BABA
Alibaba Group Holding Limited · Consumer Cyclical · Specialty Retail
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 149 | 0 | 187.60M | $17.60B | +8 | −9 |
| Q1 2026 | 152 | -3 | 250.36M | $24.54B | +5 | −9 |
| Q4 2025 | 154 | 0 | 275.74M | $33.15B | +3 | −2 |
| Q3 2025 | 25 | +3 | 124.97M | $22.34B | +4 | −2 |
| Q2 2025 | 20 | -4 | 73.11M | $8.29B | — | −4 |
| Q1 2025 | 22 | +1 | 80.12M | $10.59B | +3 | −2 |
| Q4 2024 | 21 | -2 | 76.01M | $6.44B | +1 | −3 |
| Q3 2024 | 22 | +1 | 93.09M | $9.80B | +2 | −1 |
| Q2 2024 | 21 | — | 82.63M | $5.95B | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | PRIMECAP Management ✦ | 21.87M | — | $1.57B | 1.1% | n/c | 1 | SEC ↗ |
| 2 | Dodge & Cox ✦ | 18.03M | — | $1.30B | 0.8% | n/c | 1 | SEC ↗ |
| 3 | Appaloosa ✦ | 10.50M | — | $756.00M | 12.2% | n/c | 1 | SEC ↗ |
| 4 | T. Rowe Price ✦ | 8.62M | — | $620.93M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 5 | Norges Bank ✦ (pasivo) | 5.63M | — | $405.71M | 0.1% | n/c | 1 | SEC ↗ |
| 6 | Fisher Asset Management ✦ | 5.05M | — | $363.53M | 0.2% | n/c | 1 | SEC ↗ |
| 7 | Millennium Management ✦ | 2.08M | — | $149.89M | 0.1% | n/c | 1 | SEC ↗ |
| 8 | Wellington Management ✦ | 1.99M | — | $143.51M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 9 | Citadel Advisors ✦ | 1.62M | — | $116.49M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 10 | Marshall Wace ✦ | 1.42M | — | $102.60M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 11 | Renaissance Technologies ✦ | 1.34M | — | $96.16M | 0.2% | n/c | 1 | SEC ↗ |
| 12 | Point72 Asset Management ✦ | 1.23M | — | $88.51M | 0.3% | n/c | 1 | SEC ↗ |
| 13 | Soros Fund Management ✦ | 1.02M | — | $73.80M | 2.3% | n/c | 1 | SEC ↗ |
| 14 | Capital World Investors ✦ | 520.10K | — | $37.45M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | D. E. Shaw & Co. ✦ | 416.16K | — | $29.96M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Arrowstreet Capital ✦ | 412.77K | — | $29.72M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Fairfax Financial ✦ | 292.80K | — | $21.08M | 1.8% | n/c | 1 | SEC ↗ |
| 18 | Coatue Management ✦ | 272.66K | — | $19.63M | 0.1% | n/c | 1 | SEC ↗ |
| 19 | Scion Asset Management ✦ | 155.00K | — | $11.16M | 21.3% | n/c | 1 | SEC ↗ |
| 20 | Oaktree Capital Management ✦ | 122.58K | — | $8.83M | 0.2% | n/c | 1 | SEC ↗ |
| 21 | Tweedy, Browne ✦ | 13.68K | — | $984,600 | 0.0% | n/c | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 1,333 tenedores, 226.74M acciones, $27.07B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Director · 720.00K acc. @ 14.47 · $10.42M
Director · 720.00K acc. @ 14.29 · $10.29M
Officer, Director · Chief Executive… · 350.00K acc. @ 14.24 · $4.98M
Ventas en mercado abierto (S)
Officer · 885.27K acc. · $12.00M
Officer · 4.89K acc. · $66,344
Officer · 6.76K acc. · $91,855
Officer · 103.05K acc. · $1.41M
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología