Alibaba Group Holding Ltd (BABA)
- Sector
- Retail
- Last price
- $110.85
- As of
Kresmion compiles this page from BABA's SEC filings, its 13F institutional holders and the market events Kresmion detects, each linked to its source.
Alibaba Group Holding Ltd (BABA): 5 institutional managers tracked by Kresmion reported non-option positions in their 2026Q2 Form 13F filings, and the most recent SEC filing on record for the company is a Form 6-K filed 2026-10-07.
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Preview the BABA dossierActive signals for BABA
- mediumPROBABILITY_SHIFT
Prediction market repriced: "Will Alibaba have the best Chinese AI model at the end of October 2026?" moved -16pp in 24h to 24%
- highPROBABILITY_SHIFT
Prediction market repriced: "Will Alibaba have the best Chinese AI model at the end of October 2026?" moved +21pp in 24h to 48%
- criticalPROBABILITY_SHIFT
Prediction market repriced: "Will Alibaba have the best Chinese AI model at the end of September 2026?" moved -67pp in 24h to 24%
- mediumEARNINGS_MISS
Q1-2027: Missed consensus by 20.7%, EPS $8.52 vs $10.7426 estimate
- highCONSENSUS_BUY
4 tracked funds increased BABA this 2026Q2, institutional consensus
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Every signal on BABA, as it fires
You are seeing 5 of 25 signals recorded on BABA since 2026-05-16.
The five above landed across 5 days. The other 20 were recorded on 10 other days.
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Largest reported share positions in BABA (2026Q2)
| Manager / security | Market value | % portfolio | QoQ |
|---|---|---|---|
| MILLENNIUM MANAGEMENT LLCCUSIP 01609WBG6 · 2026Q2 | $265M | 0.10% | , |
| Appaloosa LPCUSIP 01609W102 · 2026Q2 | $192M | 2.48% | , |
| CITADEL ADVISORS LLCCUSIP 01609W102 · 2026Q2 | $191.2M | 0.02% | , |
| D. E. Shaw & Co., Inc.CUSIP 01609WBG6 · 2026Q2 | $156.2M | 0.07% | , |
| MILLENNIUM MANAGEMENT LLCCUSIP 01609W102 · 2026Q2 | $138.3M | 0.05% | , |
| TWO SIGMA INVESTMENTS, LPCUSIP 01609WBG6 · 2026Q2 | $51.9M | 0.04% | , |
| TWO SIGMA INVESTMENTS, LPCUSIP 01609W102 · 2026Q2 | $13.2M | 0.01% | , |
| D. E. Shaw & Co., Inc.CUSIP 01609W102 · 2026Q2 | $429K | 0.00% | , |
Quarterly SEC Form 13F disclosures from the managers Kresmion tracks, not a complete ownership ranking. Non-option holdings only; reported put and call positions are excluded. Different securities are labeled by CUSIP. Values are reporting-period snapshots, not current position values. Filings can arrive up to 45 days after quarter-end.
Recent SEC filings, BABA
- 6-KSEC EDGAR ↗
- 6-KSEC EDGAR ↗
- 6-KSEC EDGAR ↗
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- 6-KSEC EDGAR ↗
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- 6-KSEC EDGAR ↗
- 6-KSEC EDGAR ↗
- 6-KSEC EDGAR ↗
BABA against its peers
BABA's operating margin of 4.9% ranks in the 48th percentile of 21 Retail sub-industry peers, fiscal periods ending between 2025-12-27 and 2026-06-27.
| Metric | BABA | Peer median | Percentile | n |
|---|---|---|---|---|
| Revenue FY | 1.0T CNY | n/a | n/a | 2 |
| Revenue YoY | 2.7% | n/a | n/a | 3 |
| Gross margin | n/a | 32.9% | n/a | 17 |
| Operating margin | 4.9% | 6.4% | 48 | 21 |
| Net margin | 10.1% | 5.1% | 86 | 24 |
| Return on equity | 9.8% | 17.3% | 20 | 22 |
| P / E | n/a | 29.7x | n/a | 21 |
| 1 year | -36.1% | 10.9% | 24 | 22 |
Peers (24): PDD, MELI, JD, CPNG, USFD, BURL, PFGC, W, DKS, GME, PAG, BJ, FIVE, CART, DDS, MUSA, GAP, CHWY, KMX, ETSY, URBN, SFM, ANF, ACI. Left out: UGP (period gap). Fiscal periods ending between 2025-12-27 and 2026-06-27. Every figure is one full fiscal year read from one annual filing (BABA: 20-F), reported in CNY. Nothing is trailing twelve months and nothing is converted between currencies. Source: SEC EDGAR XBRL company facts (public domain); prices from Kresmion's daily equity market-data snapshot. Open the full comparison.
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