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 Q2	$3.2M	Sell	33,300 -16,483	-33%	-$2.06M	0.16%	69
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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Polymer Capital Management (HK)'s BABA Position: Q2 2026 in Review

Polymer Capital Management (HK) reduced its Alibaba (BABA) stake by 33% in Q2 2026, selling an estimated $2.06M and leaving 33,300 shares worth $3.2M. The position accounts for 0.16% of the portfolio, ranked #69.

Polymer Capital Management (HK) first reported a position in BABA in Q4 2023 and has held it in 11 quarters since. The position peaked at $21.8M in Q1 2025. 1,224 funds tracked by Wall St. Rank hold BABA as of Q2 2026.

Polymer Capital Management (HK) held 33,300 shares of Alibaba worth $3.2M as of Q2 2026.
Polymer Capital Management (HK) sold 16,483 Alibaba shares in Q2 2026, an estimated $2.06M.
Alibaba made up 0.16% of Polymer Capital Management (HK)'s portfolio in Q2 2026, its #69 holding.
Polymer Capital Management (HK) first reported a position in Alibaba in Q4 2023 and has held it in 11 quarters since.
Polymer Capital Management (HK)'s Alibaba position peaked at $21.8M in Q1 2025.
1,224 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.

Based on Polymer Capital Management (HK)'s 13F filing for Q2 2026, filed 13 Aug 2026.