
What smart money is saying about Alibaba
4 funds in our archive have pitched Alibaba — most recently Alluvium AM Conventum in June 2026.
Alibaba Group Holding Limited, through its various subsidiaries, furnishes crucial technological infrastructure and extensive marketing channels. This comprehensive support allows merchants, brands, retailers, and other businesses to effectively engage with their customer base, both within the People's Republic of China and across international markets. The company's operations are organized across seven primary segments: China Commerce, International Commerce, Local Consumer Services, Cainiao (its logistics network), Cloud Computing, Digital Media and Entertainment, and Innovation Initiatives and Others. The company's extensive digital ecosystem features premier online retail platforms like Taobao and Tmall. Wholesale business-to-business transactions are facilitated through 1688.com and Alibaba.com. Globally, it operates retail platforms such as AliExpress, Lazada, Trendyol, and Daraz. For fresh goods and groceries, it offers Freshippo, and Tmall Global specializes in import e-commerce. Monetization and advertising solutions are provided via Alimama, its proprietary platform, which offers diverse marketing services including pay-for-performance, in-feed, and display ads, supported by the Taobao Ad Network and Exchange for real-time bidding. Logistics operations are primarily handled by the Cainiao Network. Its local consumer services encompass Ele.me for on-demand food and delivery, Koubei for restaurant and local service directories, and Fliggy for travel booking. Alibaba Cloud offers a wide array of services, including elastic computing, data storage, networking, security, database management, big data analytics, and Internet of Things (IoT) solutions. It also supplies hardware, software licenses, installation, and application development and maintenance. The digital media and entertainment division includes Youku, an online video platform; Quark, an information search and content consumption tool; and Alibaba Pictures, collectively offering diverse content spanning films, live events, news feeds, literature, and music. Its innovation portfolio further extends to Amap, a mobile application for digital mapping and navigation; DingTalk, a business communication and efficiency platform; the Tmall Genie smart speaker; and Qwen, an advanced artificial intelligence chatbot. Founded in 1999, Alibaba Group is headquartered in Hangzhou, People's Republic of China.
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Position history
Between Q4 2024 and Q2 2026, 3 fund letters reported a position in Alibaba — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 3 | 1 | 0 | 1 |
| Q3 2025 | 0 | 0 | 0 | 1 |
| Q2 2025 | 0 | 0 | 0 | 1 |
| Q4 2024 | 0 | 0 | 0 | 1 |
Fund activity · 3 positions · 1 move
- HoldsAlluvium Global Fund ConventumJune 2026
“The Fund’s current position is 2.6%.”
Read the letterAlibaba - HoldsAlluvium AM ConventumJune 2026
“The Fund’s current position is 2.6%.”
Read the letterAlibaba - AddedBaron International Growth FundJune 2026
“Lastly, we increased our exposure to several existing positions during the quarter, including Industria de Diseno Textil, S.A. , Alibaba Group Holding Limited , Symrise AG , SK hynix Inc. , JSW Energy Limited , On Holding AG , and SMS Co., Ltd.”
Read the letterAlibaba
Fund coverage · 4 theses
- Alluvium AM ConventumJune 2026
Alibaba is an AI scaler using cash-generative legacy businesses to fund cloud growth and broader AI investments.
Read the full thesis - Antipodes Global Value FundSeptember 2025
Alibaba is rapidly emerging as a major AI beneficiary in China, leveraging custom silicon, leading LLM development, and a growing cloud infrastructure business, predicting significant future earnings growth despite short-term investment-related losses.
Read the full thesis - Harris Oakmark Global Concentrated StrategyJune 2025
Alibaba Group is a global technology leader poised for growth in e-commerce and cloud computing, making it an undervalued investment opportunity with strong fundamentals and a focus on enhancing shareholder returns.
Read the full thesis - Nightview capitalDecember 2024
Alibaba is well-positioned for growth due to its core business recovery, strong cash reserves, and emerging cloud and AI opportunities, presenting a compelling investment opportunity.
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