Daniel Loeb - Third Point
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    33
Portfolio value:    $2,082,795,760
Holdings Activity Buys Sells    History
Holding/activity history for  Alibaba Group Holdings Ltd. (BABA)
← All BABA superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 0 0.00 Sell 100.00% 1.67 $121.16–181.10 · VW $149.47i SEC
2025   Q4 825,000 1.67 Buy 1.67 $145.64–192.67 · VW $164.29i $120,928,500 SEC
2023   Q3 0 0.00 Sell 100.00% 3.65 $82.64–102.50 · VW $93.58i SEC
2023   Q2 2,950,000 3.65 Add 122.40% 2.01 $77.77–103.24 · VW $86.18i $245,882,500 SEC
2023   Q1 1,326,450 2.25 Buy 2.25 $79.48–121.30 · VW $99.23i $135,536,661 SEC
2021   Q1 0 0.00 Sell 100.00% 2.59 $220.09–274.29 · VW $242.56i SEC
2020   Q4 1,400,000 2.59 Reduce 44.55% 3.35 $211.23–319.32 · VW $266.11i $325,822,000 SEC
2020   Q3 2,525,000 7.51 Add 26.25% 1.56 $214.74–299.00 · VW $264.34i $742,300,000 SEC
2020   Q2 2,000,000 5.92 Buy 5.92 $185.04–231.03 · VW $207.79i $431,400,000 SEC
2018   Q4 0 0.00 Sell 100.00% 4.93 $129.77–168.80 · VW $148.36i SEC
2018   Q3 4,045,000 4.93 Add 1.13% 0.05 $152.85–198.35 · VW $175.39i $666,454,000 SEC
2018   Q2 4,000,000 5.57 $185.53 $742,120,000 SEC
2018   Q1 4,000,000 6.25 Reduce 33.33% 2.84 $168.88–206.20 · VW $189.13i $734,160,000 SEC
2017   Q4 6,000,000 8.53 Reduce 9.09% 0.97 $164.25–191.75 · VW $177.48i $1,034,580,000 SEC
2017   Q3 6,600,000 10.69 Add 46.67% 3.40 $139.49–180.87 · VW $164.65i $1,139,886,000 SEC
2017   Q2 4,500,000 5.62 Buy 5.62 $106.76–148.29 · VW $128.48i $634,050,000 SEC
2016   Q4 0 0.00 Sell 100.00% 2.39 $86.01–109.00 · VW $96.07i SEC
2016   Q3 2,600,000 2.39 Buy 2.39 $77.68–109.87 · VW $95.18i $275,054,000 SEC
2015   Q1 0 0.00 Sell 100.00% 9.60 $80.03–105.34 · VW $88.21i SEC
2014   Q4 10,000,000 9.60 Add 38.89% 2.69 $82.81–120.00 · VW $104.62i
IPO/listing quarter
$1,039,400,000 SEC
2014   Q3 7,200,000 7.80 Buy 7.80 $88.85 $639,720,000 SEC
Price snapshot:
Current price$112.35
52-week low$91.99
52-week high$190.92