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John Overdeck’s Alibaba BABA Stock Holding History

John Overdeck’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
2022
Q1 		– Sell
-24,400
Closed -$2.9M – 2742
2021
Q4 		$2.9M Sell
24,400
-48,100
-66% -$7M 0.01% 1602
2021
Q3 		$10.7M Sell
72,500
-58,500
-45% -$10.6M 0.02% 744
2021
Q2 		$29.7M Buy
131,000
+39,300
+43% +$8.73M 0.07% 351
2021
Q1 		$20.8M Buy
91,700
+75,000
+449% +$18.4M 0.05% 420
2020
Q4 		$3.89M Sell
16,700
-51,600
-76% -$14.3M 0.01% 1075
2020
Q3 		$20.1M Buy
68,300
+29,500
+76% +$7.77M 0.07% 297
2020
Q2 		$8.37M Sell
38,800
-127,000
-77% -$26.4M 0.04% 447
2020
Q1 		$32.2M Buy
165,800
+86,800
+110% +$18.1M 0.26% 63
2019
Q4 		$16.8M Sell
79,000
-162,300
-67% -$30.5M 0.05% 425
2019
Q3 		$40.4M Sell
241,300
-48,200
-17% -$8.28M 0.14% 197
2019
Q2 		$49.1M Buy
289,500
+103,900
+56% +$17.9M 0.16% 151
2019
Q1 		$33.9M Sell
185,600
-227,200
-55% -$38.2M 0.11% 235
2018
Q4 		$56.6M Buy
412,800
+188,800
+84% +$27.9M 0.22% 108
2018
Q3 		$36.9M Buy
224,000
+194,700
+665% +$34.5M 0.1% 265
2018
Q2 		$5.44M Buy
29,300
+2,200
+8% +$419K 0.02% 972
2018
Q1 		$4.97M Sell
27,100
-20,900
-44% -$3.94M 0.02% 952
2017
Q4 		$8.28M Hold
48,000
– – 0.03% 682
2017
Q3 		$8.29M Sell
48,000
-68,300
-59% -$11.1M 0.03% 593
2017
Q2 		$16.4M Buy
116,300
+27,100
+30% +$3.35M 0.06% 380
2017
Q1 		$9.62M Sell
89,200
-218,200
-71% -$22.2M 0.03% 625
2016
Q4 		$27M Buy
307,400
+293,400
+2,096% +$28.2M 0.1% 232
2016
Q3 		$1.48M Sell
14,000
-26,000
-65% -$2.41M 0.01% 1689
2016
Q2 		$3.18M Buy
40,000
+13,000
+48% +$1.02M 0.01% 999
2016
Q1 		$2.13M Buy
27,000
+16,000
+145% +$1.13M 0.01% 1147
2015
Q4 		$894K Sell
11,000
-17,000
-61% -$1.33M ﹤0.01% 1578
2015
Q3 		$1.65M Sell
28,000
-11,000
-28% -$800K 0.01% 931
2015
Q2 		$3.21M Buy
39,000
+21,000
+117% +$1.8M 0.02% 936
2015
Q1 		$1.5M Buy
+18,000
New +$1.62M 0.01% 1336

Other funds holding BABA

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

John Overdeck's BABA Position: Q2 2026 in Review

John Overdeck opened a new position in Alibaba (BABA) in Q2 2026: 137,300 shares worth $13.2M. The stake represents 0.01% of the portfolio and ranks #1316 among its holdings. This is a return to the name: John Overdeck previously reported a position in BABA as recently as Q4 2023.

John Overdeck first reported a position in BABA in Q3 2014 and has held it in 29 quarters since. The position peaked at $151M in Q4 2021. 1,219 funds tracked by Wall St. Rank hold BABA as of Q2 2026.

  • John Overdeck held 137,300 shares of Alibaba worth $13.2M as of Q2 2026.
  • Alibaba was a new John Overdeck position in Q2 2026.
  • Alibaba made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1316 holding.
  • John Overdeck first reported a position in Alibaba in Q3 2014 and has held it in 29 quarters since.
  • John Overdeck's Alibaba position peaked at $151M in Q4 2021.
  • 1,219 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.