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Polymer Capital Management (HK)’s Alibaba BABA Stock Holding History

Polymer Capital Management (HK)’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 		$6.25M Buy
49,783
+33,680
+209% +$5.06M 0.54% 32
2025
Q4 		$2.36M Sell
16,103
-90,850
-85% -$14.8M 0.34% 61
2025
Q3 		$19.1M Buy
106,953
+95,946
+872% +$12.6M 2.64% 9
2025
Q2 		$1.25M Sell
11,007
-153,941
-93% -$18.2M 0.19% 86
2025
Q1 		$21.8M Buy
164,948
+112,348
+214% +$13M 3.72% 5
2024
Q4 		$4.46M Sell
52,600
-141,874
-73% -$13.4M 0.77% 35
2024
Q3 		$20.6M Sell
194,474
-33,226
-15% -$2.72M 4.78% 3
2024
Q2 		$16.4M Buy
227,700
+136,200
+149% +$10.4M 3.32% 6
2024
Q1 		$6.62M Sell
91,500
-35,185
-28% -$2.58M 1.67% 14
2023
Q4 		$9.82M Buy
+126,685
New +$10.1M 3.39% 4

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

Polymer Capital Management (HK)'s BABA Position: Q1 2026 in Review

Polymer Capital Management (HK) increased its Alibaba (BABA) stake by 209% in Q1 2026, buying an estimated $5.06M and bringing the position to 49,783 shares worth $6.25M. The position accounts for 0.54% of the portfolio, ranked #32.

Polymer Capital Management (HK) first reported a position in BABA in Q4 2023 and has held it in 10 quarters since. The position peaked at $21.8M in Q1 2025. 1,342 funds tracked by Wall St. Rank hold BABA as of Q1 2026.

  • Polymer Capital Management (HK) held 49,783 shares of Alibaba worth $6.25M as of Q1 2026.
  • Polymer Capital Management (HK) bought 33,680 Alibaba shares in Q1 2026, an estimated $5.06M.
  • Alibaba made up 0.54% of Polymer Capital Management (HK)'s portfolio in Q1 2026, its #32 holding.
  • Polymer Capital Management (HK) first reported a position in Alibaba in Q4 2023 and has held it in 10 quarters since.
  • Polymer Capital Management (HK)'s Alibaba position peaked at $21.8M in Q1 2025.
  • 1,342 funds tracked by Wall St. Rank held Alibaba as of Q1 2026.

Based on Polymer Capital Management (HK)'s 13F filing for Q1 2026, filed 14 May 2026.