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BABA: insider buying, 13F holders, analyst moves
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SEC Form 13F · Q2 2026
5 of our 100 managers hold BABA
Combined reported value $336.6M; 1 sold out since Q1 2026.
Holders among our 100 managers: 17 in Q3 2023, 5 in Q2 2026.
| Manager | Value | % of portfolio | Change vs Q1 2026 |
|---|---|---|---|
| Appaloosa | $192.0M | 2.57% | Trimmed |
| Alkeon Capital | $115.2M | 0.44% | Added |
| Tudor Investment | $25.1M | 0.10% | Added |
| Chou Associates | $4.0M | 1.86% | Unchanged |
| Tweedy, Browne | $380K | 0.03% | Trimmed |
Important information
Facts from public SEC filings, shown for information only. Not a recommendation. Not individualized investment advice. Gulfstream Capital and its clients may hold positions in securities shown.