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Everest Capital’s Alibaba BABA Stock Holding History

Everest 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
2016
Q3 		$1.21M Buy
+11,400
New +$1.06M 20.27% 2
2015
Q1 		– Sell
-534,600
Closed -$55.6M – 13
2014
Q4 		$55.6M Sell
534,600
-41,200
-7% -$4.23M 8.56% 3
2014
Q3 		$51.2M Buy
+575,800
New +$51.7M 6.76% 4

Other funds holding BABA

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Everest Capital's BABA Position: Q3 2016 in Review

Everest Capital opened a new position in Alibaba (BABA) in Q3 2016: 11,400 shares worth $1.21M. The stake represents 20.27% of the portfolio and ranks #2 among its holdings. This is a return to the name: Everest Capital previously reported a position in BABA as recently as Q4 2014.

Everest Capital first reported a position in BABA in Q3 2014 and has held it in 3 quarters since. The position peaked at $55.6M in Q4 2014. 798 funds tracked by Wall St. Rank hold BABA as of Q3 2016.

  • Everest Capital held 11,400 shares of Alibaba worth $1.21M as of Q3 2016.
  • Alibaba was a new Everest Capital position in Q3 2016.
  • Alibaba made up 20.27% of Everest Capital's portfolio in Q3 2016, its #2 holding.
  • Everest Capital first reported a position in Alibaba in Q3 2014 and has held it in 3 quarters since.
  • Everest Capital's Alibaba position peaked at $55.6M in Q4 2014.
  • 798 funds tracked by Wall St. Rank held Alibaba as of Q3 2016.

Based on Everest Capital's 13F filing for Q3 2016, filed 14 Nov 2016.