David Tepper's BABA Position Overview
David Tepper (via Appaloosa Lp) currently holds 5.14 M shares of Alibaba Group Holding Limited (BABA) worth $753.12 M, representing 10.88% of the portfolio. First purchased in 2014-Q3, this long-term strategic position has been held for 45 quarters.
Based on 13F filings since 2013, David Tepper has maintained a long-term strategic position in BABA, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2024, adding 6.9 M shares. Largest reduction occurred in Q1 2025, reducing 2.61 M shares.
Analysis based on 13F filings available since 2013 Q2
David Tepper's Alibaba Group Holding Limited (BABA) Holding Value Over Time
Track share changes against reported price movement
Quarterly Alibaba Group Holding Limited (BABA) Trades by David Tepper
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -1.31 M | Reduce 20.34% | 5.14 M | $146.58 |
| Q3 2025 | -617,271 | Reduce 8.73% | 6.45 M | $178.73 |
| Q2 2025 | -2.16 M | Reduce 23.43% | 7.07 M | $113.41 |
| Q1 2025 | -2.61 M | Reduce 22.06% | 9.23 M | $132.23 |
| Q4 2024 | +1.84 M | Add 18.43% | 11.84 M | $84.79 |
| Q3 2024 | -500,000 | Reduce 4.76% | 10 M | $106.12 |
| Q2 2024 | -750,000 | Reduce 6.67% | 10.5 M | $72.00 |
| Q1 2024 | +6.9 M | Add 158.62% | 11.25 M | $72.36 |
| Q4 2023 | +750,000 | Add 20.83% | 4.35 M | $77.51 |
| Q3 2023 | -875,000 | Reduce 19.55% | 3.6 M | $86.74 |
| Q2 2023 | +4.38 M | Add 4375.00% | 4.48 M | $83.35 |
| Q4 2022 | +10,000 | Add 11.11% | 100,000 | $88.09 |
| Q3 2022 | -10,000 | Reduce 10.00% | 90,000 | $79.99 |
| Q2 2022 | +100,000 | New Buy | 100,000 | $113.68 |
| Q4 2021 | -525,000 | Sold Out | 0 | $0.00 |
| Q3 2021 | -60,000 | Reduce 10.26% | 525,000 | $148.05 |
| Q2 2021 | -555,000 | Reduce 48.68% | 585,000 | $226.78 |
| Q1 2021 | -760,000 | Reduce 40.00% | 1.14 M | $226.73 |
| Q4 2020 | -320,000 | Reduce 14.41% | 1.9 M | $232.73 |
| Q3 2020 | -1.16 M | Reduce 34.22% | 2.22 M | $293.98 |
| Q2 2020 | +1.11 M | Add 49.01% | 3.38 M | $215.70 |
| Q1 2020 | -135,000 | Reduce 5.62% | 2.26 M | $194.48 |
| Q4 2019 | +1.1 M | Add 84.62% | 2.4 M | $212.10 |
| Q3 2019 | +1.3 M | New Buy | 1.3 M | $167.23 |
| Q2 2019 | -700,000 | Sold Out | 0 | $0.00 |
| Q1 2019 | +700,000 | New Buy | 700,000 | $182.45 |
| Q4 2018 | -1.5 M | Sold Out | 0 | $0.00 |
| Q3 2018 | -1.14 M | Reduce 43.25% | 1.5 M | $164.76 |
| Q2 2018 | -1.41 M | Reduce 34.78% | 2.64 M | $185.53 |
| Q1 2018 | -267,618 | Reduce 6.19% | 4.05 M | $183.54 |
| Q4 2017 | +757,734 | Add 21.27% | 4.32 M | $172.43 |
| Q3 2017 | -131,418 | Reduce 3.56% | 3.56 M | $172.71 |
| Q2 2017 | +3.69 M | New Buy | 3.69 M | $140.90 |
| Q3 2015 | -1.36 M | Sold Out | 1.36 M | $82.27 |
| Q2 2015 | +1.36 M | New Buy | 1.36 M | $82.27 |
| Q4 2014 | -725,000 | Sold Out | 725,000 | $88.85 |
| Q3 2014 | +725,000 | New Buy | 725,000 | $88.85 |
David Tepper's Alibaba Group Holding Limited Investment FAQs
David Tepper first purchased Alibaba Group Holding Limited (BABA) in Q3 2014, acquiring 725,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
David Tepper has held Alibaba Group Holding Limited (BABA) for 45 quarters since Q3 2014.
David Tepper's largest addition to Alibaba Group Holding Limited (BABA) was in Q1 2024, adding 11,250,000 shares worth $814.05 M.
According to the latest 13F filing for Q4 2025, David Tepper's firm, Appaloosa Lp, owns 5,137,931 shares of Alibaba Group Holding Limited (BABA), valued at approximately $753.12 M.
As of the Q4 2025 filing, Alibaba Group Holding Limited (BABA) represents approximately 10.88% of David Tepper's publicly disclosed stock portfolio, making it one of their key holdings.
David Tepper's peak holding in Alibaba Group Holding Limited (BABA) was 11,843,158 shares, as reported at the end of Q4 2024.