Oakmark Global All Cap Strategy Q4 2025 Performance Review [Seeking Alpha]
Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA)
Last alibaba group holding limited american depositary shares each representing eight ordinary share earnings: 2/13 06:45 am
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Source: Seeking Alpha
Contributors in the quarter were DSV, IQVIA Holdings and Samsung Electronics Pfd. Detractors in the quarter were Alibaba Group, CNH Industrial and Dassault Systemes. tsingha25/iStock via Getty Images The following segment was excerpted from the Oakmark Global All Cap Strategy Q4 2025 Commentary. Portfolio Performance The portfolio's return was 4.99% (net) for the reporting period. This compares to the MSCI World Index that returned 3.12% for the This article was written by Quick Insights DSV is accelerating synergy realization from the DB Schenker acquisition, supported by detailed integration plans, and remains well-positioned for future growth and profitability expansion. IQVIA's customer demand is improving, with management expressing optimism about the macro backdrop, positioning IQV to sustain momentum into the next year. Alibaba's earnings were pressured by subsidies in Quick Commerce, but management expects losses to reduce over time, leveraging AI capabili
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BABA
Earnings
- 11/25/25 - Beat
BABA
Sec Filings
- 2/12/26 - Form 13F-HR
- 2/4/26 - Form 6-K
- 1/7/26 - Form 6-K
- BABA's page on the SEC website