BABA in the 13F filings
Alibaba Group HLDG LTD · CUSIP 01609W102
- Quarter end
- 31 Mar 2024
- the date the book describes
- Filed
- 14 Nov 2024
- latest of these filings; the earliest 1 May 2024
- Managers listing it
- 26
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q4 2023 and Q1 2024; 23 listed it in both
- Shares listed
- 72,564,207
- combined, among listed positions
- Reported value
- $5.3bn
- combined, at the quarter end
Among the 93 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 Q1 2024
26 of 26 holders
Largest increases and reductions, by shares
Increases
- Appaloosa LPexisting position · 11,250,000 shares now+6,900,000
- Millennium Management LLCnew position · 1,407,196 shares now+1,407,196
- Citadel Advisors LLCexisting position · 4,523,097 shares now+957,899
- Dodge & Coxexisting position · 18,074,270 shares now+879,700
- Hudson Bay Capital Management LPexisting position · 750,000 shares now+690,000
Reductions
- Arrowstreet Capital LPexisting position · 531,778 shares now-3,687,151
- Susquehanna International Group LLPexisting position · 7,454,807 shares now-2,346,580
- T. Rowe Price Associates Incexisting position · 8,355,128 shares now-1,358,906
- Artisan Partners LPexisting position · 215,538 shares now-510,610
- Point72 Asset Management LPexisting position · 656,990 shares now-491,085
New positions and exits
New (2)
Exited (5)
- Maverick Capital Ltdwas $37m
- Two Sigma Investments LPwas $27m
- Soros Fund Management LLCwas $5.8m
- Discovery Capital Management LLCwas $4.1m
- Moore Capital Management LPwas $1.6m
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 →