BABA
Alibaba Group Holding Limited · Consumer Cyclical · Specialty Retail
Données momentum (gérants comparables) :
étendue des détenteurs +4.8% ·
flux d'actions +12.7% ·
nouvelles positions nettes +4.5%
— formule
Accumulation large — hausse des parts chez un plus grand nombre de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q3 2024
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | PRIMECAP Management ✦ | 21.92M | +0.2% | $2.33B | 1.7% | ▲ Add | 2 | SEC ↗ |
| 2 | Dodge & Cox ✦ | 18.09M | +0.3% | $1.92B | 1.1% | ▲ Add | 2 | SEC ↗ |
| 3 | T. Rowe Price ✦ | 12.80M | +48.4% | $1.36B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 4 | T. Rowe Price ✦ | 12.80M | +48.4% | $1.36B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 5 | T. Rowe Price ✦ | 12.80M | +48.4% | $1.36B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 6 | Norges Bank ✦ (passif) | 10.73M | +90.4% | $1.14B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 7 | Appaloosa ✦ | 10.00M | -4.8% | $1.06B | 15.8% | ▼ Trim | 2 | SEC ↗ |
| 8 | Fisher Asset Management ✦ | 5.02M | -0.7% | $532.20M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 9 | Coatue Management ✦ | 2.71M | +895.5% | $288.03M | 1.1% | ▲ Add | 2 | SEC ↗ |
| 10 | Coatue Management ✦ | 2.71M | +895.5% | $288.03M | 1.1% | ▲ Add | 2 | SEC ↗ |
| 11 | Coatue Management ✦ | 2.71M | +895.5% | $288.03M | 1.1% | ▲ Add | 2 | SEC ↗ |
| 12 | Coatue Management ✦ | 2.71M | +895.5% | $288.03M | 1.1% | ▲ Add | 2 | SEC ↗ |
| 13 | Coatue Management ✦ | 2.71M | +895.5% | $288.03M | 1.1% | ▲ Add | 2 | SEC ↗ |
| 14 | Coatue Management ✦ | 2.71M | +895.5% | $288.03M | 1.1% | ▲ Add | 2 | SEC ↗ |
| 15 | Wellington Management ✦ | 1.98M | -0.6% | $210.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Wellington Management ✦ | 1.98M | -0.6% | $210.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Wellington Management ✦ | 1.98M | -0.6% | $210.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Wellington Management ✦ | 1.98M | -0.6% | $210.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Wellington Management ✦ | 1.98M | -0.6% | $210.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Wellington Management ✦ | 1.98M | -0.6% | $210.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Wellington Management ✦ | 1.98M | -0.6% | $210.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Wellington Management ✦ | 1.98M | -0.6% | $210.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Marshall Wace ✦ | 1.66M | +16.3% | $175.92M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 24 | Marshall Wace ✦ | 1.66M | +16.3% | $175.92M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 25 | Millennium Management ✦ | 1.62M | -22.0% | $172.38M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 26 | D. E. Shaw & Co. ✦ | 1.36M | +225.7% | $143.85M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 27 | Soros Fund Management ✦ | 1.31M | +27.4% | $138.59M | 3.9% | ▲ Add | 2 | SEC ↗ |
| 28 | Renaissance Technologies ✦ | 971.00K | -27.3% | $103.04M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 29 | Capital World Investors ✦ | 560.07K | +7.7% | $59.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Bridgewater Associates ✦ | 512.30K | Nouveau | $54.37M | 0.3% | New | 1 | SEC ↗ |
| 31 | Citadel Advisors ✦ | 498.26K | -69.2% | $52.88M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 32 | Citadel Advisors ✦ | 498.26K | -69.2% | $52.88M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 33 | Oaktree Capital Management ✦ | 224.72K | +83.3% | $23.85M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 34 | Scion Asset Management ✦ | 200.00K | +29.0% | $21.22M | 25.6% | ▲ Add | 2 | SEC ↗ |
| 35 | Arrowstreet Capital ✦ | 886.19K | +114.7% | $12.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Point72 Asset Management ✦ | 28.81K | -97.7% | $3.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Tweedy, Browne ✦ | 12.94K | -5.4% | $1.37M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 38 | AQR Capital Management ✦ | 5.54K | Nouveau | $587,572 | 0.0% | New | 1 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Bridgewater Associates | $54.37M | 0.3% |
| AQR Capital Management | $587,572 | 0.0% |
Sorti(e)
| Fairfax Financial | $21.08M | était 1.8% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 1 détenteurs, 34.20K actions, $4,290 déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.
Achats sur le marché libre (P)
Officer, Director · Chief Executive… · 350.00K act. @ 14.24 · $4.98M
Director · 720.00K act. @ 14.29 · $10.29M
Ventes sur le marché libre (S)
Aucune vente d'initié sur le marché libre dans notre fenêtre de couverture.
Les attributions, exercices et retenues fiscales ne sont jamais comptabilisés comme des achats ou des ventes ici. Méthodologie
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