North of South Capital’s Alibaba BABA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$237M Buy
2,092,869
+264,005
+14% +$29.9M 24.95% 1
2025
Q1
$242M Sell
1,828,864
-146,896
-7% -$19.4M 27.01% 1
2024
Q4
$168M Buy
1,975,760
+300,432
+18% +$25.5M 20.35% 1
2024
Q3
$178M Buy
1,675,328
+418,609
+33% +$44.4M 26.96% 1
2024
Q2
$90.5M Buy
+1,256,719
New +$90.5M 23.43% 2