Polen Capital Management
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Polen Capital Management’s Alibaba BABA Stock Holding History

Polen 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
2025
Q4 		– Sell
-2,850
Closed -$509K – 241
2025
Q3 		$509K Buy
+2,850
New +$373K ﹤0.01% 184
2022
Q1 		– Sell
-2,244
Closed -$267K – 93
2021
Q4 		$267K Sell
2,244
-478,707
-100% -$69.7M ﹤0.01% 91
2021
Q3 		$71.2M Sell
480,951
-936,564
-66% -$170M 0.13% 30
2021
Q2 		$321M Buy
1,417,515
+53,831
+4% +$12M 0.62% 25
2021
Q1 		$309M Buy
1,363,684
+148,304
+12% +$36.4M 0.7% 25
2020
Q4 		$283M Buy
1,215,380
+254,552
+26% +$70.7M 0.66% 25
2020
Q3 		$282M Buy
960,828
+235,113
+32% +$61.9M 0.76% 24
2020
Q2 		$157M Buy
725,715
+217,707
+43% +$45.3M 0.47% 23
2020
Q1 		$98.8M Buy
508,008
+111,530
+28% +$23.3M 0.43% 23
2019
Q4 		$84.1M Buy
396,478
+104,733
+36% +$19.7M 0.33% 24
2019
Q3 		$48.8M Buy
291,745
+78,026
+37% +$13.4M 0.22% 22
2019
Q2 		$36.2M Buy
213,719
+76,427
+56% +$13.2M 0.18% 21
2019
Q1 		$25M Buy
137,292
+29,000
+27% +$4.88M 0.13% 21
2018
Q4 		$14.8M Buy
108,292
+30,526
+39% +$4.51M 0.1% 22
2018
Q3 		$12.8M Buy
77,766
+24,172
+45% +$4.28M 0.07% 22
2018
Q2 		$9.94M Buy
53,594
+4,392
+9% +$837K 0.06% 20
2018
Q1 		$9.03M Buy
49,202
+10,211
+26% +$1.92M 0.06% 20
2017
Q4 		$6.72M Buy
38,991
+11,108
+40% +$1.99M 0.05% 22
2017
Q3 		$4.82M Buy
27,883
+10,301
+59% +$1.67M 0.04% 20
2017
Q2 		$2.48M Buy
17,582
+2,716
+18% +$335K 0.02% 21
2017
Q1 		$1.6M Buy
14,866
+1,412
+10% +$144K 0.01% 23
2016
Q4 		$1.18M Buy
13,454
+1,919
+17% +$185K 0.01% 23
2016
Q3 		$1.22M Buy
11,535
+1,557
+16% +$144K 0.01% 23
2016
Q2 		$794K Buy
9,978
+3,668
+58% +$287K 0.01% 24
2016
Q1 		$499K Buy
6,310
+995
+19% +$70K 0.01% 26
2015
Q4 		$432K Buy
+5,315
New +$417K 0.01% 25

Other funds holding BABA

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Polen Capital Management's BABA Position: Q4 2025 in Review

Polen Capital Management sold out of Alibaba (BABA) in Q4 2025, closing a stake of 2,850 shares — an estimated $509K sold.

Polen Capital Management first reported a position in BABA in Q4 2015 and held it in 26 quarters. The position peaked at $321M in Q2 2021. 1,436 funds tracked by Wall St. Rank hold BABA as of Q4 2025.

  • Polen Capital Management reported no remaining Alibaba position as of Q4 2025 after selling out during the quarter.
  • Polen Capital Management sold 2,850 Alibaba shares in Q4 2025, an estimated $509K.
  • Polen Capital Management first reported a position in Alibaba in Q4 2015 and held it in 26 quarters.
  • Polen Capital Management's Alibaba position peaked at $321M in Q2 2021.
  • 1,436 funds tracked by Wall St. Rank held Alibaba as of Q4 2025.

Based on Polen Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.