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Polunin Capital Partners’s Alibaba BABA Stock Holding History

Polunin Capital Partners’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 		– Sell
-862,604
Closed -$106M – 20
2026
Q1 		$106M Sell
862,604
-521,118
-38% -$78.3M 27.38% 1
2025
Q4 		$229M Buy
1,383,722
+2,088
+0.2% +$340K 35.26% 1
2025
Q3 		$260M Sell
1,381,634
-45,000
-3% -$5.9M 38.2% 1
2025
Q2 		$154M Buy
1,426,634
+101,514
+8% +$12M 25.18% 1
2025
Q1 		$132M Buy
1,325,120
+908,544
+218% +$105M 26.6% 1
2024
Q4 		$35.4M Sell
416,576
-6,600
-2% -$623K 8.77% 4
2024
Q3 		$43.3M Buy
+423,176
New +$34.6M 10.14% 3
2023
Q4 		– Sell
-35,592
Closed -$3.09M – 28
2023
Q3 		$3.09M Hold
35,592
– – 0.69% 22
2023
Q2 		$2.97M Hold
35,592
– – 0.61% 23
2023
Q1 		$3.64M Hold
35,592
– – 0.75% 21
2022
Q4 		$3.13M Hold
35,592
– – 0.78% 18
2022
Q3 		$2.85M Sell
35,592
-862,014
-96% -$82.1M 0.99% 14
2022
Q2 		$102M Sell
897,606
-410,505
-31% -$40.3M 30.76% 1
2022
Q1 		$142M Sell
1,308,111
-7,745
-0.6% -$892K 39.85% 1
2021
Q4 		$156M Buy
1,315,856
+473,256
+56% +$68.9M 50.57% 1
2021
Q3 		$125M Buy
842,600
+348,400
+70% +$63.4M 100% 1
2021
Q2 		$112M Buy
+494,200
New +$110M 34.61% 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

Polunin Capital Partners's BABA Position: Q2 2026 in Review

Polunin Capital Partners sold out of Alibaba (BABA) in Q2 2026, closing a stake of 862,604 shares — an estimated $106M sold.

Polunin Capital Partners first reported a position in BABA in Q2 2021 and held it in 17 quarters. The position peaked at $260M in Q3 2025. 1,219 funds tracked by Wall St. Rank hold BABA as of Q2 2026.

  • Polunin Capital Partners reported no remaining Alibaba position as of Q2 2026 after selling out during the quarter.
  • Polunin Capital Partners sold 862,604 Alibaba shares in Q2 2026, an estimated $106M.
  • Polunin Capital Partners first reported a position in Alibaba in Q2 2021 and held it in 17 quarters.
  • Polunin Capital Partners's Alibaba position peaked at $260M in Q3 2025.
  • 1,219 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.

Based on Polunin Capital Partners's 13F filing for Q2 2026, filed 15 Jul 2026.