L3VLUP
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

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

30 of 30 holders

ActionFiling
Dodge & Cox17,194,570$1.3bn0.85%Added+1,103,10022 Feb 2024 (the filing on sec.gov)
Susquehanna International Group LLP9,801,387$760m0.14%Added+5,297,85414 Feb 2024 (the filing on sec.gov)
T. Rowe Price Associates Inc9,714,034$753m0.10%Trimmed-2,198,33616 Feb 2024 (the filing on sec.gov)
Jane Street Group LLC8,800,968$682m0.18%Added+1,757,64015 Feb 2024 (the filing on sec.gov)
Appaloosa LP4,350,000$337m5.82%Added+750,00014 Feb 2024 (the filing on sec.gov)
Arrowstreet Capital LP4,218,929$327m0.34%Added+1,126,78014 Feb 2024 (the filing on sec.gov)
Citadel Advisors LLC3,565,198$276m0.06%Addedn.a.14 Feb 2024 (the filing on sec.gov)
Wellington Management Group LLP2,181,498$169munder 0.1%Added+25,05412 Feb 2024 (the filing on sec.gov)
Man Group PLC1,841,738$143m0.40%Trimmed-445,20014 Feb 2024 (the filing on sec.gov)
AllianceBernstein LP1,761,194$137m0.05%Added+56,16014 Feb 2024 (the filing on sec.gov)
Point72 Asset Management LP1,148,075$89m0.22%Added+268,51214 Feb 2024 (the filing on sec.gov)
Neuberger Berman Group LLC818,075$63m0.06%Added+21,99814 Nov 2024 (the filing on sec.gov)
Artisan Partners LP726,148$56m0.09%Added+495,51812 Feb 2024 (the filing on sec.gov)
Marshall Wace LLP626,701$49m0.08%Added+268,78414 Feb 2024 (the filing on sec.gov)
Balyasny Asset Management LLC586,325$45m0.09%Trimmed-157,94114 Feb 2024 (the filing on sec.gov)
Farallon Capital Management LLC535,000$41m0.19%Trimmed-327,23314 Feb 2024 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC509,517$39m0.26%Addedn.a.14 Feb 2024 (the filing on sec.gov)
Maverick Capital Ltd472,185$37m0.73%Trimmed-358,27414 Feb 2024 (the filing on sec.gov)
Eisler Capital Management Ltd424,711$33m0.26%Added+232,10613 Feb 2024 (the filing on sec.gov)
Verition Fund Management LLC361,612$28m0.22%Trimmed-109,12214 Feb 2024 (the filing on sec.gov)
Two Sigma Investments LP348,088$27m0.06%Addedn.a.14 Feb 2024 (the filing on sec.gov)
Two Sigma Advisers LP212,700$16munder 0.1%Addedn.a.14 Feb 2024 (the filing on sec.gov)
Coatue Management LLC157,774$12m0.05%Trimmed-203,08014 Feb 2024 (the filing on sec.gov)
Oaktree Capital Management LP120,271$9.3m0.14%Newnew13 Feb 2024 (the filing on sec.gov)
Scion Asset Management LLC75,000$5.8m6.15%Added+25,00016 Feb 2024 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2023 to Q4 2023, 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 →