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BABA · GOOGL in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

BABAGOOGL
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • BABA
  • GOOGL
020406080202120222023202420252026
Holders and value by quarter
QuarterBABAGOOGL
Q3 202056 holders, $71.2bn52 holders, $65.2bn
Q4 202046 holders, $50.4bn57 holders, $83.4bn
Q1 202146 holders, $44.4bn56 holders, $96.9bn
Q2 202141 holders, $36.2bn59 holders, $113bn
Q3 202132 holders, $16.9bn59 holders, $123bn
Q4 202129 holders, $9.5bn56 holders, $130bn
Q1 202224 holders, $7.6bn56 holders, $117bn
Q2 202231 holders, $7.3bn49 holders, $88.7bn
Q3 202227 holders, $5.6bn53 holders, $76.8bn
Q4 202232 holders, $5.5bn55 holders, $122bn
Q1 202340 holders, $7.7bn54 holders, $79.8bn
Q2 202330 holders, $6.0bn55 holders, $93.0bn
Q3 202331 holders, $5.9bn59 holders, $103bn
Q4 202330 holders, $5.5bn57 holders, $105bn
Q1 202426 holders, $5.3bn58 holders, $112bn
Q2 202429 holders, $4.6bn56 holders, $132bn
Q3 202432 holders, $7.5bn58 holders, $119bn
Q4 202427 holders, $4.5bn58 holders, $141bn
Q1 202533 holders, $10.9bn61 holders, $106bn
Q2 202520 holders, $5.3bn57 holders, $117bn
Q3 202528 holders, $9.1bn61 holders, $174bn
Q4 202526 holders, $6.6bn62 holders, $236bn
Q1 202621 holders, $4.8bn65 holders, $233bn
Q2 202620 holders, $2.6bn64 holders, $309bn
BABA

Alibaba Group HLDG LTD

Holders
30
Reported value
$5.5bn
Buyers
22
Sellers
11

Breadth +11 among 93 comparable managers.

Business and payment servicesConsumer and digital platforms · L3VLUP
GOOGL

Alphabet Inc

Holders
57
Reported value
$105bn
Buyers
26
Sellers
34

Breadth -8 among 93 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPConsumer and digital platforms · L3VLUPInternet, programming and data services

Who holds both, Q4 2023

Among the 62 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only BABA (5)

Appaloosa LP, Discovery Capital Management LLC, Farallon Capital Management LLC, Moore Capital Management LP, Oaktree Capital Management LP

Only GOOGL (32)

Acadian Asset Management LLC, AQR Capital Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., D1 Capital Partners LP, ExodusPoint Capital Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Pershing Square Capital Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP, and 7 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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