Headwater Capital’s Alibaba BABA Stock Holding History

Headwater 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 Q1	–	Sell	-16,000	Closed	-$2.35M	–	19
2025 Q4	$2.35M	Sell	16,000 -104,000	-87%	-$16.9M	0.49%	17
2025 Q3	$21.4M	Buy	+120,000	New	+$15.7M	5.25%	6

Other funds holding BABA

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Headwater Capital's BABA Position: Q1 2026 in Review

Headwater Capital sold out of Alibaba (BABA) in Q1 2026, closing a stake of 16,000 shares — an estimated $2.35M sold.

Headwater Capital first reported a position in BABA in Q3 2025 and held it in 2 quarters. The position peaked at $21.4M in Q3 2025. 1,348 funds tracked by Wall St. Rank hold BABA as of Q1 2026.

Headwater Capital reported no remaining Alibaba position as of Q1 2026 after selling out during the quarter.
Headwater Capital sold 16,000 Alibaba shares in Q1 2026, an estimated $2.35M.
Headwater Capital first reported a position in Alibaba in Q3 2025 and held it in 2 quarters.
Headwater Capital's Alibaba position peaked at $21.4M in Q3 2025.
1,348 funds tracked by Wall St. Rank held Alibaba as of Q1 2026.

Based on Headwater Capital's 13F filing for Q1 2026, filed 15 May 2026.