Joho Capital’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-479,571
| Closed | -$38.4M | – | 16 |
|
|
2022
Q3 | $38.4M | Sell |
479,571
-345,000
| -42% | -$32.9M | 10.73% | 4 |
|
|
2022
Q2 | $93.7M | Sell |
824,571
-209,390
| -20% | -$20.5M | 21.42% | 2 |
|
|
2022
Q1 | $112M | Buy |
1,033,961
+76,170
| +8% | +$8.78M | 16.06% | 2 |
|
|
2021
Q4 | $114M | Buy |
957,791
+1,000
| +0.1% | +$146K | 15.74% | 2 |
|
|
2021
Q3 | $142M | Buy |
956,791
+385,900
| +68% | +$70.2M | 19.05% | 2 |
|
|
2021
Q2 | $129M | Hold |
570,891
| – | – | 18.39% | 2 |
|
|
2021
Q1 | $129M | Sell |
570,891
-183,700
| -24% | -$45.1M | 20.1% | 2 |
|
|
2020
Q4 | $176M | Buy |
754,591
+12,120
| +2% | +$3.36M | 29.98% | 1 |
|
|
2020
Q3 | $218M | Sell |
742,471
-26,000
| -3% | -$6.85M | 44.12% | 1 |
|
|
2020
Q2 | $166M | Buy |
768,471
+80,000
| +12% | +$16.7M | 47.43% | 1 |
|
|
2020
Q1 | $134M | Hold |
688,471
| – | – | 34.7% | 1 |
|
|
2019
Q4 | $146M | Hold |
688,471
| – | – | 21.76% | 2 |
|
|
2019
Q3 | $115M | Sell |
688,471
-43,850
| -6% | -$7.54M | 20.33% | 3 |
|
|
2019
Q2 | $124M | Buy |
732,321
+4,700
| +0.6% | +$811K | 19% | 2 |
|
|
2019
Q1 | $133M | Sell |
727,621
-80,016
| -10% | -$13.5M | 22.38% | 2 |
|
|
2018
Q4 | $111M | Hold |
807,637
| – | – | 24.81% | 2 |
|
|
2018
Q3 | $133M | Sell |
807,637
-83,000
| -9% | -$14.7M | 32.17% | 1 |
|
|
2018
Q2 | $165M | Hold |
890,637
| – | – | 35.98% | 1 |
|
|
2018
Q1 | $163M | Buy |
890,637
+97,000
| +12% | +$18.3M | 40.62% | 1 |
|
|
2017
Q4 | $137M | Sell |
793,637
-180,000
| -18% | -$32.3M | 35.21% | 1 |
|
|
2017
Q3 | $168M | Sell |
973,637
-229,500
| -19% | -$37.2M | 36.69% | 1 |
|
|
2017
Q2 | $170M | Sell |
1,203,137
-110,000
| -8% | -$13.6M | 34.9% | 1 |
|
|
2017
Q1 | $142M | Hold |
1,313,137
| – | – | 27.08% | 2 |
|
|
2016
Q4 | $115M | Buy |
1,313,137
+101,150
| +8% | +$9.74M | 23.15% | 2 |
|
|
2016
Q3 | $128M | Buy |
1,211,987
+76,000
| +7% | +$7.04M | 25.23% | 2 |
|
|
2016
Q2 | $90.3M | Buy |
1,135,987
+136,537
| +14% | +$10.7M | 24.6% | 2 |
|
|
2016
Q1 | $79M | Buy |
999,450
+325,000
| +48% | +$22.9M | 19.84% | 2 |
|
|
2015
Q4 | $54.8M | Hold |
674,450
| – | – | 15.35% | 3 |
|
|
2015
Q3 | $39.8M | Buy |
674,450
+325,450
| +93% | +$23.7M | 11.39% | 5 |
|
|
2015
Q2 | $28.7M | Buy |
+349,000
| New | +$30M | 6.69% | 8 |
|
Other funds holding BABA
Joho Capital's BABA Position: Q4 2022 in Review
Joho Capital sold out of Alibaba (BABA) in Q4 2022, closing a stake of 479,571 shares — an estimated $38.4M sold.
Joho Capital first reported a position in BABA in Q2 2015 and held it in 30 quarters. The position peaked at $218M in Q3 2020. 1,173 funds tracked by Wall St. Rank hold BABA as of Q4 2022.
- Joho Capital reported no remaining Alibaba position as of Q4 2022 after selling out during the quarter.
- Joho Capital sold 479,571 Alibaba shares in Q4 2022, an estimated $38.4M.
- Joho Capital first reported a position in Alibaba in Q2 2015 and held it in 30 quarters.
- Joho Capital's Alibaba position peaked at $218M in Q3 2020.
- 1,173 funds tracked by Wall St. Rank held Alibaba as of Q4 2022.
Based on Joho Capital's 13F filing for Q4 2022, filed 14 Feb 2023.