AP
BABA icon

Archon Partners’s Alibaba BABA Stock Holding History

Archon 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
2025
Q2 		– Sell
-91,000
Closed -$12M – 38
2025
Q1 		$12M Buy
+91,000
New +$10.5M 1.46% 25
2024
Q1 		– Sell
-120,000
Closed -$9.3M – 42
2023
Q4 		$9.3M Buy
+120,000
New +$9.56M 1.28% 27
2021
Q1 		– Sell
-49,600
Closed -$11.5M – 54
2020
Q4 		$11.5M Buy
49,600
+11,100
+29% +$3.08M 1.55% 31
2020
Q3 		$11.3M Buy
+38,500
New +$10.1M 1.78% 23
2018
Q3 		– Sell
-44,400
Closed -$8.24M – 54
2018
Q2 		$8.24M Buy
44,400
+3,120
+8% +$595K 1.78% 28
2018
Q1 		$7.58M Buy
41,280
+6,180
+18% +$1.16M 1.65% 31
2017
Q4 		$6.05M Buy
+35,100
New +$6.29M 1.32% 36
2016
Q1 		– Sell
-55,400
Closed -$4.5M – 52
2015
Q4 		$4.5M Buy
+55,400
New +$4.35M 1.22% 38

Other funds holding BABA

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Archon Partners's BABA Position: Q2 2025 in Review

Archon Partners sold out of Alibaba (BABA) in Q2 2025, closing a stake of 91,000 shares — an estimated $12M sold.

Archon Partners first reported a position in BABA in Q4 2015 and held it in 8 quarters. The position peaked at $12M in Q1 2025. 1,275 funds tracked by Wall St. Rank hold BABA as of Q2 2025.

  • Archon Partners reported no remaining Alibaba position as of Q2 2025 after selling out during the quarter.
  • Archon Partners sold 91,000 Alibaba shares in Q2 2025, an estimated $12M.
  • Archon Partners first reported a position in Alibaba in Q4 2015 and held it in 8 quarters.
  • Archon Partners's Alibaba position peaked at $12M in Q1 2025.
  • 1,275 funds tracked by Wall St. Rank held Alibaba as of Q2 2025.

Based on Archon Partners's 13F filing for Q2 2025, filed 14 Aug 2025.