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 4 季 13F 持有人
Alibaba Group Holding Ltd 在 2025/12/31 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
- 1,439
- 較 2025 年第 3 季 +42 家
- 持有股數
- 2.66 億
- 較 2025 年第 3 季 +218.7 萬 (+0.8%)
- 總市值
- $390.1 億
- 較 2025 年第 3 季 −$81.1 億 (−17.2%)
- 新進機構
- 232
- 另有 502 家加碼
- 清倉機構
- 190
- 另有 454 家減碼
另有 23 家機構在 2025 年第 3 季持有、還沒有申報 2025 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 |
2025 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 2025 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Bank of Montreal | 1,297,520 | $1.90 億 | 0.08% | −2,265,294−63.6% | 減碼 |
| Temasek Holdings (Private) Ltd | 1,313,262 | $1.92 億 | 0.62% | −537,492−29.0% | 減碼 |
| UG Investment Advisers Ltd. | 1,359,363 | $1.99 億 | 45.91% | −197,291−12.7% | 減碼 |
| Jane Street Group, LLC | 1,433,768 | $2.10 億 | 0.25% | −1,603,079−52.8% | 減碼 |
| Capula Management Ltd | 1,449,316 | $2.12 億 | 1.38% | +1,040,688+254.7% | 加碼 |
| Polunin Capital Partners Ltd | 1,383,722 | $2.29 億 | 35.26% | +2,088+0.2% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 1,661,553 | $2.44 億 | 0.36% | +262,348+18.7% | 加碼 |
| Price T Rowe Associates Inc | 1,688,109 | $2.47 億 | 0.03% | +1,208,219+251.8% | 加碼 |
| SG Americas Securities, LLC | 1,703,760 | $2.50 億 | 0.33% | +1,617,616+1,877.8% | 加碼 |
| Invesco Ltd. | 1,725,802 | $2.53 億 | 0.02% | +383,795+28.6% | 加碼 |
| Northern Trust Corp | 1,811,228 | $2.65 億 | 0.03% | +67,421+3.9% | 加碼 |
| Landesbank Baden-Wuerttemberg | 1,800,000 | $2.66 億 | 48.83% | +1,800,000 | 新進 |
| Wells Fargo & Company | 1,900,503 | $2.79 億 | 0.05% | −510,931−21.2% | 減碼 |
| Dimensional Fund Advisors LP | 1,964,176 | $2.88 億 | 0.06% | −64,483−3.2% | 減碼 |
| Royal Bank of Canada | 2,007,605 | $2.94 億 | 0.05% | −249,234−11.0% | 減碼 |
| Barclays PLC | 2,100,129 | $3.08 億 | 0.12% | −46,907−2.2% | 減碼 |
| AMF Pensionsforsakring AB | 2,120,021 | $3.11 億 | 1.93% | −105,984−4.8% | 減碼 |
| Nomura Asset Management International Inc. | 2,261,330 | $3.31 億 | 0.50% | +2,261,330 | 新進 |
| RWWM, Inc. | 2,378,559 | $3.49 億 | 23.96% | −88,170−3.6% | 減碼 |
| H&H International Investment, LLC大師H&H 國際投資 | 2,560,500 | $3.75 億 | 2.15% | −216,830−7.8% | 減碼 |
| Citigroup Inc | 2,844,328 | $4.17 億 | 0.28% | +663,777+30.4% | 加碼 |
| Discerene Group LP | 2,980,844 | $4.37 億 | 44.46% | −4,643−0.2% | 減碼 |
| American Century Companies Inc | 3,293,118 | $4.83 億 | 0.24% | +305,579+10.2% | 加碼 |
| BlackRock, Inc. | 3,817,181 | $5.60 億 | 0.01% | −1,649,122−30.2% | 減碼 |
| Norges Bank | 4,055,651 | $5.94 億 | 0.06% | +4,055,651 | 新進 |
| Appaloosa LP大師阿帕盧薩 | 5,137,931 | $7.53 億 | 10.99% | −1,312,069−20.3% | 減碼 |
| Fisher Asset Management, LLC | 5,335,894 | $7.82 億 | 0.27% | +42,297+0.8% | 加碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 5,430,346 | $7.96 億 | 25.65% | +2,140,680+65.1% | 加碼 |
| Morgan Stanley | 5,445,261 | $7.98 億 | 0.05% | +401,973+8.0% | 加碼 |
| Bank of America Corp | 5,603,941 | $8.21 億 | 0.06% | −702,679−11.1% | 減碼 |
| UBS Asset Management Americas Inc | 5,750,996 | $8.43 億 | 0.18% | −11,265−0.2% | 減碼 |
| Capital World Investors | 6,505,165 | $9.54 億 | 0.13% | +466,847+7.7% | 加碼 |
| Goldman Sachs Group Inc | 7,665,627 | $11.2 億 | 0.16% | −4,107,232−34.9% | 減碼 |
| HSBC Holdings PLC | 8,595,904 | $12.6 億 | 0.72% | +575,386+7.2% | 加碼 |
| Dodge & Cox | 10,016,870 | $14.7 億 | 0.79% | −958,500−8.7% | 減碼 |
| FMR LLC | 10,265,691 | $15.0 億 | 0.08% | −1,701,092−14.2% | 減碼 |
| UBS Group AG | 10,709,880 | $15.7 億 | 0.31% | +2,282,305+27.1% | 加碼 |
| Primecap Management Co | 18,977,436 | $27.8 億 | 2.11% | −1,010,730−5.1% | 減碼 |
| JPMorgan Chase & Co | 21,647,160 | $31.7 億 | 0.21% | +4,737,245+28.0% | 加碼 |
| Sanders Capital, LLC | 0 | $0 | 0.00% | −3,607,811−100.0% | 清倉 |
| Coatue Management LLC大師Coatue | 0 | $0 | 0.00% | −1,996,593−100.0% | 清倉 |
| Altimeter Capital Management, LP大師Altimeter 資本 | 0 | $0 | 0.00% | −969,100−100.0% | 清倉 |
| Maple Rock Capital Partners Inc. | 0 | $0 | 0.00% | −406,930−100.0% | 清倉 |
| Anomaly Capital Management, LP | 0 | $0 | 0.00% | −328,793−100.0% | 清倉 |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −290,459−100.0% | 清倉 |
| Forest Avenue Capital Management LP | 0 | $0 | 0.00% | −277,798−100.0% | 清倉 |
| Alta Park Capital, LP | 0 | $0 | 0.00% | −259,292−100.0% | 清倉 |
| Ardmore Road Asset Management LP | 0 | $0 | 0.00% | −250,000−100.0% | 清倉 |
| Tairen Capital Ltd | 0 | $0 | 0.00% | −240,876−100.0% | 清倉 |
| Oriental Harbor Investment Fund | 0 | $0 | 0.00% | −221,003−100.0% | 清倉 |
| Keystone Investors Pte Ltd | 0 | $0 | 0.00% | −198,435−100.0% | 清倉 |
| Monolith Management Ltd | 0 | $0 | 0.00% | −180,778−100.0% | 清倉 |
| UniSuper Management Pty Ltd | 0 | $0 | 0.00% | −162,449−100.0% | 清倉 |
| Westend Capital Management, LLC | 0 | $0 | 0.00% | −124,756−100.0% | 清倉 |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −105,041−100.0% | 清倉 |
| Light Street Capital Management, LLC | 0 | $0 | 0.00% | −105,000−100.0% | 清倉 |
| Steadfast Capital Management LP | 0 | $0 | 0.00% | −101,500−100.0% | 清倉 |
| Ariose Capital Management Ltd | 0 | $0 | 0.00% | −99,175−100.0% | 清倉 |
| Sierra Summit Advisors LLC | 0 | $0 | 0.00% | −83,825−100.0% | 清倉 |
| Melqart Asset Management (UK) Ltd | 0 | $0 | 0.00% | −80,311−100.0% | 清倉 |
| Tang Capital Management LLC | 0 | $0 | 0.00% | −70,000−100.0% | 清倉 |
| Soros Capital Management LLC | 0 | $0 | 0.00% | −69,100−100.0% | 清倉 |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −66,675−100.0% | 清倉 |
| AnglePoint Asset Management Ltd | 0 | $0 | 0.00% | −50,832−100.0% | 清倉 |
| Engle Capital Management, L.P. | 0 | $0 | 0.00% | −48,500−100.0% | 清倉 |
| Aquamarine Zurich AG大師Aquamarine 基金 | 0 | $0 | 0.00% | −47,500−100.0% | 清倉 |
| MY.Alpha Management HK Advisors Ltd | 0 | $0 | 0.00% | −47,200−100.0% | 清倉 |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −43,608−100.0% | 清倉 |
| Gunderson Capital Management Inc. | 0 | $0 | 0.00% | −43,172−100.0% | 清倉 |
| Resolute Capital Asset Partners LLC | 0 | $0 | 0.00% | −40,000−100.0% | 清倉 |
| Q Capital Solutions | 0 | $0 | 0.00% | −38,800−100.0% | 清倉 |
| De Burlo Group Inc | 0 | $0 | 0.00% | −38,000−100.0% | 清倉 |
| Boothe Investment Group, Inc. | 0 | $0 | 0.00% | −36,416−100.0% | 清倉 |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −34,476−100.0% | 清倉 |
| Storebrand Asset Management AS | 0 | $0 | 0.00% | −34,371−100.0% | 清倉 |
| Caption Management, LLC | 0 | $0 | 0.00% | −33,500−100.0% | 清倉 |
| FACT Capital, LP | 0 | $0 | 0.00% | −32,620−100.0% | 清倉 |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −25,087−100.0% | 清倉 |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −24,140−100.0% | 清倉 |
| AI-Squared Management Ltd | 0 | $0 | 0.00% | −22,626−100.0% | 清倉 |
| Woodline Partners LP | 0 | $0 | 0.00% | −21,995−100.0% | 清倉 |
| Beaconlight Capital, LLC | 0 | $0 | 0.00% | −21,489−100.0% | 清倉 |
| Mizuho Markets Cayman LP | 0 | $0 | 0.00% | −20,134−100.0% | 清倉 |
| united american securities inc. (d/b/a uas asset management) | 0 | $0 | 0.00% | −20,000−100.0% | 清倉 |
| Yunqi Capital Ltd | 0 | $0 | 0.00% | −20,000−100.0% | 清倉 |
| Discovery Capital Management, LLC | 0 | $0 | 0.00% | −19,400−100.0% | 清倉 |
| Allie Family Office LLC | 0 | $0 | 0.00% | −140,300−100.0% | 清倉 |
| O'Neil Global Advisors, Inc. | 0 | $0 | 0.00% | −17,498−100.0% | 清倉 |
| Waverton Investment Management Ltd | 0 | $0 | 0.00% | −16,971−100.0% | 清倉 |
| Alan B. Lancz & Associates, Inc. | 0 | $0 | 0.00% | −15,000−100.0% | 清倉 |
| Del-Sette Capital Management, LLC | 0 | $0 | 0.00% | −13,995−100.0% | 清倉 |
| Connective Capital Management, LLC | 0 | $0 | 0.00% | −11,778−100.0% | 清倉 |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −9,337−100.0% | 清倉 |
| GM Advisory Group, Inc. | 0 | $0 | 0.00% | −9,230−100.0% | 清倉 |
| Investment House LLC | 0 | $0 | 0.00% | −9,000−100.0% | 清倉 |
| VGI Partners Ltd | 0 | $0 | 0.00% | −9,000−100.0% | 清倉 |
| Pinnbrook Capital Management LP | 0 | $0 | 0.00% | −8,781−100.0% | 清倉 |
| Koss-Olinger Consulting, LLC | 0 | $0 | 0.00% | −13,080−100.0% | 清倉 |
| Absoluto Partners Gestao de Recursos Ltda | 0 | $0 | 0.00% | −8,182−100.0% | 清倉 |
| Manatuck Hill Partners, LLC | 0 | $0 | 0.00% | −8,000−100.0% | 清倉 |