Kingdon Capital Management’s Alibaba BABA Stock Holding History

Kingdon Capital Management’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	$9.6M	Buy	100,000 +10,000	+11%	+$1.25M	0.98%	39
2026 Q1	$11.3M	Sell	90,000 -10,000	-10%	-$1.5M	1.24%	26
2025 Q4	$14.7M	Buy	+100,000	New	+$16.3M	1.74%	21
2025 Q2	–	Sell	-62,000	Closed	-$8.2M	–	71
2025 Q1	$8.2M	Buy	+62,000	New	+$7.15M	0.87%	38
2019 Q4	–	Sell	-134,360	Closed	-$22.5M	–	60
2019 Q3	$22.5M	Sell	134,360 -15,640	-10%	-$2.69M	2.65%	11
2019 Q2	$25.4M	Buy	+150,000	New	+$25.9M	2.5%	10
2018 Q4	–	Sell	-2,461	Closed	-$405K	–	64
2018 Q3	$405K	Sell	2,461 -19,293	-89%	-$3.41M	0.03%	107
2018 Q2	$4.04M	Sell	21,754 -13,285	-38%	-$2.53M	0.28%	86
2018 Q1	$6.43M	Buy	35,039 +21,803	+165%	+$4.11M	0.51%	60
2017 Q4	$2.28M	Sell	13,236 -86,694	-87%	-$15.5M	0.15%	100
2017 Q3	$17.4M	Sell	99,930 -313,228	-76%	-$50.8M	1.13%	25
2017 Q2	$58.2M	Buy	413,158 +269,958	+189%	+$33.3M	3.98%	3
2017 Q1	$15.4M	Buy	+143,200	New	+$14.6M	0.85%	37

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

Kingdon Capital Management's BABA Position: Q2 2026 in Review

Kingdon Capital Management increased its Alibaba (BABA) stake by 11% in Q2 2026, buying an estimated $1.25M and bringing the position to 100,000 shares worth $9.6M. The position accounts for 0.98% of the portfolio, ranked #39.

Kingdon Capital Management first reported a position in BABA in Q1 2017 and has held it in 13 quarters since. The position peaked at $58.2M in Q2 2017. 1,219 funds tracked by Wall St. Rank hold BABA as of Q2 2026.

Kingdon Capital Management held 100,000 shares of Alibaba worth $9.6M as of Q2 2026.
Kingdon Capital Management bought 10,000 Alibaba shares in Q2 2026, an estimated $1.25M.
Alibaba made up 0.98% of Kingdon Capital Management's portfolio in Q2 2026, its #39 holding.
Kingdon Capital Management first reported a position in Alibaba in Q1 2017 and has held it in 13 quarters since.
Kingdon Capital Management's Alibaba position peaked at $58.2M in Q2 2017.
1,219 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.

Based on Kingdon Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.