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Ovata Capital Management’s Alibaba BABA Stock Holding History

Ovata 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
Q2 		$614K Sell
6,400
-26,407
-80% -$3.31M 0.05% 41
2026
Q1 		$4.12M Sell
32,807
-69,289
-68% -$10.4M 0.58% 26
2025
Q4 		$15.9M Sell
102,096
-41,759
-29% -$6.8M 1.93% 15
2025
Q3 		$26.2M Buy
143,855
+1,513
+1% +$198K 5.24% 7
2025
Q2 		$15.9M Buy
142,342
+62,679
+79% +$7.42M 3.45% 9
2025
Q1 		$10.5M Buy
+79,663
New +$9.19M 3.98% 7
2023
Q3 		– Sell
-88,000
Closed -$7.3M – 14
2023
Q2 		$7.3M Buy
88,000
+63,050
+253% +$5.52M 9.61% 3
2023
Q1 		$2.55M Buy
+24,950
New +$2.5M 1.09% 11
2022
Q3 		– Sell
-79,500
Closed -$9.07M – 36
2022
Q2 		$9.07M Buy
79,500
+67,663
+572% +$6.64M 2.65% 5
2022
Q1 		$1.36M Sell
11,837
-13,500
-53% -$1.56M 0.42% 23
2021
Q4 		$3.09M Sell
25,337
-110,577
-81% -$16.1M 1.05% 17
2021
Q3 		$19.9M Buy
135,914
+93,000
+217% +$16.9M 7.63% 2
2021
Q2 		$9.72M Buy
42,914
+564
+1% +$125K 4.68% 2
2021
Q1 		$9.59M Sell
42,350
-157,894
-79% -$38.8M 5.98% 3
2020
Q4 		$54.8M Sell
200,244
-99,047
-33% -$27.5M 17.34% 1
2020
Q3 		$87.9M Sell
299,291
-22,975
-7% -$6.05M 31.29% 1
2020
Q2 		$69.7M Buy
322,266
+30,917
+11% +$6.44M 20.85% 1
2020
Q1 		$55.1M Buy
+291,349
New +$60.8M 36.57% 1

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

Ovata Capital Management's BABA Position: Q2 2026 in Review

Ovata Capital Management reduced its Alibaba (BABA) stake by 80% in Q2 2026, selling an estimated $3.31M and leaving 6,400 shares worth $614K. The position accounts for 0.05% of the portfolio, ranked #41.

Ovata Capital Management first reported a position in BABA in Q1 2020 and has held it in 18 quarters since. The position peaked at $87.9M in Q3 2020. 1,219 funds tracked by Wall St. Rank hold BABA as of Q2 2026.

  • Ovata Capital Management held 6,400 shares of Alibaba worth $614K as of Q2 2026.
  • Ovata Capital Management sold 26,407 Alibaba shares in Q2 2026, an estimated $3.31M.
  • Alibaba made up 0.05% of Ovata Capital Management's portfolio in Q2 2026, its #41 holding.
  • Ovata Capital Management first reported a position in Alibaba in Q1 2020 and has held it in 18 quarters since.
  • Ovata Capital Management's Alibaba position peaked at $87.9M in Q3 2020.
  • 1,219 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.

Based on Ovata Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.