BABA in the 13F filings
Alibaba Group HLDG LTD · CUSIP 01609W102
- 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
27 of 27 holders
Largest increases and reductions, by shares
Increases
- Renaissance Technologies LLCexisting position · 2,995,640 shares now+2,024,640
- Appaloosa LPexisting position · 11,843,158 shares now+1,843,158
- Millennium Management LLCnew position · 1,161,554 shares now+1,161,554
- Janus Henderson Group Ltdexisting position · 2,112,187 shares now+1,030,999
- Squarepoint Ops LLCexisting position · 1,236,592 shares now+894,936
Reductions
- T. Rowe Price Associates Incexisting position · 6,010,789 shares now-6,788,119
- Dodge & Coxexisting position · 14,469,770 shares now-3,616,800
- Coatue Management LLCexisting position · 192,728 shares now-2,521,488
- Jane Street Group LLCexisting position · 2,382,036 shares now-680,439
- Soros Fund Management LLCexisting position · 850,000 shares now-456,000
New positions and exits
New (5)
Exited (4)
- Oaktree Capital Management LPwas $24m
- Discovery Capital Management LLCwas $15m
- Element Capital Management LLCwas $14m
- Caxton Associates LLPwas $11m
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 →