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What smart money is saying about Alibaba GroupChina flag

9988.HK · Consumer Cyclical · Specialty Retail · Market cap $245.15B

3 funds in our archive have pitched Alibaba Group — most recently Antipodes Emerging Markets Fund in March 2026.

Company profile

Alibaba Group Holding Limited, a leading Chinese technology conglomerate, provides crucial digital infrastructure and vast marketing reach to assist merchants, brands, retailers, and other enterprises in connecting with their consumers and users across China and worldwide. The company's operations are divided into seven core business units: China Commerce, International Commerce, Local Consumer Services, Logistics (Cainiao), Cloud Computing, Digital Media and Entertainment, and various Innovation Initiatives. Its extensive digital commerce ecosystem includes prominent platforms like Taobao Marketplace, a social commerce hub; Tmall, a key online storefront for brands and retailers; and Alimama, a monetization engine. For wholesale needs, it offers 1688.com and Alibaba.com. Internationally, its retail marketplaces encompass AliExpress, Lazada, Trendyol, and Daraz. Alibaba also operates Freshippo, a self-managed retail chain, and Tmall Global for imported goods. Beyond e-commerce, Alibaba delivers a range of local consumer services, such as Taoxianda for integrating FMCG brands with grocery partners, Ele.me for on-demand delivery and local services, Koubei as a local services and dining guide, and Fliggy for online travel arrangements. Its integrated logistics network is powered by Cainiao. The group further provides diverse advertising and marketing services, including pay-for-performance, in-feed, and display ads, along with the real-time bidding platform Taobao Ad Network and Exchange. Alibaba Cloud offers comprehensive computing solutions, covering elastic computing, storage, networking, security, databases, big data analytics, and IoT services. In the digital media and entertainment sector, Alibaba operates Youku, an online video platform, Alibaba Pictures, and other content platforms delivering online videos, films, live events, news, literature, and music. Innovative ventures include Amap, a mobile digital map and navigation application; DingTalk, a business efficiency mobile app; and the Tmall Genie smart speaker. Founded in 1999, Alibaba Group Holding Limited is based in Hangzhou, People's Republic of China.

Fund coverage · 3 theses

  • Antipodes Emerging Markets Fund
    March 2026

    Alibaba Group is a platform and cloud company investing heavily in AI with accelerating cloud growth and attractive long-term momentum.

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  • Sands Capital Emerging Markets Growth
    December 2025

    Alibaba Group Holding Limited is a Chinese technology leader with full-stack AI infrastructure and an integrated retail strategy, renewed execution, and potential to be a top on-demand ecommerce player by 2030.

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  • Emerald Growth Equity Strategy
    December 2025

    Alibaba is a dominant Chinese e-commerce and cloud platform benefiting from regulatory support, growing Qwen-driven cloud adoption, and attractive valuation.

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