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 Q2 2026, a total of 14 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $991.91 M.
Top institutional holders include Ken Fisher and David Tepper.
Notably, Daily Journal Corp (Charlie Munger) has expressed high conviction in this stock, allocating 7.29% of their equity portfolio to it.
Institutional sentiment is currently Bearish. This is evidenced by a $180.39 M net outflow during the quarter.
Recent activity highlights Duan Yongping who opened a new position. Conversely, Catherine Wood reduced exposure by 84.7%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Alibaba Group Holding Limited (BABA)
Major holders include Ken Fisher ($489.15 M), David Tepper ($191.96 M), Sarah Ketterer ($95.5 M). According to the latest reported data, 14 tracked investment managers collectively hold approximately 9.08 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $180.39 M, with 3 managers increasing positions and 10 managers reducing holdings.
During the most recent reporting period, 9 managers trimmed their positions, while 1 fully exited BABA. The total reported sell value was $214.73 M.
Yes, 1 managers opened new positions in BABA, and 2 increased their existing holdings. The total reported buy value was $34.34 M.
