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Pale Fire Capital SE’s Alibaba BABA Stock Holding History

Pale Fire Capital SE’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 		$49.8M Buy
+518,964
New +$65M 3.52% 8
2024
Q2 		– Sell
-450,000
Closed -$32.6M – 48
2024
Q1 		$32.6M Buy
450,000
+80,000
+22% +$5.86M 4.54% 6
2023
Q4 		$28.7M Buy
370,000
+300,000
+429% +$23.9M 4.48% 6
2023
Q3 		$6.07M Buy
+70,000
New +$6.41M 0.61% 17

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

Pale Fire Capital SE's BABA Position: Q2 2026 in Review

Pale Fire Capital SE opened a new position in Alibaba (BABA) in Q2 2026: 518,964 shares worth $49.8M. The stake represents 3.52% of the portfolio and ranks #8 among its holdings. This is a return to the name: Pale Fire Capital SE previously reported a position in BABA as recently as Q1 2024.

Pale Fire Capital SE first reported a position in BABA in Q3 2023 and has held it in 4 quarters since. 1,224 funds tracked by Wall St. Rank hold BABA as of Q2 2026.

  • Pale Fire Capital SE held 518,964 shares of Alibaba worth $49.8M as of Q2 2026.
  • Alibaba was a new Pale Fire Capital SE position in Q2 2026.
  • Alibaba made up 3.52% of Pale Fire Capital SE's portfolio in Q2 2026, its #8 holding.
  • Pale Fire Capital SE first reported a position in Alibaba in Q3 2023 and has held it in 4 quarters since.
  • 1,224 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.

Based on Pale Fire Capital SE's 13F filing for Q2 2026, filed 13 Aug 2026.