IvyRock Asset Management (HK)’s Alibaba BABA Stock Holding History

IvyRock Asset Management (HK)’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	$23.7M	Buy	246,700 +150,000	+155%	+$18.8M	13.38%	2
2026 Q1	$12.1M	Hold	96,700	–	–	6.82%	3
2025 Q4	$14.2M	Sell	96,700 -14,200	-13%	-$2.31M	7.48%	3
2025 Q3	$19.8M	Sell	110,900 -73,100	-40%	-$9.58M	8.52%	4
2025 Q2	$20.9M	Buy	184,000 +3,400	+2%	+$403K	9.63%	4
2025 Q1	$23.9M	Buy	180,600 +177,500	+5,726%	+$20.5M	11.22%	4
2024 Q4	$263K	Hold	3,100	–	–	0.12%	18
2024 Q3	$329K	Buy	+3,100	New	+$254K	0.14%	14
2021 Q3	–	Sell	-35,559	Closed	-$8.06M	–	11
2021 Q2	$8.06M	Sell	35,559 -4,000	-10%	-$889K	4.16%	7
2021 Q1	$8.97M	Buy	39,559 +5,700	+17%	+$1.4M	5.84%	5
2020 Q4	$7.88M	Buy	+33,859	New	+$9.4M	4.85%	6

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

IvyRock Asset Management (HK)'s BABA Position: Q2 2026 in Review

IvyRock Asset Management (HK) increased its Alibaba (BABA) stake by 155% in Q2 2026, buying an estimated $18.8M and bringing the position to 246,700 shares worth $23.7M. The position accounts for 13.38% of the portfolio, ranked #2.

IvyRock Asset Management (HK) first reported a position in BABA in Q4 2020 and has held it in 11 quarters since. The position peaked at $23.9M in Q1 2025. 1,227 funds tracked by Wall St. Rank hold BABA as of Q2 2026.

IvyRock Asset Management (HK) held 246,700 shares of Alibaba worth $23.7M as of Q2 2026.
IvyRock Asset Management (HK) bought 150,000 Alibaba shares in Q2 2026, an estimated $18.8M.
Alibaba made up 13.38% of IvyRock Asset Management (HK)'s portfolio in Q2 2026, its #2 holding.
IvyRock Asset Management (HK) first reported a position in Alibaba in Q4 2020 and has held it in 11 quarters since.
IvyRock Asset Management (HK)'s Alibaba position peaked at $23.9M in Q1 2025.
1,227 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.

Based on IvyRock Asset Management (HK)'s 13F filing for Q2 2026, filed 4 Aug 2026.