Charles Munger Doubles Down On Alibaba (NYSE: BABA)

Johnny HopkinsCharles MungerLeave a Comment

According to the lastest Q4 2021 13F for Daily Journal Corp, Charles Munger has increased his position in Alibaba Group Holding (NYSE: BABA) by 99%. Munger purchased the shares at an estimated average price of $155. He now holds 602,060 shares, up 300,000 from the previous quarter. Alibaba now represents 27.65% of the entire portfolio, up from 19.86% in the previous quarter.

The current market value of his portfolio is $258,652,000, with a top 10 holdings concentration of 100%.

Top 10 Holdings

Stock Shares Market Value % of
Portfolio
BAC / Bank of America Corp 2,300,000 $102,327,000 39.56
WFC / Wells Fargo 1,591,800 $76,374,000 29.53
BABA / Alibaba Group Holdings 602,060 $71,519,000 27.65
USB / U.S. Bancorp 140,000 $7,864,000 3.04
PKX / POSCO 9,745 $568,000 0.22

For all the latest news and podcasts, join our free newsletter here.

FREE Stock Screener

Don’t forget to check out our FREE Large Cap 1000 – Stock Screener, here at The Acquirer’s Multiple:

unlimited

Leave a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.