3G Capital Partners’s Alibaba BABA Stock Holding History

3G Capital Partners’s Portfolio BABA Stock Details BABA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.2M	Sell	75,000 -75,000	-50%	-$9.4M	1.93%	15
2026 Q1	$18.8M	Buy	150,000 +75,000	+100%	+$11.3M	6.68%	7
2025 Q4	$11M	Buy	75,000 +55,000	+275%	+$8.96M	2.59%	12
2025 Q3	$3.57M	Buy	+20,000	New	+$2.62M	0.85%	15
2024 Q1	–	Sell	-125,000	Closed	-$9.69M	–	11
2023 Q4	$9.69M	Sell	125,000 -92,500	-43%	-$7.37M	5.91%	7
2023 Q3	$18.9M	Buy	217,500 +52,500	+32%	+$4.81M	10.49%	4
2023 Q2	$13.8M	Buy	165,000 +70,000	+74%	+$6.13M	13.89%	2
2023 Q1	$9.71M	Buy	+95,000	New	+$9.52M	12.62%	3
2020 Q2	–	Sell	-5,000	Closed	-$972K	–	11
2020 Q1	$972K	Buy	+5,000	New	+$1.04M	5.37%	7

Other funds holding BABA

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

3G Capital Partners's BABA Position: Q2 2026 in Review

3G Capital Partners reduced its Alibaba (BABA) stake by 50% in Q2 2026, selling an estimated $9.4M and leaving 75,000 shares worth $7.2M. The position accounts for 1.93% of the portfolio, ranked #15.

3G Capital Partners first reported a position in BABA in Q1 2020 and has held it in 9 quarters since. The position peaked at $18.9M in Q3 2023. 1,219 funds tracked by Wall St. Rank hold BABA as of Q2 2026.

3G Capital Partners held 75,000 shares of Alibaba worth $7.2M as of Q2 2026.
3G Capital Partners sold 75,000 Alibaba shares in Q2 2026, an estimated $9.4M.
Alibaba made up 1.93% of 3G Capital Partners's portfolio in Q2 2026, its #15 holding.
3G Capital Partners first reported a position in Alibaba in Q1 2020 and has held it in 9 quarters since.
3G Capital Partners's Alibaba position peaked at $18.9M in Q3 2023.
1,219 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.

Based on 3G Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.