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 | 637,808 | $93.5M | 0.62% | 2025-12-31 |
| 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
