Long Focus Capital Management’s Alibaba BABA Stock Holding History

Long Focus 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	$7.68M	Hold	80,000	–	–	0.2%	66
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

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

Long Focus Capital Management's BABA Position: Q2 2026 in Review

Long Focus Capital Management held its Alibaba (BABA) position steady in Q2 2026 at 80,000 shares worth $7.68M. The position accounts for 0.2% of the portfolio, ranked #66.

Long Focus Capital Management first reported a position in BABA in Q4 2021 and has held it in 17 quarters since. The position peaked at $67.4M in Q3 2024. 1,219 funds tracked by Wall St. Rank hold BABA as of Q2 2026.

Long Focus Capital Management held 80,000 shares of Alibaba worth $7.68M as of Q2 2026.
Long Focus Capital Management left its Alibaba share count unchanged in Q2 2026.
Alibaba made up 0.2% of Long Focus Capital Management's portfolio in Q2 2026, its #66 holding.
Long Focus Capital Management first reported a position in Alibaba in Q4 2021 and has held it in 17 quarters since.
Long Focus Capital Management's Alibaba position peaked at $67.4M in Q3 2024.
1,219 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.

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