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 Q4 2025, a total of 18 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.17 B.
Top institutional holders include Ken Fisher and David Tepper.
Notably, David Tepper has expressed high conviction in this stock, allocating 10.88% of their equity portfolio to it.
Institutional sentiment is currently Bearish. This is evidenced by a $66.31 M net outflow during the quarter.
Recent activity highlights Catherine Wood who increased their stake by 203.5%. Conversely, Jeremy Grantham reduced exposure by 94.8%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Alibaba Group Holding Limited (BABA)
Major holders include Ken Fisher ($782.14 M), David Tepper ($753.12 M), Duan Yongping ($375.32 M). According to the latest reported data, 18 tracked investment managers collectively hold approximately 16.02 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $66.31 M, with 9 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 $260.98 M.
Yes, 4 managers opened new positions in BABA, and 5 increased their existing holdings. The total reported buy value was $194.68 M.
