BABA in the 13F filings
Alibaba Group HLDG LTD · CUSIP 01609W102
- Quarter end
- 30 Jun 2024
- the date the book describes
- Filed
- 14 Nov 2024
- latest of these filings; the earliest 25 Jul 2024
- Managers listing it
- 29
- at least, of 95 tracked, among listed positions
- Comparable managers
- 94
- filed both Q1 2024 and Q2 2024; 21 listed it in both
- Shares listed
- 63,970,776
- combined, among listed positions
- Reported value
- $4.6bn
- combined, at the quarter end
Among the 94 comparable managers: 17 buyers (opened or added shares) and 14 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 Q2 2024
29 of 29 holders
Largest increases and reductions, by shares
Increases
- Millennium Management LLCnew position · 2,081,767 shares now+2,081,767
- Marshall Wace LLPexisting position · 1,424,944 shares now+1,085,043
- Soros Fund Management LLCnew position · 1,025,000 shares now+1,025,000
- Janus Henderson Group Ltdnew position · 590,494 shares now+590,494
- Point72 Asset Management LPexisting position · 1,229,309 shares now+572,319
Reductions
- Appaloosa LPexisting position · 10,500,000 shares now-750,000
- Jane Street Group LLCexisting position · 8,570,053 shares now-669,539
- Balyasny Asset Management LLCexisting position · 392,783 shares now-503,908
- Wellington Management Group LLPexisting position · 1,993,152 shares now-352,967
- Hudson Bay Capital Management LPexisting position · 425,000 shares now-325,000
New positions and exits
New (7)
Exited (2)
- Farallon Capital Management LLCwas $24m
- Baillie Gifford & Cowas $7k
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 →