证券记录 · 已归档季度

BABA

Alibaba Group Holding Limited · Consumer Cyclical · Specialty Retail

119.44 +0.8% 市值 $286.28B 报价延迟（FMP） · 截至 Aug 25 22:08 UTC — 与下方申报数据相互独立

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024

22被追踪持有人

+1Δ持有人

93.09M持有股份

$9.80B报告持仓市值

+2新建仓位

−1清仓

Rising 确信度评分 56/100 计算方式说明 → 在研究台查询相关说明 →

动量输入（同类管理人）：持有人广度 +4.8% · 股份流向 +12.7% · 净新建仓位 +4.5% — 公式
广泛积累 — 持股数量上升且持有人增多

所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q3 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	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	—	—

持有人数量

持有人 · Q3 2024

#	管理人	股份	Δ股份	价值	其权重		持有
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 ✦ (被动)	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	新增	$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	新增	$587,572	0.0%	New	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

Bridgewater Associates	$54.37M	0.3%
AQR Capital Management	$587,572	0.0%

已清仓

Fairfax Financial	$21.08M	曾为 1.8%

全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 1 持有人, 34.20K 股份, $4,290 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。

GOOG19共同持有人 GOOGL19共同持有人 UBER18共同持有人 MSFT18共同持有人 META18共同持有人

内部人交易

公开市场买入 (P)

Aug 25 Tsai Joseph C

Director · 720.00K 股 @ 14.47 · $10.42M

Aug 24 Wu Yongming

Officer, Director · Chief Executive… · 350.00K 股 @ 14.24 · $4.98M

Aug 24 Tsai Joseph C

Director · 720.00K 股 @ 14.29 · $10.29M

公开市场卖出 (S)

在我们的覆盖窗口内无内部人士公开市场卖出记录。

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

☆ BABA

新增买入方

已清仓

公开市场买入 (P)

公开市场卖出 (S)

BABA