HMI Capital Management’s Alibaba BABA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-972,502	Closed	-$144M	–	12
2021 Q3	$144M	Hold	972,502	–	–	4.32%	10
2021 Q2	$221M	Buy	972,502 +117,140	+14%	+$26.6M	6.91%	9
2021 Q1	$194M	Buy	855,362 +139,162	+19%	+$31.6M	6.92%	9
2020 Q4	$167M	Buy	+716,200	New	+$167M	6.71%	9