L3VLUP
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

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

29 of 29 holders

ActionFiling
Dodge & Cox18,034,070$1.3bn0.78%Trimmed-40,20013 Aug 2024 (the filing on sec.gov)
Appaloosa LP10,500,000$756m12.24%Trimmed-750,00014 Aug 2024 (the filing on sec.gov)
T. Rowe Price Associates Inc8,624,007$621m0.07%Added+268,87914 Aug 2024 (the filing on sec.gov)
Jane Street Group LLC8,570,053$617m0.14%Trimmed-669,53915 Aug 2024 (the filing on sec.gov)
Man Group PLC2,106,637$152m0.38%Added+422,99614 Aug 2024 (the filing on sec.gov)
Millennium Management LLC2,081,767$150m0.07%New+674,57114 Aug 2024 (the filing on sec.gov)
Wellington Management Group LLP1,993,152$144munder 0.1%Trimmed-352,96714 Aug 2024 (the filing on sec.gov)
AllianceBernstein LP1,669,309$120munder 0.1%Trimmed-13,21514 Aug 2024 (the filing on sec.gov)
Marshall Wace LLP1,424,944$103m0.14%Added+1,085,04314 Aug 2024 (the filing on sec.gov)
Renaissance Technologies LLC1,335,600$96m0.16%Addedn.a.9 Aug 2024 (the filing on sec.gov)
Point72 Asset Management LP1,229,309$89m0.23%Added+572,31916 Sep 2024 (the filing on sec.gov)
Soros Fund Management LLC1,025,000$74m1.33%Newnew14 Aug 2024 (the filing on sec.gov)
Neuberger Berman Group LLC863,126$62m0.05%Added+47,22514 Nov 2024 (the filing on sec.gov)
Janus Henderson Group Ltd590,494$43munder 0.1%Newnew14 Aug 2024 (the filing on sec.gov)
Capital World Investors520,101$37munder 0.1%Newnew13 Aug 2024 (the filing on sec.gov)
Verition Fund Management LLC462,453$33m0.18%Trimmed-253,91414 Aug 2024 (the filing on sec.gov)
Hudson Bay Capital Management LP425,000$31m0.14%Trimmed-325,00014 Aug 2024 (the filing on sec.gov)
Arrowstreet Capital LP412,767$30munder 0.1%Trimmed-119,01114 Aug 2024 (the filing on sec.gov)
Balyasny Asset Management LLC392,783$28munder 0.1%Trimmed-503,90814 Aug 2024 (the filing on sec.gov)
ExodusPoint Capital Management LP303,018$22m0.15%Newnew13 Aug 2024 (the filing on sec.gov)
Coatue Management LLC272,659$20m0.08%Trimmed-31,69914 Aug 2024 (the filing on sec.gov)
Eisler Capital Management Ltd252,900$18m0.12%Trimmed-132,65413 Aug 2024 (the filing on sec.gov)
Woodline Partners LP235,807$17m0.16%Added+143,59714 Aug 2024 (the filing on sec.gov)
Artisan Partners LP182,164$13munder 0.1%Trimmed-33,37412 Aug 2024 (the filing on sec.gov)
Scion Asset Management LLC155,000$11m21.26%Added+30,00014 Aug 2024 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q1 2024 to Q2 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 →