Capstone Investment Advisors
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Capstone Investment Advisors’s Alibaba BABA Stock Holding History

Capstone Investment Advisors’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
Q1 		$21.5M Buy
171,500
+161,500
+1,615% +$24.3M 0.04% 163
2025
Q4 		$1.47M Sell
10,000
-15,500
-61% -$2.52M ﹤0.01% 718
2025
Q3 		$4.56M Buy
+25,500
New +$3.34M 0.01% 496
2025
Q2 		– Sell
-32,500
Closed -$4.3M – 1575
2025
Q1 		$4.3M Buy
+32,500
New +$3.75M 0.01% 493
2023
Q4 		– Sell
-5,000
Closed -$434K – 2113
2023
Q3 		$434K Buy
+5,000
New +$458K ﹤0.01% 1400
2022
Q2 		– Sell
-10,000
Closed -$1.09M – 1828
2022
Q1 		$1.09M Buy
+10,000
New +$1.15M ﹤0.01% 1282
2021
Q4 		– Sell
-10,000
Closed -$1.48M – 1852
2021
Q3 		$1.48M Buy
+10,000
New +$1.82M ﹤0.01% 1294
2021
Q2 		– Sell
-10,300
Closed -$2.33M – 1717
2021
Q1 		$2.33M Sell
10,300
-1,400
-12% -$344K 0.01% 882
2020
Q4 		$2.72M Buy
11,700
+2,000
+21% +$555K 0.01% 785
2020
Q3 		$2.85M Sell
9,700
-12,000
-55% -$3.16M 0.01% 691
2020
Q2 		$4.68M Buy
21,700
+19,300
+804% +$4.02M 0.03% 458
2020
Q1 		$467K Sell
2,400
-42,300
-95% -$8.83M 0.01% 906
2019
Q4 		$9.48M Sell
44,700
-105,000
-70% -$19.7M 0.05% 379
2019
Q3 		$25M Buy
149,700
+54,700
+58% +$9.4M 0.17% 120
2019
Q2 		$16.1M Sell
95,000
-39,600
-29% -$6.83M 0.12% 189
2019
Q1 		$24.6M Buy
134,600
+78,100
+138% +$13.1M 0.23% 105
2018
Q4 		$7.74M Sell
56,500
-12,600
-18% -$1.86M 0.1% 173
2018
Q3 		$11.4M Sell
69,100
-32,500
-32% -$5.75M 0.13% 122
2018
Q2 		$18.9M Hold
101,600
– – 0.29% 70
2018
Q1 		$18.6M Buy
101,600
+81,600
+408% +$15.4M 0.36% 70
2017
Q4 		$3.45M Buy
+20,000
New +$3.58M 0.1% 133
2015
Q3 		– Sell
-77,600
Closed -$6.38M – 400
2015
Q2 		$6.38M Sell
77,600
-144,700
-65% -$12.4M 0.09% 163
2015
Q1 		$18.5M Buy
222,300
+218,600
+5,908% +$19.7M 0.3% 64
2014
Q4 		$384K Buy
+3,700
New +$380K 0.01% 295

Other funds holding BABA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capstone Investment Advisors's BABA Position: Q1 2026 in Review

Capstone Investment Advisors reduced its Alibaba (BABA) stake by 43% in Q1 2026, selling an estimated $911K and leaving 7,962 shares worth $999K. The position accounts for ﹤0.01% of the portfolio, ranked #864.

Capstone Investment Advisors first reported a position in BABA in Q1 2015 and has held it in 30 quarters since. The position peaked at $49.9M in Q4 2020. 1,346 funds tracked by Wall St. Rank hold BABA as of Q1 2026.

  • Capstone Investment Advisors held 7,962 shares of Alibaba worth $999K as of Q1 2026.
  • Capstone Investment Advisors sold 6,063 Alibaba shares in Q1 2026, an estimated $911K.
  • Alibaba made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #864 holding.
  • Capstone Investment Advisors first reported a position in Alibaba in Q1 2015 and has held it in 30 quarters since.
  • Capstone Investment Advisors's Alibaba position peaked at $49.9M in Q4 2020.
  • 1,346 funds tracked by Wall St. Rank held Alibaba as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.