Sector: aichina-ai
Tradable on: Bitget →
52-week range: 91.99192.67
Alibaba Group is a Chinese technology conglomerate operating e-commerce marketplaces, cloud computing (Alibaba Cloud), digital media, and logistics businesses.
6 tracked filer(s) hold this · 1 opened, 2 added, 3 trimmed in 30-JUN-2026
Aggregate 13FScore 69 — mean of 6 scored holder(s) · buyers (new/add) avg 72. Higher = the smart money in this name has the better track record.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|
| Howard Marks / Oaktree | 71 | New buy | 750,000 | $885,750 | 0.0% |
| Bill Nygren / Oakmark (Harris Associates) | 70 | Added +15% | 15,413 | $1,479,340 | 0.0% |
| Steve Cohen / Point72 | 76 | Added +14% | 427,800 | $41,060,244 | 0.0% |
| David Tepper / Appaloosa | 92 | Trimmed -42% | 2,000,000 | $191,960,000 | 2.5% |
| Paul Tudor Jones / Tudor | 63 | Trimmed -60% | 1,617,221 | $155,220,872 | 0.2% |
| Ancora | 40 | Trimmed -7% | 81 | $7,774 | 0.0% |
Beyond 13F — activists, insiders, politicians & research
| Filed | Insider | Role | Shares | Value | |
|---|
| 2026-08-25 | Tsai Joseph C | director | 720,000 | $10,418,400 | Form 4 |
| 2026-08-24 | Wu Yongming (cluster of 2) | director+officer | 350,000 | $4,984,000 | Form 4 |
| 2026-08-24 | Tsai Joseph C (cluster of 2) | director | 720,000 | $10,288,800 | Form 4 |
3 disclosed trade(s) by 2 filer(s).
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
| Date | Tweet |
|---|
| 2026-06-25T00:20:02 | 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. → · 1083 likes · 409,978 views |
| 2026-06-25 | I 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 |
| 2026-05-22 | Feels 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 |
| 2026-01-23 | There 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 |