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 Q1 2026, a total of 14 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.43 B.
Top institutional holders include Ken Fisher and David Tepper.
Notably, Daily Journal Corp (Charlie Munger) has expressed high conviction in this stock, allocating 10.17% of their equity portfolio to it.
Institutional sentiment is currently Bearish. This is evidenced by a $708.23 M net outflow during the quarter.
Recent activity highlights Paul Tudor Jones who dramatically increased their stake. Conversely, David Tepper reduced exposure by 32.6%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Alibaba Group Holding Limited (BABA)
Major holders include Ken Fisher ($642.62 M), David Tepper ($434.72 M), Sarah Ketterer ($134.1 M). According to the latest reported data, 14 tracked investment managers collectively hold approximately 10.95 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $708.23 M, with 6 managers increasing positions and 8 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 4 fully exited BABA. The total reported sell value was $753.28 M.
Yes, 0 managers opened new positions in BABA, and 6 increased their existing holdings. The total reported buy value was $45.04 M.
