Appaloosa LP — ALIBABA GROUP HLDG LTD BABA: Quarterly 13F Position History
Appaloosa LP has reported ALIBABA GROUP HLDG LTD (BABA) on 36 13F-HR filings in Pactolio's tracked window, first appearing in Q2 2017. As of Q1 2026, the position is sized at 3,465,000 shares ($434.7M market value, 7.33% of the equity book). Quarter-over-quarter share count change: 1,672,931 (-32.6%) .
- 3,465,000Shares Held (Latest Filing)
- $434.7MReported Market Value (Latest Filing)
- 7.33%Portfolio Weight (% of 13F Equity Book)
- 1,672,931Quarter-over-Quarter Share Change
- -$318.4MQuarter-over-Quarter Value Change
- 11,843,158Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 36 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 3,465,000 | 1,672,931 | -32.6% | $434.7M | 7.33% | $125.46 |
| Q4 2025 | 5,137,931 | 1,312,069 | -20.3% | $753.1M | 10.99% | $146.58 |
| Q3 2025 | 6,450,000 | 617,271 | -8.7% | $1.15B | 15.61% | $178.73 |
| Q2 2025 | 7,067,271 | 2,162,729 | -23.4% | $801.5M | 12.43% | $113.41 |
| Q1 2025 | 9,230,000 | 2,613,158 | -22.1% | $1.22B | 21.92% | $132.23 |
| Q4 2024 | 11,843,158 | +1,843,158 | +18.4% | $1.00B | 15.54% | $84.79 |
| Q3 2024 | 10,000,000 | 500,000 | -4.8% | $1.06B | 15.76% | $106.12 |
| Q2 2024 | 10,500,000 | 750,000 | -6.7% | $756.0M | 12.24% | $72.00 |
| Q1 2024 | 11,250,000 | +6,900,000 | +158.6% | $814.0M | 12.16% | $72.36 |
| Q4 2023 | 4,350,000 | +750,000 | +20.8% | $337.2M | 5.96% | $77.51 |
| Q3 2023 | 3,600,000 | 875,000 | -19.6% | $312.3M | 6.16% | $86.74 |
| Q2 2023 | 4,475,000 | +4,375,000 | +4375.0% | $373.0M | 6.92% | $83.35 |
| Q1 2023 | 100,000 | 0 | — | $10.2M | 0.55% | $102.18 |
| Q4 2022 | 100,000 | +10,000 | +11.1% | $8.8M | 0.65% | $88.09 |
| Q3 2022 | 90,000 | 10,000 | -10.0% | $7.2M | 0.53% | $79.99 |
| Q2 2022 | 100,000 | +100,000 | — | $11.4M | 0.71% | $113.68 |
| Q1 2022 | 0 | 0 | — | $0 | 0.00% | — |
| Q4 2021 | 0 | 525,000 | -100.0% | $0 | 0.00% | — |
| Q3 2021 | 525,000 | 60,000 | -10.3% | $77.7M | 1.85% | $148.05 |
| Q2 2021 | 585,000 | 555,000 | -48.7% | $132.7M | 2.75% | $226.78 |
| Q1 2021 | 1,140,000 | 760,000 | -40.0% | $258.5M | 3.71% | $226.73 |
| Q4 2020 | 1,900,000 | 320,000 | -14.4% | $442.2M | 6.61% | $232.73 |
| Q3 2020 | 2,220,000 | 1,155,000 | -34.2% | $652.6M | 11.54% | $293.98 |
| Q2 2020 | 3,375,000 | +1,110,000 | +49.0% | $728.0M | 12.64% | $215.70 |
| Q1 2020 | 2,265,000 | 135,000 | -5.6% | $440.5M | 13.46% | $194.48 |
| Q4 2019 | 2,400,000 | +1,100,000 | +84.6% | $509.0M | 12.79% | $212.10 |
| Q3 2019 | 1,300,000 | +1,300,000 | — | $217.4M | 6.37% | $167.23 |
| Q2 2019 | 0 | 700,000 | -100.0% | $0 | 0.00% | — |
| Q1 2019 | 700,000 | +700,000 | — | $127.7M | 3.72% | $182.45 |
| Q4 2018 | 0 | 1,500,000 | -100.0% | $0 | 0.00% | — |
| Q3 2018 | 1,500,000 | 1,142,974 | -43.2% | $247.1M | 4.34% | $164.76 |
| Q2 2018 | 2,642,974 | 1,409,642 | -34.8% | $490.4M | 5.61% | $185.53 |
| Q1 2018 | 4,052,616 | 267,618 | -6.2% | $743.8M | 7.66% | $183.54 |
| Q4 2017 | 4,320,234 | +757,734 | +21.3% | $744.9M | 7.11% | $172.43 |
| Q3 2017 | 3,562,500 | 131,418 | -3.6% | $615.3M | 8.91% | $172.71 |
| Q2 2017 | 3,693,918 | — | — | $520.5M | 7.72% | $140.90 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Appaloosa LP first disclose a BABA position in 13F-HR filings?
Appaloosa LP first reported ALIBABA GROUP HLDG LTD (BABA) on its 13F-HR filing for the period ending 2017-06-30 (Q2 2017). The position has appeared on 36 reported quarters within Pactolio's tracked window.
What was Appaloosa LP's most recent quarter-over-quarter share-count change in BABA?
Between Q4 2025 and Q1 2026, Appaloosa LP reduced its BABA position by 1,672,931 shares (-32.6%), leaving 3,465,000 shares at a market value of $434.7M.
Does the implied price-per-share represent Appaloosa LP's cost basis in BABA?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.