PCMH
BABA icon

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 		– Sell
-25,000
Closed -$3.14M – 147
2026
Q1 		$3.14M Buy
+25,000
New +$3.76M 0.27% 54

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

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.