Alibaba Group Holdings (BABA)

Sector:Technology
Super Investor Stats:
Ownership count:10
Ownership rank:25
% of all portfolios:0.436%
Hold Price * :$71.90
History Portfolio Manager Activity Share change % change to portfolio
Q3  2019
John Armitage - Egerton Capital Add 14.42% 697,421 0.84
Lee Ainslie - Maverick Capital Add 10.20% 194,647 0.48
Bill Miller - Miller Value Partners Add 12.33% 28,515 0.19
Polen Capital Management Add 36.51% 78,026 0.06
Q2  2019
Michael Burry - Scion Asset Management Buy 50,000 9.06
Viking Global Investors Reduce 89.76% 5,149,456 3.95
David Tepper - Appaloosa Management Sell 100.00% 700,000 3.86
John Armitage - Egerton Capital Add 79.02% 2,134,157 2.65
Howard Marks - Oaktree Capital Management Sell 100.00% 349,648 1.91
Lee Ainslie - Maverick Capital Add 66.06% 758,838 1.86
Bill Miller - Miller Value Partners Add 5039.56% 226,780 1.54
Stephen Mandel - Lone Pine Capital Add 4.17% 235,328 0.25
Polen Capital Management Add 55.67% 76,427 0.06
Q1  2019
David Tepper - Appaloosa Management Buy 700,000 3.86
Lee Ainslie - Maverick Capital Reduce 38.05% 705,496 1.71
Stephen Mandel - Lone Pine Capital Reduce 9.18% 570,000 0.61
Chase Coleman - Tiger Global Management Add 5.22% 214,600 0.22
Howard Marks - Oaktree Capital Management Add 9.82% 31,268 0.17
Q4  2018
Daniel Loeb - Third Point Sell 100.00% 4,045,000 4.66
David Tepper - Appaloosa Management Sell 100.00% 1,500,000 4.41
Stephen Mandel - Lone Pine Capital Reduce 36.19% 3,521,835 3.27
Lee Ainslie - Maverick Capital Add 79.98% 823,968 1.66
Howard Marks - Oaktree Capital Management Buy 318,380 1.37
Q3  2018
David Tepper - Appaloosa Management Reduce 43.25% 1,142,974 3.36
Stephen Mandel - Lone Pine Capital Add 52.19% 3,337,472 2.83
Lee Ainslie - Maverick Capital Reduce 9.28% 105,412 0.22
Daniel Loeb - Third Point Add 1.13% 45,000 0.05
Q2  2018
David Tepper - Appaloosa Management Reduce 34.78% 1,409,642 3.02
Howard Marks - Oaktree Capital Management Sell 100.00% 506,330 2.56
Stephen Mandel - Lone Pine Capital Add 6.90% 412,538 0.40
Lee Ainslie - Maverick Capital Add 1.96% 21,878 0.05
Q1  2018
Daniel Loeb - Third Point Reduce 33.33% 2,000,000 2.91
Lee Ainslie - Maverick Capital Add 194.18% 735,130 1.74
David Tepper - Appaloosa Management Reduce 6.19% 267,618 0.53
Stephen Mandel - Lone Pine Capital Reduce 5.76% 365,816 0.34
Howard Marks - Oaktree Capital Management Add 3.07% 15,103 0.08
Q4  2017
Stephen Mandel - Lone Pine Capital Reduce 27.99% 2,467,034 2.22
David Tepper - Appaloosa Management Add 21.27% 757,734 1.49
Howard Marks - Oaktree Capital Management Reduce 28.01% 191,118 0.89
Daniel Loeb - Third Point Reduce 9.09% 600,000 0.77
Lee Ainslie - Maverick Capital Reduce 6.11% 24,628 0.05
Q3  2017
Daniel Loeb - Third Point Add 46.67% 2,100,000 3.05
Stephen Mandel - Lone Pine Capital Reduce 24.44% 2,851,789 2.43
Lee Ainslie - Maverick Capital Buy 403,200 0.88
David Tepper - Appaloosa Management Reduce 3.56% 131,418 0.34
Howard Marks - Oaktree Capital Management Add 5.42% 35,066 0.16
Q2  2017
David Tepper - Appaloosa Management Buy 3,693,918 8.19
Daniel Loeb - Third Point Buy 4,500,000 5.62
Stephen Mandel - Lone Pine Capital Add 17.89% 1,770,085 1.27
Bill Miller - Miller Value Partners Buy 4,500 0.03
Howard Marks - Oaktree Capital Management Add 0.64% 4,123 0.02
Q1  2017
Stephen Mandel - Lone Pine Capital Add 29.89% 2,277,604 1.29
Howard Marks - Oaktree Capital Management Add 3.84% 23,782 0.07
Q4  2016
Daniel Loeb - Third Point Sell 100.00% 2,600,000 2.39
Stephen Mandel - Lone Pine Capital Add 47.90% 2,467,648 1.13
Howard Marks - Oaktree Capital Management Add 10.57% 59,226 0.15
Q3  2016
Stephen Mandel - Lone Pine Capital Buy 5,151,461 2.44
Daniel Loeb - Third Point Buy 2,600,000 2.39
Howard Marks - Oaktree Capital Management Buy 560,148 1.72
Bill Miller - Miller Value Partners Sell 100.00% 198,825 1.02
Q2  2016
Bill Miller - Miller Value Partners Reduce 59.50% 292,100 1.50
Q3  2015
David Tepper - Appaloosa Management Sell 100.00% 1,360,000 2.77
Q2  2015
David Tepper - Appaloosa Management Buy 1,360,000 2.77
Howard Marks - Oaktree Capital Management Sell 100.00% 345,000 0.49
Q1  2015
Daniel Loeb - Third Point Sell 100.00% 10,000,000 9.50
Howard Marks - Oaktree Capital Management Buy 345,000 0.49
Lee Ainslie - Maverick Capital Sell 100.00% 250,000 0.41
Q4  2014
Lee Ainslie - Maverick Capital Reduce 88.64% 1,950,000 3.20
Daniel Loeb - Third Point Add 38.89% 2,800,000 2.66
David Tepper - Appaloosa Management Sell 100.00% 725,000 1.04
Leon Cooperman Sell 100.00% 410,000 0.54
Q3  2014
Daniel Loeb - Third Point Buy 7,200,000 7.68
Lee Ainslie - Maverick Capital Buy 2,200,000 2.96
David Tepper - Appaloosa Management Buy 725,000 1.04
Leon Cooperman Buy 410,000 0.54

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.