KA
Kerrisdale Advisers’s Alibaba BABA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Hold |
1,856
| – | – | 0.11% | 59 |
|
|
2025
Q1 | $245K | Sell |
1,856
-40,255
| -96% | -$5.32M | 0.1% | 70 |
|
|
2024
Q4 | $3.57M | Sell |
42,111
-13,740
| -25% | -$1.17M | 1.21% | 21 |
|
|
2024
Q3 | $5.93M | Sell |
55,851
-21,735
| -28% | -$2.31M | 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% | +$427K | 1.79% | 18 |
|
|
2023
Q3 | $6.25M | Buy |
72,076
+32,272
| +81% | +$2.8M | 1.98% | 14 |
|
|
2023
Q2 | $3.32M | Buy |
39,804
+20,940
| +111% | +$1.75M | 0.89% | 39 |
|
|
2023
Q1 | $1.93M | Sell |
18,864
-23,851
| -56% | -$2.44M | 0.57% | 47 |
|
|
2022
Q4 | $3.76M | Buy |
42,715
+7,700
| +22% | +$678K | 1.12% | 29 |
|
|
2022
Q3 | $2.8M | Hold |
35,015
| – | – | 0.68% | 34 |
|
|
2022
Q2 | $3.98M | Buy |
+35,015
| New | +$3.98M | 1.25% | 27 |
|
|
2022
Q1 | – | Sell |
-8,213
| Closed | -$976K | – | 41 |
|
|
2021
Q4 | $976K | Sell |
8,213
-186,630
| -96% | -$22.2M | 0.2% | 33 |
|
|
2021
Q3 | $28.8M | Sell |
194,843
-17,160
| -8% | -$2.54M | 3.13% | 15 |
|
|
2021
Q2 | $48.1M | Sell |
212,003
-126,367
| -37% | -$28.7M | 4.32% | 4 |
|
|
2021
Q1 | $76.7M | Buy |
+338,370
| New | +$76.7M | 5.88% | 1 |
|