As part of the weekly research here at The Acquirer’s Multiple we’re always interested in investing gurus who hold the same stocks that appear in our Acquirer’s Multiple Stock Screeners, based on their latest 13F’s. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, and Howard Marks.
While doing this research we’ve also uncovered a number of common stocks that investing gurus have recently bought, or continuing to hold in their portfolios, according to their latest 13f’s. So we’re now providing a new weekly feature article called ‘One Stock Superinvestors Are Buying’. This week we’ll take a look at:
Alibaba Group Holding Ltd – ADR (NYSE: BABA)
Alibaba is the world’s largest online and mobile commerce company, measured by GMV (CNY 6.6 trillion/USD 1 trillion for the fiscal year ended March 2020). It operates China’s online marketplaces, including Taobao (consumer-to-consumer) and Tmall (business-to-consumer). Alibaba’s China commerce retail division accounted for 69% of revenue in the December 2020 quarter, with Taobao generating revenue through advertising and other merchant data services and Tmall deriving revenue from commission fees. Additional revenue sources include China commerce wholesales (2%), international retail/wholesale marketplaces (5%/2%), cloud computing (7%), digital media and entertainment platforms (4%), Cainiao logistics services (5%), and innovation initiatives/other (2%).
A quick look at the price chart below for the company shows us that the stock is down 52% in the past twelve months.
(Source: Morningstar)
Superinvestors who recently bought, or continue to hold the stock in their portfolios include:
(Shares)
Ken Fisher – 14,211,000
Ken Griffin – 4,975,952
Chase Coleman – 4,219,678
Ray Dalio – 3,290,232
D E Shaw – 3,086,874
Jean-Marie Eveillard – 2,310,965
Israel Engander – 2,279,894
Tom Russo – 1,595,076
Mason Hawkins – 661,569
Bill Miller – 632,761
Charles Munger – 602,060
Leon Cooperman – 100,000
Guy Spier – 47,500
Prem Watsa – 35,800
Paul Tudor Jones – 33,543
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