Alibaba Group Holding Ltd
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 13, 2024), Alibaba Group Holding Ltd reported 6 stock positions worth $154.2 million. Its top holding was Weibo Corp.-Spon ADR (WB) at 53.1% of the portfolio, followed by Xpeng Inc. - ADR (XPEV, 33.1%) and Perfect (PERF, 7.1%). Compared with Q4 2023, it opened 1 new position, sold out of 4 and reduced 1. The biggest buy was a new position in Zhihu (ZH) and the biggest sale an exit from Bilibili Inc.-Sponsored ADR (BILI).
- Most Recent 13F
- Q2 2026
- Location
- Causeway Bay, K3
- CIK
- 0001577552
- Portfolio Value
- $154.2M (Q1 2024)
- SEC Filing
- 0001104659-24-060500 ↗ filed May 13, 2024
Holdings Value
Holdings 6 stocks · $154.2M
| WB Weibo Corp.-Spon ADR | 53.07% | 9,000,000 | $81.8M | No change |
| XPEV Xpeng Inc. - ADR | 33.13% | 6,650,000 | $51.1M | No change |
| PERF Perfect Corp. | 7.11% | 4,419,823 | $11.0M | Reduce -59.1% |
| ZH Zhihu Inc. | 4.64% | 10,526,314 | $7.2M | New |
| MRDB Mariadb PLC | 1.33% | 4,559,016 | $2.1M | No change |
| BEST Best Inc. - ADR | 0.71% | 500,000 | $1.1M | No change |
Portfolio Sells Q4 2023 → Q1 2024
| BILI Bilibili Inc.-Sponsored ADR | Sold out | 0.00% | −28.93 |
| MOMO Hello Group Inc. -SPN ADR | Sold out | 0.00% | −13.93 |
| DIBS 1STDIBS.COM Inc. | Sold out | 0.00% | −1.63 |
| PERF Perfect Corp. | Reduce -59.1% | 7.11% | −0.85 |
| 23ANDME HOLDING CO | Sold out | 0.00% | −0.46 |
Portfolio Buys Q4 2023 → Q1 2024
| ZH Zhihu Inc. | New | 4.64% | +4.64 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 2 | $509.4M | XPEV, WB |
| Q1 2026 | 2 | $652.6M | XPEV, WB |
| Q4 2025 | 2 | $772.1M | XPEV, WB |
| Q3 2025 | 2 | $897.0M | XPEV, WB |
| Q2 2025 | 2 | $685.4M | XPEV, WB |
| Q1 2025 | 3 | $809.5M | XPEV, WB, PERF |
| Q4 2024 | 4 | $544.4M | XPEV, WB, PERF, BEST |
| Q3 2024 | 4 | $481.5M | XPEV, WB, PERF, BEST |
| Q2 2024 | 5 | $130.3M | WB, XPEV, PERF, MRDB, BEST |
| Q1 2024 | 6 | $154.2M | WB, XPEV, PERF, ZH, MRDB |