Alibaba Group Holding Ltd

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Alibaba Group Holding Ltd reported 5 stock positions worth $130.3 million. Its top holding was Weibo Corp.-Spon ADR (WB) at 53.1% of the portfolio, followed by Xpeng Inc. - ADR (XPEV, 37.4%) and Perfect (PERF, 6.6%). Compared with Q1 2024, it sold out of 1 and reduced 1. The biggest sale was an exit from Zhihu (ZH).

Most Recent 13F
Q2 2026
Location
Causeway Bay, K3
CIK
0001577552
Portfolio Value
$130.3M (Q2 2024)
SEC Filing
0001104659-24-089596 ↗ filed Aug 14, 2024

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $154.2M Q1 2024 Q2 2024: $130.3M $130.3M Q2 2024 Q3 2024: $481.5M Q3 2024 Q4 2024: $544.4M Q4 2024 Q1 2025: $809.5M Q1 2025 Q2 2025: $685.4M Q2 2025 Q3 2025: $897.0M Q3 2025 Q4 2025: $772.1M Q4 2025 Q1 2026: $652.6M Q1 2026 Q2 2026: $509.4M Q2 2026

Holdings 5 stocks · $130.3M
WB Weibo Corp.-Spon ADR 53.05% 9,000,000 $69.1M No change
XPEV Xpeng Inc. - ADR 37.41% 6,650,000 $48.7M No change
PERF Perfect Corp. 6.61% 4,263,944 $8.6M Reduce -3.5%
MRDB Mariadb PLC 1.87% 4,559,016 $2.4M No change
BEST Best Inc. - ADR 1.06% 500,000 $1.4M No change

Portfolio Sells Q1 2024 → Q2 2024
ZH Zhihu Inc. Sold out 0.00% −4.64
PERF Perfect Corp. Reduce -3.5% 6.61% −0.50

Portfolio Buys Q1 2024 → Q2 2024
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 2$509.4MXPEV, WB
Q1 2026 2$652.6MXPEV, WB
Q4 2025 2$772.1MXPEV, WB
Q3 2025 2$897.0MXPEV, WB
Q2 2025 2$685.4MXPEV, WB
Q1 2025 3$809.5MXPEV, WB, PERF
Q4 2024 4$544.4MXPEV, WB, PERF, BEST
Q3 2024 4$481.5MXPEV, WB, PERF, BEST
Q2 2024 5$130.3MWB, XPEV, PERF, MRDB, BEST
Q1 2024 6$154.2MWB, XPEV, PERF, ZH, MRDB