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Howard Marks’s Alibaba BABA Stock Holding History

Howard Marks’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
2024
Q4 		– Sell
-224,719
Closed -$23.8M – 166
2024
Q3 		$23.8M Buy
224,719
+102,144
+83% +$8.36M 0.38% 42
2024
Q2 		$8.83M Buy
122,575
+329
+0.3% +$25.2K 0.14% 64
2024
Q1 		$8.85M Buy
122,246
+1,975
+2% +$145K 0.14% 65
2023
Q4 		$9.32M Buy
+120,271
New +$9.58M 0.14% 90
2020
Q3 		– Sell
-282,547
Closed -$60.9M – 190
2020
Q2 		$60.9M Sell
282,547
-108,134
-28% -$22.5M 1.35% 17
2020
Q1 		$76M Buy
390,681
+228,699
+141% +$47.7M 2.14% 9
2019
Q4 		$34.4M Buy
+161,982
New +$30.4M 0.65% 26
2019
Q2 		– Sell
-349,648
Closed -$63.8M – 206
2019
Q1 		$63.8M Buy
349,648
+31,268
+10% +$5.26M 1.21% 18
2018
Q4 		$43.6M Buy
+318,380
New +$47.1M 0.79% 23
2018
Q2 		– Sell
-506,330
Closed -$92.9M – 205
2018
Q1 		$92.9M Buy
506,330
+15,103
+3% +$2.84M 1.47% 10
2017
Q4 		$84.7M Sell
491,227
-191,118
-28% -$34.2M 1.33% 12
2017
Q3 		$118M Buy
682,345
+35,066
+5% +$5.68M 1.76% 8
2017
Q2 		$91.2M Buy
647,279
+4,123
+0.6% +$509K 1.49% 9
2017
Q1 		$69.3M Buy
643,156
+23,782
+4% +$2.42M 1.01% 14
2016
Q4 		$54.4M Buy
619,374
+59,226
+11% +$5.7M 0.81% 22
2016
Q3 		$59.2M Buy
+560,148
New +$51.9M 0.77% 28
2015
Q2 		– Sell
-345,000
Closed -$28.7M – 172
2015
Q1 		$28.7M Buy
+345,000
New +$31.1M 0.3% 74

Other funds holding BABA

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Howard Marks's BABA Position: Q4 2024 in Review

Howard Marks sold out of Alibaba (BABA) in Q4 2024, closing a stake of 224,719 shares — an estimated $23.8M sold.

Howard Marks first reported a position in BABA in Q1 2015 and held it in 17 quarters. The position peaked at $118M in Q3 2017. 1,208 funds tracked by Wall St. Rank hold BABA as of Q4 2024.

  • Howard Marks reported no remaining Alibaba position as of Q4 2024 after selling out during the quarter.
  • Howard Marks sold 224,719 Alibaba shares in Q4 2024, an estimated $23.8M.
  • Howard Marks first reported a position in Alibaba in Q1 2015 and held it in 17 quarters.
  • Howard Marks's Alibaba position peaked at $118M in Q3 2017.
  • 1,208 funds tracked by Wall St. Rank held Alibaba as of Q4 2024.

Based on Oaktree Capital Management's 13F filing for Q4 2024, filed 12 Feb 2025.