CM
Charlie Munger (Daily Journal) disclosed reduced in Alibaba Group Holding Ltd
Charlie Munger (Daily Journal) filed a 13F change in Alibaba Group Holding Ltd (01609W102) on 2025-07-09, covering period end 2025-06-30.
Action
Reduced
Capital
$22,114,950 current disclosed value
Institutional 13F Signals1 evidence source
Why it matters
This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.
Full Filing Changes
4 changes from Charlie Munger (Daily Journal), filed 2025-07-09 for period end 2025-06-30.
$235.4M portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
949746101 Wells Fargo & Co | Increased | $11.8M | $113.2M | 5.00% |
60505104 Bank of America Corp | Increased | $11.2M | $94.6M | 4.75% |
01609W102 Alibaba Group Holding Ltd | Reduced | -$3.7M | $22.1M | 1.56% |
902973304 US Bancorp | Increased | $362,085 | $5.4M | 0.15% |