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Eminence Capital’s Alibaba BABA Stock Holding History

Eminence Capital’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 		– Sell
-861,326
Closed -$108M – 6
2026
Q1 		$108M Buy
861,326
+35,565
+4% +$5.35M 2.48% 18
2025
Q4 		$121M Sell
825,761
-39,776
-5% -$6.48M 1.91% 23
2025
Q3 		$155M Sell
865,537
-233,554
-21% -$30.6M 1.88% 21
2025
Q2 		$125M Sell
1,099,091
-162,341
-13% -$19.2M 1.5% 29
2025
Q1 		$167M Sell
1,261,432
-479,983
-28% -$55.3M 2.79% 13
2024
Q4 		$148M Sell
1,741,415
-102,308
-6% -$9.66M 2.26% 17
2024
Q3 		$196M Buy
1,843,723
+13,336
+0.7% +$1.09M 2.76% 13
2024
Q2 		$132M Buy
1,830,387
+150,488
+9% +$11.5M 2.13% 23
2024
Q1 		$122M Buy
1,679,899
+160,327
+11% +$11.7M 1.72% 24
2023
Q4 		$118M Buy
1,519,572
+352,255
+30% +$28.1M 1.77% 23
2023
Q3 		$101M Buy
1,167,317
+33,661
+3% +$3.08M 2% 22
2023
Q2 		$94.5M Buy
1,133,656
+527,408
+87% +$46.2M 1.24% 27
2023
Q1 		$61.9M Buy
+606,248
New +$60.7M 0.88% 44
2021
Q3 		– Sell
-637,475
Closed -$145M – 66
2021
Q2 		$145M Buy
637,475
+108,102
+20% +$24M 1.78% 24
2021
Q1 		$120M Sell
529,373
-122,775
-19% -$30.2M 1.49% 31
2020
Q4 		$152M Sell
652,148
-1,460
-0.2% -$405K 1.42% 23
2020
Q3 		$192M Sell
653,608
-174,088
-21% -$45.9M 1.88% 10
2020
Q2 		$179M Buy
827,696
+207,966
+34% +$43.3M 1.77% 14
2020
Q1 		$121M Sell
619,730
-833,912
-57% -$174M 1.32% 29
2019
Q4 		$308M Sell
1,453,642
-27,061
-2% -$5.08M 3.47% 5
2019
Q3 		$248M Sell
1,480,703
-53,020
-3% -$9.11M 2.98% 6
2019
Q2 		$260M Buy
+1,533,723
New +$265M 3.43% 6
2019
Q1 		– Sell
-802,046
Closed -$110M – 44
2018
Q4 		$110M Buy
+802,046
New +$119M 2.14% 24

Other funds holding BABA

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PSC
Portman Square Capital London, United Kingdom $2.11B AUM 19.71% 1-Year Est. Return
CC
Carrhae Capital London, United Kingdom $3.62B AUM 34.35% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
UIA
UG Investment Advisers Taipei, Taiwan $103M AUM 49.74% 1-Year Est. Return
PFU
Parus Finance (UK) London, United Kingdom $383M AUM 59.32% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Eminence Capital's BABA Position: Q2 2026 in Review

Eminence Capital sold out of Alibaba (BABA) in Q2 2026, closing a stake of 861,326 shares — an estimated $108M sold.

Eminence Capital first reported a position in BABA in Q4 2018 and held it in 23 quarters. The position peaked at $308M in Q4 2019. 287 funds tracked by Wall St. Rank hold BABA as of Q2 2026.

  • Eminence Capital reported no remaining Alibaba position as of Q2 2026 after selling out during the quarter.
  • Eminence Capital sold 861,326 Alibaba shares in Q2 2026, an estimated $108M.
  • Eminence Capital first reported a position in Alibaba in Q4 2018 and held it in 23 quarters.
  • Eminence Capital's Alibaba position peaked at $308M in Q4 2019.
  • 287 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.

Based on Eminence Capital's 13F filing for Q2 2026.