Howard Marks - Oaktree Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    52
Portfolio value:    $4,306,744,181
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
2024   Q4 0 0.00 Sell 100.00% 0.45 $81.70–117.82 · VW $95.72i SEC
2024   Q3 224,719 0.45 Add 83.33% 0.20 $71.97–112.22 · VW $87.77i $23,847,180 SEC
2024   Q2 122,575 0.17 Add 0.27% <0.01 $68.36–90.46 · VW $77.35i $8,825,399 SEC
2024   Q1 122,246 0.16 Add 1.64% <0.01 $66.63–78.34 · VW $73.00i $8,845,720 SEC
2023   Q4 120,271 0.16 Buy 0.16 $70.08–88.80 · VW $78.54i $9,322,205 SEC
2020   Q3 0 0.00 Sell 100.00% 1.66 $214.74–299.00 · VW $264.34i SEC
2020   Q2 282,547 1.66 Reduce 27.68% 0.75 $185.04–231.03 · VW $207.79i $60,945,000 SEC
2020   Q1 390,681 2.71 Add 141.19% 1.59 $169.95–231.14 · VW $204.13i $75,975,000 SEC
2019   Q4 161,982 0.82 Buy 0.82 $161.68–218.11 · VW $191.51i $34,356,000 SEC
2019   Q2 0 0.00 Sell 100.00% 1.81 $147.95–195.72 · VW $168.26i SEC
2019   Q1 349,648 1.81 Add 9.82% 0.16 $129.83–188.08 · VW $168.85i $63,794,000 SEC
2018   Q4 318,380 1.30 Buy 1.30 $129.77–168.80 · VW $148.36i $43,640,000 SEC
2018   Q2 0 0.00 Sell 100.00% 2.42 $166.13–211.70 · VW $187.91i SEC
2018   Q1 506,330 2.42 Add 3.07% 0.07 $168.88–206.20 · VW $189.13i $92,932,000 SEC
2017   Q4 491,227 2.30 Reduce 28.01% 0.85 $164.25–191.75 · VW $177.48i $84,702,000 SEC
2017   Q3 682,345 3.05 Add 5.42% 0.16 $139.49–180.87 · VW $164.65i $117,848,000 SEC
2017   Q2 647,279 2.56 Add 0.64% 0.02 $106.76–148.29 · VW $128.48i $91,151,000 SEC
2017   Q1 643,156 1.70 Add 3.84% 0.06 $88.08–110.45 · VW $102.23i $69,324,000 SEC
2016   Q4 619,374 1.49 Add 10.57% 0.14 $86.01–109.00 · VW $96.07i $54,372,000 SEC
2016   Q3 560,148 1.66 Buy 1.66 $77.68–109.87 · VW $95.18i $59,238,000 SEC
2015   Q2 0 0.00 Sell 100.00% 0.48 $77.77–95.06 · VW $85.42i SEC
2015   Q1 345,000 0.48 Buy 0.48 $80.03–105.34 · VW $88.21i $28,718,000 SEC
Price snapshot:
Current price$112.35
52-week low$91.99
52-week high$190.92