Long Focus Capital Management’s Alibaba BABA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10M	Buy	+80,000	New	+$12M	0.26%	69
2025 Q3	–	Sell	-145,000	Closed	-$19M	–	97
2025 Q2	$16.4M	Sell	145,000 -40,000	-22%	-$4.74M	0.62%	43
2025 Q1	$24.5M	Sell	185,000 -572,000	-76%	-$66M	0.82%	31
2024 Q4	$64.2M	Buy	757,000 +122,000	+19%	+$11.5M	2.08%	13
2024 Q3	$67.4M	Hold	635,000	–	–	2.36%	9
2024 Q2	$45.7M	Sell	635,000 -68,000	-10%	-$5.21M	1.75%	13
2024 Q1	$50.9M	Buy	703,000 +82,000	+13%	+$6.01M	2.6%	11
2023 Q4	$48.1M	Buy	621,000 +111,000	+22%	+$8.84M	1.6%	9
2023 Q3	$44.2M	Buy	510,000 +100,000	+24%	+$9.15M	1.58%	9
2023 Q2	$34.2M	Buy	410,000 +25,100	+7%	+$2.2M	1.56%	8
2023 Q1	$39.3M	Buy	384,900 +53,125	+16%	+$5.32M	2.23%	8
2022 Q4	$29.2M	Buy	331,775 +45,275	+16%	+$3.57M	2.02%	7
2022 Q3	$22.9M	Buy	286,500 +57,900	+25%	+$5.52M	2.23%	7
2022 Q2	$26M	Sell	228,600 -20,600	-8%	-$2.02M	2.72%	6
2022 Q1	$27.1M	Buy	249,200 +209,200	+523%	+$24.1M	3.48%	6
2021 Q4	$4.75M	Buy	+40,000	New	+$5.83M	0.63%	37