Alibaba Group Holdings (BABA)

Sector:Technology
Super Investor Stats:
Ownership count:10
Ownership rank:25
% of all portfolios:0.436%
Hold Price * :$71.90
History Portfolio Manager Activity Share change % change to portfolio
Q3  2021
Steven Romick - FPA Crescent Fund Add 729.92% 4,913,199 1.28
Francois Rochon - Giverny Capital Buy 4,976 0.04
Prem Watsa - Fairfax Financial Holdings Buy 35,800 0.17
Mohnish Pabrai - Pabrai Investments Reduce 77.83% 201,374 15.63
Christopher Davis - Davis Advisors Reduce 70.50% 3,078,097 2.10
Polen Capital Management Reduce 66.07% 936,564 0.25
David Tepper - Appaloosa Management Reduce 10.26% 60,000 0.21
Lee Ainslie - Maverick Capital Sell 100.00% 450,109 0.96
Triple Frond Partners Sell 100.00% 170,450 4.19
Q2  2021
Polen Capital Management Add 3.95% 53,831 0.02
Christopher Davis - Davis Advisors Add 7.02% 286,221 0.27
Leon Cooperman Add 17.65% 15,000 0.19
Triple Frond Partners Add 25.79% 34,950 0.86
Thomas Russo - Gardner Russo & Quinn Add 30.69% 343,683 0.66
Tweedy Browne Co. - Tweedy Browne Value Fund Add 33.12% 13,265 0.71
Steven Romick - FPA Crescent Fund Add 34.40% 172,286 0.50
Bill Miller - Miller Value Partners Add 39.62% 164,996 0.97
Lee Ainslie - Maverick Capital Add 41.30% 131,570 0.28
Mohnish Pabrai - Pabrai Investments Add 53.23% 89,878 7.34
First Eagle Investment Management Add 79.32% 755,081 0.43
Bruce Berkowitz - Fairholme Capital Buy 10,580 0.19
Guy Spier - Aquamarine Capital Buy 47,500 5.05
David Tepper - Appaloosa Management Reduce 48.68% 555,000 2.61
Chase Coleman - Tiger Global Management Reduce 5.77% 258,384 0.11
Greg Alexander - Conifer Management Reduce 5.71% 84,845 1.30
Q1  2021
Bill Miller - Miller Value Partners Add 5.66% 22,298 0.14
Polen Capital Management Add 12.20% 148,304 0.08
Christopher Davis - Davis Advisors Add 19.30% 660,077 0.66
Tweedy Browne Co. - Tweedy Browne Value Fund Add 53.26% 13,920 0.78
Greg Alexander - Conifer Management Add 147.47% 884,845 12.33
First Eagle Investment Management Buy 951,926 0.57
Leon Cooperman Buy 85,000 1.20
Thomas Russo - Gardner Russo & Quinn Buy 1,119,994 2.32
Triple Frond Partners Buy 135,500 3.81
Mohnish Pabrai - Pabrai Investments Buy 168,843 14.61
Charlie Munger - Daily Journal Corp. Buy 165,320 19.02
Lee Ainslie - Maverick Capital Reduce 65.71% 610,517 1.30
David Tepper - Appaloosa Management Reduce 40.00% 760,000 2.47
Daniel Loeb - Third Point Sell 100.00% 1,400,000 2.51
Q4  2020
Christopher Davis - Davis Advisors Add 2.65% 88,233 0.10
Bill Miller - Miller Value Partners Add 7.87% 28,747 0.22
Lee Ainslie - Maverick Capital Add 15.38% 123,817 0.46
Polen Capital Management Add 26.49% 254,552 0.14
Steven Romick - FPA Crescent Fund Add 54.25% 176,138 0.56
Tweedy Browne Co. - Tweedy Browne Value Fund Buy 26,135 1.54
Greg Alexander - Conifer Management Buy 600,000 8.47
Daniel Loeb - Third Point Reduce 44.55% 1,125,000 2.02
David Tepper - Appaloosa Management Reduce 14.41% 320,000 1.11
Bill & Melinda Gates Foundation Trust Sell 100.00% 552,383 0.74
John Armitage - Egerton Capital Sell 100.00% 2,143,007 3.89
Q3  2020
Bill Miller - Miller Value Partners Add 19.17% 58,789 0.68
Daniel Loeb - Third Point Add 26.25% 525,000 1.55
Polen Capital Management Add 32.40% 235,113 0.19
John Armitage - Egerton Capital Reduce 50.23% 2,163,244 3.93
David Tepper - Appaloosa Management Reduce 34.22% 1,155,000 6.00
Christopher Davis - Davis Advisors Reduce 6.77% 242,061 0.40
Lee Ainslie - Maverick Capital Reduce 4.98% 42,238 0.23
Steven Romick - FPA Crescent Fund Reduce 1.18% 3,866 0.02
Chase Coleman - Tiger Global Management Reduce 0.30% 13,600 0.01
Viking Global Investors Sell 100.00% 695,536 0.65
Howard Marks - Oaktree Capital Management Sell 100.00% 282,547 1.66
Q2  2020
Bill Miller - Miller Value Partners Add 0.84% 2,550 0.02
Polen Capital Management Add 42.86% 217,707 0.14
David Tepper - Appaloosa Management Add 49.01% 1,110,000 4.16
John Armitage - Egerton Capital Add 66.64% 1,722,018 2.76
Viking Global Investors Buy 695,536 0.65
Daniel Loeb - Third Point Buy 2,000,000 5.92
Lee Ainslie - Maverick Capital Reduce 43.42% 650,307 2.95
Howard Marks - Oaktree Capital Management Reduce 27.68% 108,134 0.64
Christopher Davis - Davis Advisors Reduce 0.20% 7,118 0.01
Li Lu - Himalaya Capital Management Sell 100.00% 175,000 4.77
Stephen Mandel - Lone Pine Capital Sell 100.00% 6,336,587 7.50
Q1  2020
Stephen Mandel - Lone Pine Capital Add 1.55% 96,801 0.11
Bill Miller - Miller Value Partners Add 4.60% 13,380 0.17
Chase Coleman - Tiger Global Management Add 27.76% 976,000 1.14
Polen Capital Management Add 28.13% 111,530 0.09
Howard Marks - Oaktree Capital Management Add 141.19% 228,699 1.59
Bill & Melinda Gates Foundation Trust Buy 552,383 0.62
Li Lu - Himalaya Capital Management Buy 175,000 4.77
John Armitage - Egerton Capital Reduce 49.90% 2,573,954 5.17
Lee Ainslie - Maverick Capital Reduce 21.76% 416,565 1.71
Christopher Davis - Davis Advisors Reduce 12.46% 509,626 0.67
David Tepper - Appaloosa Management Reduce 5.63% 135,000 0.80
Viking Global Investors Sell 100.00% 328,938 0.33
Greg Alexander - Conifer Management Sell 100.00% 1,600,000 16.24
Q4  2019
Bill Miller - Miller Value Partners Add 11.90% 30,925 0.24
Polen Capital Management Add 35.90% 104,733 0.09
David Tepper - Appaloosa Management Add 84.62% 1,100,000 6.01
Steven Romick - FPA Crescent Fund Buy 328,555 0.76
Howard Marks - Oaktree Capital Management Buy 161,982 0.86
Viking Global Investors Reduce 85.08% 1,876,330 1.88
Chase Coleman - Tiger Global Management Reduce 54.81% 4,264,600 4.99
Stephen Mandel - Lone Pine Capital Reduce 14.44% 1,052,776 1.20
Lee Ainslie - Maverick Capital Reduce 8.93% 187,776 0.58
John Armitage - Egerton Capital Reduce 6.76% 374,136 0.57
Q3  2019
Lee Ainslie - Maverick Capital Add 10.20% 194,647 0.48
Bill Miller - Miller Value Partners Add 12.33% 28,515 0.19
John Armitage - Egerton Capital Add 14.42% 697,421 0.84
Stephen Mandel - Lone Pine Capital Add 24.11% 1,416,900 1.39
Polen Capital Management Add 36.51% 78,026 0.06

* "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.