Appaloosa LP’s Alibaba BABA Stock Holding History

Appaloosa LP’s Portfolio BABA Stock Details BABA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-300,000	Closed	-$54.7M	–	28
2019 Q1	$54.7M	Buy	+300,000	New	+$50.5M	1.57%	15

Other funds holding BABA

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Appaloosa LP's BABA Position: Q2 2026 in Review

Appaloosa LP reduced its Alibaba (BABA) stake by 42% in Q2 2026, selling an estimated $184M and leaving 2,000,000 shares worth $192M. The position accounts for 2.48% of the portfolio, ranked #12.

Appaloosa LP first reported a position in BABA in Q2 2017 and has held it in 33 quarters since. The position peaked at $1.22B in Q1 2025. 1,224 funds tracked by Wall St. Rank hold BABA as of Q2 2026.

Appaloosa LP held 2,000,000 shares of Alibaba worth $192M as of Q2 2026.
Appaloosa LP sold 1,465,000 Alibaba shares in Q2 2026, an estimated $184M.
Alibaba made up 2.48% of Appaloosa LP's portfolio in Q2 2026, its #12 holding.
Appaloosa LP first reported a position in Alibaba in Q2 2017 and has held it in 33 quarters since.
Appaloosa LP's Alibaba position peaked at $1.22B in Q1 2025.
1,224 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.

Based on Appaloosa LP's 13F filing for Q2 2026, filed 14 Aug 2026.