L3VLUP
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

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

26 of 26 holders

ActionFiling
Dodge & Cox18,074,270$1.3bn0.76%Added+879,70014 May 2024 (the filing on sec.gov)
Appaloosa LP11,250,000$814m12.05%Added+6,900,00015 May 2024 (the filing on sec.gov)
Jane Street Group LLC9,239,592$669m0.14%Added+438,62416 May 2024 (the filing on sec.gov)
T. Rowe Price Associates Inc8,355,128$605m0.07%Trimmed-1,358,90615 May 2024 (the filing on sec.gov)
Susquehanna International Group LLP7,454,807$539m0.09%Trimmed-2,346,5807 May 2024 (the filing on sec.gov)
Citadel Advisors LLC4,523,097$327m0.06%Added+957,89915 May 2024 (the filing on sec.gov)
Wellington Management Group LLP2,346,119$170munder 0.1%Added+164,62115 May 2024 (the filing on sec.gov)
Man Group PLC1,683,641$122m0.31%Trimmed-158,09715 May 2024 (the filing on sec.gov)
AllianceBernstein LP1,682,524$122munder 0.1%Trimmed-78,67014 May 2024 (the filing on sec.gov)
Millennium Management LLC1,407,196$102munder 0.1%Newnew15 May 2024 (the filing on sec.gov)
Balyasny Asset Management LLC896,691$65m0.11%Added+310,36613 May 2024 (the filing on sec.gov)
Neuberger Berman Group LLC815,901$59munder 0.1%Trimmed-2,17414 Nov 2024 (the filing on sec.gov)
Hudson Bay Capital Management LP750,000$54m0.30%Added+690,00015 May 2024 (the filing on sec.gov)
Verition Fund Management LLC716,367$52m0.35%Added+354,75514 May 2024 (the filing on sec.gov)
Point72 Asset Management LP656,990$48m0.12%Trimmed-491,08515 May 2024 (the filing on sec.gov)
Arrowstreet Capital LP531,778$38munder 0.1%Trimmed-3,687,15115 May 2024 (the filing on sec.gov)
Eisler Capital Management Ltd385,554$28m0.23%Trimmed-39,15714 May 2024 (the filing on sec.gov)
Marshall Wace LLP339,901$25munder 0.1%Trimmed-286,80015 May 2024 (the filing on sec.gov)
Farallon Capital Management LLC329,000$24m0.10%Trimmed-206,00024 May 2024 (the filing on sec.gov)
Coatue Management LLC304,358$22m0.09%Added+146,58415 May 2024 (the filing on sec.gov)
Walleye Capital LLC266,202$19munder 0.1%Addedn.a.15 May 2024 (the filing on sec.gov)
Artisan Partners LP215,538$16munder 0.1%Trimmed-510,61013 May 2024 (the filing on sec.gov)
Scion Asset Management LLC125,000$9.0m8.74%Added+50,00015 May 2024 (the filing on sec.gov)
Oaktree Capital Management LP122,246$8.8m0.14%Added+1,97514 May 2024 (the filing on sec.gov)
Woodline Partners LP92,210$6.7m0.06%Newnew15 May 2024 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q4 2023 to Q1 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.

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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 →