Alibaba Group Holding Ltd

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Alibaba Group Holding Ltd reported 3 stock positions worth $809.5 million. Its top holding was Xpeng Inc. - ADR (XPEV) at 89.3% of the portfolio, followed by Weibo Corp.-Spon ADR (WB, 10.5%) and Perfect (PERF, 0.2%). Compared with Q4 2024, it sold out of 1 and reduced 2. The biggest sale was Perfect (PERF, shares −69%).

Most Recent 13F
Q2 2026
Location
Causeway Bay, K3
CIK
0001577552
Portfolio Value
$809.5M (Q1 2025)
SEC Filing
0001104659-25-049409 ↗ filed May 15, 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 Q4 2024 Q1 2025: $809.5M $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 3 stocks · $809.5M
XPEV Xpeng Inc. - ADR 89.26% 34,872,212 $722.6M Reduce -8.1%
WB Weibo Corp.-Spon ADR 10.53% 9,000,000 $85.2M No change
PERF Perfect Corp. 0.21% 927,084 $1.7M Reduce -68.9%

Portfolio Sells Q4 2024 → Q1 2025
PERF Perfect Corp. Reduce -68.9% 0.21% −1.33
BEST Best Inc. - ADR Sold out 0.00% −0.24
XPEV Xpeng Inc. - ADR Reduce -8.1% 89.26% +6.84

Portfolio Buys Q4 2024 → Q1 2025
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