← Top Holdings

BABAAlibaba Group Holding, Ltd.

CUSIP: 01609W102

🔥 Bought by 2 superinvestors this quarter

8

Guru Owners

$2.41B

Total Value Held

16.5M

Total Shares

$1.47B
0.79%
$753.1M
10.88%
$120.9M
1.66%
$55.4M
10.44%
$6.1M
3.05%
$5.4M
3.17%
$1.4M
0.00%
$595K
0.05%

📊 Fundamentals

Market Cap$312.2B
P/E Ratio17.2x
Near market avg
Forward P/E14.9x
EPS (TTM)$7.59
Revenue (TTM)$1.0T
Profit Margin12.19%
Div Yield0.80%
Beta0.43

52-Week Range

$95.73
$192.67

Current: $130.79

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 17.2x trailing earnings → 14.9x forward · 12.2% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$997.3M$1.99B$2.99B$3.99BQ2 '21Q4 '21Q2 '22Q1 '24Q3 '24Q1 '25Q3 '25Q4 '25

Quarter-by-Quarter Activity

Q4 '257 owners · $2.41B
REDUCEDDodge & Cox$1.47B
REDUCEDDavid Tepper$753.1M
NEWDaniel Loeb$120.9M
NEWDennis Hong$55.4M
INCREASEDBill Nygren$1.4M
SOLDPhilippe Laffont
Q3 '256 owners · $3.48B
INCREASEDDodge & Cox$1.96B
REDUCEDDavid Tepper$1.15B
REDUCEDPhilippe Laffont$356.9M
REDUCEDBill Nygren$385K
SOLDMichael Burry
Q2 '257 owners · $2.18B
REDUCEDDodge & Cox$1.24B
REDUCEDDavid Tepper$801.5M
INCREASEDPhilippe Laffont$98.4M
NEWMichael Burry$28.4M
REDUCEDTweedy Browne$460K
INCREASEDBill Nygren$285K
SOLDRay Dalio
Q1 '257 owners · $3.99B
REDUCEDDodge & Cox$1.50B
INCREASEDDavid Tepper$1.22B
INCREASEDRay Dalio$748.5M
INCREASEDPhilippe Laffont$502.7M
REDUCEDBill Nygren$14.5M
INCREASEDFrancis Chou$5.5M
SOLDMichael Burry
Q4 '248 owners · $2.30B
REDUCEDDodge & Cox$1.23B
INCREASEDDavid Tepper$1.00B
REDUCEDRay Dalio$21.6M
REDUCEDPhilippe Laffont$16.3M
NEWBill Nygren$16.0M
REDUCEDMichael Burry$12.7M
INCREASEDTweedy Browne$394K
SOLDChristopher Davis
Q3 '249 owners · $3.38B
INCREASEDDodge & Cox$1.92B
REDUCEDDavid Tepper$1.06B
REDUCEDPhilippe Laffont$288.0M
NEWRay Dalio$54.4M
INCREASEDMichael Burry$21.2M
INCREASEDMichael Burry$17.9M
REDUCEDChristopher Davis$13.6M
REDUCEDTweedy Browne$1.4M
SOLDPrem Watsa

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

⚠️ This company currently has negative free cash flow. The valuation assumes it will improve.
📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
10%analyst est. 10.1%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
5.0%current: -4.9%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

BABA: Held by 8 superinvestors · 29 congress member trades

BUYGil CisnerosD
$1,001 - $15,0002026-02-03
SELLGil CisnerosD
$1,001 - $15,0002025-12-30
SELLDwight EvansD
$1,001 - $15,0002025-11-21
BUYGil CisnerosD
$15,001 - $50,0002025-11-19
BUYGil CisnerosD
$1,001 - $15,0002025-11-19
SELLLisa McClainR
$1,001 - $15,0002025-10-31
BUYLisa McClainR
$1,001 - $15,0002025-10-30
SELLLisa McClainR
$1,001 - $15,0002025-10-30
BUYGil CisnerosD
$1,001 - $15,0002025-10-21
BUYGil CisnerosD
$15,001 - $50,0002025-10-17
BUYGil CisnerosD
$15,001 - $50,0002025-10-14
BUYLisa McClainR
$1,001 - $15,0002025-07-22
SELLLisa McClainR
$1,001 - $15,0002025-06-17
BUYLisa McClainR
$1,001 - $15,0002025-06-09
BUYJosh GottheimerD
$1,001 - $15,0002025-04-04
SELLSheri BiggsR
$1,001 - $15,0002025-03-18
SELLRob BresnahanR
$15,001 - $50,0002025-03-04
BUYRob BresnahanR
$1,001 - $15,0002025-03-03
BUYRob BresnahanR
$1,001 - $15,0002025-02-25
BUYRob BresnahanR
$1,001 - $15,0002025-02-21