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BABA in the 13F filings

Alibaba Group HLDG LTD · CUSIP 01609W102

Sector · Business and payment servicesTheme · Consumer and digital platforms· L3VLUP-defined
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
30 Jun 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 12 Aug 2025
Managers listing it
20
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q1 2025 and Q2 2025; 18 listed it in both
Shares listed
47,022,289
combined, among listed positions
Reported value
$5.3bn
combined, at the quarter end

Among the 95 comparable managers: 6 buyers (opened or added shares) and 19 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 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

20 of 20 holders

ActionFiling
Dodge & Cox10,964,270$1.2bn0.70%Trimmed-355,30013 Aug 2025 (the filing on sec.gov)
Fidelity (FMR LLC)9,146,526$1.0bn0.06%Trimmed-7,623,74614 Aug 2025 (the filing on sec.gov)
Appaloosa LP7,067,271$801m12.43%Trimmed-2,162,72914 Aug 2025 (the filing on sec.gov)
D. E. Shaw & Co.4,446,111$504m0.36%Added+3,777,53914 Aug 2025 (the filing on sec.gov)
Invesco Ltd3,268,576$371m0.06%Trimmed-244,43613 Aug 2025 (the filing on sec.gov)
Millennium Management LLC2,060,535$234m0.11%New+471,15514 Aug 2025 (the filing on sec.gov)
Man Group PLC1,566,758$178m0.34%Trimmed-125,82614 Aug 2025 (the filing on sec.gov)
Squarepoint Ops LLC1,390,859$158m0.16%Added+717,18327 Aug 2025 (the filing on sec.gov)
Two Sigma Advisers LP1,218,700$138m0.28%Newnew14 Aug 2025 (the filing on sec.gov)
Wellington Management Group LLP1,086,221$123munder 0.1%Trimmed-29,85914 Aug 2025 (the filing on sec.gov)
Renaissance Technologies LLC1,071,231$121m0.16%Trimmed-358,10513 Aug 2025 (the filing on sec.gov)
Coatue Management LLC867,767$98m0.27%Trimmed-2,933,93614 Aug 2025 (the filing on sec.gov)
Janus Henderson Group Ltd850,500$96munder 0.1%Trimmed-2,082,37414 Aug 2025 (the filing on sec.gov)
Neuberger Berman Group LLC843,525$96m0.07%Trimmed-480,42227 Oct 2026 (the filing on sec.gov)
Capital World Investors513,964$58munder 0.1%Trimmed-52,77713 Aug 2025 (the filing on sec.gov)
Verition Fund Management LLC206,015$23m0.10%Trimmed-51,05114 Aug 2025 (the filing on sec.gov)
Discovery Capital Management LLC155,964$18m1.38%Added+89,96414 Aug 2025 (the filing on sec.gov)
Rokos Capital Management LLP148,761$17m0.07%Newnew14 Aug 2025 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC146,220$17m0.11%Trimmed-108,57814 Aug 2025 (the filing on sec.gov)
Harris Associates LP2,515$285kunder 0.1%Trimmed-107,37114 Aug 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q1 2025 to Q2 2025, 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.

New (3)

Exited (5)

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 →