BABA
Alibaba Group Holding Limited · Consumer Cyclical · Specialty Retail
Données momentum (gérants comparables) : étendue des détenteurs 0.0% · flux d'actions -7.8% · nouvelles positions nettes +0.6% — formule
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q4 2025
| 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 | JPMorgan Chase ✦ | 21.65M | -36.0% | $3.17B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 21.65M | -36.0% | $3.17B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 21.65M | -36.0% | $3.17B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 21.65M | -36.0% | $3.17B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 21.65M | -36.0% | $3.17B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 21.65M | -36.0% | $3.17B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 21.65M | -36.0% | $3.17B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 21.65M | -36.0% | $3.17B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 21.65M | -36.0% | $3.17B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 21.65M | -36.0% | $3.17B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 21.65M | -36.0% | $3.17B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 21.65M | -36.0% | $3.17B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 21.65M | -36.0% | $3.17B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 21.65M | -36.0% | $3.17B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 21.65M | -36.0% | $3.17B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 21.65M | -36.0% | $3.17B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 21.65M | -36.0% | $3.17B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 21.65M | -36.0% | $3.17B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 21.65M | -36.0% | $3.17B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 21.65M | -36.0% | $3.17B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 21.65M | -36.0% | $3.17B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 21.65M | -36.0% | $3.17B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 21.65M | -36.0% | $3.17B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 24 | PRIMECAP Management ✦ | 18.98M | -5.1% | $2.78B | 2.1% | ▼ Trim | 7 | SEC ↗ |
| 25 | Hsbc Holdings Plc | 17.19M | — | $2.52B | 0.7% | n/c | 1 | SEC ↗ |
| 26 | Hsbc Holdings Plc | 17.19M | — | $2.52B | 0.7% | n/c | 1 | SEC ↗ |
| 27 | Hsbc Holdings Plc | 17.19M | — | $2.52B | 0.7% | n/c | 1 | SEC ↗ |
| 28 | Hsbc Holdings Plc | 17.19M | — | $2.52B | 0.7% | n/c | 1 | SEC ↗ |
| 29 | Hsbc Holdings Plc | 17.19M | — | $2.52B | 0.7% | n/c | 1 | SEC ↗ |
| 30 | Hsbc Holdings Plc | 17.19M | — | $2.52B | 0.7% | n/c | 1 | SEC ↗ |
| 31 | Hsbc Holdings Plc | 17.19M | — | $2.52B | 0.7% | n/c | 1 | SEC ↗ |
| 32 | Hsbc Holdings Plc | 17.19M | — | $2.52B | 0.7% | n/c | 1 | SEC ↗ |
| 33 | Hsbc Holdings Plc | 17.19M | — | $2.52B | 0.7% | n/c | 1 | SEC ↗ |
| 34 | Hsbc Holdings Plc | 17.19M | — | $2.52B | 0.7% | n/c | 1 | SEC ↗ |
| 35 | Hsbc Holdings Plc | 17.19M | — | $2.52B | 0.7% | n/c | 1 | SEC ↗ |
| 36 | Hsbc Holdings Plc | 17.19M | — | $2.52B | 0.7% | n/c | 1 | SEC ↗ |
| 37 | Hsbc Holdings Plc | 17.19M | — | $2.52B | 0.7% | n/c | 1 | SEC ↗ |
| 38 | Hsbc Holdings Plc | 17.19M | — | $2.52B | 0.7% | n/c | 1 | SEC ↗ |
| 39 | Hsbc Holdings Plc | 17.19M | — | $2.52B | 0.7% | n/c | 1 | SEC ↗ |
| 40 | Hsbc Holdings Plc | 17.19M | — | $2.52B | 0.7% | n/c | 1 | SEC ↗ |
| 41 | Hsbc Holdings Plc | 17.19M | — | $2.52B | 0.7% | n/c | 1 | SEC ↗ |
| 42 | Hsbc Holdings Plc | 17.19M | — | $2.52B | 0.7% | n/c | 1 | SEC ↗ |
| 43 | Hsbc Holdings Plc | 17.19M | — | $2.52B | 0.7% | n/c | 1 | SEC ↗ |
| 44 | Hsbc Holdings Plc | 17.19M | — | $2.52B | 0.7% | n/c | 1 | SEC ↗ |
| 45 | Hsbc Holdings Plc | 17.19M | — | $2.52B | 0.7% | n/c | 1 | SEC ↗ |
| 46 | Hsbc Holdings Plc | 17.19M | — | $2.52B | 0.7% | n/c | 1 | SEC ↗ |
| 47 | Hsbc Holdings Plc | 17.19M | — | $2.52B | 0.7% | n/c | 1 | SEC ↗ |
| 48 | Hsbc Holdings Plc | 17.19M | — | $2.52B | 0.7% | n/c | 1 | SEC ↗ |
| 49 | Hsbc Holdings Plc | 17.19M | — | $2.52B | 0.7% | n/c | 1 | SEC ↗ |
| 50 | Hsbc Holdings Plc | 17.19M | — | $2.52B | 0.7% | n/c | 1 | SEC ↗ |
| 51 | Hsbc Holdings Plc | 17.19M | — | $2.52B | 0.7% | n/c | 1 | SEC ↗ |
| 52 | Hsbc Holdings Plc | 17.19M | — | $2.52B | 0.7% | n/c | 1 | SEC ↗ |
| 53 | Hsbc Holdings Plc | 17.19M | — | $2.52B | 0.7% | n/c | 1 | SEC ↗ |
| 54 | Hsbc Holdings Plc | 17.19M | — | $2.52B | 0.7% | n/c | 1 | SEC ↗ |
| 55 | Hsbc Holdings Plc | 17.19M | — | $2.52B | 0.7% | n/c | 1 | SEC ↗ |
| 56 | Hsbc Holdings Plc | 17.19M | — | $2.52B | 0.7% | n/c | 1 | SEC ↗ |
| 57 | Nomura Holdings Inc | 13.28M | — | $1.95B | 5.6% | n/c | 1 | SEC ↗ |
| 58 | Nomura Holdings Inc | 13.28M | — | $1.95B | 5.6% | n/c | 1 | SEC ↗ |
| 59 | Nomura Holdings Inc | 13.28M | — | $1.95B | 5.6% | n/c | 1 | SEC ↗ |
| 60 | Amundi | 10.66M | — | $1.65B | 0.5% | n/c | 1 | SEC ↗ |
| 61 | Amundi | 10.66M | — | $1.65B | 0.5% | n/c | 1 | SEC ↗ |
| 62 | Amundi | 10.66M | — | $1.65B | 0.5% | n/c | 1 | SEC ↗ |
| 63 | Amundi | 10.66M | — | $1.65B | 0.5% | n/c | 1 | SEC ↗ |
| 64 | Amundi | 10.66M | — | $1.65B | 0.5% | n/c | 1 | SEC ↗ |
| 65 | Amundi | 10.66M | — | $1.65B | 0.5% | n/c | 1 | SEC ↗ |
| 66 | Amundi | 10.66M | — | $1.65B | 0.5% | n/c | 1 | SEC ↗ |
| 67 | UBS Group AG | 10.71M | — | $1.57B | 0.3% | n/c | 1 | SEC ↗ |
| 68 | UBS Group AG | 10.71M | — | $1.57B | 0.3% | n/c | 1 | SEC ↗ |
| 69 | UBS Group AG | 10.71M | — | $1.57B | 0.3% | n/c | 1 | SEC ↗ |
| 70 | UBS Group AG | 10.71M | — | $1.57B | 0.3% | n/c | 1 | SEC ↗ |
| 71 | UBS Group AG | 10.71M | — | $1.57B | 0.3% | n/c | 1 | SEC ↗ |
| 72 | UBS Group AG | 10.71M | — | $1.57B | 0.3% | n/c | 1 | SEC ↗ |
| 73 | UBS Group AG | 10.71M | — | $1.57B | 0.3% | n/c | 1 | SEC ↗ |
| 74 | UBS Group AG | 10.71M | — | $1.57B | 0.3% | n/c | 1 | SEC ↗ |
| 75 | UBS Group AG | 10.71M | — | $1.57B | 0.3% | n/c | 1 | SEC ↗ |
| 76 | UBS Group AG | 10.71M | — | $1.57B | 0.3% | n/c | 1 | SEC ↗ |
| 77 | UBS Group AG | 10.71M | — | $1.57B | 0.3% | n/c | 1 | SEC ↗ |
| 78 | UBS Group AG | 10.71M | — | $1.57B | 0.3% | n/c | 1 | SEC ↗ |
| 79 | UBS Group AG | 10.71M | — | $1.57B | 0.3% | n/c | 1 | SEC ↗ |
| 80 | Fidelity (FMR) ✦ | 10.27M | -14.2% | $1.50B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 81 | Fidelity (FMR) ✦ | 10.27M | -14.2% | $1.50B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 82 | Fidelity (FMR) ✦ | 10.27M | -14.2% | $1.50B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 83 | Fidelity (FMR) ✦ | 10.27M | -14.2% | $1.50B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 84 | Fidelity (FMR) ✦ | 10.27M | -14.2% | $1.50B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 85 | Fidelity (FMR) ✦ | 10.27M | -14.2% | $1.50B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 86 | Fidelity (FMR) ✦ | 10.27M | -14.2% | $1.50B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 87 | Dodge & Cox ✦ | 10.02M | -8.7% | $1.47B | 0.8% | ▼ Trim | 7 | SEC ↗ |
| 88 | Goldman Sachs Group ✦ | 7.67M | -34.9% | $1.12B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 89 | Goldman Sachs Group ✦ | 7.67M | -34.9% | $1.12B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 90 | Goldman Sachs Group ✦ | 7.67M | -34.9% | $1.12B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 91 | Goldman Sachs Group ✦ | 7.67M | -34.9% | $1.12B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 92 | Goldman Sachs Group ✦ | 7.67M | -34.9% | $1.12B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 93 | Goldman Sachs Group ✦ | 7.67M | -34.9% | $1.12B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 94 | Capital World Investors ✦ | 6.51M | +7.7% | $953.53M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 95 | UBS AM, a distinct business unit of… | 5.75M | — | $842.98M | 0.2% | n/c | 1 | SEC ↗ |
| 96 | UBS AM, a distinct business unit of… | 5.75M | — | $842.98M | 0.2% | n/c | 1 | SEC ↗ |
| 97 | UBS AM, a distinct business unit of… | 5.75M | — | $842.98M | 0.2% | n/c | 1 | SEC ↗ |
| 98 | UBS AM, a distinct business unit of… | 5.75M | — | $842.98M | 0.2% | n/c | 1 | SEC ↗ |
| 99 | UBS AM, a distinct business unit of… | 5.75M | — | $842.98M | 0.2% | n/c | 1 | SEC ↗ |
| 100 | UBS AM, a distinct business unit of… | 5.75M | — | $842.98M | 0.2% | n/c | 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
| Aucun nouvel acheteur suivi ce trimestre. |
Sorti(e)
| Coatue Management | $356.85M | était 0.9% |
| Altimeter Capital | $173.21M | était 2.3% |
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)
Director · 720.00K act. @ 14.47 · $10.42M
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