Alibaba Group Holding Limited (BABA): A Bull Case Theory
We came across a bullish thesis on Alibaba Group Holding Limited (BABA) on Substack by Bulls On Parade. In this article, we will summarize the bulls’ thesis on BABA.
Alibaba Group Holding Limited (BABA)
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Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | 12,003,300 | $1,017,759,807 | -20% | 0.17% | |
| 2. | Appaloosa Management LP David Tepper | 11,843,158 | $1,004,181,367 | +19% | 15.53% |
| 3. | 5,634,400 | $477,740,776 | -49% | 0.08% | |
| 4. | Fisher Asset Management Ken Fisher | 5,093,828 | $431,905,727 | +2% | 0.17% |
| 5. | Hillhouse Capital Management Lei Zhang | 4,887,300 | $414,394,167 | -45% | 14.35% |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 21,955,107 | $1,861,573,523 | 1.44% | |
| 2. | 20,758,600 | $1,760,121,694 | 0.26% | |
| 3. | 15,446,764 | $1,309,731,120 | 0.28% | |
| 4. | 14,469,770 | $1,226,891,798 | 0.71% | |
| 5. | 12,994,223 | $1,101,780,315 | 0.08% |
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