Infusive Asset Management’s Alibaba BABA Stock Holding History

Infusive Asset 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	$3.48M	Sell	36,231 -6,316	-15%	-$791K	1.58%	27
2026 Q1	$5.34M	Sell	42,547 -4,023	-9%	-$605K	2.58%	15
2025 Q4	$6.83M	Sell	46,570 -14,947	-24%	-$2.43M	2.92%	13
2025 Q3	$11M	Buy	61,517 +8,424	+16%	+$1.1M	5.04%	6
2025 Q2	$6.02M	Buy	53,093 +9,628	+22%	+$1.14M	2.68%	14
2025 Q1	$5.75M	Buy	43,465 +25,019	+136%	+$2.88M	2.67%	15
2024 Q4	$1.56M	Buy	+18,446	New	+$1.74M	0.7%	35
2021 Q3	–	Sell	-194,678	Closed	-$44.1M	–	51
2021 Q2	$44.1M	Buy	194,678 +16,451	+9%	+$3.66M	8.77%	1
2021 Q1	$40.7M	Buy	178,227 +43,734	+33%	+$10.7M	9.53%	1
2020 Q4	$31.3M	Buy	+134,493	New	+$37.3M	10.36%	1

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

Infusive Asset Management's BABA Position: Q2 2026 in Review

Infusive Asset Management reduced its Alibaba (BABA) stake by 15% in Q2 2026, selling an estimated $791K and leaving 36,231 shares worth $3.48M. The position accounts for 1.58% of the portfolio, ranked #27.

Infusive Asset Management first reported a position in BABA in Q4 2020 and has held it in 10 quarters since. The position peaked at $44.1M in Q2 2021. 1,224 funds tracked by Wall St. Rank hold BABA as of Q2 2026.

Infusive Asset Management held 36,231 shares of Alibaba worth $3.48M as of Q2 2026.
Infusive Asset Management sold 6,316 Alibaba shares in Q2 2026, an estimated $791K.
Alibaba made up 1.58% of Infusive Asset Management's portfolio in Q2 2026, its #27 holding.
Infusive Asset Management first reported a position in Alibaba in Q4 2020 and has held it in 10 quarters since.
Infusive Asset Management's Alibaba position peaked at $44.1M in Q2 2021.
1,224 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.

Based on Infusive Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.