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Cape Investment Advisory’s Alibaba BABA Stock Holding History

Cape Investment Advisory’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 		$296K Buy
3,083
+178
+6% +$22.3K 0.08% 183
2026
Q1 		$364K Buy
2,905
+153
+6% +$23K 0.12% 150
2025
Q4 		$403K Buy
2,752
+2,292
+498% +$373K 0.12% 132
2025
Q3 		$82.2K Sell
460
-726
-61% -$95.1K 0.08% 178
2025
Q2 		$135K Sell
1,186
-358
-23% -$42.4K 0.05% 227
2025
Q1 		$204K Buy
1,544
+28
+2% +$3.23K 0.08% 177
2024
Q4 		$129K Buy
1,516
+39
+3% +$3.68K 0.05% 219
2024
Q3 		$157K Sell
1,477
-301
-17% -$24.6K 0.06% 194
2024
Q2 		$128K Buy
1,778
+115
+7% +$8.82K 0.06% 195
2024
Q1 		$120K Sell
1,663
-134
-7% -$9.82K 0.06% 196
2023
Q4 		$139K Buy
1,797
+336
+23% +$26.8K 0.07% 180
2023
Q3 		$127K Buy
1,461
+365
+33% +$33.4K 0.07% 185
2023
Q2 		$91.4K Buy
1,096
+862
+368% +$75.4K 0.05% 208
2023
Q1 		$23.9K Buy
+234
New +$23.4K 0.01% 392

Other funds holding BABA

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Cape Investment Advisory's BABA Position: Q2 2026 in Review

Cape Investment Advisory increased its Alibaba (BABA) stake by 6.1% in Q2 2026, buying an estimated $22.3K and bringing the position to 3,083 shares worth $296K. The position accounts for 0.08% of the portfolio, ranked #183.

Cape Investment Advisory first reported a position in BABA in Q1 2023 and has held it in 14 quarters since. The position peaked at $403K in Q4 2025. 1,224 funds tracked by Wall St. Rank hold BABA as of Q2 2026.

  • Cape Investment Advisory held 3,083 shares of Alibaba worth $296K as of Q2 2026.
  • Cape Investment Advisory bought 178 Alibaba shares in Q2 2026, an estimated $22.3K.
  • Alibaba made up 0.08% of Cape Investment Advisory's portfolio in Q2 2026, its #183 holding.
  • Cape Investment Advisory first reported a position in Alibaba in Q1 2023 and has held it in 14 quarters since.
  • Cape Investment Advisory's Alibaba position peaked at $403K in Q4 2025.
  • 1,224 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.