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 Q2	$4.8M	Sell	50,000 -26,742	-35%	-$3.35M	0.75%	43
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

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

Maytus Capital Management's BABA Position: Q2 2026 in Review

Maytus Capital Management reduced its Alibaba (BABA) stake by 35% in Q2 2026, selling an estimated $3.35M and leaving 50,000 shares worth $4.8M. The position accounts for 0.75% of the portfolio, ranked #43.

Maytus Capital Management first reported a position in BABA in Q4 2018 and has held it in 17 quarters since. The position peaked at $13.5M in Q3 2025. 1,224 funds tracked by Wall St. Rank hold BABA as of Q2 2026.

Maytus Capital Management held 50,000 shares of Alibaba worth $4.8M as of Q2 2026.
Maytus Capital Management sold 26,742 Alibaba shares in Q2 2026, an estimated $3.35M.
Alibaba made up 0.75% of Maytus Capital Management's portfolio in Q2 2026, its #43 holding.
Maytus Capital Management first reported a position in Alibaba in Q4 2018 and has held it in 17 quarters since.
Maytus Capital Management's Alibaba position peaked at $13.5M in Q3 2025.
1,224 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.

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