L3VLUP
Quarter end
30 Sep 2024
the date the book describes
Filed
15 Nov 2024
latest of these filings; the earliest 8 Nov 2024
Managers listing it
32
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q2 2024 and Q3 2024; 25 listed it in both
Shares listed
70,944,084
combined, among listed positions
Reported value
$7.5bn
combined, at the quarter end

Among the 94 comparable managers: 21 buyers (opened or added shares) and 12 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 Q3 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

32 of 32 holders

ActionFiling
Dodge & Cox18,086,570$1.9bn1.09%Added+52,50013 Nov 2024 (the filing on sec.gov)
T. Rowe Price Associates Inc12,798,908$1.4bn0.16%Added+4,174,90114 Nov 2024 (the filing on sec.gov)
Appaloosa LP10,000,000$1.1bn15.76%Trimmed-500,00014 Nov 2024 (the filing on sec.gov)
Invesco Ltd6,121,402$650m0.13%Addedn.a.12 Nov 2024 (the filing on sec.gov)
Jane Street Group LLC3,062,475$325m0.07%Trimmed-5,507,57815 Nov 2024 (the filing on sec.gov)
Coatue Management LLC2,714,216$288m1.07%Added+2,441,55714 Nov 2024 (the filing on sec.gov)
Wellington Management Group LLP1,981,205$210munder 0.1%Trimmed-11,94714 Nov 2024 (the filing on sec.gov)
Man Group PLC1,852,094$197m0.51%Trimmed-254,54314 Nov 2024 (the filing on sec.gov)
Marshall Wace LLP1,657,716$176m0.21%Added+232,77214 Nov 2024 (the filing on sec.gov)
Millennium Management LLC1,624,387$172m0.08%New-457,38014 Nov 2024 (the filing on sec.gov)
AllianceBernstein LP1,553,694$165m0.06%Trimmed-115,61514 Nov 2024 (the filing on sec.gov)
D. E. Shaw & Co.1,355,576$144m0.12%Addedn.a.14 Nov 2024 (the filing on sec.gov)
Soros Fund Management LLC1,306,000$139m2.00%Added+281,00014 Nov 2024 (the filing on sec.gov)
Janus Henderson Group Ltd1,081,188$115m0.06%Added+490,69414 Nov 2024 (the filing on sec.gov)
Neuberger Berman Group LLC972,727$103m0.08%Added+109,60114 Nov 2024 (the filing on sec.gov)
Renaissance Technologies LLC971,000$103m0.15%Trimmed-364,60013 Nov 2024 (the filing on sec.gov)
Hudson Bay Capital Management LP780,000$83m0.33%Added+355,00013 Nov 2024 (the filing on sec.gov)
Capital World Investors560,073$59munder 0.1%Added+39,97213 Nov 2024 (the filing on sec.gov)
Bridgewater Associates LP512,303$54m0.31%Newnew13 Nov 2024 (the filing on sec.gov)
Squarepoint Ops LLC341,656$36m0.06%Addedn.a.14 Nov 2024 (the filing on sec.gov)
Walleye Capital LLC280,063$30m0.06%Addedn.a.14 Nov 2024 (the filing on sec.gov)
Oaktree Capital Management LP224,719$24m0.38%Added+102,14414 Nov 2024 (the filing on sec.gov)
Scion Asset Management LLC200,000$21m16.36%Added+45,00014 Nov 2024 (the filing on sec.gov)
Woodline Partners LP142,277$15m0.13%Trimmed-93,53014 Nov 2024 (the filing on sec.gov)
Discovery Capital Management LLC137,900$15m1.79%Added+58,20013 Nov 2024 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q2 2024 to Q3 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 →