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Kerrisdale Advisers’s Alibaba BABA Stock Holding History

Kerrisdale Advisers’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 		– Sell
-1,366
Closed -$200K – 113
2025
Q4 		$200K Sell
1,366
-490
-26% -$79.8K 0.09% 73
2025
Q3 		$332K Hold
1,856
– – 0.17% 65
2025
Q2 		$210K Hold
1,856
– – 0.11% 59
2025
Q1 		$245K Sell
1,856
-40,255
-96% -$4.64M 0.1% 70
2024
Q4 		$3.57M Sell
42,111
-13,740
-25% -$1.3M 1.21% 21
2024
Q3 		$5.93M Sell
55,851
-21,735
-28% -$1.78M 2.02% 18
2024
Q2 		$5.59M Hold
77,586
– – 1.75% 18
2024
Q1 		$5.61M Hold
77,586
– – 1.76% 20
2023
Q4 		$6.01M Buy
77,586
+5,510
+8% +$439K 1.79% 18
2023
Q3 		$6.25M Buy
72,076
+32,272
+81% +$2.95M 1.98% 14
2023
Q2 		$3.32M Buy
39,804
+20,940
+111% +$1.83M 0.89% 39
2023
Q1 		$1.93M Sell
18,864
-23,851
-56% -$2.39M 0.57% 47
2022
Q4 		$3.76M Buy
42,715
+7,700
+22% +$607K 1.12% 29
2022
Q3 		$2.8M Hold
35,015
– – 0.68% 34
2022
Q2 		$3.98M Buy
+35,015
New +$3.43M 1.25% 27
2022
Q1 		– Sell
-8,213
Closed -$976K – 41
2021
Q4 		$976K Sell
8,213
-186,630
-96% -$27.2M 0.2% 33
2021
Q3 		$28.8M Sell
194,843
-17,160
-8% -$3.12M 3.13% 15
2021
Q2 		$48.1M Sell
212,003
-126,367
-37% -$28.1M 4.32% 4
2021
Q1 		$76.7M Buy
+338,370
New +$83.1M 5.88% 1

Other funds holding BABA

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kerrisdale Advisers's BABA Position: Q1 2026 in Review

Kerrisdale Advisers sold out of Alibaba (BABA) in Q1 2026, closing a stake of 1,366 shares — an estimated $200K sold.

Kerrisdale Advisers first reported a position in BABA in Q1 2021 and held it in 19 quarters. The position peaked at $76.7M in Q1 2021. 1,348 funds tracked by Wall St. Rank hold BABA as of Q1 2026.

  • Kerrisdale Advisers reported no remaining Alibaba position as of Q1 2026 after selling out during the quarter.
  • Kerrisdale Advisers sold 1,366 Alibaba shares in Q1 2026, an estimated $200K.
  • Kerrisdale Advisers first reported a position in Alibaba in Q1 2021 and held it in 19 quarters.
  • Kerrisdale Advisers's Alibaba position peaked at $76.7M in Q1 2021.
  • 1,348 funds tracked by Wall St. Rank held Alibaba as of Q1 2026.

Based on Kerrisdale Advisers's 13F filing for Q1 2026, filed 15 May 2026.