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Poehling Capital Management’s Alibaba BABA Stock Holding History

Poehling 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 		$3.77M Buy
39,242
+662
+2% +$82.9K 0.81% 41
2026
Q1 		$4.84M Buy
38,580
+1,156
+3% +$174K 1.02% 31
2025
Q4 		$5.49M Buy
37,424
+436
+1% +$71K 1.12% 27
2025
Q3 		$6.61M Sell
36,988
-164
-0.4% -$21.5K 1.39% 21
2025
Q2 		$4.21M Buy
37,152
+289
+0.8% +$34.2K 0.98% 33
2025
Q1 		$4.87M Buy
36,863
+337
+0.9% +$38.9K 1.23% 22
2024
Q4 		$3.1M Buy
36,526
+8,998
+33% +$850K 0.76% 39
2024
Q3 		$2.92M Buy
27,528
+3,611
+15% +$295K 0.75% 44
2024
Q2 		$1.72M Buy
23,917
+61
+0.3% +$4.68K 0.47% 61
2024
Q1 		$1.73M Buy
23,856
+4,052
+20% +$297K 0.46% 61
2023
Q4 		$1.54M Buy
19,804
+12,554
+173% +$1M 0.49% 62
2023
Q3 		$629K Buy
7,250
+577
+9% +$52.8K 0.22% 78
2023
Q2 		$556K Sell
6,673
-120
-2% -$10.5K 0.19% 81
2023
Q1 		$694K Sell
6,793
-250
-4% -$25K 0.23% 80
2022
Q4 		$620K Buy
7,043
+238
+3% +$18.8K 0.23% 77
2022
Q3 		$544K Sell
6,805
-65
-0.9% -$6.19K 0.23% 74
2022
Q2 		$781K Sell
6,870
-341
-5% -$33.4K 0.29% 65
2022
Q1 		$785K Buy
7,211
+250
+4% +$28.8K 0.24% 81
2021
Q4 		$827K Sell
6,961
-7,763
-53% -$1.13M 0.27% 79
2021
Q3 		$2.18M Buy
14,724
+337
+2% +$61.3K 0.74% 52
2021
Q2 		$3.26M Buy
14,387
+13,457
+1,447% +$2.99M 1.04% 34
2021
Q1 		$211K Buy
+930
New +$228K 0.07% 141
2018
Q3 		– Sell
-55
Closed -$10K – 117
2018
Q2 		$10K Buy
55
+5
+10% +$953 0.01% 230
2018
Q1 		$9K Hold
50
– – 0.01% 238
2017
Q4 		$9K Buy
+50
New +$8.96K 0.01% 224

Other funds holding BABA

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
PSC
Portman Square Capital London, United Kingdom $2.11B AUM 19.71% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
CC
Carrhae Capital London, United Kingdom $3.62B AUM 34.35% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

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

Poehling Capital Management increased its Alibaba (BABA) stake by 1.7% in Q2 2026, buying an estimated $82.9K and bringing the position to 39,242 shares worth $3.77M. The position accounts for 0.81% of the portfolio, ranked #41.

Poehling Capital Management first reported a position in BABA in Q4 2017 and has held it in 25 quarters since. The position peaked at $6.61M in Q3 2025. 506 funds tracked by Wall St. Rank hold BABA as of Q2 2026.

  • Poehling Capital Management held 39,242 shares of Alibaba worth $3.77M as of Q2 2026.
  • Poehling Capital Management bought 662 Alibaba shares in Q2 2026, an estimated $82.9K.
  • Alibaba made up 0.81% of Poehling Capital Management's portfolio in Q2 2026, its #41 holding.
  • Poehling Capital Management first reported a position in Alibaba in Q4 2017 and has held it in 25 quarters since.
  • Poehling Capital Management's Alibaba position peaked at $6.61M in Q3 2025.
  • 506 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.

Based on Poehling Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.