David Tepper - Appaloosa
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    31
Portfolio value:    $5,933,477,986
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 3,465,000 7.33 Reduce 32.56% 3.58 $121.16–181.10 · VW $149.47i $434,718,900 SEC
2025   Q4 5,137,931 10.99 Reduce 20.34% 3.18 $145.64–192.67 · VW $164.29i $753,117,926 SEC
2025   Q3 6,450,000 15.61 Reduce 8.73% 1.09 $103.71–182.15 · VW $141.22i $1,152,808,500 SEC
2025   Q2 7,067,271 12.43 Reduce 23.43% 5.14 $95.73–134.51 · VW $117.27i $801,499,204 SEC
2025   Q1 9,230,000 21.92 Reduce 22.06% 3.43 $80.06–148.43 · VW $120.50i $1,220,482,900 SEC
2024   Q4 11,843,158 15.54 Add 18.43% 2.42 $81.70–117.82 · VW $95.72i $1,004,181,367 SEC
2024   Q3 10,000,000 15.76 Reduce 4.76% 0.58 $71.97–112.22 · VW $87.77i $1,061,200,000 SEC
2024   Q2 10,500,000 12.24 Reduce 6.67% 0.81 $68.36–90.46 · VW $77.35i $756,000,000 SEC
2024   Q1 11,250,000 12.17 Add 158.62% 7.46 $66.63–78.34 · VW $73.00i $814,050,000 SEC
2023   Q4 4,350,000 5.96 Add 20.83% 1.03 $70.08–88.80 · VW $78.54i $337,168,500 SEC
2023   Q3 3,600,000 6.16 Reduce 19.55% 1.35 $82.64–102.50 · VW $93.58i $312,264,000 SEC
2023   Q2 4,475,000 6.92 Add 4375.00% 6.77 $77.77–103.24 · VW $86.18i $372,991,250 SEC
2023   Q1 100,000 0.55 $102.18 $10,218,000 SEC
2022   Q4 100,000 0.65 Add 11.11% 0.07 $58.01–94.98 · VW $79.00i $8,809,000 SEC
2022   Q3 90,000 0.53 Reduce 10.00% 0.07 $76.28–125.84 · VW $94.80i $7,199,000 SEC
2022   Q2 100,000 0.71 Buy 0.71 $78.01–121.38 · VW $101.35i $11,368,000 SEC
2021   Q4 0 0.00 Sell 100.00% 1.86 $108.70–182.09 · VW $139.19i SEC
2021   Q3 525,000 1.86 Reduce 10.26% 0.28 $144.44–228.85 · VW $176.68i $77,726,000 SEC
2021   Q2 585,000 2.76 Reduce 48.68% 1.81 $204.39–245.69 · VW $224.18i $132,666,000 SEC
2021   Q1 1,140,000 3.72 Reduce 40.00% 2.65 $220.09–274.29 · VW $242.56i $258,472,000 SEC
2020   Q4 1,900,000 6.62 Reduce 14.41% 1.66 $211.23–319.32 · VW $266.11i $442,187,000 SEC
2020   Q3 2,220,000 11.55 Reduce 34.22% 4.33 $214.74–299.00 · VW $264.34i $652,636,000 SEC
2020   Q2 3,375,000 12.64 Add 49.01% 4.16 $185.04–231.03 · VW $207.79i $727,988,000 SEC
2020   Q1 2,265,000 13.49 Reduce 5.63% 0.73 $169.95–231.14 · VW $204.13i $440,497,000 SEC
2019   Q4 2,400,000 12.92 Add 84.62% 5.92 $161.68–218.11 · VW $191.51i $509,040,000 SEC
2019   Q3 1,300,000 6.43 Buy 6.43 $151.85–184.13 · VW $170.73i $217,399,000 SEC
2019   Q2 0 0.00 Sell 100.00% 3.76 $147.95–195.72 · VW $168.26i SEC
2019   Q1 700,000 3.76 Buy 3.76 $129.83–188.08 · VW $168.85i $127,715,000 SEC
2018   Q4 0 0.00 Sell 100.00% 4.43 $129.77–168.80 · VW $148.36i SEC
2018   Q3 1,500,000 4.43 Reduce 43.25% 2.47 $152.85–198.35 · VW $175.39i $247,140,000 SEC
2018   Q2 2,642,974 5.72 Reduce 34.78% 2.70 $166.13–211.70 · VW $187.91i $490,351,000 SEC
2018   Q1 4,052,616 7.75 Reduce 6.19% 0.45 $168.88–206.20 · VW $189.13i $743,817,000 SEC
2017   Q4 4,320,234 7.19 Add 21.27% 1.26 $164.25–191.75 · VW $177.48i $744,938,000 SEC
2017   Q3 3,562,500 9.00 Reduce 3.56% 0.28 $139.49–180.87 · VW $164.65i $615,279,000 SEC
2017   Q2 3,693,918 7.80 Buy 7.80 $106.76–148.29 · VW $128.48i $520,473,000 SEC
2015   Q3 0 0.00 Sell 100.00% 2.77 $57.20–85.38 · VW $68.18i SEC
2015   Q2 1,360,000 2.77 Buy 2.77 $77.77–95.06 · VW $85.42i $111,887,000 SEC
2014   Q4 0 0.00 Sell 100.00% 0.97 $82.81–120.00 · VW $104.62i
IPO/listing quarter
SEC
2014   Q3 725,000 0.97 Buy 0.97 $88.85 $64,416,000 SEC
Price snapshot:
Current price$112.35
Avg. buy price$77.72
+/- since buy44.55%
52-week low$91.99
52-week high$190.92