First Manhattan
BABA icon

First Manhattan’s Alibaba BABA Stock Holding History

First Manhattan’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 		$332K Buy
2,646
+287
+12% +$43.1K ﹤0.01% 641
2025
Q4 		$346K Buy
2,359
+165
+8% +$26.9K ﹤0.01% 625
2025
Q3 		$392K Sell
2,194
-779
-26% -$102K ﹤0.01% 586
2025
Q2 		$343K Sell
2,973
-17,555
-86% -$2.08M ﹤0.01% 599
2025
Q1 		$2.71M Buy
+20,528
New +$2.37M 0.01% 269
2024
Q4 		– Sell
-3,353
Closed -$356K – 683
2024
Q3 		$356K Sell
3,353
-912
-21% -$74.6K ﹤0.01% 558
2024
Q2 		$314K Sell
4,265
-750
-15% -$57.5K ﹤0.01% 563
2024
Q1 		$363K Sell
5,015
-2,130
-30% -$156K ﹤0.01% 557
2023
Q4 		$554K Sell
7,145
-5,509
-44% -$439K ﹤0.01% 459
2023
Q3 		$1.1M Buy
12,654
+4,715
+59% +$432K ﹤0.01% 371
2023
Q2 		$662K Sell
7,939
-45
-0.6% -$3.94K ﹤0.01% 440
2023
Q1 		$816K Sell
7,984
-28,800
-78% -$2.88M ﹤0.01% 429
2022
Q4 		$3.24M Buy
36,784
+23,400
+175% +$1.85M 0.01% 276
2022
Q3 		$1.07M Sell
13,384
-277,173
-95% -$26.4M ﹤0.01% 405
2022
Q2 		$33M Sell
290,557
-27,147
-9% -$2.66M 0.13% 72
2022
Q1 		$34.6M Sell
317,704
-64,606
-17% -$7.44M 0.11% 81
2021
Q4 		$45.4M Sell
382,310
-481,434
-56% -$70.1M 0.15% 68
2021
Q3 		$128M Buy
863,744
+65,676
+8% +$11.9M 0.47% 41
2021
Q2 		$181M Sell
798,068
-249,282
-24% -$55.4M 0.66% 31
2021
Q1 		$237M Buy
1,047,350
+848,211
+426% +$208M 1.02% 20
2020
Q4 		$46.3M Buy
199,139
+182,334
+1,085% +$50.6M 0.22% 61
2020
Q3 		$4.94M Buy
16,805
+1,295
+8% +$341K 0.03% 224
2020
Q2 		$3.35M Sell
15,510
-70,999
-82% -$14.8M 0.02% 253
2020
Q1 		$16.8M Buy
86,509
+4,128
+5% +$862K 0.11% 99
2019
Q4 		$17.5M Buy
82,381
+71,937
+689% +$13.5M 0.09% 115
2019
Q3 		$1.75M Sell
10,444
-500
-5% -$85.9K 0.01% 343
2019
Q2 		$1.85M Sell
10,944
-600
-5% -$104K 0.01% 343
2019
Q1 		$2.11M Sell
11,544
-765
-6% -$129K 0.01% 332
2018
Q4 		$1.69M Buy
12,309
+311
+3% +$46K 0.01% 360
2018
Q3 		$1.98M Buy
11,998
+600
+5% +$106K 0.01% 381
2018
Q2 		$2.11M Buy
11,398
+225
+2% +$42.9K 0.01% 359
2018
Q1 		$2.05M Sell
11,173
-710
-6% -$134K 0.01% 356
2017
Q4 		$2.05M Buy
11,883
+1,913
+19% +$343K 0.01% 369
2017
Q3 		$1.72M Buy
9,970
+780
+8% +$126K 0.01% 377
2017
Q2 		$1.29M Buy
9,190
+755
+9% +$93.2K 0.01% 395
2017
Q1 		$909K Buy
8,435
+883
+12% +$89.9K 0.01% 435
2016
Q4 		$663K Buy
7,552
+1,456
+24% +$140K ﹤0.01% 469
2016
Q3 		$644K Buy
6,096
+2,196
+56% +$204K ﹤0.01% 481
2016
Q2 		$310K Buy
3,900
+650
+20% +$50.9K ﹤0.01% 593
2016
Q1 		$256K Hold
3,250
– – ﹤0.01% 623
2015
Q4 		$264K Hold
3,250
– – ﹤0.01% 626
2015
Q3 		$191K Hold
3,250
– – ﹤0.01% 670
2015
Q2 		$267K Buy
3,250
+2,950
+983% +$254K ﹤0.01% 631
2015
Q1 		$24K Buy
300
+186
+163% +$16.8K ﹤0.01% 1089
2014
Q4 		$11K Buy
114
+14
+14% +$1.44K ﹤0.01% 1213
2014
Q3 		$8K Buy
+100
New +$8.98K ﹤0.01% 1234

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

First Manhattan's BABA Position: Q1 2026 in Review

First Manhattan increased its Alibaba (BABA) stake by 12% in Q1 2026, buying an estimated $43.1K and bringing the position to 2,646 shares worth $332K. The position accounts for ﹤0.01% of the portfolio, ranked #641.

First Manhattan first reported a position in BABA in Q3 2014 and has held it in 46 quarters since. The position peaked at $237M in Q1 2021. 1,343 funds tracked by Wall St. Rank hold BABA as of Q1 2026.

  • First Manhattan held 2,646 shares of Alibaba worth $332K as of Q1 2026.
  • First Manhattan bought 287 Alibaba shares in Q1 2026, an estimated $43.1K.
  • Alibaba made up ﹤0.01% of First Manhattan's portfolio in Q1 2026, its #641 holding.
  • First Manhattan first reported a position in Alibaba in Q3 2014 and has held it in 46 quarters since.
  • First Manhattan's Alibaba position peaked at $237M in Q1 2021.
  • 1,343 funds tracked by Wall St. Rank held Alibaba as of Q1 2026.

Based on First Manhattan's 13F filing for Q1 2026, filed 15 May 2026.