Whale Analyzer
Alibaba (BABA) Institutional Holders and 13F Ownership
Compare 14 tracked holders of Alibaba (BABA), their reported positions and disclosed changes. Coverage is limited to the investors tracked by Whale Analyzer; these records do not establish all shareholders or current trades. Available original SEC filings for tracked 13F holders are linked below. Top tracked holders include PRIMECAP Management Company, Dodge & Cox, Appaloosa LP, and Causeway Capital Management.
Continue to the live BABA dashboardTop holders
| Investor | Reported value | Shares | Change | Report date |
|---|---|---|---|---|
| PRIMECAP Management Company 13F holdings | $1.79B | 18.6M | Reduced | 2026-06-30 |
| Dodge & Cox 13F holdings | $955.8M | 10.0M | Increased | 2026-06-30 |
| Appaloosa LP 13F holdings | $192.0M | 2.0M | Reduced | 2026-06-30 |
| Causeway Capital Management 13F holdings | $95.5M | 995.0K | Reduced | 2026-06-30 |
| Baillie Gifford & Co 13F holdings | $76.4M | 796.0K | Increased | 2026-06-30 |
| ShawSpring Partners 13F holdings | $39.3M | 409.2K | Increased | 2026-06-30 |
| H&H International Investment 13F holdings | $28.9M | 301.4K | New | 2026-06-30 |
| Daily Journal Corp 13F holdings | $21.0M | 195.0K | Held | 2026-09-30 |
| HHLR Advisors 13F holdings | $17.7M | 183.9K | Reduced | 2026-06-30 |
| ARK Investment Management 13F holdings | $11.5M | 119.6K | Reduced | 2026-06-30 |
| Chou Associates 13F holdings | $4.0M | 41.9K | Held | 2026-06-30 |
| Pzena Investment Management 13F holdings | $2.7M | 24.8K | Reduced | 2026-09-30 |
Original SEC filing sources
These recorded filings support the tracked 13F rows included in the aggregate reported values on this page. See each holder profile for source coverage and context for other disclosure types.
- PRIMECAP Management Company SEC filing (0000763212-26-000028) · report date 2026-06-30
- Dodge & Cox SEC filing (0001193125-26-349535) · report date 2026-06-30
- Appaloosa LP SEC filing (0001656456-26-000003) · report date 2026-06-30
- Causeway Capital Management SEC filing (0000945621-26-001052) · report date 2026-06-30
- Baillie Gifford & Co SEC filing (0001088875-26-000057) · report date 2026-06-30
- ShawSpring Partners SEC filing (0001172661-26-003620) · report date 2026-06-30
- H&H International Investment SEC filing (0001759760-26-000007) · report date 2026-06-30
- Daily Journal Corp SEC filing (0001437749-26-034429) · report date 2026-09-30
- HHLR Advisors SEC filing (0000919574-26-005568) · report date 2026-06-30
- ARK Investment Management SEC filing (0001104659-26-096910) · report date 2026-06-30
- Chou Associates SEC filing (0001104659-26-094668) · report date 2026-06-30
- Pzena Investment Management SEC filing (0001027796-26-000065) · report date 2026-09-30
- Oakmark Funds SEC filing (0000813917-26-000042) · report date 2026-06-30
- Tweedy Browne SEC filing (0001193125-26-340443) · report date 2026-06-30
Tracked-sample concentration
Reported position value for BABA is highly concentrated within this tracked-holder sample. These percentages are not market-wide ownership shares.
- Largest tracked holder: 55.3% of aggregate reported value in this sample
- Top 5 tracked holders: 96.1% of aggregate reported value in this sample
- Top 10 tracked holders: 99.7% of aggregate reported value in this sample
Whale activity this quarter
Across 14 tracked holders, 7 reduced, 5 increased, 2 held. Net positioning is net selling.
- PRIMECAP Management Company ($1.79B) (▼ 0.6% qoq shares) · modeled avg cost estimate $66.65
- Dodge & Cox ($955.8M) (▲ 0.4% qoq shares) · modeled avg cost estimate $127.02
- Appaloosa LP ($192.0M) (▼ 42.3% qoq shares)
- Causeway Capital Management ($95.5M) (▼ 6.9% qoq shares)
- Baillie Gifford & Co ($76.4M) (▲ 3.1% qoq shares)
- ShawSpring Partners ($39.3M) (▲ 41.0% qoq shares)
- Daily Journal Corp ($21.0M) (→ 0.0% qoq shares) · modeled avg cost estimate $244.08
- HHLR Advisors ($17.7M) (▼ 92.5% qoq shares)
Modeled cost estimate vs current price
The share-weighted modeled cost estimate across 5 covered tracked holders is $88.92 versus a current price of $109.45, so BABA trades above that estimate (+23.1%). This model does not establish any filer's actual purchase price, unrealized gain, or investment return.
Sector positioning — Consumer Discretionary
BABA sits within the Consumer Discretionary sector alongside 68 other tracked names. Compare reported positions across tracked peers:
How to use this page
Values are reported public positions from tracked 13F filers and disclosures — not real-time or market-wide ownership totals. Open the live BABA dashboard for price charts and cross-investor scans, or read the SEC 13F guide.
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Learn more in Whale Analyzer Academy
Deepen your read on BABA with these Whale Analyzer Academy guides:
Frequently asked questions
Who owns BABA stock?
Whale Analyzer tracks 14 public-disclosure holders of BABA with a combined reported value of $3.23B. See the holder table above for the largest tracked positions.
Which top funds are buying BABA?
Tracked holders were net selling last quarter — 7 reduced, 5 increased, 2 held. Check the "Change" column: "New" = fresh position, "Increased" = added, "Reduced" = trimmed.
How concentrated is the tracked BABA sample?
The top five tracked holders account for 96.1% of aggregate reported value in this tracked sample. This is not a market-wide ownership percentage.
How does BABA compare with the modeled cost estimate?
The share-weighted modeled cost estimate across 5 covered tracked holders is $88.92 versus a current price of $109.45 (+23.1%). It is not an actual purchase price, unrealized gain, or investment return.
What does 13F ownership mean for BABA?
These are historical reported positions from tracked filers, not real-time ownership or a complete shareholder register. Use the interactive BABA dashboard to explore them, or read our 13F Alpha Signals Guide.