Current position

David Tepper’s Alibaba Group Hldg Ltd (BABA) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Appaloosa LPVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ2 2017Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares11.84MHighest verified quarter-end share count
Quarters reported33Verified quarters with shares above zero
What happened?

Appaloosa LP first reported Alibaba Group Hldg Ltd in Q2 2017. After an earlier exit, the position later appeared again in a verified filing. The reported position was increased and reduced across later filings. Appaloosa LP currently reports 2.00M shares. The latest verified filing showed: Sold 42.3% of the position.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
Sold 42.3% of the position−1.47M shares · 2.00M shares remained
Filing context

Quarter-end price $95.98 · Estimated holding basis $77.72

Q1 2026
Sold 32.6% of the position−1.67M shares · 3.47M shares remained
Filing context

Quarter-end price $125.46 · Estimated holding basis $77.72

Q4 2025
Sold 20.3% of the position−1.31M shares · 5.14M shares remained
Filing context

Quarter-end price $146.58 · Estimated holding basis $77.72

Q3 2025
Sold 8.7% of the position−617.27K shares · 6.45M shares remained
Filing context

Quarter-end price $178.73 · Estimated holding basis $77.72

Q2 2025
Sold 23.4% of the position−2.16M shares · 7.07M shares remained
Filing context

Quarter-end price $113.41 · Estimated holding basis $77.72

Q1 2025
Sold 22.1% of the position−2.61M shares · 9.23M shares remained
Filing context

Quarter-end price $132.23 · Estimated holding basis $77.72

1 unchanged quarter is collapsed by default.

Portfolio importance

How important is Alibaba Group Hldg Ltd in Appaloosa LP’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Current portfolio weight2.6%Q2 2026
Current rank#11of 25 reported positions
Peak portfolio weight21.9%Q1 2025
Best historical rank#1Q2 2020
At peak importanceQ1 2025
BABA
21.9%
Largest holding
21.9%
Cross-investor discovery

Who else owns Alibaba Group Hldg Ltd?

Also reported by 1 other tracked investor in their latest verified filings.

Cathie WoodARK Investment Management
BABA0.1% of reported portfolio
Explore Alibaba Group Hldg Ltd across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$113.242026-09-18

Market context only; not an investor transaction price.

Latest filing quarter-end price$95.98Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$77.72Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows Appaloosa LP’s Form 13F disclosures—not David Tepper’s personal brokerage account. Form 13F reports quarter-end U.S.-listed positions and certain options, but it does not reveal exact trade dates, execution prices, short positions or the purpose of an option position.