13F Insight
DOSSIER · 13F-HR · Q2 2026

Alibaba Group Holding Ltd

$509M in tracked AUM across 2 positions as of Q2 2026.

AG
CIK 0001577552 · last filed Jun 30, 2026
Total AUM
$509M
as of Q2 2026
Holdings
2
—
positions
Whale Score
73
73
strong
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Portfolio Overview

The 13F filing for Alibaba Group Holding Ltd (CIK: 0001577552) as of September 30, 2025, reveals a highly concentrated investment portfolio managed by the entity. The total portfolio value stands at approximately $785.44 million, representing a significant increase of 14.6% from the previous quarter's value of $685.42 million. This growth is driven entirely by the price appreciation of the sole existing holding rather than capital inflows or new acquisitions. The ...

Key Holdings

The portfolio is entirely composed of XPENG INC (XPEV), a Chinese electric vehicle manufacturer classified within the Consumer Cyclical sector. This position represents 100% of the total portfolio value, amounting to $785.44 million and comprising 33.54 million shares.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
XPEV
XPENG INC
$444M33.5M87.2%02
WB
WEIBO CORP
$65M9.0M12.8%

Filing history

2026Q2Jun 30
$509M▼ 34.0%
2 positionsView →2025Q4Dec 31
$772M▼ 1.7%
2 positionsView →2025Q3Sep 30
$785M▲ 14.6%
1 positionsLocked2025Q2Jun 30
$685M▼ 5.4%
2 positionsLocked2025Q1Mar 31
$724M▲ 33.0%
2 positionsLocked2024Q4Dec 31
$544M▲ 13.1%
4 positionsLocked2024Q3Sep 30
$481M▲ 269.6%
4 positionsLocked2024Q2Jun 30
$130M▼ 15.5%
5 positionsLocked2024Q1Mar 31
$154M▼ 63.4%
6 positionsLocked2023Q4Dec 31
$421M▼ 12.0%
9 positionsLocked2023Q3Sep 30
$478M▼ 5.6%
9 positionsLocked2023Q2Jun 30
$506M▼ 22.1%
9 positionsLocked
Showing 12 of 40