%
Kingdon Capital Management, L.L.C.62,000$819.8 萬1.70%
Beck Bode, LLC61,016$806.8 萬1.50%
Caxton Associates LLP52,289$691.4 萬0.24%
Resolute Capital Asset Partners LLC50,000$661.1 萬3.72%
FFG Partners, LLC49,888$659.7 萬2.71%
Strong Tower Advisory Services54,967$582.5 萬1.43%
Point72 Europe (London) LLP42,300$559.3 萬0.39%
Plustick Management LLC40,000$528.9 萬3.86%
NWK Group, Inc.39,305$519.7 萬2.38%
Canal Capital Management, LLC39,251$519.0 萬0.87%
DCF Advisers, LLC38,800$513.1 萬2.76%
Stony Point Capital LLC36,375$481.0 萬0.52%
Driehaus Capital Management LLC36,298$480.0 萬0.05%
Sustainable Growth Advisers, LP35,692$472.0 萬0.03%
Ossiam35,000$462.8 萬0.06%
BLI - Banque de Luxembourg Investments33,500$442.8 萬0.13%
Metavasi Capital LP32,000$423.1 萬2.69%
XTX Topco Ltd31,730$419.6 萬0.21%
SPX Equities Gestao de Recursos Ltda31,500$416.5 萬0.54%
Kercheville Advisors, LLC30,871$408.2 萬1.66%
WCM Investment Management, LLC30,762$407.4 萬0.01%
Katamaran Capital LLP28,329$374.6 萬4.88%
Symmetry Investments LP27,173$359.3 萬0.32%
Marietta Investment Partners LLC27,148$359.0 萬0.87%
Fiera Capital Corp26,223$346.7 萬0.01%
Lighthouse Investment Partners, LLC25,622$338.8 萬0.15%
O'Neil Global Advisors, Inc.25,587$338.3 萬6.40%
First Washington CORP25,225$333.6 萬1.17%
MYDA Advisors LLC25,000$330.6 萬1.17%
BlueCrest Capital Management Ltd23,100$305.5 萬0.49%
Nine Masts Capital Ltd21,679$286.7 萬2.17%
First Manhattan Co20,528$271.4 萬0.01%
MONECO Advisors, LLC19,521$258.1 萬0.27%
Banque Cantonale Vaudoise18,321$242.2 萬0.11%
TrueMark Investments, LLC16,896$223.4 萬0.59%
China Universal Asset Management Co., Ltd.16,619$219.8 萬0.20%
New Thinking (Hong Kong) Investment Management Co. Ltd16,154$213.6 萬10.47%
New Insight Wealth Advisors15,260$201.8 萬0.92%
State of Wisconsin Investment Board15,000$198.3 萬0.01%
KMG Fiduciary Partners, LLC14,733$194.8 萬0.16%
AnglePoint Asset Management Ltd14,467$191.3 萬3.44%
Oak Grove Capital LLC13,600$179.8 萬0.43%

清倉機構(113 家)

2024 年第 4 季季末持有 Alibaba Group Holding Ltd、2025 年第 1 季有申報但已經沒有持有的機構。

依市值列出前 100 家,共 113 家。

2025 年第 1 季清倉 BABA 的機構
機構2024 年第 4 季股數2024 年第 4 季市值
Assenagon Asset Management S.A.3,561,606$3.02 億
Brookfield Asset Management Inc.1,367,057$1.16 億
Soros Fund Management LLC大師索羅斯基金管理850,000$7,207 萬
Canada Pension Plan Investment Board620,000$5,257 萬
PEAK6 LLC579,834$4,916 萬
Simplex Trading, LLC578,106$4,902 萬
Hudson Bay Capital Management LP500,000$4,240 萬
Clearline Capital LP221,875$1,881 萬
Kopernik Global Investors, LLC220,556$1,870 萬
Eisler Capital Management Ltd.203,594$1,730 萬
Gemsstock Limited177,900$1,508 萬
Monaco Asset Management SAM155,000$1,314 萬
Scion Asset Management, LLC150,000$1,272 萬
Progeny 3, Inc.138,000$1,170 萬
Alpine Investment Management Ltd125,000$1,060 萬
Armistice Capital, LLC124,000$1,051 萬
Long Corridor Asset Management Ltd120,000$1,017 萬
HBK Investments L P109,596$929.3 萬
Beaumont Financial Advisors, LLC105,866$897.6 萬
Concentric Capital Strategies, LP105,750$896.7 萬
NS Partners Ltd68,700$582.5 萬
Ratan Capital Management LP70,000$581.9 萬
Capital Fund Management S.A.60,860$516.0 萬
GQG Partners LLC59,497$504.5 萬
Parkwood LLC59,133$501.4 萬
Cantor Fitzgerald, L. P.59,119$501.3 萬
Genesis Investment Management, LLP49,452$419.3 萬
Bright Valley Capital Ltd41,700$353.6 萬
Graham Capital Management, L.P.41,137$348.8 萬
HRT Financial LP30,472$258.3 萬
683 Capital Management, LLC30,000$254.4 萬
Shah Capital Management28,279$239.8 萬
Sterling Investment Management, Inc.26,138$221.6 萬
Sanders Morris Harris LLC25,018$212.8 萬
VR Advisory Services Ltd25,000$212.0 萬
Riposte Capital LLC25,000$212.0 萬
CIBC World Markets Corp24,730$209.7 萬
Hel Ved Capital Management Ltd23,700$201.0 萬
Belvedere Trading LLC19,521$165.5 萬
Apeiron Capital Ltd17,400$147.5 萬
DRW Securities, LLC16,088$136.3 萬
Point72 (DIFC) Ltd14,927$126.6 萬
Cubist Systematic Strategies, LLC14,743$125.0 萬
Centiva Capital, LP12,018$101.9 萬
ABS Direct Equity Fund LLC11,900$100.9 萬
Tejara Capital Ltd11,800$100.1 萬
Waratah Capital Advisors Ltd.11,332$96.1 萬
Future Fund LLC11,230$95.2 萬
Anson Funds Management LP10,000$84.8 萬
Systrade AG10,000$84.8 萬
Advanced Portfolio Management, LLC10,000$84.8 萬
Caption Management, LLC9,750$82.7 萬
Mizuho Markets Americas LLC9,700$82.2 萬
Strategic Wealth Designers9,077$77.0 萬
Diametric Capital, LP7,830$66.4 萬
Chiron Capital Management, LLC6,661$56.5 萬
DnB Asset Management AS6,468$54.8 萬
Cordatus Wealth Management LLC6,375$54.1 萬
Capital Markets Trading UK LLP4,500$38.2 萬
White Knight Strategic Wealth Advisors, LLC3,806$32.3 萬
United Advisor Group, LLC3,660$31.0 萬
Eagle Bay Advisors LLC3,586$30.4 萬
Wolverine Asset Management LLC3,227$27.4 萬
Diversified Trust Co3,170$26.9 萬
Mizuho Securities Co. Ltd.3,100$26.1 萬
Whitaker-Myers Wealth Managers, LTD.3,075$26.1 萬
Portman Square Capital LLP3,041$25.8 萬
Tucker Asset Management LLC2,862$24.3 萬
Pavion Blue Capital, LLC2,610$22.1 萬
Empowered Funds, LLC2,540$21.5 萬
Retireful, LLC2,522$21.4 萬
Synergy Financial Management, LLC2,508$21.3 萬
Roman Butler Fullerton & Co2,335$21.0 萬
Moloney Securities Asset Management, LLC2,451$20.8 萬
Optiver Holding B.V.1,474$12.4 萬
Elequin Capital LP1,125$9.54 萬
Fortitude Family Office, LLC1,000$8.48 萬
FNY Investment Advisers, LLC1,000$8.40 萬
Modus Advisors, LLC967$8.20 萬
Banque de Luxembourg S.A.905$7.70 萬
Empirical Asset Management, LLC50,485$7.44 萬
Kieckhefer Group LLC652$5.53 萬
Decker Retirement Planning Inc.367$3.11 萬
Proequities, Inc.303$2.62 萬
Accredited Wealth Management, LLC250$2.12 萬
Measured Risk Portfolios, Inc.200$1.70 萬
Aspetuck Financial Management LLC200$1.70 萬
Pacific Capital Wealth Advisors, Inc162$1.37 萬
New Wave Wealth Advisors LLC135$1.14 萬
Bartlett & Co. Wealth Management LLC130$1.10 萬
REAP Financial Group, LLC123$1.04 萬
Nordwand Advisors, LLC120$1.02 萬
Creative Capital Management Investments LLC110$9,327
Coppell Advisory Solutions LLC103$8,665
Old Second National Bank of Aurora100$8,479
Kimelman & Baird, LLC100$8,479
Kohmann Bosshard Financial Services, LLC100$8,479
Hall Laurie J Trustee100$8,000
Trust Co of Vermont85$7,207
Oarsman Capital, Inc.62$5,257

尚未申報 2025 年第 1 季的機構(19 家)

2024 年第 4 季季末持有 Alibaba Group Holding Ltd、還沒有申報 2025 年第 1 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2024 年第 4 季持有 BABA、尚未申報 2025 年第 1 季的機構
機構2024 年第 4 季股數2024 年第 4 季市值
Nuveen Asset Management, LLC441,820$3,746 萬
Origin Asset Management LLP84,620$717.5 萬
Global Frontier Investments LLC50,000$423.9 萬
Madison Investment Advisors, LLC44,641$378.5 萬
EPIQ Capital Group, LLC41,168$349.1 萬
Chiron Investment Management, LLC36,420$308.8 萬
Vise Technologies, Inc.25,644$217.4 萬
Wetherby Asset Management Inc18,451$156.4 萬
Oxford Wealth Group, LLC14,041$119.1 萬
Avitas Wealth Management LLC9,892$83.9 萬
Global Retirement Partners, LLC6,689$56.7 萬
Mosley Wealth Management5,499$53.2 萬
Geller Advisors LLC5,838$49.5 萬
WR Wealth Planners, LLC1,351$11.5 萬
Hilltop National Bank158$1.34 萬
Criterion Capital Advisors, LLC163$1.17 萬
Householder Group Estate & Retirement Specialist, LLC28$2,000
Cassady Schiller Wealth Management, LLC6$509
Financial Gravity Companies, Inc.5$424