ALIBABA GROUP HOLDING-SP ADR (BABA) Stock Institutional Trading Activity


ALIBABA GROUP HOLDING-SP ADR (BABA) position changes reported by tracked institutional filers across multiple SEC 13F reporting periods. Based on recent SEC 13F filings (Q4 2025), investors with some of the largest reported share count changes include Third Point, Appaloosa Management, ShawSpring Partners, H&H International Investment, and Causeway Capital Management. Explore insights into buying and selling patterns, position changes, and investment conviction levels to understand institutional trading behavior and market dynamics.

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Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q2 2021Dodge & Cox Stock FundBuy595,2706,236,170$1,414,239
Q2 2021Longleaf PartnersBuy146,702504,273$114,359
Q2 2021Tweedy, Browne Co All Funds (US)Buy438,4061,547,316$350,900
Q1 2021Sequoia FundBuy1,5603,505$795
Q1 2021Matrix Private Capital GroupBuy8254,865$1,103
Q1 2021Sequoia Financial AdvisorsSell-18,7338,373$1,898
Q1 2021Triple Frond PartnersBuy135,500135,500$30,722
Q1 2021Dalal StreetBuy168,843168,843$38,282
Q1 2021Miller Value PartnersBuy22,298416,484$94,429
Q1 2021Thunderbird PartnersBuy94,291489,554$110,997
Q1 2021Joho CapitalSell-183,700570,891$129,438
Q1 2021First Eagle U.S. ValueBuy951,326951,926$215,830
Q1 2021Appaloosa ManagementSell-760,0001,140,000$258,472
Q1 2021Polen Capital ManagementBuy148,3041,363,684$309,188
Q1 2021Conifer ManagementBuy884,8451,484,845$336,659
Q1 2021Causeway Capital ManagementSell-142,8441,942,351$440,389
Q1 2021Gardner Russo & QuinnBuy1,119,9941,119,994$253,936
Q1 2021ARK InvestBuy53,402590,826$133,958
Q1 2021Dodge & Cox Stock FundBuy2,773,1005,640,900$1,278,961
Q1 2021Longleaf PartnersBuy357,571357,571$81,072
Q1 2021Tweedy, Browne Co All Funds (US)Buy447,8951,108,910$251,423
Q4 2020Matrix Private Capital GroupBuy1,7324,040$940
Q4 2020Sequoia Financial AdvisorsBuy79227,106$6,308
Q4 2020Miller Value PartnersBuy28,747394,186$91,739
Q4 2020Thunderbird PartnersSell-53,777395,263$91,990
Q4 2020Conifer ManagementSell-1,000,000600,000$139,638
Q4 2020Joho CapitalBuy12,120754,591$175,616
Q4 2020Polen Capital ManagementBuy254,5521,215,380$282,855
Q4 2020Third PointSell-1,125,0001,400,000$325,822
Q4 2020Appaloosa ManagementSell-320,0001,900,000$442,187

Frequently asked questions about BABA activity

  • Which institutional owners are buying BABA?

    Institutional owners buying BABA include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in BABA activity?

    "Buy" means an investor increased their reported position in BABA compared to the prior reporting period. This reflects growing exposure to ALIBABA GROUP HOLDING-SP ADR (BABA) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in BABA increasing?

    Institutional interest in BABA can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.