Miura Global Management’s Alibaba BABA Stock Holding History

Miura Global 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
2022 Q3	–	Sell	-70,000	Closed	-$7.96M	–	19
2022 Q2	$7.96M	Buy	+70,000	New	+$6.86M	5.46%	9
2021 Q1	–	Sell	-7,200	Closed	-$1.68M	–	34
2020 Q4	$1.68M	Sell	7,200 -500	-6%	-$139K	0.32%	41
2020 Q3	$2.26M	Buy	+7,700	New	+$2.03M	0.64%	33
2020 Q1	–	Sell	-80,000	Closed	-$17M	–	38
2019 Q4	$17M	Sell	80,000 -70,000	-47%	-$13.1M	2.92%	14
2019 Q3	$25.1M	Buy	+150,000	New	+$25.8M	4.42%	9
2019 Q2	–	Sell	-200,000	Closed	-$36.5M	–	26
2019 Q1	$36.5M	Sell	200,000 -20,000	-9%	-$3.36M	6.25%	7
2018 Q4	$30.2M	Buy	220,000 +5,000	+2%	+$739K	7.69%	4
2018 Q3	$35.4M	Buy	215,000 +80,000	+59%	+$14.2M	6.53%	4
2018 Q2	$25M	Buy	+135,000	New	+$25.7M	5.91%	7
2017 Q4	–	Sell	-300,000	Closed	-$51.8M	–	19
2017 Q3	$51.8M	Sell	300,000 -275,000	-48%	-$44.6M	13.51%	1
2017 Q2	$81M	Buy	+575,000	New	+$71M	17.75%	1
2016 Q4	–	Sell	-170,000	Closed	-$18M	–	19
2016 Q3	$18M	Buy	+170,000	New	+$15.8M	1.97%	18

Other funds holding BABA

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

Primecap Management Pasadena, California $127B AUM 44.11% 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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Credit Agricole Montrouge Cedex, France $38.1B AUM

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

Miura Global Management's BABA Position: Q3 2022 in Review

Miura Global Management sold out of Alibaba (BABA) in Q3 2022, closing a stake of 70,000 shares — an estimated $7.96M sold.

Miura Global Management first reported a position in BABA in Q3 2016 and held it in 12 quarters. The position peaked at $81M in Q2 2017. 1,140 funds tracked by Wall St. Rank hold BABA as of Q3 2022.

Miura Global Management reported no remaining Alibaba position as of Q3 2022 after selling out during the quarter.
Miura Global Management sold 70,000 Alibaba shares in Q3 2022, an estimated $7.96M.
Miura Global Management first reported a position in Alibaba in Q3 2016 and held it in 12 quarters.
Miura Global Management's Alibaba position peaked at $81M in Q2 2017.
1,140 funds tracked by Wall St. Rank held Alibaba as of Q3 2022.

Based on Miura Global Management's 13F filing for Q3 2022, filed 14 Nov 2022.