David Tepper
Appaloosa Management
David Tepper Alibaba Group Holding Ltd stake
total: 315
Appaloosa Management BABA trades
- Total transactions:
- 38
- New positions:
- 6
- Sold out:
- 5
- Added:
- 8
- Reduced:
- 19
- Held since:
- 2022 Q2
- Held for:
- 16 quarters
- Latest activity:
- 2026 Q1
According to 2026 Q1 report, David Tepper holds 3,465,000 Alibaba Group Holding Ltd (BABA) shares with a market value of roughly $434.72M accounting for 7.33% of the overall portfolio. To date, the estimated cost basis is nearly $78.02 for "buy" trades and estimated average "sell" price is $122.43. Appaloosa Management first purchased BABA in 2014 Q3, initially acquiring 725,000 shares. David Tepper later completely sold out the position and invested in Alibaba Group Holding Ltd again in 2022 Q2. Since the initial investment in Alibaba Group Holding Ltd (BABA), Appaloosa Management has made 37 more transactions.
When did David Tepper buy Alibaba Group Holding Ltd (BABA)?
David Tepper first invested in Alibaba Group Holding Ltd (BABA) in 2014 Q3 at the reported quarter-end price of $88.85 per share.
What's the cost basis of Appaloosa Management's BABA stake?
The estimated cost basis for Alibaba Group Holding Ltd (BABA) stake is around $78.02 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $78.02
- Weighted AVG sell price:
- $122.43
David Tepper's historical trades in Alibaba Group Holding Ltd
38 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
7.33%
|
3,465,000
|
$125.46
|
$434,718,900
|
-32.56% (-1,672,931)
|
-3.06%
|
|
2025 Q4
|
10.99%
|
5,137,931
|
$146.58
|
$753,117,926
|
-20.34% (-1,312,069)
|
-2.6%
|
|
2025 Q3
|
15.61%
|
6,450,000
|
$178.73
|
$1,152,808,500
|
-8.73% (-617,271)
|
-1.71%
|
|
2025 Q2
|
12.43%
|
7,067,271
|
$113.41
|
$801,499,204
|
-23.43% (-2,162,729)
|
-4.41%
|
|
2025 Q1
|
21.92%
|
9,230,000
|
$132.23
|
$1,220,482,900
|
-22.06% (-2,613,158)
|
-5.35%
|
|
2024 Q4
|
15.54%
|
11,843,158
|
$84.79
|
$1,004,181,367
|
+18.43% (+1,843,158)
|
+2.42%
|
|
2024 Q3
|
15.76%
|
10,000,000
|
$106.12
|
$1,061,200,000
|
-4.76% (-500,000)
|
-0.86%
|
|
2024 Q2
|
12.24%
|
10,500,000
|
$72.00
|
$756,000,000
|
-6.67% (-750,000)
|
-0.81%
|
|
2024 Q1
|
12.17%
|
11,250,000
|
$72.36
|
$814,050,000
|
+158.62% (+6,900,000)
|
+7.46%
|
|
2023 Q4
|
5.96%
|
4,350,000
|
$77.51
|
$337,168,500
|
+20.83% (+750,000)
|
+1.03%
|
|
2023 Q3
|
6.16%
|
$86.74
|
-19.55% (-875,000)
|
|||
|
2023 Q2
|
6.92%
|
$83.35
|
+4,375.00% (+4,375,000)
|
|||
|
2022 Q4
|
0.65%
|
$88.09
|
+11.11% (+10,000)
|
|||
|
2022 Q3
|
0.53%
|
$79.99
|
-10.00% (-10,000)
|
|||
|
2022 Q2
|
0.71%
|
$113.68
|
new
|
|||
|
2021 Q4
|
0.00%
|
$148.05
|
-100% (-525,000)
|
|||
|
2021 Q3
|
1.85%
|
$148.05
|
-10.26% (-60,000)
|
|||
|
2021 Q2
|
2.75%
|
$226.78
|
-48.68% (-555,000)
|
|||
|
2021 Q1
|
3.71%
|
$226.73
|
-40.00% (-760,000)
|
|||
|
2020 Q4
|
6.61%
|
$232.73
|
-14.41% (-320,000)
|
|||
|
2020 Q3
|
11.54%
|
$293.98
|
-34.22% (-1,155,000)
|
|||
|
2020 Q2
|
12.64%
|
$215.70
|
+49.01% (+1,110,000)
|
|||
|
2020 Q1
|
13.46%
|
$194.48
|
-5.62% (-135,000)
|
|||
|
2019 Q4
|
12.79%
|
$212.10
|
+84.62% (+1,100,000)
|
|||
|
2019 Q3
|
6.37%
|
$167.23
|
new
|
|||
|
2019 Q2
|
0.00%
|
$182.45
|
-100% (-700,000)
|
|||
|
2019 Q1
|
3.72%
|
$182.45
|
new
|
|||
|
2018 Q4
|
0.00%
|
$164.76
|
-100% (-1,500,000)
|
|||
|
2018 Q3
|
4.34%
|
$164.76
|
-43.25% (-1,142,974)
|
|||
|
2018 Q2
|
5.61%
|
$185.53
|
-34.78% (-1,409,642)
|
|||
|
2018 Q1
|
7.66%
|
$183.54
|
-6.19% (-267,618)
|
|||
|
2017 Q4
|
7.11%
|
$172.43
|
+21.27% (+757,734)
|
|||
|
2017 Q3
|
8.91%
|
$172.71
|
-3.56% (-131,418)
|
|||
|
2017 Q2
|
7.73%
|
$140.90
|
new
|
|||
|
2015 Q3
|
0.00%
|
$82.27
|
-100% (-1,360,000)
|
|||
|
2015 Q2
|
2.77%
|
$82.27
|
new
|
|||
|
2014 Q4
|
0.00%
|
$88.85
|
-100% (-725,000)
|
|||
|
2014 Q3
|
0.95%
|
$88.85
|
new
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.