Open Sesame: Alibaba and the 16 Tiger Cubs By Stan Altshuller, Novus Research
Jack Ma’s story is an inspiring one. But his biggest fans yet might be a group of highly successful hedge fund managers dubbed the “Tiger Cubs” for their association with Julian Roberston’s legendary asset management firm Tiger Management.
Upon analyzing the latest quarterly 13F filings that show hedge fund positions as of 9/30/2014, we found some startling evidence of the conviction the Tiger Cubs have in Ma’s business. In fact, Alibaba Group Holding, Inc. (NYSE: BABA) has catapulted to be the number two most widely held stock among the group, just behind Facebook. Out of the 50 Cubs we analyze, 16 have...

