Lead Edge Capital Management’s Alibaba BABA Stock Holding History

Lead Edge 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
2022 Q1	–	Sell	-221,830	Closed	-$26.4M	–	10
2021 Q4	$26.4M	Buy	221,830 +44,500	+25%	+$6.48M	3.94%	6
2021 Q3	$26.3M	Buy	177,330 +82,849	+88%	+$15.1M	3.12%	4
2021 Q2	$21.4M	Buy	94,481 +50,710	+116%	+$11.3M	10.09%	3
2021 Q1	$6.86M	Buy	+43,771	New	+$10.8M	7.66%	3
2019 Q4	–	Sell	-120,646	Closed	-$20.2M	–	6
2019 Q3	$20.2M	Buy	120,646 +32,061	+36%	+$5.51M	48.54%	2
2019 Q2	$15M	Sell	88,585 -204,400	-70%	-$35.3M	31.3%	2
2019 Q1	$53.5M	Buy	292,985 +18,344	+7%	+$3.09M	68.29%	1
2018 Q4	$37.6M	Buy	+274,641	New	+$40.6M	65.37%	1

Other funds holding BABA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

EFM

E Fund Management Guangzhou, China $3.37B AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lead Edge Capital Management's BABA Position: Q1 2022 in Review

Lead Edge Capital Management sold out of Alibaba (BABA) in Q1 2022, closing a stake of 221,830 shares — an estimated $26.4M sold.

Lead Edge Capital Management first reported a position in BABA in Q4 2018 and held it in 8 quarters. The position peaked at $53.5M in Q1 2019. 1,320 funds tracked by Wall St. Rank hold BABA as of Q1 2022.

Lead Edge Capital Management reported no remaining Alibaba position as of Q1 2022 after selling out during the quarter.
Lead Edge Capital Management sold 221,830 Alibaba shares in Q1 2022, an estimated $26.4M.
Lead Edge Capital Management first reported a position in Alibaba in Q4 2018 and held it in 8 quarters.
Lead Edge Capital Management's Alibaba position peaked at $53.5M in Q1 2019.
1,320 funds tracked by Wall St. Rank held Alibaba as of Q1 2022.

Based on Lead Edge Capital Management's 13F filing for Q1 2022, filed 16 May 2022.