NYSE · Consumer Discretionary
Alibaba is a portfolio of China commerce, cloud computing, local services, international commerce, and digital-media assets. Analysis should separate China e-commerce competition, cloud growth, and capital returns.
| Firm | Weight | Value | Filing period |
|---|---|---|---|
Appaloosa
David Tepper
|
7.3% | $434.7M | 2026-03-31 |
HHLR Advisors / Hillhouse
Lei Zhang
|
18.4% | $307.8M | 2026-03-31 |
Eminence Capital
Ricky Sandler
|
2.5% | $108.1M | 2026-03-31 |
Greenwoods / Jinglin
George Jiang
|
2.3% | $88.2M | 2026-03-31 |
Baron Capital
Ron Baron
|
0.2% | $79.7M | 2026-03-31 |
|
|
0.1% | $62.7M | 2026-03-31 |
Daily Journal Corporation
Charlie Munger
|
10.2% | $24.5M | 2026-03-31 |
H&H International Investment
Duan Yongping
4 filing periods
Appaloosa
David Tepper
4 filing periods
Third Point
Dan Loeb
2 filing periods
HHLR Advisors / Hillhouse
Lei Zhang
4 filing periods
Baron Capital
Ron Baron
4 filing periods
Eminence Capital
Ricky Sandler
4 filing periods
Greenwoods / Jinglin
George Jiang
4 filing periods
Daily Journal Corporation
Charlie Munger
4 filing periods
Coatue Management
Philippe Laffont
4 filing periods
Altimeter Capital Management
Brad Gerstner
4 filing periods
Bridgewater Associates
Ray Dalio
2 filing periods
Appaloosa · David Tepper
Tepper discusses China stimulus, market liquidity, interest rates and risk asset allocation in CNBC interview. The interview views can be compared with the changes in 13F positions, but they cannot be directly equated to the next quarter's buying and selling.
Daily Journal Corporation · Charlie Munger
Daily Journal / Charlie Munger 这条访谈资料提供了可用于跟踪的公开信息，适合作为后续比较其观点和持仓变化的基线。
Daily Journal Corporation · Charlie Munger
The Daily Journal 2023 Annual Meeting features a Q&A hosted by Becky Quick, with Charlie Munger discussing the Daily Journal, Journal Technologies, Alibaba, BYD, Tesla, cryptocurrency, investing disciplines, and life lessons.
Daily Journal Corporation · Charlie Munger
Daily Journal 2022 Annual Meeting Q&A Transcript, with Munger discussing China, Alibaba, inflation, banks, the software business, investment manager fees and rational judgment, is important context ahead of the 2023 Annual Meeting.
Himalaya Capital · Li Lu
Li Lu's public lectures and Q&A at Peking University, focusing on China opportunities, value investment practices, circles of competence, long-termism and corporate research, are important public materials for understanding Himalaya's Chinese perspective.
Greenwoods / Jinglin · George Jiang
Sina Finance’s public report on Jinglin Asset Jiang Jinzhi introduces his long-term investment framework, reverse thinking and focus on high-quality Chinese enterprises. It is a more usable character entry in Chinese public information.