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BABA —
ALIBABA GROUP HLDG LTD
CUSIP: 01609W102 · Held by 13 superinvestors · Combined value: $5,632,007,770
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Ken Griffin | 0.4% | $2,650,651,873 | 18,083,312 | REDUCE | -5,306,536 |
| 2 | Dodge & Cox | 0.8% | $1,468,272,805 | 10,016,870 | REDUCE | -958,500 |
| 3 | David Tepper | 10.9% | $753,117,926 | 5,137,931 | REDUCE | -1,312,069 |
| 4 | Duan Yongping | 2.1% | $375,318,090 | 2,560,500 | REDUCE | -216,830 |
| 5 | Sarah Ketterer | 2.4% | $176,342,922 | 1,203,049 | REDUCE | -28,415 |
| 6 | Dan Loeb | 1.7% | $120,928,500 | 825,000 | NEW BUY | +825,000 |
| 7 | Dennis Hong | 10.4% | $55,429,960 | 378,155 | NEW BUY | +378,155 |
| 8 | Samantha McLemore | 0.6% | $14,674,735 | 100,114 | REDUCE | -389,563 |
| 9 | Francis Chou | 3.0% | $6,141,702 | 41,900 | - | - |
| 10 | Guy Spier | 3.2% | $5,400,000 | 47,500 | - | - |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Dan Loeb | NEW BUY | +825,000 | New |
| Dennis Hong | NEW BUY | +378,155 | New |
| Bill Nygren | ADD | +7,434 | +345.0% |
| David Tepper | REDUCE | -1,312,069 | -20.3% |
| Dodge & Cox | REDUCE | -958,500 | -8.7% |
| Duan Yongping | REDUCE | -216,830 | -7.8% |
| Ken Griffin | REDUCE | -5,306,536 | -22.7% |
| Richard Pzena | REDUCE | -15,933 | -38.5% |
| Samantha McLemore | REDUCE | -389,563 | -79.6% |
| Sarah Ketterer | REDUCE | -28,415 | -2.3% |
| Philippe Laffont | SOLD | -1,996,593 | Exit |
| Polen Capital | SOLD | -2,850 | Exit |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Polen Capital | NEW BUY | +2,850 | New |
| Dodge & Cox | ADD | +11,100 | +0.1% |
| Ken Griffin | ADD | +4,053,471 | +21.0% |
| Philippe Laffont | ADD | +1,128,826 | +130.1% |
| Bill Nygren | REDUCE | -360 | -14.3% |
| David Tepper | REDUCE | -617,271 | -8.7% |
| Duan Yongping | REDUCE | -968,900 | -25.9% |
| Richard Pzena | REDUCE | -11,968 | -22.4% |
| Samantha McLemore | REDUCE | -9,433 | -1.9% |
| Sarah Ketterer | REDUCE | -11,005 | -0.9% |
| Jim Simons | SOLD | -1,071,231 | Exit |
| Michael Burry | SOLD | -250,000 | Exit |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Michael Burry | ADD | +50,000 | +25.0% |
Who Owns BABA? Superinvestor Holdings
ALIBABA GROUP HLDG LTD is held by 13 tracked superinvestors, with a combined position value of $5.6 billion . The largest positions are held by Ken Griffin (0.4% of portfolio), Dodge & Cox (0.8% of portfolio), David Tepper (10.9% of portfolio).
In the most recent quarter, 3 superinvestors added or initiated positions while 7 reduced or exited.