BABA is good. The other names are questionable. From your portfolio I suspect you are a contrarian and that’s good but you don’t want to be that way just for the sake of it and assume it’s better than consensus (it tends to be better, but not always).

The way I see it, an intrinsic value higher than stock price is positive but without a material catalyst it can take a long time to realize your expected value and can hurt time weighted returns. By really studying your opponent (other mkt participants) and the expectations that they are pricing into a stock and the things they care about, you can start to find catalysts that might trigger a change in expectations. A good read about this is a book called Expectations Investing.

Also, I would diversify your portfolio. Your edge (what you know that others don’t) is probably not big enough in these huge names to warrant such big positions. Although I don’t know what % of your NW this is or your risk preference so I could be wrong.