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North of South Capital’s Alibaba BABA Stock Holding History

North of South Capital’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 		$2.38M Sell
24,816
-11,238
-31% -$1.41M 0.18% 18
2026
Q1 		$4.52M Sell
36,054
-3,344
-8% -$503K 0.41% 14
2025
Q4 		$5.77M Buy
39,398
+4,395
+13% +$716K 0.52% 13
2025
Q3 		$6.26M Sell
35,003
-2,057,866
-98% -$270M 0.6% 13
2025
Q2 		$237M Buy
2,092,869
+264,005
+14% +$31.3M 24.95% 1
2025
Q1 		$242M Sell
1,828,864
-146,896
-7% -$16.9M 27.01% 1
2024
Q4 		$168M Buy
1,975,760
+300,432
+18% +$28.4M 20.35% 1
2024
Q3 		$178M Buy
1,675,328
+418,609
+33% +$34.3M 26.96% 1
2024
Q2 		$90.5M Buy
+1,256,719
New +$96.4M 23.43% 2

Other funds holding BABA

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

North of South Capital's BABA Position: Q2 2026 in Review

North of South Capital reduced its Alibaba (BABA) stake by 31% in Q2 2026, selling an estimated $1.41M and leaving 24,816 shares worth $2.38M. The position accounts for 0.18% of the portfolio, ranked #18.

North of South Capital first reported a position in BABA in Q2 2024 and has held it in 9 quarters since. The position peaked at $242M in Q1 2025. 1,224 funds tracked by Wall St. Rank hold BABA as of Q2 2026.

  • North of South Capital held 24,816 shares of Alibaba worth $2.38M as of Q2 2026.
  • North of South Capital sold 11,238 Alibaba shares in Q2 2026, an estimated $1.41M.
  • Alibaba made up 0.18% of North of South Capital's portfolio in Q2 2026, its #18 holding.
  • North of South Capital first reported a position in Alibaba in Q2 2024 and has held it in 9 quarters since.
  • North of South Capital's Alibaba position peaked at $242M in Q1 2025.
  • 1,224 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.

Based on North of South Capital's 13F filing for Q2 2026, filed 30 Jul 2026.