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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
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

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

North of South Capital's BABA Position: Q1 2026 in Review

North of South Capital reduced its Alibaba (BABA) stake by 8.5% in Q1 2026, selling an estimated $503K and leaving 36,054 shares worth $4.52M. The position accounts for 0.41% of the portfolio, ranked #14.

North of South Capital first reported a position in BABA in Q2 2024 and has held it in 8 quarters since. The position peaked at $242M in Q1 2025. 1,344 funds tracked by Wall St. Rank hold BABA as of Q1 2026.

  • North of South Capital held 36,054 shares of Alibaba worth $4.52M as of Q1 2026.
  • North of South Capital sold 3,344 Alibaba shares in Q1 2026, an estimated $503K.
  • Alibaba made up 0.41% of North of South Capital's portfolio in Q1 2026, its #14 holding.
  • North of South Capital first reported a position in Alibaba in Q2 2024 and has held it in 8 quarters since.
  • North of South Capital's Alibaba position peaked at $242M in Q1 2025.
  • 1,344 funds tracked by Wall St. Rank held Alibaba as of Q1 2026.

Based on North of South Capital's 13F filing for Q1 2026, filed 20 Apr 2026.