BABA in the 13F filings
Alibaba Group HLDG LTD · CUSIP 01609W102
- Quarter end
- 31 Dec 2023
- the date the book describes
- Filed
- 14 Nov 2024
- latest of these filings; the earliest 26 Jan 2024
- Managers listing it
- 30
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q3 2023 and Q4 2023; 23 listed it in both
- Shares listed
- 70,759,837
- combined, among listed positions
- Reported value
- $5.5bn
- combined, at the quarter end
Among the 93 comparable managers: 22 buyers (opened or added shares) and 11 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing BABA in Q4 2023
30 of 30 holders
Largest increases and reductions, by shares
Increases
- Susquehanna International Group LLPexisting position · 9,801,387 shares now+5,297,854
- Jane Street Group LLCexisting position · 8,800,968 shares now+1,757,640
- Arrowstreet Capital LPexisting position · 4,218,929 shares now+1,126,780
- Dodge & Coxexisting position · 17,194,570 shares now+1,103,100
- Appaloosa LPexisting position · 4,350,000 shares now+750,000
Reductions
- T. Rowe Price Associates Incexisting position · 9,714,034 shares now-2,198,336
- Man Group PLCexisting position · 1,841,738 shares now-445,200
- Maverick Capital Ltdexisting position · 472,185 shares now-358,274
- Farallon Capital Management LLCexisting position · 535,000 shares now-327,233
- Coatue Management LLCexisting position · 157,774 shares now-203,080
New positions and exits
New (3)
Exited (3)
- Tiger Global Management LLCwas $128m
- Element Capital Management LLCwas $30m
- Woodline Partners LPwas $13m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q3 2014 | 36 | $12.4bn | n.a. | n.a. |
| Q4 2014 | 33 | $13.1bn | n.a. | n.a. |
| Q1 2015 | 29 | $12.5bn | n.a. | n.a. |
| Q2 2015 | 30 | $12.2bn | n.a. | n.a. |
| Q3 2015 | 30 | $9.3bn | n.a. | n.a. |
| Q4 2015 | 30 | $15.6bn | n.a. | n.a. |
| Q1 2016 | 29 | $14.7bn | n.a. | n.a. |
| Q2 2016 | 27 | $15.2bn | n.a. | n.a. |
| Q3 2016 | 36 | $24.6bn | n.a. | n.a. |
| Q4 2016 | 33 | $21.5bn | n.a. | n.a. |
| Q1 2017 | 38 | $26.4bn | n.a. | n.a. |
| Q2 2017 | 44 | $38.5bn | n.a. | n.a. |
| Q3 2017 | 49 | $46.9bn | n.a. | n.a. |
| Q4 2017 | 45 | $43.0bn | n.a. | n.a. |
| Q1 2018 | 42 | $44.4bn | n.a. | n.a. |
| Q2 2018 | 43 | $44.2bn | n.a. | n.a. |
| Q3 2018 | 48 | $41.5bn | n.a. | n.a. |
| Q4 2018 | 46 | $35.6bn | n.a. | n.a. |
| Q1 2019 | 49 | $48.4bn | n.a. | n.a. |
| Q2 2019 | 50 | $52.4bn | n.a. | n.a. |
| Q3 2019 | 52 | $54.7bn | n.a. | n.a. |
| Q4 2019 | 56 | $63.2bn | n.a. | n.a. |
| Q1 2020 | 54 | $53.5bn | n.a. | n.a. |
| Q2 2020 | 60 | $58.2bn | n.a. | n.a. |
| Q3 2020 | 56 | $71.2bn | n.a. | n.a. |
| Q4 2020 | 46 | $50.4bn | n.a. | n.a. |
| Q1 2021 | 46 | $44.4bn | n.a. | n.a. |
| Q2 2021 | 41 | $36.2bn | n.a. | n.a. |
| Q3 2021 | 32 | $16.9bn | n.a. | n.a. |
| Q4 2021 | 29 | $9.5bn | n.a. | n.a. |
| Q1 2022 | 24 | $7.6bn | n.a. | n.a. |
| Q2 2022 | 31 | $7.3bn | n.a. | n.a. |
| Q3 2022 | 27 | $5.6bn | n.a. | n.a. |
| Q4 2022 | 32 | $5.5bn | n.a. | n.a. |
| Q1 2023 | 40 | $7.7bn | n.a. | n.a. |
| Q2 2023 | 30 | $6.0bn | n.a. | n.a. |
| Q3 2023 | 31 | $5.9bn | n.a. | n.a. |
| Q4 2023 | 30 | $5.5bn | 22 | 11 |
| Q1 2024 | 26 | $5.3bn | 15 | 16 |
| Q2 2024 | 29 | $4.6bn | 17 | 14 |
| Q3 2024 | 32 | $7.5bn | 21 | 12 |
| Q4 2024 | 27 | $4.5bn | 15 | 16 |
| Q1 2025 | 33 | $10.9bn | 22 | 13 |
| Q2 2025 | 20 | $5.3bn | 6 | 19 |
| Q3 2025 | 28 | $9.1bn | 20 | 11 |
| Q4 2025 | 26 | $6.6bn | 19 | 26 |
| Q1 2026 | 21 | $4.8bn | 14 | 24 |
| Q2 2026 | 20 | $2.6bn | 20 | 17 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
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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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own BABA, latest filings →Back to the 13F Explorer →