BABA position history
The shares of Alibaba (BABA) that Appaloosa LP reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2021 Q3: 525,000 shares, $78M, 1.9% of portfolio
- 2021 Q4: not held, Exit
- 2022 Q1: not held
- 2022 Q2: 100,000 shares, $11M, 0.71% of portfolio, New
- 2022 Q3: 90,000 shares, $7.2M, 0.53% of portfolio, Reduce −10.0%
- 2022 Q4: 100,000 shares, $8.8M, 0.65% of portfolio, Add +11.1%
- 2023 Q1: 100,000 shares, $10M, 0.54% of portfolio
- 2023 Q2: 4,475,000 shares, $373M, 6.9% of portfolio, Add +4375.0%
- 2023 Q3: 3,600,000 shares, $312M, 6.2% of portfolio, Reduce −19.6%
- 2023 Q4: 4,350,000 shares, $337M, 5.8% of portfolio, Add +20.8%
- 2024 Q1: 11,250,000 shares, $814M, 12.1% of portfolio, Add +158.6%
- 2024 Q2: 10,500,000 shares, $756M, 12.2% of portfolio, Reduce −6.7%
- 2024 Q3: 10,000,000 shares, $1.1B, 15.8% of portfolio, Reduce −4.8%
- 2024 Q4: 11,843,158 shares, $1B, 15.5% of portfolio, Add +18.4%
- 2025 Q1: 9,230,000 shares, $1.2B, 14.6% of portfolio, Reduce −22.1%
- 2025 Q2: 7,067,271 shares, $801M, 12.4% of portfolio, Reduce −23.4%
- 2025 Q3: 6,450,000 shares, $1.2B, 15.6% of portfolio, Reduce −8.7%
- 2025 Q4: 5,137,931 shares, $753M, 10.9% of portfolio, Reduce −20.3%
- 2026 Q1: 3,465,000 shares, $435M, 7.3% of portfolio, Reduce −32.6%
- 2026 Q2: 2,000,000 shares, $192M, 2.5% of portfolio, Reduce −42.3%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
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