BABA
Alibaba Group Holding Limited · Consumer Cyclical · Specialty Retail
すべての保有状況データ：追跡対象13Fマネージャーのみ、普通株ポジション、報告期間 Q2 2024
| 四半期 | 保有者 | Δ | 株数 | 報告済み評価額 | 新規 | 解消銘柄 |
|---|---|---|---|---|---|---|
| Q2 2026 | 151 | 0 | 189.05M | $17.76B | +8 | −7 |
| Q1 2026 | 152 | -3 | 250.36M | $24.54B | +5 | −9 |
| Q4 2025 | 154 | 0 | 275.74M | $33.15B | +3 | −2 |
| Q3 2025 | 25 | +3 | 124.97M | $22.34B | +4 | −2 |
| Q2 2025 | 20 | -4 | 73.11M | $8.29B | — | −4 |
| Q1 2025 | 22 | +1 | 80.12M | $10.59B | +3 | −2 |
| Q4 2024 | 21 | -2 | 76.01M | $6.44B | +1 | −3 |
| Q3 2024 | 22 | +1 | 93.09M | $9.80B | +2 | −1 |
| Q2 2024 | 21 | — | 82.63M | $5.95B | — | — |
| # | 運用会社 | 株数 | Δ株式数 | 時価 | そのウェイト | 保有中 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | PRIMECAP Management ✦ | 21.87M | — | $1.57B | 1.1% | n/c | 1 | SEC ↗ |
| 2 | Dodge & Cox ✦ | 18.03M | — | $1.30B | 0.8% | n/c | 1 | SEC ↗ |
| 3 | Appaloosa ✦ | 10.50M | — | $756.00M | 12.2% | n/c | 1 | SEC ↗ |
| 4 | T. Rowe Price ✦ | 8.62M | — | $620.93M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | T. Rowe Price ✦ | 8.62M | — | $620.93M | 0.1% | n/c | 1 | SEC ↗ |
| 6 | T. Rowe Price ✦ | 8.62M | — | $620.93M | 0.1% | n/c | 1 | SEC ↗ |
| 7 | Norges Bank ✦ (パッシブ) | 5.63M | — | $405.71M | 0.1% | n/c | 1 | SEC ↗ |
| 8 | Fisher Asset Management ✦ | 5.05M | — | $363.53M | 0.2% | n/c | 1 | SEC ↗ |
| 9 | Millennium Management ✦ | 2.08M | — | $149.89M | 0.1% | n/c | 1 | SEC ↗ |
| 10 | Wellington Management ✦ | 1.99M | — | $143.51M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wellington Management ✦ | 1.99M | — | $143.51M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wellington Management ✦ | 1.99M | — | $143.51M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Wellington Management ✦ | 1.99M | — | $143.51M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Wellington Management ✦ | 1.99M | — | $143.51M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Wellington Management ✦ | 1.99M | — | $143.51M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Wellington Management ✦ | 1.99M | — | $143.51M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Wellington Management ✦ | 1.99M | — | $143.51M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 1.62M | — | $116.49M | 0.1% | n/c | 1 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 1.62M | — | $116.49M | 0.1% | n/c | 1 | SEC ↗ |
| 20 | Marshall Wace ✦ | 1.42M | — | $102.60M | 0.1% | n/c | 1 | SEC ↗ |
| 21 | Marshall Wace ✦ | 1.42M | — | $102.60M | 0.1% | n/c | 1 | SEC ↗ |
| 22 | Renaissance Technologies ✦ | 1.34M | — | $96.16M | 0.2% | n/c | 1 | SEC ↗ |
| 23 | Point72 Asset Management ✦ | 1.23M | — | $88.51M | 0.3% | n/c | 1 | SEC ↗ |
| 24 | Soros Fund Management ✦ | 1.02M | — | $73.80M | 2.3% | n/c | 1 | SEC ↗ |
| 25 | Capital World Investors ✦ | 520.10K | — | $37.45M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | D. E. Shaw & Co. ✦ | 416.16K | — | $29.96M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Arrowstreet Capital ✦ | 412.77K | — | $29.72M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Fairfax Financial ✦ | 292.80K | — | $21.08M | 1.8% | n/c | 1 | SEC ↗ |
| 29 | Coatue Management ✦ | 272.66K | — | $19.63M | 0.1% | n/c | 1 | SEC ↗ |
| 30 | Scion Asset Management ✦ | 155.00K | — | $11.16M | 21.3% | n/c | 1 | SEC ↗ |
| 31 | Oaktree Capital Management ✦ | 122.58K | — | $8.83M | 0.2% | n/c | 1 | SEC ↗ |
| 32 | Tweedy, Browne ✦ | 13.68K | — | $984,600 | 0.0% | n/c | 1 | SEC ↗ |
「当該ウェイト」= そのマネージャーの報告済み13F株式評価額に占めるポジションの割合（確信度の指標）。✦ = キュレーション済みマネージャー。
新規買い手
| 今四半期は新規追跡買い手がいません。 |
ポジション解消済み
| 今四半期は追跡されたエグジットがありません。 |
市場全体のコンテキスト: 全13Fファイラー対象（SEC構造化データ、 Q1 2026): 1 保有者, 34.20K 株式数, $4,290 報告済み. これは上記の追跡対象ユニバースの数値とは異なる、より古い期間のものであり、両者が混在することはありません。
この有価証券の追跡対象保有者が最も頻繁に保有する他の銘柄 — ファンダメンタルな関係ではなく、共同保有件数に基づきます。
市場内買い付け (P)
Director · 720.00K 株 @ 14.47 · $10.42M
Officer, Director · Chief Executive… · 350.00K 株 @ 14.24 · $4.98M
Director · 720.00K 株 @ 14.29 · $10.29M
市場内売却 (S)
カバレッジ期間内にインサイダーによる市場内売却はありません。
株式付与、権利行使および税務目的の株式差し引きは、買いや売りとして集計しません。 方法論
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