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	$3.76M	Sell	30,000 -125,000	-81%	-$18.8M	0.1%	84
2025 Q4	$22.7M	Sell	155,000 -25,000	-14%	-$4.07M	0.6%	44
2025 Q3	$32.2M	Sell	180,000 -45,000	-20%	-$5.9M	1.06%	28
2025 Q2	$25.5M	Hold	225,000	–	–	0.96%	28
2025 Q1	$29.8M	Sell	225,000 -1,652,300	-88%	-$191M	0.99%	25
2024 Q4	$159M	Sell	1,877,300 -402,500	-18%	-$38M	5.16%	5
2024 Q3	$242M	Sell	2,279,800 -2,230,100	-49%	-$182M	8.48%	5
2024 Q2	$325M	Sell	4,509,900 -1,090,000	-19%	-$83.6M	12.43%	1
2024 Q1	$405M	Sell	5,599,900 -58,500	-1%	-$4.29M	20.74%	1
2023 Q4	$439M	Buy	5,658,400 +4,863,600	+612%	+$388M	14.58%	2
2023 Q3	$68.9M	Buy	+794,800	New	+$72.8M	2.46%	8