Unlocking Alibaba’s (BABA) Transformation Beyond Distribution
JB Global Capital, an investment firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Alibaba Group Holding Ltd (BABA)
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Sector: Services-Business Services, Nec
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. | Fisher Asset Management Ken Fisher | 5,096,418 | $489,154,339 | -1% | 0.15% |
| 2. | 200,000,000 | $236,200,000 | +11% | 3.67% | |
| 3. | 105,103,000 | $124,126,643 | +15% | 0.44% | |
| 4. | 72,500,000 | $85,606,550 | -25% | 45.18% | |
| 5. | Davis Capital Partners Lansing Davis | 607,561 | $58,313,705 | 1.48% |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $95.59 | 27,008 | $2,581,694.72 | 28,000 | 2026-06-29 | Filing | |
| $94.92 | 692,992 | $65,778,800.64 | 55,008 | 2026-06-29 | Filing | |
| $12.10 | 13,579 | $164,305.90 | 556,617 | 2026-06-25 | Filing | |
| $12.15 | 175,054 | $2,126,906.10 | 280,496 | 2026-06-25 | Filing | |
| $12.10 | 6,772 | $81,941.20 | 607,234 | 2026-06-25 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | Imc-chicago, LlcCALL | 7,883,500 | $756,658,330 | 0.18% |
| 2. | 5,582 | $535,760,000 | 0.4% | |
| 3. | 4,411,700 | $423,434,966 | 0.1% | |
| 4. | 4,418,393 | $422,000,919 | 0.02% | |
| 5. | 4,318,477 | $414,487,422 | 0.04% |
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