BABA fund manager activity
Alibaba Group Holding Limited · NYSE. Reported by 47 tracked fund managers in their 13F filings, Q3 2014 to Q2 2026.
Q4 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| Brad Gerstner - Altimeter Capital Management | Sold out | — | — | 0.00% | Feb 17, 2026 |
| David Tepper - Appaloosa Management | Trimmed | 5,137,931 | $753,117,926 | 11.0% | Feb 17, 2026 |
| Guy Spier - Aquamarine Capital | Sold out | — | — | 0.00% | Jan 15, 2026 |
| Ron Baron - Baron Capital | Added | 1,071,647 | $157,082,017 | 0.43% | Feb 17, 2026 |
| Sarah Ketterer - Causeway Capital Management | Trimmed | 1,203,049 | $176,342,922 | 2.43% | Feb 13, 2026 |
| Francis Chou - Chou Associates | No change | 41,900 | $6,141,702 | 3.05% | Feb 13, 2026 |
| Philippe Laffont - Coatue Management | Sold out | — | — | 0.00% | May 15, 2026 |
| Dodge & Cox Funds | Trimmed | 10,016,870 | $1,468,272,805 | 0.79% | Feb 13, 2026 |
| Ken Fisher - Fisher Asset Management | Added | 5,335,894 | $782,135,481 | 0.27% | Feb 9, 2026 |
| Jeremy Grantham - GMO | Trimmed | 5,660 | $829,643 | 0.00% | Feb 17, 2026 |
| Joel Greenblatt - Gotham Asset Management | New | 2,879 | $422,004 | 0.00% | Feb 17, 2026 |
| Duan Yongping - H&H International Investment | Trimmed | 2,560,500 | $375,318,090 | 2.15% | Feb 17, 2026 |
| Bill Nygren - Oakmark Funds | Added | 9,589 | $1,405,556 | 0.00% | Feb 17, 2026 |
| Samantha McLemore - Patient Capital Management | Trimmed | 100,114 | $14,674,735 | 0.57% | Feb 13, 2026 |
| Polen Capital Management | Sold out | — | — | 0.00% | Feb 12, 2026 |
| Richard Pzena - Pzena Investment Management | Trimmed | 25,437 | $3,728,586 | 0.01% | Feb 6, 2026 |
| Dennis Hong - ShawSpring Partners | New | 378,155 | $55,429,960 | 10.4% | Feb 13, 2026 |
| Daniel Loeb - Third Point | New | 825,000 | $120,928,500 | 1.66% | Feb 17, 2026 |
| Tweedy Browne | No change | 4,060 | $595,115 | 0.05% | Feb 3, 2026 |
Q3 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| Brad Gerstner - Altimeter Capital Management | New | 969,100 | $173,207,243 | 2.28% | Nov 14, 2025 |
| David Tepper - Appaloosa Management | Trimmed | 6,450,000 | $1,152,808,500 | 15.6% | Nov 13, 2025 |
| Guy Spier - Aquamarine Capital | No change | 47,500 | $8,490,000 | 2.68% | Oct 20, 2025 |
| Ron Baron - Baron Capital | Added | 1,003,699 | $179,391,122 | 0.48% | Nov 14, 2025 |
| Sarah Ketterer - Causeway Capital Management | Trimmed | 1,231,464 | $220,099,561 | 2.91% | Nov 13, 2025 |
| Francis Chou - Chou Associates | No change | 41,900 | $7,488,787 | 3.60% | Nov 14, 2025 |
| Philippe Laffont - Coatue Management | Added | 1,996,593 | $356,851,067 | 0.87% | Nov 14, 2025 |
| Dodge & Cox Funds | Added | 10,975,370 | $1,961,627,880 | 1.06% | Nov 13, 2025 |
| Ken Fisher - Fisher Asset Management | Added | 5,293,597 | $946,124,705 | 0.34% | Nov 12, 2025 |
| Jeremy Grantham - GMO | Trimmed | 108,314 | $19,358,961 | 0.05% | Nov 13, 2025 |
| Duan Yongping - H&H International Investment | Trimmed | 2,777,330 | $496,392,191 | 3.38% | Nov 14, 2025 |
| Bill Nygren - Oakmark Funds | Trimmed | 2,155 | $385,163 | 0.00% | Nov 14, 2025 |
| Samantha McLemore - Patient Capital Management | Trimmed | 489,677 | $87,519,945 | 3.50% | Oct 30, 2025 |
| Polen Capital Management | New | 2,850 | $509,381 | 0.00% | Nov 12, 2025 |
| Richard Pzena - Pzena Investment Management | Trimmed | 41,370 | $7,393,987 | 0.02% | Nov 7, 2025 |
| Tweedy Browne | No change | 4,060 | $725,644 | 0.06% | Nov 20, 2025 |