Alkeon Capital Management’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $184M | Buy |
+1,625,000
| New | +$184M | 0.31% | 31 |
|
|
2024
Q1 | – | Sell |
-702,296
| Closed | -$54.4M | – | 76 |
|
|
2023
Q4 | $54.4M | Sell |
702,296
-950,941
| -58% | -$73.7M | 0.12% | 54 |
|
|
2023
Q3 | $143M | Sell |
1,653,237
-2,355,707
| -59% | -$204M | 0.26% | 35 |
|
|
2023
Q2 | $334M | Sell |
4,008,944
-605,688
| -13% | -$50.5M | 0.58% | 18 |
|
|
2023
Q1 | $472M | Buy |
4,614,632
+2,382,175
| +107% | +$243M | 1.04% | 9 |
|
|
2022
Q4 | $197M | Sell |
2,232,457
-20,021
| -0.9% | -$1.76M | 0.76% | 28 |
|
|
2022
Q3 | $180M | Buy |
2,252,478
+1,585,604
| +238% | +$127M | 0.58% | 29 |
|
|
2022
Q2 | $75.8M | Sell |
666,874
-1,582,368
| -70% | -$180M | 0.2% | 60 |
|
|
2022
Q1 | $245M | Sell |
2,249,242
-2,300,712
| -51% | -$250M | 0.49% | 32 |
|
|
2021
Q4 | $540M | Buy |
4,549,954
+3,782,500
| +493% | +$449M | 1% | 14 |
|
|
2021
Q3 | $114M | Sell |
767,454
-1,744
| -0.2% | -$258K | 0.19% | 77 |
|
|
2021
Q2 | $174M | Sell |
769,198
-250,000
| -25% | -$56.7M | 0.26% | 59 |
|
|
2021
Q1 | $231M | Sell |
1,019,198
-1,195,556
| -54% | -$271M | 0.34% | 47 |
|
|
2020
Q4 | $515M | Buy |
2,214,754
+853,779
| +63% | +$199M | 0.84% | 14 |
|
|
2020
Q3 | $400M | Hold |
1,360,975
| – | – | 0.74% | 14 |
|
|
2020
Q2 | $294M | Buy |
1,360,975
+368,835
| +37% | +$79.6M | 0.74% | 20 |
|
|
2020
Q1 | $193M | Buy |
992,140
+100,000
| +11% | +$19.4M | 0.82% | 19 |
|
|
2019
Q4 | $189M | Sell |
892,140
-803,000
| -47% | -$170M | 0.7% | 19 |
|
|
2019
Q3 | $283M | Hold |
1,695,140
| – | – | 1% | 7 |
|
|
2019
Q2 | $287M | Buy |
1,695,140
+350,000
| +26% | +$59.3M | 1.14% | 6 |
|
|
2019
Q1 | $245M | Sell |
1,345,140
-101,938
| -7% | -$18.6M | 1.22% | 10 |
|
|
2018
Q4 | $198M | Buy |
1,447,078
+295,910
| +26% | +$40.6M | 1.29% | 10 |
|
|
2018
Q3 | $190M | Sell |
1,151,168
-174,869
| -13% | -$28.8M | 0.9% | 18 |
|
|
2018
Q2 | $246M | Sell |
1,326,037
-2,700
| -0.2% | -$501K | 1.15% | 8 |
|
|
2018
Q1 | $244M | Buy |
1,328,737
+16,125
| +1% | +$2.96M | 1.27% | 6 |
|
|
2017
Q4 | $226M | Sell |
1,312,612
-232,788
| -15% | -$40.1M | 1.33% | 9 |
|
|
2017
Q3 | $267M | Sell |
1,545,400
-96,000
| -6% | -$16.6M | 1.92% | 6 |
|
|
2017
Q2 | $231M | Buy |
1,641,400
+99,138
| +6% | +$14M | 1.86% | 5 |
|
|
2017
Q1 | $166M | Buy |
1,542,262
+219,000
| +17% | +$23.6M | 2.87% | 12 |
|
|
2016
Q4 | $116M | Sell |
1,323,262
-6,663
| -0.5% | -$585K | 2.29% | 17 |
|
|
2016
Q3 | $141M | Sell |
1,329,925
-755,300
| -36% | -$79.9M | 2.65% | 16 |
|
|
2016
Q2 | $165M | Buy |
2,085,225
+88,600
| +4% | +$7M | 3.17% | 8 |
|
|
2016
Q1 | $158M | Buy |
1,996,625
+242,625
| +14% | +$19.2M | 3.26% | 11 |
|
|
2015
Q4 | $143M | Buy |
+1,754,000
| New | +$143M | 2.89% | 15 |
|