BABA
Alibaba Group Holding Limited · Consumer Cyclical · Specialty Retail
Señales de momentum (gestores comparables):
amplitud de titulares +4.8% ·
flujo de acciones +12.7% ·
nuevas posiciones netas +4.5%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 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 ✦ | 21.92M | +0.2% | $2.33B | 1.7% | ▲ Add | 2 | SEC ↗ |
| 2 | Dodge & Cox ✦ | 18.09M | +0.3% | $1.92B | 1.1% | ▲ Add | 2 | SEC ↗ |
| 3 | T. Rowe Price ✦ | 12.80M | +48.4% | $1.36B | 0.2% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | Norges Bank ✦ (pasivo) | 10.73M | +90.4% | $1.14B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 5 | Appaloosa ✦ | 10.00M | -4.8% | $1.06B | 15.8% | ▼ Trim | 2 | SEC ↗ |
| 6 | Fisher Asset Management ✦ | 5.02M | -0.7% | $532.20M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 7 | Coatue Management ✦ | 2.71M | +895.5% | $288.03M | 1.1% | ▲ Add | 2 | SEC ↗ ×6 |
| 8 | Wellington Management ✦ | 1.98M | -0.6% | $210.25M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 9 | Marshall Wace ✦ | 1.66M | +16.3% | $175.92M | 0.2% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Millennium Management ✦ | 1.62M | -22.0% | $172.38M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 11 | D. E. Shaw & Co. ✦ | 1.36M | +225.7% | $143.85M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 12 | Soros Fund Management ✦ | 1.31M | +27.4% | $138.59M | 3.9% | ▲ Add | 2 | SEC ↗ |
| 13 | Renaissance Technologies ✦ | 971.00K | -27.3% | $103.04M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 14 | Capital World Investors ✦ | 560.07K | +7.7% | $59.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Bridgewater Associates ✦ | 512.30K | Nuevo | $54.37M | 0.3% | New | 1 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 498.26K | -69.2% | $52.88M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 17 | Oaktree Capital Management ✦ | 224.72K | +83.3% | $23.85M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 18 | Scion Asset Management ✦ | 200.00K | +29.0% | $21.22M | 25.6% | ▲ Add | 2 | SEC ↗ |
| 19 | Arrowstreet Capital ✦ | 886.19K | +114.7% | $12.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Point72 Asset Management ✦ | 28.81K | -97.7% | $3.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Tweedy, Browne ✦ | 12.94K | -5.4% | $1.37M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 22 | AQR Capital Management ✦ | 5.54K | Nuevo | $587,572 | 0.0% | New | 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
| Bridgewater Associates | $54.37M | 0.3% |
| AQR Capital Management | $587,572 | 0.0% |
Posición cerrada
| Fairfax Financial | $21.08M | era 1.8% |
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