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Davis Asset Management, L.P.

Position in BABA — Alibaba Group Holding Ltd

CIK 1945894 SAUSALITO, CA

Position in BABA

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$58,313,704
-$17,910,899 QoQ
Shares Held
607,561
0.0% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
1.48%
of 13F equity value
Holder Rank
#75
of 1,215 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in BABA Over Time

Shares Held

Position Value (USD)

Position in Internet Retail

Consumer Cyclical · as of Jun 30, 2026

Davis Asset Management, L.P. holds $58,313,704 across 1 Internet Retail name. BABA ranks #1 (100.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BABA
Alibaba Group Holding Ltd
This page
607,561 $58,313,704

All Filings in BABA

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16 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $58,313,704 607,561
2026-03-31 $76,224,603 607,561
2025-12-31 $73,290,000 500,000
2025-09-30 $89,365,000 500,000
2025-06-30 $56,705,000 500,000
2025-03-31 $66,115,000 500,000
2024-12-31 $42,395,000 500,000
2024-09-30 $53,060,000 500,000
2024-06-30 $36,000,000 500,000
2024-03-31 $36,180,000 500,000
2023-12-31 $38,755,000 500,000
2023-09-30 $43,370,000 500,000
2023-06-30 $41,675,000 500,000
2023-03-31 $51,090,000 500,000
2022-12-31 $44,045,000 500,000
2022-09-30 $39,995,000 500,000