Alibaba's Q1 holdings market value increased by 50% quarter-on-quarter, with XPeng as the largest holding, and completely liquidated its position in Best Inc

Zhitong
2025.05.16 00:31
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According to the disclosure by the U.S. Securities and Exchange Commission (SEC), Alibaba submitted its first-quarter U.S. stock holdings report (13F) for the period ending March 31, 2025. In the first quarter, Alibaba's total market value of holdings was $810 million, up from $540 million in the previous quarter, representing a 50% quarter-on-quarter increase. In the third quarter, Alibaba added 0 new stocks to its portfolio, reduced its holdings in 2 stocks, and completely exited 1 stock. Alibaba currently holds a total of 4 stocks. XPeng ranks first, with approximately 34.87 million shares, a market value of about $720 million, accounting for 82.4% of the portfolio, with a decrease of 8.13% in the number of shares compared to the previous quarter. Weibo ranks second, with 9 million shares, a market value of $85.23 million, accounting for 15.79% of the portfolio, with no change in the number of shares compared to the previous quarter. Wanmei ranks third, with approximately 927,000 shares, a market value of about $1.73 million, accounting for 1.55% of the portfolio, with a decrease of 68.87% in the number of shares compared to the previous quarter. In addition, Alibaba completely exited Best Inc. in the first quarter

According to the disclosure by the U.S. Securities and Exchange Commission (SEC), Alibaba (BABA.US) submitted its first quarter U.S. stock holdings report (13F) for the period ending March 31, 2025.

In the first quarter, Alibaba's total market value of holdings was $810 million, up from $540 million in the previous quarter, representing a 50% quarter-over-quarter increase. Alibaba added 0 new stocks, reduced holdings in 2 stocks, and completely sold out of 1 stock in its third quarter portfolio.

Alibaba currently holds a total of 4 stocks. XPeng (XPEV.US) ranks first, with approximately 34.87 million shares, a market value of about $720 million, accounting for 82.4% of the portfolio, with the number of shares decreasing by 8.13% compared to the previous quarter.

Weibo (WB.US) ranks second, holding 9 million shares, with a market value of $85.23 million, accounting for 15.79% of the portfolio, with no change in the number of shares compared to the previous quarter.

Wanmei (PERF.US) ranks third, holding approximately 927,000 shares, with a market value of about $1.73 million, accounting for 1.55% of the portfolio, with the number of shares decreasing by 68.87% compared to the previous quarter.

In addition, Alibaba completely sold out of Best Group (BEST.US) in the first quarter.

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