证券记录 · 已归档季度
BABA
Alibaba Group Holding Limited · Consumer Cyclical · Specialty Retail
21被追踪持有人
—Δ持有人
82.63M持有股份
$5.95B报告持仓市值
+0新建仓位
−0清仓
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q2 2024
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 149 | 0 | 187.60M | $17.60B | +8 | −9 |
| 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 | — | — |
持有人 · Q2 2024
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ ×3 |
| 5 | Norges Bank ✦ (被动) | 5.63M | — | $405.71M | 0.1% | n/c | 1 | SEC ↗ |
| 6 | Fisher Asset Management ✦ | 5.05M | — | $363.53M | 0.2% | n/c | 1 | SEC ↗ |
| 7 | Millennium Management ✦ | 2.08M | — | $149.89M | 0.1% | n/c | 1 | SEC ↗ |
| 8 | Wellington Management ✦ | 1.99M | — | $143.51M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 9 | Citadel Advisors ✦ | 1.62M | — | $116.49M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 10 | Marshall Wace ✦ | 1.42M | — | $102.60M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 11 | Renaissance Technologies ✦ | 1.34M | — | $96.16M | 0.2% | n/c | 1 | SEC ↗ |
| 12 | Point72 Asset Management ✦ | 1.23M | — | $88.51M | 0.3% | n/c | 1 | SEC ↗ |
| 13 | Soros Fund Management ✦ | 1.02M | — | $73.80M | 2.3% | n/c | 1 | SEC ↗ |
| 14 | Capital World Investors ✦ | 520.10K | — | $37.45M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | D. E. Shaw & Co. ✦ | 416.16K | — | $29.96M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Arrowstreet Capital ✦ | 412.77K | — | $29.72M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Fairfax Financial ✦ | 292.80K | — | $21.08M | 1.8% | n/c | 1 | SEC ↗ |
| 18 | Coatue Management ✦ | 272.66K | — | $19.63M | 0.1% | n/c | 1 | SEC ↗ |
| 19 | Scion Asset Management ✦ | 155.00K | — | $11.16M | 21.3% | n/c | 1 | SEC ↗ |
| 20 | Oaktree Capital Management ✦ | 122.58K | — | $8.83M | 0.2% | n/c | 1 | SEC ↗ |
| 21 | Tweedy, Browne ✦ | 13.68K | — | $984,600 | 0.0% | n/c | 1 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| 本季度无新增被追踪买入方。 |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 1,333 持有人, 226.74M 股份, $27.07B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
公开市场买入 (P)
Aug 25
Tsai Joseph C
Director · 720.00K 股 @ 14.47 · $10.42M
Aug 24
Tsai Joseph C
Director · 720.00K 股 @ 14.29 · $10.29M
Aug 24
Wu Yongming
Officer, Director · Chief Executive… · 350.00K 股 @ 14.24 · $4.98M
公开市场卖出 (S)
Sep 30
Jiang Fang
Officer · 885.27K 股 · $12.00M
Sep 25
Jiang Fang
Officer · 4.89K 股 · $66,344
Sep 25
Yu Siying
Officer · 6.76K 股 · $91,855
Sep 25
Xu Hong
Officer · 103.05K 股 · $1.41M
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q2 2024 ·
方法论 ·
通过API获取此数据