CenterBook Partners LP reduced its position in shares of Alibaba Group Holding Limited (NYSE: BABA) by 54.4% in the undefined quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 5,524 shares of the specialty retailer's stock after selling 6,578 shares during the quarter. CenterBook Partners LP's

Hong Kong's reopening session delivered a sharp message: capital could be rotating decisively toward China's pure-play AI names. Zhipu — formally Knowledge At

Factory Mutual Insurance Co. acquired a new stake in shares of Alibaba Group Holding Limited (NYSE: BABA) in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund acquired 47,721 shares of the specialty retailer's stock, valued at approximately $8,529,000. A number of other institutional investors

BIT Capital GmbH increased its stake in shares of Alibaba Group Holding Limited (NYSE: BABA) by 9,866.9% in the undefined quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 473,427 shares of the specialty retailer's stock after purchasing an additional 468,677 shares during the

China Universal Asset Management Co. Ltd. bought a new position in Alibaba Group Holding Limited (NYSE: BABA) during the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 30,923 shares of the specialty retailer's stock, valued at approximately $5,527,000. Several other institutional

Alibaba's first pullback after a bull-flag breakout is testing Fibonacci and channel support, with buyers watching for a higher swing low to resume upside momentum.

Alibaba dropped Qwen3.5 earlier this week, timed to coincide with the Lunar New Year, and the headline numbers alone are enough to make enterprise AI buyers stop and pay attention. The new flagship open-weight model — Qwen3.5-397B-A17B — packs 397 billion total parameters but activates only 17 billion per token.

Alibaba Group Holding Limited is rated Sell due to modest growth, compressed margins, and earnings declines despite AI tailwinds. BABA's recent +30% rally is driven by valuation multiple expansion, not earnings, with P/E now at 17x versus a 5-year median of 13x. Q2 2026 saw income from operations drop 85% YoY; levered FCF turned negative amid heavy AI and tech investment.

Alibaba Q3 Is Critical - But Not A Catalyst

Exploring the Latest 13F Filing and Tepper's Investment Strategy David Tepper (Trades, Portfolio) recently submitted the 13F filing for the fourth quarter of 2