5 hedge funds and family offices disclose a BABA position in their latest SEC 13F filing — combined $42.1M in market value. Of those, 3 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Charlie Munger | Daily Journal Corp | 195,000 | $18.7M | 7.29% | 2026-06-30 |
| 2 | Cathie Wood | ARK Investment Management LLC | 119,555 | $11.5M | 0.07% | 2026-06-30 |
| 3 | Francis Chou | Chou Associates Management Inc. | 41,900 | $6.1M | 3.05% | 2025-12-31 |
| 4 | Guy Spier | Aquamarine Capital Management, LLC | 47,500 | $5.4M | 3.17% | 2022-06-30 |
| 5 | Tweedy Browne | Tweedy Browne Company LLC | 3,960 | $380K | 0.03% | 2026-06-30 |
As of the latest 13F window, 5 tracked superinvestors hold BABA. The largest disclosed position is Charlie Munger at $18.7M (7.3% 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
5 hedge funds and family offices disclose a BABA position in their latest SEC 13F filing — combined $42.1M in market value. Of those, 3 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Charlie Munger | Daily Journal Corp | 195,000 | $18.7M | 7.29% | 2026-06-30 |
| 2 | Cathie Wood | ARK Investment Management LLC | 119,555 | $11.5M | 0.07% | 2026-06-30 |
| 3 | Francis Chou | Chou Associates Management Inc. | 41,900 | $6.1M | 3.05% | 2025-12-31 |
| 4 | Guy Spier | Aquamarine Capital Management, LLC | 47,500 | $5.4M | 3.17% | 2022-06-30 |
| 5 | Tweedy Browne | Tweedy Browne Company LLC | 3,960 | $380K | 0.03% | 2026-06-30 |
As of the latest 13F window, 5 tracked superinvestors hold BABA. The largest disclosed position is Charlie Munger at $18.7M (7.3% 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
