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。
2025 年第 1 季 13F 持有人
Alibaba Group Holding Ltd 在 2025/3/31 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
- 1,405
- 較 2024 年第 4 季 +214 家
- 持有股數
- 3.59 億
- 較 2024 年第 4 季 +3,281 萬 (+10.1%)
- 總市值
- $466.7 億
- 較 2024 年第 4 季 +$190.5 億 (+69.0%)
- 新進機構
- 327
- 另有 431 家加碼
- 清倉機構
- 113
- 另有 456 家減碼
另有 19 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 |
2025 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Oppenheimer & Co Inc | 68,243 | $902.4 萬 | 0.14% | −7,385−9.8% | 減碼 |
| Aubrey Capital Management Ltd | 67,400 | $891.2 萬 | 3.58% | −83,500−55.3% | 減碼 |
| Calamos Advisors LLC | 66,465 | $878.9 萬 | 0.04% | +19,828+42.5% | 加碼 |
| Discovery Capital Management, LLC | 66,000 | $872.7 萬 | 1.04% | +66,000 | 新進 |
| Cullen Capital Management LLC | 65,364 | $864.3 萬 | 0.10% | +65,364 | 新進 |
| Van Eck Associates Corp | 64,017 | $846.5 萬 | 0.01% | +64,017 | 新進 |
| Absolute Gestao de Investimentos Ltda. | 63,819 | $843.9 萬 | 3.70% | +60,686+1,937.0% | 加碼 |
| Claar Advisors LLC | 63,427 | $838.7 萬 | 2.83% | −1,873−2.9% | 減碼 |
| Verde Servicos Internacionais S.A. | 63,400 | $838.3 萬 | 4.79% | +63,400 | 新進 |
| Maytus Capital Management, LLC | 62,574 | $827.4 萬 | 2.55% | +62,574 | 新進 |
| Picton Mahoney Asset Management | 62,099 | $821.2 萬 | 0.28% | +62,099 | 新進 |
| Kingdon Capital Management, L.L.C. | 62,000 | $819.8 萬 | 1.70% | +62,000 | 新進 |
| Quintet Private Bank (Europe) S.A. | 61,757 | $816.6 萬 | 0.48% | −1,338−2.1% | 減碼 |
| Kazazian Asset Management, LLC | 61,691 | $815.7 萬 | 6.69% | +35,306+133.8% | 加碼 |
| Leonteq Securities AG | 61,221 | $809.3 萬 | 0.62% | −38,032−38.3% | 減碼 |
| Eos Management, L.P. | 61,105 | $808.0 萬 | 3.61% | +19,998+48.6% | 加碼 |
| Beck Bode, LLC | 61,016 | $806.8 萬 | 1.50% | +61,016 | 新進 |
| SIH Partners, LLLP | 60,373 | $798.3 萬 | 0.70% | −124,386−67.3% | 減碼 |
| Exchange Traded Concepts, LLC | 59,618 | $788.3 萬 | 0.14% | −15,189−20.3% | 減碼 |
| Erste Asset Management GmbH | 88,819 | $786.3 萬 | 0.10% | 00.0% | 不變 |
| Premier Fund Managers Ltd | 58,200 | $770.5 萬 | 0.29% | −7,500−11.4% | 減碼 |
| Central Asset Investments & Management Holdings (HK) Ltd | 57,727 | $763.3 萬 | 12.88% | +52,370+977.6% | 加碼 |
| Mariner, LLC | 57,587 | $761.5 萬 | 0.01% | −19,459−25.3% | 減碼 |
| Lido Advisors, LLC | 56,579 | $748.1 萬 | 0.04% | +10,597+23.0% | 加碼 |
| Generate Investment Management Ltd | 56,206 | $743.2 萬 | 0.52% | −29,716−34.6% | 減碼 |
| Great Lakes Advisors, LLC | 55,347 | $731.9 萬 | 0.07% | +41,461+298.6% | 加碼 |
| Sanctuary Advisors, LLC | 55,124 | $728.9 萬 | 0.05% | +9,365+20.5% | 加碼 |
| Oppenheimer Asset Management Inc. | 55,014 | $727.5 萬 | 0.09% | +7,314+15.3% | 加碼 |
| Worm Capital, LLC | 54,335 | $718.5 萬 | 7.22% | +14,583+36.7% | 加碼 |
| Renaissance Group LLC | 54,256 | $717.4 萬 | 0.32% | −4,110−7.0% | 減碼 |
| Boothe Investment Group, Inc. | 54,179 | $716.4 萬 | 3.27% | −36,249−40.1% | 減碼 |
| MMBG Investment Advisors Co. | 53,865 | $712.3 萬 | 0.81% | −11,840−18.0% | 減碼 |
| Wilson Asset Management (International) Pty Ltd | 53,840 | $711.9 萬 | 1.90% | −15,515−22.4% | 減碼 |
| Rathbone Brothers plc | 53,735 | $710.5 萬 | 0.03% | +289+0.5% | 加碼 |
| State of New Jersey Common Pension Fund D | 53,559 | $708.2 萬 | 0.03% | −20,975−28.1% | 減碼 |
| Pzena Investment Management LLC | 53,070 | $701.7 萬 | 0.02% | −1,355−2.5% | 減碼 |
| NewEdge Wealth, LLC | 52,685 | $696.7 萬 | 0.13% | +3,251+6.6% | 加碼 |
| Caxton Associates LLP | 52,289 | $691.4 萬 | 0.24% | +52,289 | 新進 |
| FengHe Fund Management Pte. Ltd. | 52,200 | $690.2 萬 | 2.59% | −445,200−89.5% | 減碼 |
| Blue Zone Wealth Advisors, LLC | 52,058 | $688.4 萬 | 1.91% | −858−1.6% | 減碼 |
| Virtus Family Office LLC | 51,248 | $677.7 萬 | 8.70% | −1,282−2.4% | 減碼 |
| Janney Montgomery Scott LLC | 51,233 | $677.5 萬 | 0.02% | +6,795+15.3% | 加碼 |
| Knuff & Co LLC | 51,176 | $676.7 萬 | 2.27% | +5,012+10.9% | 加碼 |
| Annandale Capital, LLC | 50,328 | $665.5 萬 | 1.25% | 00.0% | 不變 |
| Sierra Summit Advisors LLC | 50,155 | $663.2 萬 | 1.44% | −26,289−34.4% | 減碼 |
| CAPROCK Group, Inc. | 50,075 | $662.1 萬 | 0.20% | +6,474+14.8% | 加碼 |
| Resolute Capital Asset Partners LLC | 50,000 | $661.1 萬 | 3.72% | +50,000 | 新進 |
| FFG Partners, LLC | 49,888 | $659.7 萬 | 2.71% | +49,888 | 新進 |
| GenTrust, LLC | 49,771 | $658.1 萬 | 0.32% | +200+0.4% | 加碼 |
| Banque Pictet & Cie SA | 49,670 | $656.2 萬 | 0.07% | −719−1.4% | 減碼 |
| Virtu Financial LLC | 49,306 | $652.0 萬 | 0.35% | +29,771+152.4% | 加碼 |
| Banco Santander, S.A. | 49,124 | $649.6 萬 | 0.07% | −25,060−33.8% | 減碼 |
| Itau Unibanco Holding S.A. | 48,333 | $639.1 萬 | 0.25% | −212,527−81.5% | 減碼 |
| Aquamarine Zurich AG大師Aquamarine 基金 | 47,500 | $628.1 萬 | 2.14% | 00.0% | 不變 |
| Naviter Wealth, LLC | 46,954 | $621.8 萬 | 0.75% | +50+0.1% | 加碼 |
| Farley Capital L.P. | 46,776 | $618.5 萬 | 5.73% | −23,000−33.0% | 減碼 |
| Norden Group LLC | 46,688 | $617.4 萬 | 0.71% | −1,811−3.7% | 減碼 |
| Ieq Capital, LLC | 46,135 | $610.0 萬 | 0.05% | +39,684+615.2% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 46,097 | $609.5 萬 | 0.00% | −824−1.8% | 減碼 |
| Atria Investments LLC | 45,934 | $607.4 萬 | 0.08% | +10,743+30.5% | 加碼 |
| Davenport & Co LLC | 45,608 | $603.1 萬 | 0.04% | +28,710+169.9% | 加碼 |
| Helios Capital Management Pte. Ltd | 45,600 | $603.0 萬 | 10.55% | 00.0% | 不變 |
| GFG Capital, LLC | 45,544 | $602.2 萬 | 1.85% | −19,596−30.1% | 減碼 |
| Stelac Advisory Services LLC | 45,309 | $599.1 萬 | 2.47% | −3,464−7.1% | 減碼 |
| Equitable Holdings, Inc. | 45,153 | $597.1 萬 | 0.06% | −1,435−3.1% | 減碼 |
| Westerly Capital Management, LLC | 45,000 | $595.0 萬 | 2.85% | +5,000+12.5% | 加碼 |
| Nwi Management LP | 45,000 | $595.0 萬 | 0.79% | 00.0% | 不變 |
| D L Carlson Investment Group Inc | 44,706 | $591.1 萬 | 1.14% | −2,667−5.6% | 減碼 |
| Ritholtz Wealth Management | 44,605 | $589.8 萬 | 0.18% | +2,071+4.9% | 加碼 |
| US Bancorp | 44,253 | $585.2 萬 | 0.01% | −1,765−3.8% | 減碼 |
| Strong Tower Advisory Services | 54,967 | $582.5 萬 | 1.43% | +54,967 | 新進 |
| Antipodes Partners Ltd | 43,622 | $576.9 萬 | 0.18% | −186,191−81.0% | 減碼 |
| Hohimer Wealth Management, LLC | 43,561 | $576.0 萬 | 1.12% | −125−0.3% | 減碼 |
| Walleye Capital LLC | 43,488 | $575.0 萬 | 0.06% | −260,219−85.7% | 減碼 |
| Infusive Asset Management Inc. | 43,465 | $574.7 萬 | 2.67% | +25,019+135.6% | 加碼 |
| The PNC Financial Services Group, Inc. | 42,403 | $560.7 萬 | 0.00% | +693+1.7% | 加碼 |
| QRG Capital Management, Inc. | 42,342 | $559.9 萬 | 0.06% | +499+1.2% | 加碼 |
| Point72 Europe (London) LLP | 42,300 | $559.3 萬 | 0.39% | +42,300 | 新進 |
| Panagora Asset Management Inc | 42,182 | $557.8 萬 | 0.03% | +1,304+3.2% | 加碼 |
| Chou Associates Management Inc.大師Chou Associates | 41,900 | $554.0 萬 | 3.00% | +38,500+1,132.4% | 加碼 |
| Steward Partners Investment Advisory, LLC | 41,782 | $552.5 萬 | 0.05% | −7,355−15.0% | 減碼 |
| Atria Wealth Solutions, Inc. | 41,656 | $550.8 萬 | 0.07% | +5,398+14.9% | 加碼 |
| CI Private Wealth, LLC | 41,570 | $549.7 萬 | 0.01% | +3,520+9.3% | 加碼 |
| Horiko Capital Management LLC | 41,361 | $547.2 萬 | 1.61% | +2,664+6.9% | 加碼 |
| Alden Global Capital LLC | 41,282 | $545.9 萬 | 5.83% | −31,610−43.4% | 減碼 |
| Nations Financial Group Inc, | 40,774 | $539.2 萬 | 0.41% | +22,396+121.9% | 加碼 |
| Analyst IMS Investment Management Services Ltd. | 40,305 | $533.0 萬 | 0.21% | 00.0% | 不變 |
| Yong Rong (HK) Asset Management Ltd | 40,000 | $529.0 萬 | 1.24% | +10,000+33.3% | 加碼 |
| Plustick Management LLC | 40,000 | $528.9 萬 | 3.86% | +40,000 | 新進 |
| Quilter Plc | 39,597 | $523.6 萬 | 0.11% | +8,503+27.3% | 加碼 |
| Kestra Advisory Services, LLC | 39,528 | $522.7 萬 | 0.03% | −15,905−28.7% | 減碼 |
| Caas Capital Management LP | 39,405 | $521.1 萬 | 2.47% | +7,360+23.0% | 加碼 |
| NWK Group, Inc. | 39,305 | $519.7 萬 | 2.38% | +39,305 | 新進 |
| ProShare Advisors LLC | 39,267 | $519.2 萬 | 0.01% | −5,883−13.0% | 減碼 |
| Canal Capital Management, LLC | 39,251 | $519.0 萬 | 0.87% | +39,251 | 新進 |
| Fairtree Asset Management (Pty) Ltd | 39,081 | $516.8 萬 | 4.16% | −18,487−32.1% | 減碼 |
| DCF Advisers, LLC | 38,800 | $513.1 萬 | 2.76% | +38,800 | 新進 |
| Yousif Capital Management, LLC | 38,736 | $512.2 萬 | 0.06% | 00.0% | 不變 |
| Bell & Brown Wealth Advisors, LLC | 38,716 | $511.9 萬 | 2.00% | +199+0.5% | 加碼 |
| Angeles Wealth Management, LLC | 37,499 | $495.8 萬 | 0.41% | −502−1.3% | 減碼 |