Eminence Capital’s Alibaba BABA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$125M Sell
1,099,091
-162,341
-13% -$18.4M 1.5% 27
2025
Q1
$167M Sell
1,261,432
-479,983
-28% -$63.5M 2.79% 13
2024
Q4
$148M Sell
1,741,415
-102,308
-6% -$8.67M 2.26% 17
2024
Q3
$196M Buy
1,843,723
+13,336
+0.7% +$1.42M 2.76% 12
2024
Q2
$132M Buy
1,830,387
+150,488
+9% +$10.8M 2.13% 23
2024
Q1
$122M Buy
1,679,899
+160,327
+11% +$11.6M 1.72% 20
2023
Q4
$118M Buy
1,519,572
+352,255
+30% +$27.3M 1.77% 19
2023
Q3
$101M Buy
1,167,317
+33,661
+3% +$2.92M 2% 22
2023
Q2
$94.5M Buy
1,133,656
+527,408
+87% +$44M 1.24% 26
2023
Q1
$61.9M Buy
+606,248
New +$61.9M 0.88% 43
2021
Q3
Sell
-637,475
Closed -$145M 65
2021
Q2
$145M Buy
637,475
+108,102
+20% +$24.5M 1.78% 24
2021
Q1
$120M Sell
529,373
-122,775
-19% -$27.8M 1.49% 31
2020
Q4
$152M Sell
652,148
-1,460
-0.2% -$340K 1.42% 20
2020
Q3
$192M Sell
653,608
-174,088
-21% -$51.2M 1.88% 9
2020
Q2
$179M Buy
827,696
+207,966
+34% +$44.9M 1.77% 12
2020
Q1
$121M Sell
619,730
-833,912
-57% -$162M 1.32% 27
2019
Q4
$308M Sell
1,453,642
-27,061
-2% -$5.74M 3.47% 5
2019
Q3
$248M Sell
1,480,703
-53,020
-3% -$8.87M 2.98% 6
2019
Q2
$260M Buy
+1,533,723
New +$260M 3.43% 6
2019
Q1
Sell
-802,046
Closed -$110M 43
2018
Q4
$110M Buy
+802,046
New +$110M 2.14% 24