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. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 961,834 | $92,316,827 | +25666% | 0.04% |
| 5. | 72,500,000 | $85,606,550 | -25% | 45.18% |
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. | 10,565,232 | $1,014,050,969 | 0.13% | |
| 2. | 9,957,970 | $955,765,961 | 0.5% | |
| 3. | Imc-chicago, LlcCALL | 7,883,500 | $756,658,330 | 0.18% |
| 4. | 7,419,507 | $712,124,702 | 0.04% | |
| 5. | 6,068,788 | $582,482,274 | 0.11% |
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