Alibaba Group Holding-sp Adr (BABA) 13F Filings: Institutional Buyers & Sellers (Q2 2026)

BABA ranks #330 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

BABA is a disclosed holding of Jane Street (Jane Street Group), one of the tracked superinvestors on AlphaSMO — it makes up 0.3% of that fund's own 13F portfolio.

BABA is a top-conviction position for Teilinger Capital Ltd. — at 34.7% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in BABA belongs to Jane Street Group, LLC, but the position matters far more to Teilinger Capital Ltd., who has 34.7% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Portman Square Capital LLP has added to its BABA position for two straight quarters, increasing it by $204.9M to reach $241.9M today.

Fiduciary Alliance LLC has trimmed its BABA position for two straight quarters, cutting it by $21.5M while still holding $450.6K.

BABA is down 1.8% today, but institutions show net buying of $1.1B this quarter — a divergence between today's price move and the underlying institutional flow.

BABA closed its latest fiscal year with net income of $103.6B, and currently trades at a P/E of 20.3.

• Profitable — net income of $103.6B in the latest fiscal year
• Revenue grew 2.7% year over year
• Net income declined year over year, from $130.1B to $103.6B
• Generated $76.2B in positive operating cash flow
• Current ratio of 1.28x — below the conventional 1.5x liquidity buffer
• Liabilities run 0.74x equity — within a conventional range