BABA
Alibaba Group Holding-sp Adr
9 super-investors hold BABA worth a combined $2.04B. The largest position: Dennis Hong at 13.6% of their portfolio. This quarter the cohort logged 0 buys and 5 sells on the name. Cohort Conviction Score: 37 — ranked #164 of 724 scored stocks. Conviction easing: 3 fewer super-investors hold it than in 2025Q4.
Why super-investors own BABA
Institutional interest in BABA is contracting sharply: three managers — Duan Yongping, Daniel Loeb, and Samantha McLemore — exited entirely in 2026Q1, while the two highest-conviction holders, David Tepper (7.3% of portfolio, $435M) and Dennis Hong (13.6%, $36M), both trimmed. The owner count within the cohort fell from six to three in a single quarter, the sharpest single-quarter drop in the trailing eight-quarter window. Remaining holders are concentrated — Tepper and Dodge & Cox together account for the bulk of the $2.0B combined position — but the direction is unambiguous. No manager initiated or added to the stock this quarter, and the multi-year owner-count trajectory (peaking briefly at six before collapsing to three) signals that cohort conviction is fading rather than building.
AI-synthesized from 13F filings. Not investment advice.
In the news
all news →- Alibaba Group (NYSE:BABA) Shares Gap Up - Still a Buy?MarketBeat ·
- Apple Intelligence gets China nod; to use Alibaba and Baidu's AI modelsSeeking Alpha ·
- Why Is Alibaba Stock Surging Wednesday?Benzinga ·
- Alibaba (NYSE:BABA) Wins Approval To Power Apple Devices In China With Qwen AIYahoo Finance ·
- Alibaba’s U.S.-listed shares rise 4% after Qwen AI set to be integrated in Apple IntelligenceCNBC ·
- RWWM Inc. Sells 216,782 Shares of Alibaba Group Holding Limited $BABAMarketBeat ·
Headlines via Google News. Links open in a new tab.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (9) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Dodge & Cox Funds | 0.7% | 30q | $1.24B | 9,917,770 |
| 2 | David Tepper | 7.3% | 32q | $435M | 3,465,000 |
| 3 | Joel Greenblatt | 0.1% | 39q | $180M | 1,435,941 |
| 4 | Sarah Ketterer | 1.6% | 40q | $134M | 1,068,890 |
| 5 | Dennis Hong | 13.6% | 2q | $36M | 290,261 |
| 6 | Francis Chou | 2.5% | 12q | $5M | 41,900 |
| 7 | Richard Pzena | <0.1% | 19q | $4M | 28,435 |
| 8 | Bill Nygren | <0.1% | 13q | $2M | 13,441 |
| 9 | Tweedy Browne | <0.1% | 22q | $509K | 4,060 |
- 1Dodge & Cox Fundsport0.7%val$1.24B9,917,770 sh·30q held
- 2David Tepperport7.3%val$435M3,465,000 sh·32q held
- 3Joel Greenblattport0.1%val$180M1,435,941 sh·39q held
- 4Sarah Kettererport1.6%val$134M1,068,890 sh·40q held
- 5Dennis Hongport13.6%val$36M290,261 sh·2q held
- 6Francis Chouport2.5%val$5M41,900 sh·12q held
- 7Richard Pzenaport<0.1%val$4M28,435 sh·19q held
- 8Bill Nygrenport<0.1%val$2M13,441 sh·13q held
- 9Tweedy Browneport<0.1%val$509K4,060 sh·22q held
Owners of BABA also hold
Recent activity (5)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Duan Yongping | EXIT | 2.1% | -100% | $0 | May 19, 2026 |
| Daniel Loeb | EXIT | 1.7% | -100% | $0 | May 15, 2026 |
| David Tepper | TRIM | 7.3% | -33% | $435M | May 15, 2026 |
| Dennis Hong | TRIM | 13.6% | -23% | $36M | May 14, 2026 |
| Samantha McLemore | EXIT | 0.6% | -100% | $0 | May 14, 2026 |
Long US equity 13F-HR filings only. CUSIP 01609W102. Not investment advice.