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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.25M Sell
11,007
-153,941
-93% -$17.5M 0.19% 85
2025
Q1
$21.8M Buy
164,948
+112,348
+214% +$14.9M 3.72% 5
2024
Q4
$4.46M Sell
52,600
-141,874
-73% -$12M 0.77% 35
2024
Q3
$20.6M Sell
194,474
-33,226
-15% -$3.53M 4.78% 3
2024
Q2
$16.4M Buy
227,700
+136,200
+149% +$9.81M 3.32% 6
2024
Q1
$6.62M Sell
91,500
-35,185
-28% -$2.55M 1.67% 14
2023
Q4
$9.82M Buy
+126,685
New +$9.82M 3.39% 4