Helios Capital Management’s Alibaba BABA Stock Holding History

Helios Capital Management’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	$4.38M	Hold	45,600	–	–	4.28%	9
2026 Q1	$5.72M	Hold	45,600	–	–	6.02%	7
2025 Q4	$6.68M	Hold	45,600	–	–	4.59%	9
2025 Q3	$8.15M	Hold	45,600	–	–	5.53%	6
2025 Q2	$5.17M	Hold	45,600	–	–	3.98%	10
2025 Q1	$6.03M	Hold	45,600	–	–	10.55%	4
2024 Q4	$3.87M	Buy	45,600 +5,600	+14%	+$529K	2.26%	15
2024 Q3	$4.24M	Hold	40,000	–	–	2.62%	11
2024 Q2	$2.88M	Hold	40,000	–	–	1.88%	16
2024 Q1	$2.89M	Hold	40,000	–	–	2.03%	14
2023 Q4	$3.1M	Buy	+40,000	New	+$3.19M	2.46%	11

Other funds holding BABA

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Helios Capital Management's BABA Position: Q2 2026 in Review

Helios Capital Management held its Alibaba (BABA) position steady in Q2 2026 at 45,600 shares worth $4.38M. The position accounts for 4.28% of the portfolio, ranked #9.

Helios Capital Management first reported a position in BABA in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.15M in Q3 2025. 1,191 funds tracked by Wall St. Rank hold BABA as of Q2 2026.

Helios Capital Management held 45,600 shares of Alibaba worth $4.38M as of Q2 2026.
Helios Capital Management left its Alibaba share count unchanged in Q2 2026.
Alibaba made up 4.28% of Helios Capital Management's portfolio in Q2 2026, its #9 holding.
Helios Capital Management first reported a position in Alibaba in Q4 2023 and has held it in 11 quarters since.
Helios Capital Management's Alibaba position peaked at $8.15M in Q3 2025.
1,191 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.

Based on Helios Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.