Eminence changed BABA position by 861,326 shares
This StonkWhisper whale intelligence report documents significant institutional position changes in $BABA based on SEC 13F filings and block-level trading data. Quarterly 13F disclosures are required for institutional investment managers with at least $100 million in qualifying assets under management. These filings reveal long positions in U.S. equities held as of quarter end. Material changes in institutional positioning — particularly from concentrated funds with a history of high-conviction bets — are tracked by StonkWhisper as leading indicators of institutional thesis formation or exit.
Position Change Detail
Other Eminence Positions This Period
| Ticker | Issuer | Change Type | Share Change | Value |
|---|---|---|---|---|
| CPNG | COUPANG INC | Exited | 15,510,784 | — |
| CWH | CAMPING WORLD HLDGS INC | Exited | 5,832,492 | — |
| DT | DYNATRACE INC | Exited | 5,304,693 | — |
| VVV | VALVOLINE INC | Exited | 4,425,261 | — |
| SE | SEA LTD | Exited | 4,065,665 | — |
| PFGC | PERFORMANCE FOOD GROUP CO | Exited | 3,719,411 | — |
| Z | ZILLOW GROUP INC | Exited | 3,445,538 | — |
| LPX | LOUISIANA PAC CORP | Exited | 2,533,385 | — |
| WK | WORKIVA INC | Exited | 2,519,889 | — |
| PLAY | DAVE & BUSTERS ENTMT INC | Exited | 2,346,038 | — |
Other Whales Moving BABA This Period
| Manager | Change Type | Share Change |
|---|---|---|
| Jennison | Exited | 83,627 |
| Fisher Investments | Decreased | 25,717 |
| State Street | Increased | +18,744 |
| Winton | New | +10,500 |
| Pzena | Decreased | 1,674 |
| Mondrian | Decreased | 231 |
| Baillie Gifford | Decreased | 222 |
| Tweedy Browne | Decreased | 100 |
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Data sourced from SEC 13F institutional holdings filings. This page does not constitute financial advice. StonkWhisper presents public records — it does not verify or guarantee the accuracy of institutional filings. 13F filings are reported quarterly and may lag actual positions.
Last updated: August 12, 2026 at 06:02 UTC