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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Appaloosa LP's BABA Position: Q1 2026 in Review

Appaloosa LP reduced its Alibaba (BABA) stake by 33% in Q1 2026, selling an estimated $251M and leaving 3,465,000 shares worth $435M. The position accounts for 7.33% of the portfolio, ranked #6.

Appaloosa LP first reported a position in BABA in Q2 2017 and has held it in 32 quarters since. The position peaked at $1.22B in Q1 2025. 1,343 funds tracked by Wall St. Rank hold BABA as of Q1 2026.

Appaloosa LP held 3,465,000 shares of Alibaba worth $435M as of Q1 2026.
Appaloosa LP sold 1,672,931 Alibaba shares in Q1 2026, an estimated $251M.
Alibaba made up 7.33% of Appaloosa LP's portfolio in Q1 2026, its #6 holding.
Appaloosa LP first reported a position in Alibaba in Q2 2017 and has held it in 32 quarters since.
Appaloosa LP's Alibaba position peaked at $1.22B in Q1 2025.
1,343 funds tracked by Wall St. Rank held Alibaba as of Q1 2026.

Based on Appaloosa LP's 13F filing for Q1 2026, filed 15 May 2026.