LongBABAAug 2026
Alibaba Group Holding Limited
Alibaba is redirecting substantial capital toward AI infrastructure, which is depressing near-term free cash flow and profitability but is beginning to produce measurable growth…
BABA
Which hedge funds are long BABA?
3 published ideas on Alibaba Group Holding Limited across 3 funds — 3 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
LongBABAJul 2026
Alibaba Group Holding Limited
Alibaba was the largest positive contributor to Ruffer's portfolio in July, with its shares rising nearly 30% even as semiconductor stocks suffered their worst month since 2008…
LongBABAJul 2026
Alibaba Group Holding Limited
Alluvium remains constructive on Alibaba despite a sharp quarterly share-price decline. The company reported that its AI investments are contributing to the business and…