Portfolio manager	Activity	Share change	% portfolio
David TepperTier 1 Appaloosa Management Adding to China contrarian bet.	Add 30.00%	+520K	5.40%
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%
Bill Nygren Oakmark Funds	Add 345%	+7K	0.00%
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%
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%	-96K	0.00%
Bill Nygren Oakmark Funds	Reduce 14.00%	-360	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%
Bill Nygren Oakmark Funds	Reduce 98.00%	-107K	0.00%

Q1 2025(4 moves)

Portfolio manager	Activity	Share change	% portfolio
Joel GreenblattElite Gotham Asset Management	Add 28.00%	+1.19M	0.20%
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%
Bill Nygren Oakmark Funds	Reduce 42.00%	-79K	0.00%

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%
Bill Nygren Oakmark Funds	Buy (new)	+189K	0.00%
Howard MarksTier 1 Oaktree Capital	Sell (exit)	-225K	0.00%

Q3 2024(4 moves)

Portfolio manager	Activity	Share change	% portfolio
Howard MarksTier 1 Oaktree Capital	Add 83.00%	+102K	0.40%
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(1 move)

Portfolio manager	Activity	Share change	% portfolio
Michael Burry Scion Asset Management Briefly exited BABA before re-entering Q3.	Sell (exit)	-200K	—

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 →

Get alerts when they buy or sell BABA

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

Related smart-money signals

Derived from the same 13F filings

Same sector · Technology

Top conviction in this sector

All Technology names →

Same owners hold these

Tickers owned by ≥2 of BABA's holders

Full overlap matrix →

Frequently asked questions

Who owns BABA?

4 tracked superinvestors hold Alibaba (BABA) as a top position based on the latest SEC 13F filings. Largest tracked holder: Michael Burry at 21.3% of portfolio. Full ranking by % of portfolio shown in the table below.

How many hedge funds hold BABA?

4 of HoldLens's tracked superinvestors hold BABA according to the latest SEC 13F filings. The sum of conviction across those holders is 55% (sum of each manager's % of portfolio in BABA).

Who is the biggest hedge-fund holder of BABA?

Among HoldLens's tracked superinvestors, Michael Burry holds the largest BABA position at 21.3% of portfolio. China big tech contrarian bet.

What sector is BABA?

Alibaba (BABA) is classified as Technology. Smart-money activity, insider trades (SEC Form 4), buybacks, short interest, congressional trades, and ETF ownership for BABA are all aggregated on this page.

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