InvestorLens

BABA — ALIBABA GROUP HLDG LTD

Public company

Sign in to save4 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying BABA?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
57
Institutional Conviction
Net distribution · 4 buying vs 3 selling last quarter
42
Macro Tailwind
Macro conditions are mixed for this sector
56
Congressional Activity
0 congressional purchases, 1 sale disclosed in the last 6 months
Why? — Evidence & Confidence ▾

Of 7 tracked investors who changed their BABA position last quarter, 4 bought and 3 sold (57% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 56/100 in a Overheat regime). 0 congressional purchases, 1 sale disclosed in the last 6 months.

Supporting evidence
  • +4 tracked investors added or increased positions last quarter (Howard Marks, Izzy Englander, Ken Griffin, …)
  • +4 tracked investors reported holding BABA at their latest filing
  • +Macro Health is 56/100 in a Overheat regime — historically acceptable for this sectorsource
Contradicting evidence — always shown
  • −3 tracked investors reduced or exited last quarter (3 reduced, 0 sold out)
  • −Congressional disclosures lean toward selling (1 sales vs 0 purchases, 6 months)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/18/2026.

About ALIBABA GROUP HLDG LTD (BABA)

ALIBABA GROUP HLDG LTD (BABA) appears in the most recent 13F filings of 4 tracked institutional investors. The largest disclosed position is held by Ken Griffin (Citadel Advisors), valued at $2.8B. Across recent filings, tracked investors recorded 16 new positions, 33 increased, 27 reduced, and 10 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in BABA

57
/100
Mixed Activity
Added / Increased49
Reduced27
Exited10
BearishBullish
Crowded Trade Score™

How many top investors track BABA

27
/100
Emerging Interest
4investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

BABA Ownership Composition

How ALIBABA GROUP HLDG LTD is held across tracked investor types, based on reported 13F positions.

Dominant Type
Multi-Strategy / Quant
86% of tracked value
Institutions
4
tracked investors
Total Reported
$2.6B
combined 13F value
Types3
  • Multi-Strategy / Quant86.5%
  • Value & Distressed7.5%
  • Macro6.0%
Multi-Strategy / Quant(2)
86.5%
Value & Distressed(1)
7.5%
Macro(1)
6.0%

Tracked investors currently reporting BABA

6 tracked investors have since exited this position — listed separately below.

  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    18.9M
    Value
    $1.8B
    % Portfolio
    0.21%
  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    4.2M
    Value
    $405.3M
    % Portfolio
    0.15%
  • David TepperJun 30, 2026
    Appaloosa Management
    Shares
    2M
    Value
    $192M
    % Portfolio
    2.48%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    1.6M
    Value
    $155.2M
    % Portfolio
    0.22%

Previously held BABA

These investors reported BABA in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Ray DalioBridgewater Associates5.7M$748.5MMar 31, 2025
Philippe LaffontCoatue Management2M$356.9MSep 30, 2025
George SorosSoros Fund Management1.7M$144.1MDec 31, 2024
Steve CohenPoint72 Asset Management785.5K$115.1MDec 31, 2025
Daniel LoebThird Point LLC825K$120.9MDec 31, 2025
Cathie WoodARK Investment Management783.2K$98.3MMar 31, 2026

Recent activity

Frequently asked questions

How many institutional investors hold BABA?
4 tracked institutional investors disclosed a position in BABA (ALIBABA GROUP HLDG LTD) in their most recent 13F filing.
Who is the largest institutional holder of BABA?
Ken Griffin, Citadel Advisors, holds the largest disclosed position in BABA, valued at $2.8B.
Did institutional ownership of BABA increase or decrease?
Across recent 13F filings, tracked investors recorded 16 new positions, 33 increased, 27 reduced, and 10 fully exited BABA.
Where does this BABA ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.
BABA (ALIBABA GROUP HLDG LTD) — Institutional Holders & 13F — InvestorLens