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?
2 published ideas on Alibaba Group Holding Limited across 2 funds — 2 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Alibaba Group Holding Limited: the full 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
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…