Alibaba Group Holdings (BABA)

Sector:Technology
Super Investor Stats:
Ownership count:7
Ownership rank:44
% of all portfolios:0.598%
Hold Price * :$106.12
History Portfolio Manager Activity Share change % change to portfolio
Q3  2024
Michael Burry - Scion Asset Management Add 29.03% 45,000 5.75
Howard Marks - Oaktree Capital Management Add 83.33% 102,144 0.20
Christopher Davis - Davis Advisors Reduce 24.79% 42,124 0.03
Samantha McLemore - Patient Capital Management Reduce 9.33% 67,800 0.35
David Tepper - Appaloosa Management Reduce 4.76% 500,000 0.79
Steven Romick - FPA Crescent Fund Sell 100.00% 1,810,103 0.26
Prem Watsa - Fairfax Financial Holdings Sell 100.00% 292,800 1.78
Q2  2024
Howard Marks - Oaktree Capital Management Add 0.27% 329 0.00
Samantha McLemore - Patient Capital Management Add 14.74% 93,325 0.36
Michael Burry - Scion Asset Management Add 24.00% 30,000 4.11
Christopher Davis - Davis Advisors Reduce 6.74% 12,284 0.01
David Tepper - Appaloosa Management Reduce 6.67% 750,000 0.87
Q1  2024
Christopher Davis - Davis Advisors Add 0.04% 78 0.00
Howard Marks - Oaktree Capital Management Add 1.64% 1,975 0.00
Samantha McLemore - Patient Capital Management Add 9.84% 56,737 0.20
Michael Burry - Scion Asset Management Add 66.67% 50,000 3.50
David Tepper - Appaloosa Management Add 158.62% 6,900,000 7.46
Francois Rochon - Giverny Capital Sell 100.00% 4,976 0.02
Lee Ainslie - Maverick Capital Sell 100.00% 472,185 0.76
Q4  2023
David Tepper - Appaloosa Management Add 20.83% 750,000 1.03
Michael Burry - Scion Asset Management Add 50.00% 25,000 2.05
Howard Marks - Oaktree Capital Management Buy 120,271 0.17
Lee Ainslie - Maverick Capital Reduce 43.14% 358,274 0.58
Samantha McLemore - Patient Capital Management Reduce 9.09% 57,661 0.24
Christopher Davis - Davis Advisors Reduce 0.82% 1,510 0.00
Francois Rochon - Giverny Capital Reduce 0.56% 28 0.00
Chase Coleman - Tiger Global Management Sell 100.00% 1,476,745 0.94
Q3  2023
Chase Coleman - Tiger Global Management Buy 1,476,745 0.94
Lee Ainslie - Maverick Capital Buy 830,459 1.68
Michael Burry - Scion Asset Management Buy 50,000 9.88
David Tepper - Appaloosa Management Reduce 19.55% 875,000 1.50
Samantha McLemore - Patient Capital Management Reduce 5.41% 36,285 0.19
Christopher Davis - Davis Advisors Reduce 0.59% 1,090 0.00
Viking Global Investors Sell 100.00% 932,407 0.32
Daniel Loeb - Third Point Sell 100.00% 2,950,000 3.60
Q2  2023
Daniel Loeb - Third Point Add 122.40% 1,623,550 1.98
Samantha McLemore - Patient Capital Management Add 669.26% 583,260 2.71
David Tepper - Appaloosa Management Add 4375.00% 4,375,000 6.77
Viking Global Investors Buy 932,407 0.32
Francis Chou - Chou Associates Buy 3,400 0.36
Christopher Davis - Davis Advisors Reduce 26.29% 65,877 0.03
Bill Miller - Miller Value Partners Sell 100.00% 526,847 3.37
Michael Burry - Scion Asset Management Sell 100.00% 100,000 9.56
Q1  2023
Francois Rochon - Giverny Capital Add 0.56% 28 0.00
Michael Burry - Scion Asset Management Add 100.00% 50,000 4.78
Daniel Loeb - Third Point Buy 1,326,450 2.22
Christopher Davis - Davis Advisors Reduce 59.08% 361,763 0.25
Steven Romick - FPA Crescent Fund Reduce 37.86% 1,102,899 0.24
Bill Miller - Miller Value Partners Reduce 5.67% 31,660 0.20
Samantha McLemore - Patient Capital Management Reduce 1.39% 1,225 0.06
Bruce Berkowitz - Fairholme Capital Sell 100.00% 7,610 0.06
Q4  2022
David Tepper - Appaloosa Management Add 11.11% 10,000 0.07
Michael Burry - Scion Asset Management Buy 50,000 9.47
Bruce Berkowitz - Fairholme Capital Reduce 50.90% 7,890 0.06
Steven Romick - FPA Crescent Fund Reduce 26.73% 1,062,771 0.21
Christopher Davis - Davis Advisors Reduce 19.69% 150,137 0.09
Bill Miller - Miller Value Partners Reduce 12.66% 80,971 0.46
Samantha McLemore - Patient Capital Management Reduce 3.99% 3,675 0.16
Viking Global Investors Sell 100.00% 1,246,400 0.46
Tweedy Browne Co. - Tweedy Browne Value Fund Sell 100.00% 452,610 1.32
Q3  2022
Viking Global Investors Buy 1,246,400 0.46
Christopher Davis - Davis Advisors Reduce 65.03% 1,417,797 0.80
Samantha McLemore - Patient Capital Management Reduce 25.89% 32,150 1.31
Bill Miller - Miller Value Partners Reduce 22.47% 185,383 0.90
David Tepper - Appaloosa Management Reduce 10.00% 10,000 0.06
Steven Romick - FPA Crescent Fund Reduce 5.72% 241,127 0.05
Bruce Berkowitz - Fairholme Capital Reduce 4.85% 790 0.01
Francois Rochon - Giverny Capital Reduce 1.48% 75 0.00
Thomas Russo - Gardner Russo & Quinn Sell 100.00% 1,581,740 2.01
Q2  2022
Thomas Russo - Gardner Russo & Quinn Add 0.55% 8,722 0.01
Francois Rochon - Giverny Capital Add 1.51% 75 0.00
Samantha McLemore - Patient Capital Management Add 20.82% 21,400 1.19
Bruce Berkowitz - Fairholme Capital Add 98.90% 8,100 0.07
Prem Watsa - Fairfax Financial Holdings Add 103.62% 149,000 0.60
David Tepper - Appaloosa Management Buy 100,000 0.71
Christopher Davis - Davis Advisors Reduce 29.67% 919,891 0.67
Steven Romick - FPA Crescent Fund Reduce 18.79% 975,681 0.25
Bill Miller - Miller Value Partners Reduce 0.51% 4,206 0.03
Chase Coleman - Tiger Global Management Sell 100.00% 1,451 0.00
First Eagle Investment Management Sell 100.00% 5,714,725 1.53
Q1  2022
Thomas Russo - Gardner Russo & Quinn Add 0.67% 10,516 0.01
Bill Miller - Miller Value Partners Add 23.23% 156,279 0.65
Samantha McLemore - Patient Capital Management Add 34.91% 26,600 1.14
First Eagle Investment Management Add 38.39% 1,585,422 0.42
Chase Coleman - Tiger Global Management Reduce 99.97% 4,218,644 0.00
Tweedy Browne Co. - Tweedy Browne Value Fund Reduce 17.99% 99,300 0.32
Steven Romick - FPA Crescent Fund Reduce 7.05% 393,731 0.08
Christopher Davis - Davis Advisors Reduce 3.20% 102,578 0.06
Polen Capital Management Sell 100.00% 2,244 0.00
Greg Alexander - Conifer Management Sell 100.00% 2,155,836 17.93
Q4  2021
Chase Coleman - Tiger Global Management Add 0.01% 417 0.00
Bill Miller - Miller Value Partners Add 6.33% 40,027 0.17
Greg Alexander - Conifer Management Add 19.77% 355,836 2.96
Tweedy Browne Co. - Tweedy Browne Value Fund Add 29.39% 125,350 0.46
First Eagle Investment Management Add 78.68% 1,818,338 0.54
Christopher Davis - Davis Advisors Add 148.62% 1,914,558 1.06
Prem Watsa - Fairfax Financial Holdings Add 301.68% 108,000 0.41
Polen Capital Management Reduce 99.53% 478,707 0.00
Bruce Berkowitz - Fairholme Capital Reduce 22.59% 2,390 0.02
Thomas Russo - Gardner Russo & Quinn Reduce 2.04% 32,574 0.03

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.