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$BABA:NYSE · ALIBABA GROUP HLDG LTD

Sector: aichina-ai

Tradable on: Bitget →

Alibaba Group is a Chinese technology conglomerate operating e-commerce marketplaces, cloud computing (Alibaba Cloud), digital media, and logistics businesses.

3 tracked filer(s) hold this · 0 opened, 1 added, 1 trimmed in 31-MAR-2026

Aggregate 13FScore 82 — mean of 3 scored holder(s) · buyers (new/add) avg 68. Higher = the smart money in this name has the better track record.

Filer13FScoreThis quarterSharesValue% of their book
Bill Nygren / Oakmark (Harris Associates)68Added +40%13,441$1,686,3080.0%
Newlands Management Operations LLC (auto-surfaced)86Holds (flat)269,858$33,856,3850.2%
David Tepper / Appaloosa93Trimmed -33%3,465,000$434,718,9007.3%

Beyond 13F — activists, insiders, politicians & research

Congressional trades all politician trades →

2 disclosed trade(s) by 2 filer(s).

Trade dateWhoTypeAmount
2026-06-01Josh Gottheimer NJ05SELL$1,001 - $15,000PTR
2026-02-09Gilbert Cisneros CA31BUY$50,001 - $100,000PTR

Serenity (@aleabitoreddit) full tracker →

Watching · 6 mention(s), 0 personal-position post(s) · first 2026-01-23 · last 2026-06-25

“Today, Anthropic has directly accused the $BABA Qwen AI lab of distilling its frontier AI models. By creating thousands of fake accounts and over 28.8 million exchanges. Feels like this is kind of known by now... but there's been no real penalties enforced yet. We'll see what happens.” post →

All 4 tweet(s) mentioning this ticker
DateTweet
2026-06-25T00:20:02Today, Anthropic has directly accused the $BABA Qwen AI lab of distilling its frontier AI models. By creating thousands of fake accounts and over 28.8 million exchanges. Feels like this is kind of known by now... but there's been no real penalties enforced yet. We'll see what happens. · 1083 likes · 408,665 views
2026-06-25I mean if $BABA Qwen marketshare increases from distilling Anthropic models effectively. Rewards outweigh the risks because there's been no penalties (which is why they're doing this). Lot of US AI startups have been using Qwen lately cause of how cost effective it is vs. Gemini and others... Bu… · 91 likes · 33,244 views
2026-05-22Feels like $FUTU and $TIGR are kinda screwed? The Chinese Gov is going after their historical revenues. There's basically no fair law in China (esp. with IP), so if Gov wants something done, courts will be rigged against them. So no chance of an appeal, unless they make a hidden deal. Also don't … · 969 likes · 234,356 views
2026-01-23There were many reports Chinese tech (bytedance, $BABA, etc) were struggling with inference capacity. China still hasn’t likely changed their domestic self-reliance goal but reality of inference limits likely forced their hand. Just goes to show how dominant $NVDA is that AI firms can’t function … · 63 likes · 19,394 views

Every tracked holder of this name, sorted new → added → flat → trimmed. Shares = reported 13F share count; Value as reported (a few managers file values in $thousands). Generated 2026-07-20.