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BABA - Alibaba Group Holding, Ltd.

This page shows which of the focused investors we track hold BABA and how their positions changed, so you can see how much conviction the group has in the stock.

In Q2 2025 it was held by 12 managers with an aggregate reported value of $2.73B, which is 0.24% of the combined portfolio.

As of Q2 2025, 12 tracked institutional managers held BABA (Alibaba Group Holding, Ltd.) with an aggregate reported value of $2.73B0.24% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q2 2025
Ticker
BABA

13F data is delayed and excludes shorts/non-13F assets.

Long holders

1Dodge & Cox - Dodge & Cox0.70%Reduce -3.1%10,964,270$1.24B
2David Tepper - Appaloosa Management12.43%Reduce -23.4%7,067,271$801.5M
3Duan Yongping - H&H International Investment3.68%Reduce -5.9%3,746,230$424.86M
4Sarah Ketterer - Causeway Capital Management2.23%Reduce -8.4%1,242,469$140.91M
5Samantha McLemore - Patient Capital Management2.55%Reduce -6.5%499,110$56.6M
6Daily Journal Corp (Charlie Munger) - Daily Journal Corp9.40%-195,000$22.11M
7Richard Pzena - Pzena Investment Management0.02%Add +0.5%53,338$6.05M
8Guy Spier - Aquamarine Capital1.74%-47,500$5.39M
9Francis Chou - Chou Associates2.60%-41,900$4.75M
10Tweedy Browne Co. - Tweedy Browne Value Fund0.04%Reduce -12.6%4,060$460.45K
11Bill Nygren - Oakmark Funds0.00%Reduce -97.7%2,515$285.23K

Call holders — bullish via leverage

1 manager holds call options on BABA — a right to buy at strike. Notional value, not premium.

1Michael Burry - Scion Asset ManagementNew250,000$28.35M
Loading holder history for BABA