Guru Ownership Trend
Guru Analysis for Alibaba Group Holding Limited (BABA)
Alibaba Group Holding Limited (BABA), a key player in the Consumer Discretionary sector, continues to attract institutional attention.
As of Q3 2025, a total of 14 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.86 B.
Top institutional holders include David Tepper and Ken Fisher.
Notably, David Tepper has expressed high conviction in this stock, allocating 15.61% of their equity portfolio to it.
Institutional sentiment is currently Bearish. This is evidenced by a $394.7 M net outflow during the quarter.
Recent activity highlights Catherine Wood who opened a new position. Conversely, Jefferies Group reduced exposure by 74.7%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 15.61% | Reduce -8.7% | 6,450,000 | $1.15 B | Q3 2025 | |
| 0.34% | Add 0.5% | 5,293,597 | $946.12 M | Q3 2025 | |
| 3.38% | Reduce -25.9% | 2,777,330 | $496.39 M | Q3 2025 | |
| 2.91% | Reduce -0.9% | 1,231,464 | $220.1 M | Q3 2025 | |
| 0.22% | New Buy | 210,178 | $37.57 M | Q3 2025 | |
| 10.33% | 195,000 | $28.58 M | Q4 2025 | ||
| 0.05% | Reduce -64.0% | 108,314 | $19.36 M | Q3 2025 | |
| 0.02% | New Buy | 49,659 | $8.88 M | Q3 2025 | |
| 3.60% | 41,900 | $7.49 M | Q3 2025 | ||
| 0.02% | Reduce -22.4% | 41,370 | $7.39 M | Q3 2025 | |
| 0.24% | Add 0.8% | 9,476 | $1.69 M | Q3 2025 | |
| 0.00% | Reduce -74.7% | 4,982 | $890,432 | Q3 2025 | |
| 0.06% | 4,060 | $725,644 | Q3 2025 | ||
| 0.00% | New Buy | 2,038 | $364,180 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Alibaba Group Holding Limited (BABA)
Major holders include David Tepper ($1.15 B), Ken Fisher ($946.12 M), Duan Yongping ($496.39 M). According to the latest reported data, 14 tracked investment managers collectively hold approximately 16.42 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $394.7 M, with 5 managers increasing positions and 7 managers reducing holdings.
During the most recent reporting period, 6 managers trimmed their positions, while 1 fully exited BABA. The total reported sell value was $446.19 M.
Yes, 3 managers opened new positions in BABA, and 2 increased their existing holdings. The total reported buy value was $51.49 M.