BABA
Alibaba Group Holding-sp Adr
10 of the 83 super-investors we track hold BABA, worth a combined $1.51B per their latest 13F filings. The largest position: Dennis Hong at 16.9% of their portfolio. This quarter the cohort logged 2 buys and 1 sell on the name. Conviction score: 50 of 100 (how strongly the cohort backs it) — ranked #38 of 742 stocks. Conviction rising: 1 more super-investor hold it than in 2026Q1.
Why super-investors own BABA
BABA is held by 10 super-investors in our cohort, with a combined position value of $1.5B. The highest-conviction owner is Dennis Hong at 16.9% of their portfolio. Cohort ownership has shrunk from 12 to 10 over the last four quarters — net interest is fading. This quarter the cohort registered 1 new positions, 1 added, 1 trimmed.
AI-synthesized from 13F filings. Not investment advice.
In the news
all news →- Alibaba (NYSE:BABA) Stock Drops As AI Spending Crushes Profitabilitysimplywall.st ·
- Alibaba: Pay 13x FWD Earnings For 45% AI Cloud Growth (NYSE:BABA)Seeking Alpha ·
- Alibaba Group (NYSE:BABA) Given New $210.00 Price Target at JPMorgan Chase & Co.MarketBeat ·
- Alibaba Stock Falls 7% on Profit Miss, but Analyst Stays Bullish on AI CloudBenzinga ·
- Alibaba Q1 Earnings: Back To Cash Flow Basics (NYSE:BABA)Seeking Alpha ·
- Alibaba Sinks 7% as a 75% Capex Surge Swallows 45% Cloud Growth; Baidu Ticks Up24/7 Wall St. ·
Headlines via Google News. Links open in a new tab.
Cohort owners over time
2016Q3 → 2026Q2How many of the cohort members held this stock each quarter.
Owners (10) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Dodge & Cox Funds | 0.5% | 31q | $956M | 9,957,970 |
| 2 | David Tepper | 2.6% | 33q | $192M | 2,000,000 |
| 3 | Joel Greenblatt | 0.1% | 39q | $191M | 1,991,869 |
| 4 | Sarah Ketterer | 1.0% | 40q | $96M | 995,040 |
| 5 | Dennis Hong | 16.9% | 3q | $39M | 409,153 |
| 6 | Duan Yongping | 0.2% | 19q | $29M | 301,400 |
| 7 | Francis Chou | 1.9% | 13q | $4M | 41,900 |
| 8 | Richard Pzena | <0.1% | 20q | $3M | 26,761 |
| 9 | Bill Nygren | <0.1% | 14q | $1M | 15,413 |
| 10 | Tweedy Browne | <0.1% | 23q | $380K | 3,960 |
- 1Dodge & Cox Fundsport0.5%val$956M9,957,970 sh·31q held
- 2David Tepperport2.6%val$192M2,000,000 sh·33q held
- 3Joel Greenblattport0.1%val$191M1,991,869 sh·39q held
- 4Sarah Kettererport1.0%val$96M995,040 sh·40q held
- 5Dennis Hongport16.9%val$39M409,153 sh·3q held
- 6Duan Yongpingport0.2%val$29M301,400 sh·19q held
- 7Francis Chouport1.9%val$4M41,900 sh·13q held
- 8Richard Pzenaport<0.1%val$3M26,761 sh·20q held
- 9Bill Nygrenport<0.1%val$1M15,413 sh·14q held
- 10Tweedy Browneport<0.1%val$380K3,960 sh·23q held
Owners of BABA also hold
Congress is trading BABA
Congress tracker →- Josh Gottheimersold$1,001 - $15,000 · 2026-06-01
- Gilbert Cisnerosbought$50,001 - $100,000 · 2026-02-09
- Gilbert Cisnerosbought$15,001 - $50,000 · 2025-11-19
- Lisa McClainsold$1,001 - $15,000 · 2025-10-31
- Lisa McClainbought$1,001 - $15,000 · 2025-10-30
- Lisa McClainsold$1,001 - $15,000 · 2025-10-30
STOCK Act periodic transaction reports; amounts are disclosed ranges. Who files late →
Recent activity (3)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| David Tepper | TRIM | 2.6% | -42% | $192M | Aug 14, 2026 |
| Dennis Hong | ADD | 16.9% | +41% | $39M | Aug 14, 2026 |
| Duan Yongping | NEW | 0.2% | +100% | $29M | Aug 14, 2026 |
Long US equity 13F-HR filings only. CUSIP 01609W102. Not investment advice.