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Polar Capital Holdings’s Alibaba BABA Stock Holding History

Polar Capital Holdings’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 		$22.1M Sell
176,161
-414,756
-70% -$62.3M 0.08% 139
2025
Q4 		$86.6M Sell
590,917
-57,479
-9% -$9.36M 0.33% 74
2025
Q3 		$116M Sell
648,396
-63,329
-9% -$8.3M 0.56% 53
2025
Q2 		$80.7M Sell
711,725
-1,431,716
-67% -$170M 0.42% 64
2025
Q1 		$283M Buy
+2,143,441
New +$247M 1.73% 8
2024
Q4 		– Sell
-1,928
Closed -$205K – 299
2024
Q3 		$205K Buy
+1,928
New +$158K ﹤0.01% 282
2023
Q4 		– Sell
-35,640
Closed -$3.09M – 281
2023
Q3 		$3.09M Sell
35,640
-688,195
-95% -$63M 0.02% 245
2023
Q2 		$60.3M Sell
723,835
-126,746
-15% -$11.1M 0.3% 78
2023
Q1 		$86.9M Sell
850,581
-187,615
-18% -$18.8M 0.56% 52
2022
Q4 		$91.5M Buy
1,038,196
+165,238
+19% +$13M 0.73% 36
2022
Q3 		$69.8K Sell
872,958
-354,824
-29% -$33.8M 0.44% 57
2022
Q2 		$140K Buy
1,227,782
+538,918
+78% +$52.8M 0.82% 16
2022
Q1 		$74.9K Buy
688,864
+678,771
+6,725% +$78.2M 0.34% 70
2021
Q4 		$1.2K Buy
10,093
+1,295
+15% +$189K ﹤0.01% 318
2021
Q3 		$1.3K Sell
8,798
-759,841
-99% -$138M 0.01% 312
2021
Q2 		$174K Sell
768,639
-734,293
-49% -$163M 0.76% 23
2021
Q1 		$341M Buy
1,502,932
+424,916
+39% +$104M 2.11% 7
2020
Q4 		$251M Buy
+1,078,016
New +$299M 1.52% 10

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

Polar Capital Holdings's BABA Position: Q1 2026 in Review

Polar Capital Holdings reduced its Alibaba (BABA) stake by 70% in Q1 2026, selling an estimated $62.3M and leaving 176,161 shares worth $22.1M. The position accounts for 0.08% of the portfolio, ranked #139.

Polar Capital Holdings first reported a position in BABA in Q4 2020 and has held it in 18 quarters since. The position peaked at $341M in Q1 2021. 1,344 funds tracked by Wall St. Rank hold BABA as of Q1 2026.

  • Polar Capital Holdings held 176,161 shares of Alibaba worth $22.1M as of Q1 2026.
  • Polar Capital Holdings sold 414,756 Alibaba shares in Q1 2026, an estimated $62.3M.
  • Alibaba made up 0.08% of Polar Capital Holdings's portfolio in Q1 2026, its #139 holding.
  • Polar Capital Holdings first reported a position in Alibaba in Q4 2020 and has held it in 18 quarters since.
  • Polar Capital Holdings's Alibaba position peaked at $341M in Q1 2021.
  • 1,344 funds tracked by Wall St. Rank held Alibaba as of Q1 2026.

Based on Polar Capital Holdings's 13F filing for Q1 2026, filed 15 May 2026.