# Alibaba Group Holding (BABA): value investors who own it

7 value investors held Alibaba Group Holding in their Q3 2026 13F, led by Daily Journal Corp, Appaloosa, Chou Associates, Dodge & Cox, H&H International…

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Daily Journal Corp | 7.3% | $18.7m | Unchanged | 22 |
| Appaloosa | 2.5% | $192m | Trimmed -42% | 17 |
| Chou Associates | 1.9% | $4.0m | Unchanged | 13 |
| Dodge & Cox | 0.5% | $956m | Added +0.4% | 31 |
| H&H International (Duan Yongping) | 0.1% | $28.9m | New | 1 |
| Tweedy, Browne | 0.0% | $380k | Trimmed -2.5% | 23 |
| Harris Associates (Oakmark) | 0.0% | $1.5m | Added +15% | 7 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-09-30 | Jiang Fang | Chief People Officer | Sold | 885272 | $12.0m |
| 2026-09-25 | Xu Hong | Chief Financial Officer | Sold | 103046 | $1.4m |
| 2026-09-25 | Yu Siying | General Counsel | Sold | 6764 | $92k |
| 2026-09-25 | Jiang Fang | Chief People Officer | Sold | 4889 | $66k |
| 2026-08-25 | Tsai Joseph C | Director | Bought | 720000 | $10.4m |
| 2026-08-24 | Tsai Joseph C | Director | Bought | 720000 | $10.3m |
| 2026-08-24 | Wu Yongming | Chief Executive Officer | Bought | 350000 | $5.0m |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Oakmark Global Select Fund | Harris Associates (Oakmark) | 2.7% | $22.3m | 2026-06-30 |
| Oakmark International Fund | Harris Associates (Oakmark) | 1.4% | $177m | 2026-06-30 |
| Oakmark Global Fund | Harris Associates (Oakmark) | 1.2% | $13.2m | 2026-06-30 |
| Dodge & Cox International Stock Fund | Dodge & Cox | 1.0% | $678m | 2026-06-30 |
| First Eagle Overseas Fund | First Eagle Investment Management | 1.0% | $173m | 2026-07-31 |
| First Eagle Global Fund | First Eagle Investment Management | 0.6% | $484m | 2026-07-31 |
| Dodge & Cox Global Stock Fund | Dodge & Cox | 0.6% | $81.2m | 2026-06-30 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/baba). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.