KCM
BABA icon

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
Q1 		– Sell
-75,000
Closed -$11M – 71
2025
Q4 		$11M Buy
+75,000
New +$12.2M 1.31% 34
2018
Q4 		– Sell
-25,000
Closed -$4.12M – 65
2018
Q3 		$4.12M Buy
+25,000
New +$4.42M 0.29% 78

Other funds holding BABA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kingdon Capital Management's BABA Position: Q1 2026 in Review

Kingdon Capital Management reduced its Alibaba (BABA) stake by 10% in Q1 2026, selling an estimated $1.5M and leaving 90,000 shares worth $11.3M. The position accounts for 1.24% of the portfolio, ranked #26.

Kingdon Capital Management first reported a position in BABA in Q1 2017 and has held it in 12 quarters since. The position peaked at $58.2M in Q2 2017. 1,346 funds tracked by Wall St. Rank hold BABA as of Q1 2026.

  • Kingdon Capital Management held 90,000 shares of Alibaba worth $11.3M as of Q1 2026.
  • Kingdon Capital Management sold 10,000 Alibaba shares in Q1 2026, an estimated $1.5M.
  • Alibaba made up 1.24% of Kingdon Capital Management's portfolio in Q1 2026, its #26 holding.
  • Kingdon Capital Management first reported a position in Alibaba in Q1 2017 and has held it in 12 quarters since.
  • Kingdon Capital Management's Alibaba position peaked at $58.2M in Q2 2017.
  • 1,346 funds tracked by Wall St. Rank held Alibaba as of Q1 2026.

Based on Kingdon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.