27 hedge funds and family offices disclose a BABA position in their latest SEC 13F filing — combined $1.67B in market value. Of those, 11 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Ray Dalio | Bridgewater Associates LP | 5,660,258 | $748.5M | 3.47% | 2025-03-31 |
| 2 | Thomas Russo | Gardner Russo & Quinn LLC | 1,581,740 | $179.8M | 2.01% | 2022-06-30 |
| 3 | Chase Coleman | Tiger Global Management LLC | 1,476,745 | $128.1M | 0.94% | 2023-09-30 |
| 4 | Daniel Loeb | Third Point LLC | 825,000 | $120.9M | 1.66% | 2025-12-31 |
| 5 | Cathie Wood | ARK Investment Management LLC | 783,171 | $98.3M | 0.76% | 2026-03-31 |
| 6 | Viking Global | Viking Global Investors LP | 932,407 | $77.7M | 0.32% | 2023-06-30 |
| 7 | George Soros | Soros Fund Management LLC | 850,000 | $72.1M | 1.26% | 2024-12-31 |
| 8 | Peter Thiel | Thiel Macro LLC | 254,000 | $46.6M | 58.59% | 2018-03-31 |
| 9 | Lee Ainslie | Maverick Capital Ltd | 472,185 | $36.6M | 0.76% | 2023-12-31 |
| 10 | Li Lu | Himalaya Capital Management LLC | 175,000 | $34.0M | 4.77% | 2020-03-31 |
| 11 | Stanley Druckenmiller | Duquesne Family Office LLC | 307,500 | $26.7M | 0.96% | 2023-09-30 |
| 12 | Charlie Munger | Daily Journal Corp | 195,000 | $24.5M | 10.17% | 2026-03-31 |
| 13 | Prem Watsa | Fairfax Financial Holdings Ltd | 292,800 | $21.1M | 1.78% | 2024-06-30 |
| 14 | Christopher Davis | Davis Selected Advisers, LP | 127,784 | $13.6M | 0.08% | 2024-09-30 |
| 15 | Michael Burry | Scion Asset Management, LLC | 150,000 | $12.7M | 16.42% | 2024-12-31 |
| 16 | Mohnish Pabrai | Dalal Street, LLC | 57,347 | $8.5M | 4.45% | 2021-09-30 |
| 17 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 95,395 | $8.0M | 3.49% | 2023-06-30 |
| 18 | Francis Chou | Chou Associates Management Inc. | 41,900 | $6.1M | 3.05% | 2025-12-31 |
| 19 | Guy Spier | Aquamarine Capital Management, LLC | 47,500 | $5.4M | 3.17% | 2022-06-30 |
| 20 | Stephen Mandel | Lone Pine Capital LLC | 6,336,587 | $1.2M | 7.50% | 2020-03-31 |
| 21 | Bruce Berkowitz | Fairholme Capital Management LLC | 7,610 | $670K | 0.06% | 2022-12-31 |
| 22 | Egerton Capital | Egerton Capital (UK) LLP | 2,143,007 | $630K | 3.89% | 2020-09-30 |
| 23 | Polen Capital | Polen Capital Management LLC | 2,850 | $509K | 0.00% | 2025-09-30 |
| 24 | Tweedy Browne | Tweedy Browne Company LLC | 4,060 | $509K | 0.04% | 2026-03-31 |
| 25 | Francois Rochon | Giverny Capital Inc. | 4,976 | $386K | 0.02% | 2023-12-31 |
| 26 | Steven Romick | First Pacific Advisors LP | 957,979 | $217K | 2.73% | 2021-06-30 |
| 27 | Mason Hawkins | Southeastern Asset Management, Inc. | 22,215 | $3K | 0.04% | 2021-12-31 |
As of the latest 13F window, 27 tracked superinvestors hold BABA. The largest disclosed position is Ray Dalio at $748.5M (3.5% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying BABA, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
27 hedge funds and family offices disclose a BABA position in their latest SEC 13F filing — combined $1.67B in market value. Of those, 11 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Ray Dalio | Bridgewater Associates LP | 5,660,258 | $748.5M | 3.47% | 2025-03-31 |
| 2 | Thomas Russo | Gardner Russo & Quinn LLC | 1,581,740 | $179.8M | 2.01% | 2022-06-30 |
| 3 | Chase Coleman | Tiger Global Management LLC | 1,476,745 | $128.1M | 0.94% | 2023-09-30 |
| 4 | Daniel Loeb | Third Point LLC | 825,000 | $120.9M | 1.66% | 2025-12-31 |
| 5 | Cathie Wood | ARK Investment Management LLC | 783,171 | $98.3M | 0.76% | 2026-03-31 |
| 6 | Viking Global | Viking Global Investors LP | 932,407 | $77.7M | 0.32% | 2023-06-30 |
| 7 | George Soros | Soros Fund Management LLC | 850,000 | $72.1M | 1.26% | 2024-12-31 |
| 8 | Peter Thiel | Thiel Macro LLC | 254,000 | $46.6M | 58.59% | 2018-03-31 |
| 9 | Lee Ainslie | Maverick Capital Ltd | 472,185 | $36.6M | 0.76% | 2023-12-31 |
| 10 | Li Lu | Himalaya Capital Management LLC | 175,000 | $34.0M | 4.77% | 2020-03-31 |
| 11 | Stanley Druckenmiller | Duquesne Family Office LLC | 307,500 | $26.7M | 0.96% | 2023-09-30 |
| 12 | Charlie Munger | Daily Journal Corp | 195,000 | $24.5M | 10.17% | 2026-03-31 |
| 13 | Prem Watsa | Fairfax Financial Holdings Ltd | 292,800 | $21.1M | 1.78% | 2024-06-30 |
| 14 | Christopher Davis | Davis Selected Advisers, LP | 127,784 | $13.6M | 0.08% | 2024-09-30 |
| 15 | Michael Burry | Scion Asset Management, LLC | 150,000 | $12.7M | 16.42% | 2024-12-31 |
| 16 | Mohnish Pabrai | Dalal Street, LLC | 57,347 | $8.5M | 4.45% | 2021-09-30 |
| 17 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 95,395 | $8.0M | 3.49% | 2023-06-30 |
| 18 | Francis Chou | Chou Associates Management Inc. | 41,900 | $6.1M | 3.05% | 2025-12-31 |
| 19 | Guy Spier | Aquamarine Capital Management, LLC | 47,500 | $5.4M | 3.17% | 2022-06-30 |
| 20 | Stephen Mandel | Lone Pine Capital LLC | 6,336,587 | $1.2M | 7.50% | 2020-03-31 |
| 21 | Bruce Berkowitz | Fairholme Capital Management LLC | 7,610 | $670K | 0.06% | 2022-12-31 |
| 22 | Egerton Capital | Egerton Capital (UK) LLP | 2,143,007 | $630K | 3.89% | 2020-09-30 |
| 23 | Polen Capital | Polen Capital Management LLC | 2,850 | $509K | 0.00% | 2025-09-30 |
| 24 | Tweedy Browne | Tweedy Browne Company LLC | 4,060 | $509K | 0.04% | 2026-03-31 |
| 25 | Francois Rochon | Giverny Capital Inc. | 4,976 | $386K | 0.02% | 2023-12-31 |
| 26 | Steven Romick | First Pacific Advisors LP | 957,979 | $217K | 2.73% | 2021-06-30 |
| 27 | Mason Hawkins | Southeastern Asset Management, Inc. | 22,215 | $3K | 0.04% | 2021-12-31 |
As of the latest 13F window, 27 tracked superinvestors hold BABA. The largest disclosed position is Ray Dalio at $748.5M (3.5% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying BABA, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
