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ALIBABA GROUP HLDG LTD

BABA

Holders

3

Combined Value

$436.91M

Combined Shares

3,482,501

Current Price

$112.82

52W High

$192.67

vs 52W High

−41.4%

Investor Activity Chart

Quarterly buys (▲) and sells (▼) by tracked investors. Click a marker to view that investor's portfolio; hover for details. Price line is implied from 13F filings (value ÷ shares), not market data.

$50.65$100.46$150.27$200.08Q1'24Q3'24Q1'25Q3'25Q1'26Q4 2023 · implied price $77.51Q1 2024 · implied price $72.36Q2 2024 · implied price $72.00Q3 2024 · implied price $106.12Q4 2024 · implied price $84.79Q1 2025 · implied price $132.23Q2 2025 · implied price $113.41Q3 2025 · implied price $178.73Q4 2025 · implied price $146.58Q1 2026 · implied price $125.46Michael Burry - Scion Asset Management · bought 75,000 shares @ ~$77.51 · Q4 2023 (new position)Michael Burry - Scion Asset Management · bought 50,000 shares @ ~$72.36 · Q1 2024David Tepper - Appaloosa Management · bought 10,500,000 shares @ ~$72.00 · Q2 2024 (new position)Jim Simons - Renaissance Technologies · bought 1,335,600 shares @ ~$72.00 · Q2 2024 (new position)George Soros - Soros Fund Management · bought 1,025,000 shares @ ~$72.00 · Q2 2024 (new position)Philippe Laffont - Coatue Management · bought 272,659 shares @ ~$72.00 · Q2 2024 (new position)Davis Selected Advisers · bought 169,908 shares @ ~$72.00 · Q2 2024 (new position)Michael Burry - Scion Asset Management · bought 30,000 shares @ ~$72.00 · Q2 2024Tweedy, Browne Company · bought 13,675 shares @ ~$72.00 · Q2 2024 (new position)Philippe Laffont - Coatue Management · bought 2,441,557 shares @ ~$106.12 · Q3 2024George Soros - Soros Fund Management · bought 884,300 shares @ ~$106.12 · Q3 2024Michael Burry - Scion Asset Management · bought 213,900 shares @ ~$106.12 · Q3 2024David Tepper - Appaloosa Management · sold 500,000 shares @ ~$106.12 · Q3 2024Jim Simons - Renaissance Technologies · sold 364,600 shares @ ~$106.12 · Q3 2024Davis Selected Advisers · sold 42,124 shares @ ~$106.12 · Q3 2024Tweedy, Browne Company · sold 735 shares @ ~$106.12 · Q3 2024Jim Simons - Renaissance Technologies · bought 2,024,640 shares @ ~$84.79 · Q4 2024David Tepper - Appaloosa Management · bought 1,843,158 shares @ ~$84.79 · Q4 2024Harris Associates (Oakmark Funds) · bought 188,986 shares @ ~$84.79 · Q4 2024 (new position)Philippe Laffont - Coatue Management · sold 2,521,488 shares @ ~$84.79 · Q4 2024Michael Burry - Scion Asset Management · sold 218,900 shares @ ~$84.79 · Q4 2024George Soros - Soros Fund Management · sold 209,300 shares @ ~$84.79 · Q4 2024Davis Selected Advisers · sold 127,784 shares @ ~$106.12 · Q4 2024 (sold out)Tweedy, Browne Company · sold 8,295 shares @ ~$84.79 · Q4 2024Philippe Laffont - Coatue Management · bought 3,608,975 shares @ ~$132.23 · Q1 2025Michael Burry - Scion Asset Management · bought 50,000 shares @ ~$132.23 · Q1 2025David Tepper - Appaloosa Management · sold 2,613,158 shares @ ~$132.23 · Q1 2025George Soros - Soros Fund Management · sold 1,700,000 shares @ ~$84.79 · Q1 2025 (sold out)Jim Simons - Renaissance Technologies · sold 1,566,304 shares @ ~$132.23 · Q1 2025Harris Associates (Oakmark Funds) · sold 79,100 shares @ ~$132.23 · Q1 2025Michael Burry - Scion Asset Management · bought 50,000 shares @ ~$113.41 · Q2 2025Philippe Laffont - Coatue Management · sold 2,933,936 shares @ ~$113.41 · Q2 2025David Tepper - Appaloosa Management · sold 2,162,729 shares @ ~$113.41 · Q2 2025Jim Simons - Renaissance Technologies · sold 358,105 shares @ ~$113.41 · Q2 2025Harris Associates (Oakmark Funds) · sold 107,371 shares @ ~$113.41 · Q2 2025Tweedy, Browne Company · sold 585 shares @ ~$113.41 · Q2 2025Philippe Laffont - Coatue Management · bought 1,128,826 shares @ ~$178.73 · Q3 2025Jim Simons - Renaissance Technologies · sold 1,071,231 shares @ ~$113.41 · Q3 2025 (sold out)David Tepper - Appaloosa Management · sold 617,271 shares @ ~$178.73 · Q3 2025Michael Burry - Scion Asset Management · sold 250,000 shares @ ~$113.41 · Q3 2025 (sold out)Harris Associates (Oakmark Funds) · sold 360 shares @ ~$178.73 · Q3 2025Daniel Loeb - Third Point · bought 825,000 shares @ ~$146.58 · Q4 2025 (new position)Harris Associates (Oakmark Funds) · bought 7,434 shares @ ~$146.58 · Q4 2025Philippe Laffont - Coatue Management · sold 1,996,593 shares @ ~$178.73 · Q4 2025 (sold out)David Tepper - Appaloosa Management · sold 1,312,069 shares @ ~$146.58 · Q4 2025Harris Associates (Oakmark Funds) · bought 3,852 shares @ ~$125.46 · Q1 2026David Tepper - Appaloosa Management · sold 1,672,931 shares @ ~$125.46 · Q1 2026Daniel Loeb - Third Point · sold 825,000 shares @ ~$146.58 · Q1 2026 (sold out)BUYSELLIMPLIED PRICE

Held By

Tracked investors currently holding this security, based on each investor's most recent 13F filing. Gain compares the current market price to each investor's estimated average buy price.

InvestorValue% of PortfolioAvg Buy PriceGainLast ActivityAs of
David Tepper - Appaloosa Management$434.72M7.33%~$73.99+52.5%SELL Q1 2026Q1 2026
Harris Associates (Oakmark Funds)$1.69M0.00%~$130.62−13.6%BUY Q1 2026Q1 2026
Tweedy, Browne Company$509.4K0.04%~$72.00+56.7%SELL Q2 2025Q1 2026

Recent Activity

Latest position changes by tracked investors. Prices are estimates implied from 13F filings.

QuarterInvestorActionEst. ValueEst. Price
Q1 2026David Tepper - Appaloosa ManagementSELL−$209.89M~$125.46
Q1 2026Daniel Loeb - Third PointSOLD OUT−$120.93M~$146.58
Q1 2026Harris Associates (Oakmark Funds)BUY+$483.3K~$125.46
Q4 2025Philippe Laffont - Coatue ManagementSOLD OUT−$356.85M~$178.73
Q4 2025David Tepper - Appaloosa ManagementSELL−$192.32M~$146.58
Q4 2025Daniel Loeb - Third PointNEW BUY+$120.93M~$146.58
Q4 2025Harris Associates (Oakmark Funds)BUY+$1.09M~$146.58
Q3 2025Philippe Laffont - Coatue ManagementBUY+$201.76M~$178.73
Q3 2025Jim Simons - Renaissance TechnologiesSOLD OUT−$121.49M~$113.41
Q3 2025David Tepper - Appaloosa ManagementSELL−$110.32M~$178.73
Q3 2025Michael Burry - Scion Asset ManagementSOLD OUT−$28.35M~$113.41
Q3 2025Harris Associates (Oakmark Funds)SELL−$64.3K~$178.73
Q2 2025Philippe Laffont - Coatue ManagementSELL−$332.74M~$113.41
Q2 2025David Tepper - Appaloosa ManagementSELL−$245.28M~$113.41
Q2 2025Jim Simons - Renaissance TechnologiesSELL−$40.61M~$113.41
Q2 2025Harris Associates (Oakmark Funds)SELL−$12.18M~$113.41
Q2 2025Michael Burry - Scion Asset ManagementBUY+$5.67M~$113.41
Q2 2025Tweedy, Browne CompanySELL−$66.3K~$113.41
Q1 2025Philippe Laffont - Coatue ManagementBUY+$477.21M~$132.23
Q1 2025David Tepper - Appaloosa ManagementSELL−$345.54M~$132.23
Q1 2025George Soros - Soros Fund ManagementSOLD OUT−$144.14M~$84.79
Q1 2025Jim Simons - Renaissance TechnologiesSELL−$207.11M~$132.23
Q1 2025Harris Associates (Oakmark Funds)SELL−$10.46M~$132.23
Q1 2025Michael Burry - Scion Asset ManagementBUY+$6.61M~$132.23
Q4 2024Philippe Laffont - Coatue ManagementSELL−$213.80M~$84.79

Ownership History

Aggregate position across all tracked investors per quarter (options excluded). Implied price is the reported value divided by shares held.

PeriodHoldersTotal SharesΔ SharesTotal ValueImplied Price
Q1 202633,482,501-41.7%$436.91M$125.46
Q4 202545,976,580-29.3%$876.05M$146.58
Q3 202548,452,808-8.7%$1.51B$178.73
Q2 202569,262,844-37.3%$1.05B$113.41
Q1 2025614,775,570-13.5%$1.95B$132.23
Q4 2024717,075,157+6.0%$1.45B$84.79
Q3 2024716,104,140+19.5%$1.71B$106.12
Q2 2024713,471,842—$969.97M$72.00