Alibaba Group Holding Limited (Alibaba) has submitted its Form 13F-HR to the U.S. Securities and Exchange Commission for the quarter ended 30 June 2026, disclosing two equity positions with a combined market value of USD 509.37 million.

Key disclosures 1. Report scope • The filing classifies Alibaba as an institutional investment manager exercising investment discretion over more than USD 100 million in Section 13(f) securities. • The company is seeking confidential treatment for one or more additional holdings not revealed in the public filing. • Alibaba reiterates that it operates under a weighted voting rights (WVR) structure in Hong Kong, where each ordinary share carries one vote but the Alibaba Partnership retains director-nomination rights.

2. Detailed holdings (as of 30 June 2026) • XPeng Inc. (ADS): 33.54 million shares valued at USD 444.03 million. • Weibo Corp. (Sponsored ADR): 9.00 million shares valued at USD 65.34 million.

3. Governance and compliance • The announcement, released under Rule 13.10B of the Hong Kong Listing Rules, confirms that Alibaba’s Board is chaired by Joseph C. Tsai, with Eddie Yongming Wu, J. Michael Evans and Maggie Wei Wu as executive directors, alongside six independent directors. • Company Secretary Jinwei Zhang signed the Form 13F on 14 August 2026 in Hong Kong.

Implications The disclosed USD 509.37 million equity exposure to two U.S.-listed Chinese technology companies highlights Alibaba’s ongoing strategic interest in sector peers, while the request for partial confidentiality indicates additional investments not publicly detailed at this stage.