Maytus Capital Management’s Alibaba BABA Stock Holding History

Maytus 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 Q1	$9.63M	Buy	76,742 +35,742	+87%	+$5.37M	1.71%	19
2025 Q4	$6.01M	Sell	41,000 -34,594	-46%	-$5.63M	1.42%	29
2025 Q3	$13.5M	Buy	75,594 +45,663	+153%	+$5.98M	2.9%	6
2025 Q2	$3.39M	Sell	29,931 -32,643	-52%	-$3.86M	0.63%	50
2025 Q1	$8.27M	Buy	+62,574	New	+$7.22M	2.55%	12
2023 Q4	–	Sell	-20,000	Closed	-$1.73M	–	56
2023 Q3	$1.73M	Sell	20,000 -20,000	-50%	-$1.83M	0.97%	33
2023 Q2	$3.33M	Buy	+40,000	New	+$3.5M	1.64%	28
2022 Q3	–	Sell	-90,000	Closed	-$10.2M	–	36
2022 Q2	$10.2M	Buy	90,000 +34,000	+61%	+$3.33M	2.81%	15
2022 Q1	$6.09M	Buy	+56,000	New	+$6.45M	1.51%	22
2021 Q3	–	Sell	-32,500	Closed	-$7.37M	–	47
2021 Q2	$7.37M	Buy	+32,500	New	+$7.22M	2.35%	17
2020 Q4	–	Sell	-15,000	Closed	-$4.41M	–	38
2020 Q3	$4.41M	Buy	+15,000	New	+$3.95M	2.03%	26
2020 Q2	–	Sell	-17,000	Closed	-$3.31M	–	39
2020 Q1	$3.31M	Buy	17,000 +7,000	+70%	+$1.46M	2%	25
2019 Q4	$2.12M	Buy	+10,000	New	+$1.88M	1.05%	41
2019 Q3	–	Sell	-29,000	Closed	-$4.91M	–	52
2019 Q2	$4.91M	Buy	29,000 +4,000	+16%	+$690K	2.39%	12
2019 Q1	$4.56M	Sell	25,000 -18,000	-42%	-$3.03M	2.38%	22
2018 Q4	$5.89M	Buy	+43,000	New	+$6.36M	3.21%	8

Other funds holding BABA

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Maytus Capital Management's BABA Position: Q1 2026 in Review

Maytus Capital Management increased its Alibaba (BABA) stake by 87% in Q1 2026, buying an estimated $5.37M and bringing the position to 76,742 shares worth $9.63M. The position accounts for 1.71% of the portfolio, ranked #19.

Maytus Capital Management first reported a position in BABA in Q4 2018 and has held it in 16 quarters since. The position peaked at $13.5M in Q3 2025. 1,343 funds tracked by Wall St. Rank hold BABA as of Q1 2026.

Maytus Capital Management held 76,742 shares of Alibaba worth $9.63M as of Q1 2026.
Maytus Capital Management bought 35,742 Alibaba shares in Q1 2026, an estimated $5.37M.
Alibaba made up 1.71% of Maytus Capital Management's portfolio in Q1 2026, its #19 holding.
Maytus Capital Management first reported a position in Alibaba in Q4 2018 and has held it in 16 quarters since.
Maytus Capital Management's Alibaba position peaked at $13.5M in Q3 2025.
1,343 funds tracked by Wall St. Rank held Alibaba as of Q1 2026.

Based on Maytus Capital Management's 13F filing for Q1 2026, filed 15 May 2026.