Alibaba Group Holding Ltd

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Alibaba Group Holding Ltd reported 4 stock positions worth $544.4 million. Its top holding was Xpeng Inc. - ADR (XPEV) at 82.4% of the portfolio, followed by Weibo Corp.-Spon ADR (WB, 15.8%) and Perfect (PERF, 1.5%). Compared with Q3 2024, it added to 1 and reduced 1. The biggest buy was Xpeng Inc. - ADR (XPEV, shares +21%) and the biggest sale Perfect (PERF, shares −29%).

Most Recent 13F
Q2 2026
Location
Causeway Bay, K3
CIK
0001577552
Portfolio Value
$544.4M (Q4 2024)
SEC Filing
0001104659-25-014043 ↗ filed Feb 14, 2025

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $154.2M Q1 2024 Q2 2024: $130.3M Q2 2024 Q3 2024: $481.5M Q3 2024 Q4 2024: $544.4M $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 4 stocks · $544.4M
XPEV Xpeng Inc. - ADR 82.42% 37,959,232 $448.7M Add +21.2%
WB Weibo Corp.-Spon ADR 15.79% 9,000,000 $86.0M No change
PERF Perfect Corp. 1.55% 2,978,088 $8.4M Reduce -28.9%
BEST Best Inc. - ADR 0.24% 500,000 $1.3M No change

Portfolio Sells Q3 2024 → Q4 2024
PERF Perfect Corp. Reduce -28.9% 1.55% −0.12

Portfolio Buys Q3 2024 → Q4 2024
XPEV Xpeng Inc. - ADR Add +21.2% 82.42% +3.22

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