David Tepper's BABA Position Overview
David Tepper (via Appaloosa Lp) currently holds 6.5M shares of Alibaba Group Holding Limited (BABA) worth $1.15 B, representing 15.61% 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 6.9M shares. Largest reduction occurred in Q1 2025, reducing 2.6M 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2014 | +725,000 | New Buy | 725,000 | $88.85 |
| Q4 2014 | -725,000 | Sold Out | 725,000 | $0.00 |
| Q2 2015 | +1.36 M | New Buy | 1.36 M | $82.27 |
| Q3 2015 | -1.36 M | Sold Out | 1.36 M | $0.00 |
| Q2 2017 | +3.69 M | New Buy | 3.69 M | $140.90 |
| Q3 2017 | -131,418 | Reduce 3.56% | 3.56 M | $172.71 |
| Q4 2017 | +757,734 | Add 21.27% | 4.32 M | $172.43 |
| Q1 2018 | -267,618 | Reduce 6.19% | 4.05 M | $183.54 |
| Q2 2018 | -1.41 M | Reduce 34.78% | 2.64 M | $185.53 |
| Q3 2018 | -1.14 M | Reduce 43.25% | 1.5 M | $164.76 |
| Q4 2018 | -1.5 M | Sold Out | 1.5 M | $0.00 |
| Q1 2019 | +700,000 | New Buy | 700,000 | $182.45 |
| Q2 2019 | -700,000 | Sold Out | 700,000 | $0.00 |
| Q3 2019 | +1.3 M | New Buy | 1.3 M | $167.23 |
| Q4 2019 | +1.1 M | Add 84.62% | 2.4 M | $212.10 |
| Q1 2020 | -135,000 | Reduce 5.62% | 2.26 M | $194.48 |
| Q2 2020 | +1.11 M | Add 49.01% | 3.38 M | $215.70 |
| Q3 2020 | -1.16 M | Reduce 34.22% | 2.22 M | $293.98 |
| Q4 2020 | -320,000 | Reduce 14.41% | 1.9 M | $232.73 |
| Q1 2021 | -760,000 | Reduce 40.00% | 1.14 M | $226.73 |
| Q2 2021 | -555,000 | Reduce 48.68% | 585,000 | $226.78 |
| Q3 2021 | -60,000 | Reduce 10.26% | 525,000 | $148.05 |
| Q4 2021 | -525,000 | Sold Out | 525,000 | $0.00 |
| Q2 2022 | +100,000 | New Buy | 100,000 | $113.68 |
| Q3 2022 | -10,000 | Reduce 10.00% | 90,000 | $79.99 |
| Q4 2022 | +10,000 | Add 11.11% | 100,000 | $88.09 |
| Q2 2023 | +4.38 M | Add 4375.00% | 4.48 M | $83.35 |
| Q3 2023 | -875,000 | Reduce 19.55% | 3.6 M | $86.74 |
| Q4 2023 | +750,000 | Add 20.83% | 4.35 M | $77.51 |
| Q1 2024 | +6.9 M | Add 158.62% | 11.25 M | $72.36 |
| Q2 2024 | -750,000 | Reduce 6.67% | 10.5 M | $72.00 |
| Q3 2024 | -500,000 | Reduce 4.76% | 10 M | $106.12 |
| Q4 2024 | +1.84 M | Add 18.43% | 11.84 M | $84.79 |
| Q1 2025 | -2.61 M | Reduce 22.06% | 9.23 M | $132.23 |
| Q2 2025 | -2.16 M | Reduce 23.43% | 7.07 M | $113.41 |
| Q3 2025 | -617,271 | Reduce 8.73% | 6.45 M | $178.73 |
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. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
David Tepper's largest addition to Alibaba Group Holding Limited (BABA) was in Q1 2024, adding 11,250,000 shares worth $814.05 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, David Tepper's firm, Appaloosa Lp, owns 6,450,000 shares of Alibaba Group Holding Limited (BABA), valued at approximately $1.15 B. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Alibaba Group Holding Limited (BABA) represents approximately 15.61% of David Tepper's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
David Tepper's peak holding in Alibaba Group Holding Limited (BABA) was 11,843,158 shares, as reported at the end of Q4 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.