Portfolio manager	Activity	Share change	% portfolio
David TepperTier 1 Appaloosa Management Adding to China contrarian bet.	Add 30.00%	+520K	5.40%
Joel GreenblattElite Gotham Asset Management	Add 181%	+4K	0.00%
Lee AinslieElite Maverick Capital	Buy (new)	+825K	1.70%
Tom SlaterElite Baillie Gifford (Long Term Global Growth)	Add 99.00%	+369K	0.10%
Michael Burry Scion Asset Management Doubling down again on the Alibaba contrarian bet.	Add 30.00%	+60K	28.40%
Polen CapitalElite Polen Capital Management	Sell (exit)	-3K	0.00%

Q3 2025(8 moves)

Portfolio manager	Activity	Share change	% portfolio
David TepperTier 1 Appaloosa Management New Alibaba position — China contrarian.	Buy (new)	+1.70M	4.20%
Joel GreenblattElite Gotham Asset Management	Buy (new)	+2K	0.00%
Polen CapitalElite Polen Capital Management	Buy (new)	+3K	0.00%
Tom SlaterElite Baillie Gifford (Long Term Global Growth)	Buy (new)	+372K	0.00%
Michael Burry Scion Asset Management Doubled the Alibaba bet.	Add 40.00%	+55K	21.30%
Howard MarksTier 1 Oaktree Capital	Sell (exit)	-5.40M	0.00%
Li LuElite Himalaya Capital Took some Alibaba profits.	Reduce 12.00%	-680K	9.70%
Joel GreenblattElite Gotham Asset Management	Reduce 7.00%	-98K	0.00%

Q2 2025(5 moves)

Portfolio manager	Activity	Share change	% portfolio
Howard MarksTier 1 Oaktree Capital	Buy (new)	+5.40M	0.10%
Michael Burry Scion Asset Management First major BABA add — 3 Q consecutive.	Add 35.00%	+45K	15.20%
David TepperTier 1 Appaloosa Management	Reduce 23.00%	-2.16M	12.40%
Joel GreenblattElite Gotham Asset Management	Reduce 75.00%	-4.12M	0.00%
Joel GreenblattElite Gotham Asset Management	Sell (exit)	-2K	0.00%

Q1 2025(4 moves)

Portfolio manager	Activity	Share change	% portfolio
Joel GreenblattElite Gotham Asset Management	Add 28.00%	+1.19M	0.20%
Joel GreenblattElite Gotham Asset Management	Buy (new)	+2K	0.00%
Michael Burry Scion Asset Management Burry re-entered BABA here.	Buy (new)	+100K	11.20%
David TepperTier 1 Appaloosa Management	Reduce 22.00%	-2.61M	14.60%

Q4 2024(4 moves)

Portfolio manager	Activity	Share change	% portfolio
David TepperTier 1 Appaloosa Management First BABA position.	Buy (new)	+1.50M	3.40%
Michael Burry Scion Asset Management BABA contrarian build accelerating.	Add 30.00%	+42K	11.50%
Howard MarksTier 1 Oaktree Capital	Sell (exit)	-225K	0.00%
Joel GreenblattElite Gotham Asset Management	Sell (exit)	-6K	0.00%

Q3 2024(5 moves)

Portfolio manager	Activity	Share change	% portfolio
Howard MarksTier 1 Oaktree Capital	Add 83.00%	+102K	0.40%
Joel GreenblattElite Gotham Asset Management	Buy (new)	+6K	0.00%
Michael Burry Scion Asset Management Burry's BABA re-entry.	Buy (new)	+100K	8.50%
Joel GreenblattElite Gotham Asset Management	Reduce 32.00%	-2.06M	0.20%
Prem Watsa Fairfax Financial	Sell (exit)	-293K	0.00%

Q2 2024(6 moves)

Portfolio manager	Activity	Share change	% portfolio
Joel GreenblattElite Gotham Asset Management	Add 8.00%	+455K	0.30%
Prem Watsa Fairfax Financial	Buy (new)	+293K	1.90%
David TepperTier 1 Appaloosa Management	Reduce 7.00%	-750K	12.20%
Tom SlaterElite Baillie Gifford (Long Term Global Growth)	Sell (exit)	-97	0.00%
Michael Burry Scion Asset Management Briefly exited BABA before re-entering Q3.	Sell (exit)	-200K	—
Prem Watsa Fairfax Financial	Sell (exit)	-293K	0.00%

Q1 2024(1 move)

Portfolio manager	Activity	Share change	% portfolio
Michael Burry Scion Asset Management First BABA contrarian position.	Buy (new)	+195K	6.00%

Insider activity

SEC Form 4 filings — when CEOs, CFOs, and 10%+ owners buy or sell their own stock.

Insider activity (Form 4)

1 buy · 0 sells from corporate insiders

Net: INSIDER BUYING

Insider	Action	Shares	Value	Date
Joe Tsai Chairman Major open-market buy. Strong insider signal.	buy	500,000	$43.50M	Dec 5, 2025

Latest news

Recent headlines for BABA.

Hedge funds holding BABA

4 superinvestors hold Alibaba as a top position. Sorted by % of portfolio.

Manager	% Portfolio
Michael Burry China big tech contrarian bet.	21.3%
Mohnish Pabrai China discount opportunity.	18.4%
Li Lu China expertise advantage.	9.7%
David Tepper China tech contrarian bet.	5.4%

Dividend tax by country

What will you keep of every $100 in BABA dividend?

Your country of residenceCompany is domiciled inGross dividend (example)

Withholding rate

Domestic (no cross-border)

Tax withheld

$0.00

You'd receive

$1000.00

Of $1000 gross

Source & treaty reference

Treaty: Domestic — no cross-border withholding

Citation: IRC §§ 1441–1446 (withholding applies to foreign persons; US residents not subject to WHT on US-source dividends)

U.S. residents receiving U.S.-source dividends: no cross-border withholding; taxed on return at qualified (0/15/20%) or ordinary rates.

Estimates for educational purposes only. Tax rules change; consult a qualified tax professional for your specific situation. Dividend-tax treatment depends on holding period, account type (taxable vs. retirement), investor type (individual vs. pension vs. mutual fund), limitation-on-benefits tests, and other factors not modeled here.

Full dividend-tax rules for United States investors →

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One email per 13F filing — you'll know within hours if any tracked manager moves on BABA.

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Data sourced from SEC 13F filings. BABA ownership reflects publicly disclosed long positions only. Not investment advice.