BABA
Alibaba Group Holding Limited · Consumer Cyclical · Specialty Retail
动量输入（同类管理人）：
持有人广度 +4.8% ·
股份流向 +5.4% ·
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 Q1 2025
| 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 | — | — |
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | PRIMECAP Management ✦ | 20.62M | -6.1% | $2.73B | 2.3% | ▼ Trim | 4 | SEC ↗ |
| 2 | Dodge & Cox ✦ | 11.32M | -21.8% | $1.50B | 0.9% | ▼ Trim | 4 | SEC ↗ |
| 3 | Appaloosa ✦ | 9.23M | -22.1% | $1.22B | 21.9% | ▼ Trim | 4 | SEC ↗ |
| 4 | T. Rowe Price ✦ | 8.60M | +43.0% | $1.14B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 5 | T. Rowe Price ✦ | 8.60M | +43.0% | $1.14B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 6 | T. Rowe Price ✦ | 8.60M | +43.0% | $1.14B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 7 | Norges Bank ✦ (被动) | 7.02M | +1.6% | $927.68M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 8 | Bridgewater Associates ✦ | 5.66M | +2119.5% | $748.46M | 3.5% | ▲ Add | 3 | SEC ↗ |
| 9 | Fisher Asset Management ✦ | 4.88M | -4.3% | $644.83M | 0.3% | ▼ Trim | 4 | SEC ↗ |
| 10 | Coatue Management ✦ | 3.80M | +1872.6% | $502.70M | 2.2% | ▲ Add | 4 | SEC ↗ |
| 11 | Coatue Management ✦ | 3.80M | +1872.6% | $502.70M | 2.2% | ▲ Add | 4 | SEC ↗ |
| 12 | Coatue Management ✦ | 3.80M | +1872.6% | $502.70M | 2.2% | ▲ Add | 4 | SEC ↗ |
| 13 | Coatue Management ✦ | 3.80M | +1872.6% | $502.70M | 2.2% | ▲ Add | 4 | SEC ↗ |
| 14 | Coatue Management ✦ | 3.80M | +1872.6% | $502.70M | 2.2% | ▲ Add | 4 | SEC ↗ |
| 15 | Coatue Management ✦ | 3.80M | +1872.6% | $502.70M | 2.2% | ▲ Add | 4 | SEC ↗ |
| 16 | Coatue Management ✦ | 3.80M | +1872.6% | $502.70M | 2.2% | ▲ Add | 4 | SEC ↗ |
| 17 | Millennium Management ✦ | 1.59M | +36.8% | $210.16M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 18 | Renaissance Technologies ✦ | 1.43M | -52.3% | $189.00M | 0.3% | ▼ Trim | 4 | SEC ↗ |
| 19 | Marshall Wace ✦ | 1.41M | +683.7% | $186.25M | 0.3% | ▲ Add | 4 | SEC ↗ |
| 20 | Marshall Wace ✦ | 1.41M | +683.7% | $186.25M | 0.3% | ▲ Add | 4 | SEC ↗ |
| 21 | Marshall Wace ✦ | 1.41M | +683.7% | $186.25M | 0.3% | ▲ Add | 4 | SEC ↗ |
| 22 | Wellington Management ✦ | 1.12M | -29.9% | $147.58M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 23 | Wellington Management ✦ | 1.12M | -29.9% | $147.58M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 24 | Wellington Management ✦ | 1.12M | -29.9% | $147.58M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 25 | Wellington Management ✦ | 1.12M | -29.9% | $147.58M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 26 | Wellington Management ✦ | 1.12M | -29.9% | $147.58M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 27 | Wellington Management ✦ | 1.12M | -29.9% | $147.58M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 28 | Wellington Management ✦ | 1.12M | -29.9% | $147.58M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 29 | Wellington Management ✦ | 1.12M | -29.9% | $147.58M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 30 | D. E. Shaw & Co. ✦ | 668.57K | +80.0% | $88.41M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 31 | State Street Global Advisors ✦ (被动) | 639.49K | -3.7% | $84.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Citadel Advisors ✦ | 627.05K | +15.2% | $82.91M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 33 | Citadel Advisors ✦ | 627.05K | +15.2% | $82.91M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 34 | Capital World Investors ✦ | 566.74K | +1.2% | $74.94M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 35 | Altimeter Capital ✦ | 540.37K | 新增 | $71.45M | 1.4% | New | 1 | SEC ↗ |
| 36 | Arrowstreet Capital ✦ | 200.71K | +1027.2% | $26.54M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 37 | Harris Associates (Oakmark) ✦ | 109.89K | -41.9% | $14.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Point72 Asset Management ✦ | 99.17K | 新增 | $13.11M | 0.0% | New | 1 | SEC ↗ |
| 39 | Tweedy, Browne ✦ | 4.64K | 0.0% | $614,208 | 0.1% | Held | 4 | SEC ↗ |
| 40 | AQR Capital Management ✦ | 1.92K | 新增 | $254,279 | 0.0% | New | 1 | SEC ↗ |
| 41 | AQR Capital Management ✦ | 1.92K | 新增 | $254,279 | 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
| Altimeter Capital | $71.45M | 1.4% |
| Point72 Asset Management | $13.11M | 0.0% |
| AQR Capital Management | $254,279 | 0.0% |
| AQR Capital Management | $254,279 | 0.0% |
已清仓
| Soros Fund Management | $72.07M | 曾为 1.8% |
| Scion Asset Management | $12.72M | 曾为 16.4% |
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。
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)
Director · 720.00K 股 @ 14.47 · $10.42M
Officer, Director · Chief Executive… · 350.00K 股 @ 14.24 · $4.98M
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
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