Long9988.HKJun 2026
Alibaba Group Holding Limited
Alibaba is absorbing a near-term earnings reset as it increases AI infrastructure investment and builds its Qwen ecosystem. Baron believes accelerating cloud growth and…
9988.HK
Which hedge funds are long 9988.HK?
2 published ideas on Alibaba Group Holding Limited across 2 funds — 2 long and 0 short.
Alibaba Group Holding Limited hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Alibaba Group Holding Limited: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
Long9988.HKJun 2026
Alibaba Group Holding Limited
Sands says its Alibaba thesis remains intact despite weakness in Chinese internet stocks and concerns about consumption and AI spending. Recent results were supported by strong…