Appaloosa (David Tepper) — BABA Trade History
Quarter-by-quarter changes in the ALIBABA GROUP HLDG LTD position · CUSIP 01609W102
Currently held · 4.3 YearsFirst seen: 2017 Q2
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-14 | Reduce | 2,000,000 | -1,465,000 | -42.3% | $192.0M | 2.48% |
| 2026 Q1 | 2026-05-15 | Reduce | 3,465,000 | -1,672,931 | -32.6% | $434.7M | 7.33% |
| 2025 Q4 | 2026-02-17 | Reduce | 5,137,931 | -1,312,069 | -20.3% | $753.1M | 10.88% |
| 2025 Q3 | 2025-11-13 | Reduce | 6,450,000 | -617,271 | -8.7% | $1.15B | 15.61% |
| 2025 Q2 | 2025-08-14 | Reduce | 7,067,271 | -2,162,729 | -23.4% | $801.5M | 12.43% |
| 2025 Q1 | 2025-05-15 | Reduce | 9,230,000 | -2,613,158 | -22.1% | $1.22B | 14.56% |
| 2024 Q4 | 2025-02-10 | Add | 11,843,158 | 1,843,158 | +18.4% | $1.00B | 15.54% |
| 2024 Q3 | 2024-11-14 | Reduce | 10,000,000 | -500,000 | -4.8% | $1.06B | 15.76% |
| 2024 Q2 | 2024-08-14 | Reduce | 10,500,000 | -750,000 | -6.7% | $756.0M | 12.24% |
| 2024 Q1 | 2024-05-15 | Add | 11,250,000 | 6,900,000 | +158.6% | $814.0M | 12.05% |
| 2023 Q4 | 2024-02-14 | Add | 4,350,000 | 750,000 | +20.8% | $337.2M | 5.82% |
| 2023 Q3 | 2023-11-14 | Reduce | 3,600,000 | -875,000 | -19.6% | $312.3M | 6.16% |
| 2023 Q2 | 2023-08-14 | Add | 4,475,000 | 4,375,000 | +4375.0% | $373.0M | 6.92% |
| 2023 Q1 | 2023-05-15 | Hold | 100,000 | — | 0.0% | $10.2M | 0.54% |
| 2022 Q4 | 2023-02-14 | Add | 100,000 | 10,000 | +11.1% | $8.8M | 0.65% |
| 2022 Q3 | 2022-11-14 | Reduce | 90,000 | -10,000 | -10.0% | $7.2M | 0.53% |
| 2022 Q2 | 2022-08-15 | New | 100,000 | 100,000 | — | $11.4M | 0.71% |
| 2022 Q1 | 2022-05-16 | — | — | — | — | — | — |
| 2021 Q4 | 2022-02-14 | Sold out | — | -525,000 | -100.0% | — | — |
| 2021 Q3 | 2021-11-15 | Reduce | 525,000 | -60,000 | -10.3% | $77.7M | 1.85% |
| 2021 Q2 | 2021-08-16 | Reduce | 585,000 | -555,000 | -48.7% | $132.7M | 2.75% |
| 2021 Q1 | 2021-05-17 | Reduce | 1,140,000 | -760,000 | -40.0% | $258.5M | 3.71% |
| 2020 Q4 | 2021-02-16 | Reduce | 1,900,000 | -320,000 | -14.4% | $442.2M | 6.61% |
| 2020 Q3 | 2020-11-16 | Reduce | 2,220,000 | -1,155,000 | -34.2% | $652.6M | 11.54% |
| 2020 Q2 | 2020-08-14 | Add | 3,375,000 | 1,110,000 | +49.0% | $728.0M | 12.64% |
| 2020 Q1 | 2020-05-15 | Reduce | 2,265,000 | -135,000 | -5.6% | $440.5M | 13.46% |
| 2019 Q4 | 2020-02-14 | Add | 2,400,000 | 1,100,000 | +84.6% | $509.0M | 12.79% |
| 2019 Q3 | 2019-11-14 | New | 1,300,000 | 1,300,000 | — | $217.4M | 6.37% |
| 2019 Q2 | 2019-08-14 | Sold out | — | -700,000 | -100.0% | — | — |
| 2019 Q1 | 2019-05-15 | New | 700,000 | 700,000 | — | $127.7M | 3.66% |
| 2018 Q4 | 2019-02-14 | Sold out | — | -1,500,000 | -100.0% | — | — |
| 2018 Q3 | 2018-11-14 | Reduce | 1,500,000 | -1,142,974 | -43.2% | $247.1M | 4.34% |
| 2018 Q2 | 2018-08-14 | Reduce | 2,642,974 | -1,409,642 | -34.8% | $490.4M | 5.58% |
| 2018 Q1 | 2018-05-15 | Reduce | 4,052,616 | -267,618 | -6.2% | $743.8M | 7.66% |
| 2017 Q4 | 2018-02-14 | Add | 4,320,234 | 757,734 | +21.3% | $744.9M | 6.94% |
| 2017 Q3 | 2017-11-14 | Reduce | 3,562,500 | -131,418 | -3.6% | $615.3M | 8.64% |
| 2017 Q2 | 2017-08-14 | New | 3,693,918 | 3,693,918 | — | $520.5M | 7.72% |
| 2017 Q1 | 2017-05-12 | — | — | — | — | — | — |
| 2016 Q4 | 2017-02-14 | — | — | — | — | — | — |
| 2016 Q3 | 2016-11-14 | — | — | — | — | — | — |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.