Osborne Partners Capital Management’s Alibaba BABA Stock Holding History

Osborne Partners 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 Q1	$14.5M	Buy	115,896 +8,082	+7%	+$1.21M	0.77%	37
2025 Q4	$15.8M	Sell	107,814 -4,098	-4%	-$667K	0.81%	36
2025 Q3	$20M	Buy	111,912 +740	+0.7%	+$97K	1.02%	23
2025 Q2	$12.6M	Buy	111,172 +2,362	+2%	+$280K	0.67%	54
2025 Q1	$14.4M	Sell	108,810 -4,325	-4%	-$499K	0.83%	35
2024 Q4	$9.59M	Buy	113,135 +791	+0.7%	+$74.7K	0.56%	67
2024 Q3	$11.9M	Buy	112,344 +2,752	+3%	+$225K	0.68%	54
2024 Q2	$7.89M	Buy	109,592 +7,413	+7%	+$568K	0.47%	73
2024 Q1	$7.39M	Buy	102,179 +19,745	+24%	+$1.45M	0.46%	77
2023 Q4	$6.39M	Buy	82,434 +11,908	+17%	+$949K	0.42%	76
2023 Q3	$6.12M	Buy	70,526 +3,020	+4%	+$276K	0.45%	74
2023 Q2	$5.63M	Buy	67,506 +6,881	+11%	+$602K	0.41%	81
2023 Q1	$6.19M	Buy	60,625 +1,948	+3%	+$195K	0.45%	85
2022 Q4	$5.17M	Buy	58,677 +5,298	+10%	+$418K	0.41%	88
2022 Q3	$4.27M	Buy	53,379 +3,157	+6%	+$301K	0.36%	91
2022 Q2	$5.71M	Buy	50,222 +528	+1%	+$51.8K	0.44%	79
2022 Q1	$5.41M	Buy	49,694 +6,147	+14%	+$708K	0.4%	80
2021 Q4	$5.17M	Buy	43,547 +2,792	+7%	+$407K	0.38%	78
2021 Q3	$6.03M	Buy	40,755 +5,597	+16%	+$1.02M	0.48%	67
2021 Q2	$7.97M	Buy	35,158 +2,803	+9%	+$623K	0.66%	52
2021 Q1	$7.34M	Buy	32,355 +3,329	+11%	+$818K	0.67%	53
2020 Q4	$6.75M	Sell	29,026 -918	-3%	-$255K	0.83%	37
2020 Q3	$8.8M	Sell	29,944 -1,660	-5%	-$437K	1.77%	15
2020 Q2	$6.82M	Sell	31,604 -791	-2%	-$165K	1.46%	19
2020 Q1	$6.3M	Sell	32,395 -67	-0.2%	-$14K	1.64%	16
2019 Q4	$6.88M	Sell	32,462 -2,721	-8%	-$511K	1.39%	25
2019 Q3	$5.88M	Sell	35,183 -534	-1%	-$91.8K	1.18%	30
2019 Q2	$6.05M	Sell	35,717 -345	-1%	-$59.5K	1.16%	32
2019 Q1	$6.58M	Sell	36,062 -1,130	-3%	-$190K	1.29%	28
2018 Q4	$5.1M	Buy	37,192 +13,333	+56%	+$1.97M	0.76%	48
2018 Q3	$3.93M	Buy	23,859 +1,095	+5%	+$194K	0.5%	69
2018 Q2	$4.22M	Sell	22,764 -1,143	-5%	-$218K	0.58%	65
2018 Q1	$4.39M	Buy	23,907 +415	+2%	+$78.1K	0.6%	59
2017 Q4	$4.05M	Sell	23,492 -19,812	-46%	-$3.55M	0.54%	65
2017 Q3	$7.48M	Sell	43,304 -7,171	-14%	-$1.16M	1.02%	33
2017 Q2	$7.11M	Buy	50,475 +25	+0%	+$3.09K	1.01%	35
2017 Q1	$5.44M	Sell	50,450 -1,473	-3%	-$150K	0.78%	50
2016 Q4	$4.56M	Sell	51,923 -555	-1%	-$53.4K	0.67%	56
2016 Q3	$5.55M	Sell	52,478 -1,593	-3%	-$148K	0.83%	47
2016 Q2	$4.3M	Sell	54,071 -4,918	-8%	-$385K	0.64%	60
2016 Q1	$4.66M	Buy	58,989 +2,750	+5%	+$194K	0.68%	56
2015 Q4	$4.57M	Buy	56,239 +3,249	+6%	+$255K	0.66%	53
2015 Q3	$3.13M	Buy	52,990 +7,825	+17%	+$569K	0.46%	68
2015 Q2	$3.72M	Buy	45,165 +34,100	+308%	+$2.93M	0.5%	64
2015 Q1	$921K	Buy	+11,065	New	+$999K	0.12%	121

Other funds holding BABA

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osborne Partners Capital Management's BABA Position: Q1 2026 in Review

Osborne Partners Capital Management increased its Alibaba (BABA) stake by 7.5% in Q1 2026, buying an estimated $1.21M and bringing the position to 115,896 shares worth $14.5M. The position accounts for 0.77% of the portfolio, ranked #37.

Osborne Partners Capital Management first reported a position in BABA in Q1 2015 and has held it in 45 quarters since. The position peaked at $20M in Q3 2025. 1,343 funds tracked by Wall St. Rank hold BABA as of Q1 2026.

Osborne Partners Capital Management held 115,896 shares of Alibaba worth $14.5M as of Q1 2026.
Osborne Partners Capital Management bought 8,082 Alibaba shares in Q1 2026, an estimated $1.21M.
Alibaba made up 0.77% of Osborne Partners Capital Management's portfolio in Q1 2026, its #37 holding.
Osborne Partners Capital Management first reported a position in Alibaba in Q1 2015 and has held it in 45 quarters since.
Osborne Partners Capital Management's Alibaba position peaked at $20M in Q3 2025.
1,343 funds tracked by Wall St. Rank held Alibaba as of Q1 2026.

Based on Osborne Partners Capital Management's 13F filing for Q1 2026, filed 27 Apr 2026.