Alibaba Group Holding Ltd

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Alibaba Group Holding Ltd reported 2 stock positions worth $685.4 million. Its top holding was Xpeng Inc. - ADR (XPEV) at 87.5% of the portfolio, followed by Weibo Corp.-Spon ADR (WB, 12.5%). Compared with Q1 2025, it sold out of 1 and reduced 1. The biggest sale was Xpeng Inc. - ADR (XPEV, shares −4%).

Most Recent 13F
Q2 2026
Location
Causeway Bay, K3
CIK
0001577552
Portfolio Value
$685.4M (Q2 2025)
SEC Filing
0001104659-25-078539 ↗ filed Aug 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 Q4 2024 Q1 2025: $809.5M Q1 2025 Q2 2025: $685.4M $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 2 stocks · $685.4M
XPEV Xpeng Inc. - ADR 87.49% 33,537,232 $599.6M Reduce -3.8%
WB Weibo Corp.-Spon ADR 12.51% 9,000,000 $85.8M No change

Portfolio Sells Q1 2025 → Q2 2025
XPEV Xpeng Inc. - ADR Reduce -3.8% 87.49% −1.77
PERF Perfect Corp. Sold out 0.00% −0.21

Portfolio Buys Q1 2025 → Q2 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