L3VLUP
Quarter end
31 Dec 2024
the date the book describes
Filed
14 Feb 2025
latest of these filings; the earliest 10 Feb 2025
Managers listing it
27
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q3 2024 and Q4 2024; 22 listed it in both
Shares listed
52,662,507
combined, among listed positions
Reported value
$4.5bn
combined, at the quarter end

Among the 94 comparable managers: 15 buyers (opened or added shares) and 16 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 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

27 of 27 holders

ActionFiling
Dodge & Cox14,469,770$1.2bn0.71%Trimmed-3,616,80013 Feb 2025 (the filing on sec.gov)
Appaloosa LP11,843,158$1.0bn15.54%Added+1,843,15810 Feb 2025 (the filing on sec.gov)
T. Rowe Price Associates Inc6,010,789$510m0.06%Trimmed-6,788,11914 Feb 2025 (the filing on sec.gov)
Renaissance Technologies LLC2,995,640$254m0.38%Added+2,024,64013 Feb 2025 (the filing on sec.gov)
Jane Street Group LLC2,382,036$202munder 0.1%Trimmed-680,43914 Feb 2025 (the filing on sec.gov)
Janus Henderson Group Ltd2,112,187$179m0.09%Added+1,030,99914 Feb 2025 (the filing on sec.gov)
Man Group PLC1,897,326$161m0.42%Added+45,23214 Feb 2025 (the filing on sec.gov)
Wellington Management Group LLP1,591,693$135munder 0.1%Trimmed-389,51212 Feb 2025 (the filing on sec.gov)
Squarepoint Ops LLC1,236,592$105m0.10%Added+894,93614 Feb 2025 (the filing on sec.gov)
Millennium Management LLC1,161,554$98munder 0.1%New-462,83314 Feb 2025 (the filing on sec.gov)
AllianceBernstein LP1,140,286$97munder 0.1%Trimmed-413,40812 Feb 2025 (the filing on sec.gov)
Neuberger Berman Group LLC1,111,392$94m0.07%Added+138,66513 Feb 2025 (the filing on sec.gov)
Voloridge Investment Management LLC869,529$74m0.26%Newnew14 Feb 2025 (the filing on sec.gov)
Soros Fund Management LLC850,000$72m1.08%Trimmed-456,00014 Feb 2025 (the filing on sec.gov)
Capital World Investors559,851$47munder 0.1%Trimmed-22213 Feb 2025 (the filing on sec.gov)
Hudson Bay Capital Management LP500,000$42m0.15%Trimmed-280,00014 Feb 2025 (the filing on sec.gov)
Walleye Capital LLC303,707$26m0.06%Added+23,64413 Feb 2025 (the filing on sec.gov)
Tudor Investment Corp268,379$23m0.09%Addedn.a.14 Feb 2025 (the filing on sec.gov)
Bridgewater Associates LP255,023$22m0.10%Trimmed-257,28013 Feb 2025 (the filing on sec.gov)
Eisler Capital Management Ltd203,594$17m0.08%Added+136,62114 Feb 2025 (the filing on sec.gov)
Coatue Management LLC192,728$16m0.06%Trimmed-2,521,48814 Feb 2025 (the filing on sec.gov)
Harris Associates LP188,986$16munder 0.1%Newnew14 Feb 2025 (the filing on sec.gov)
Verition Fund Management LLC154,978$13m0.05%Added+24,85114 Feb 2025 (the filing on sec.gov)
Scion Asset Management LLC150,000$13m16.42%Trimmed-50,00014 Feb 2025 (the filing on sec.gov)
Artisan Partners LP112,821$9.6munder 0.1%Trimmed-21,41212 Feb 2025 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2024 to Q4 2024, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
32 in Q3 2024 to 20 in Q2 2026

Tracked managers listing it, at least.

0204060201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
BABA by quarter
QuarterHoldersReported valueBuyersSellers
Q3 201436$12.4bnn.a.n.a.
Q4 201433$13.1bnn.a.n.a.
Q1 201529$12.5bnn.a.n.a.
Q2 201530$12.2bnn.a.n.a.
Q3 201530$9.3bnn.a.n.a.
Q4 201530$15.6bnn.a.n.a.
Q1 201629$14.7bnn.a.n.a.
Q2 201627$15.2bnn.a.n.a.
Q3 201636$24.6bnn.a.n.a.
Q4 201633$21.5bnn.a.n.a.
Q1 201738$26.4bnn.a.n.a.
Q2 201744$38.5bnn.a.n.a.
Q3 201749$46.9bnn.a.n.a.
Q4 201745$43.0bnn.a.n.a.
Q1 201842$44.4bnn.a.n.a.
Q2 201843$44.2bnn.a.n.a.
Q3 201848$41.5bnn.a.n.a.
Q4 201846$35.6bnn.a.n.a.
Q1 201949$48.4bnn.a.n.a.
Q2 201950$52.4bnn.a.n.a.
Q3 201952$54.7bnn.a.n.a.
Q4 201956$63.2bnn.a.n.a.
Q1 202054$53.5bnn.a.n.a.
Q2 202060$58.2bnn.a.n.a.
Q3 202056$71.2bnn.a.n.a.
Q4 202046$50.4bnn.a.n.a.
Q1 202146$44.4bnn.a.n.a.
Q2 202141$36.2bnn.a.n.a.
Q3 202132$16.9bnn.a.n.a.
Q4 202129$9.5bnn.a.n.a.
Q1 202224$7.6bnn.a.n.a.
Q2 202231$7.3bnn.a.n.a.
Q3 202227$5.6bnn.a.n.a.
Q4 202232$5.5bnn.a.n.a.
Q1 202340$7.7bnn.a.n.a.
Q2 202330$6.0bnn.a.n.a.
Q3 202331$5.9bnn.a.n.a.
Q4 202330$5.5bn2211
Q1 202426$5.3bn1516
Q2 202429$4.6bn1714
Q3 202432$7.5bn2112
Q4 202427$4.5bn1516
Q1 202533$10.9bn2213
Q2 202520$5.3bn619
Q3 202528$9.1bn2011
Q4 202526$6.6bn1926
Q1 202621$4.8bn1424
Q2 202620$2.6bn2017

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

BABA and GOOGL →BABA and AMZN →BABA and GOOG →Choose a stock to compare with BABA →

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 →