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 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Infusive Asset Management's BABA Position: Q1 2026 in Review

Infusive Asset Management reduced its Alibaba (BABA) stake by 8.6% in Q1 2026, selling an estimated $605K and leaving 42,547 shares worth $5.34M. The position accounts for 2.58% of the portfolio, ranked #15.

Infusive Asset Management first reported a position in BABA in Q4 2020 and has held it in 9 quarters since. The position peaked at $44.1M in Q2 2021. 1,342 funds tracked by Wall St. Rank hold BABA as of Q1 2026.

Infusive Asset Management held 42,547 shares of Alibaba worth $5.34M as of Q1 2026.
Infusive Asset Management sold 4,023 Alibaba shares in Q1 2026, an estimated $605K.
Alibaba made up 2.58% of Infusive Asset Management's portfolio in Q1 2026, its #15 holding.
Infusive Asset Management first reported a position in Alibaba in Q4 2020 and has held it in 9 quarters since.
Infusive Asset Management's Alibaba position peaked at $44.1M in Q2 2021.
1,342 funds tracked by Wall St. Rank held Alibaba as of Q1 2026.

Based on Infusive Asset Management's 13F filing for Q1 2026, filed 14 May 2026.