LFCM
Long Focus Capital Management’s Alibaba BABA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.4M | Sell |
145,000
-40,000
| -22% | -$4.54M | 0.62% | 34 |
|
|
2025
Q1 | $24.5M | Sell |
185,000
-572,000
| -76% | -$75.6M | 0.82% | 21 |
|
|
2024
Q4 | $64.2M | Buy |
757,000
+122,000
| +19% | +$10.3M | 2.08% | 5 |
|
|
2024
Q3 | $67.4M | Hold |
635,000
| – | – | 2.36% | 2 |
|
|
2024
Q2 | $45.7M | Sell |
635,000
-68,000
| -10% | -$4.9M | 1.75% | 5 |
|
|
2024
Q1 | $50.9M | Buy |
703,000
+82,000
| +13% | +$5.93M | 2.6% | 4 |
|
|
2023
Q4 | $48.1M | Buy |
621,000
+111,000
| +22% | +$8.6M | 1.6% | 1 |
|
|
2023
Q3 | $44.2M | Buy |
510,000
+100,000
| +24% | +$8.67M | 1.58% | 1 |
|
|
2023
Q2 | $34.2M | Buy |
410,000
+25,100
| +7% | +$2.09M | 1.56% | 3 |
|
|
2023
Q1 | $39.3M | Buy |
384,900
+53,125
| +16% | +$5.43M | 2.23% | 2 |
|
|
2022
Q4 | $29.2M | Buy |
331,775
+45,275
| +16% | +$3.99M | 2.02% | 2 |
|
|
2022
Q3 | $22.9M | Buy |
286,500
+57,900
| +25% | +$4.63M | 2.23% | 4 |
|
|
2022
Q2 | $26M | Sell |
228,600
-20,600
| -8% | -$2.34M | 2.72% | 2 |
|
|
2022
Q1 | $27.1M | Buy |
249,200
+209,200
| +523% | +$22.8M | 3.48% | 2 |
|
|
2021
Q4 | $4.75M | Buy |
+40,000
| New | +$4.75M | 0.63% | 31 |
|