Rheos Capital Works’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35M | Buy |
308,600
+40,000
| +15% | +$4.54M | 2.01% | 15 |
|
|
2025
Q1 | $35.5M | Buy |
268,600
+258,600
| +2,586% | +$34.2M | 2.89% | 10 |
|
|
2024
Q4 | $848K | Buy |
+10,000
| New | +$848K | 0.05% | 97 |
|
|
2023
Q2 | – | Sell |
-184,000
| Closed | -$18.8M | – | 97 |
|
|
2023
Q1 | $18.8M | Buy |
+184,000
| New | +$18.8M | 1.05% | 38 |
|
|
2019
Q2 | – | Sell |
-280,000
| Closed | -$51.1M | – | 13 |
|
|
2019
Q1 | $51.1M | Hold |
280,000
| – | – | 6.21% | 9 |
|
|
2018
Q4 | $38.4M | Hold |
280,000
| – | – | 5.74% | 9 |
|
|
2018
Q3 | $46.1M | Hold |
280,000
| – | – | 6.63% | 8 |
|
|
2018
Q2 | $52.7M | Buy |
280,000
+100,000
| +56% | +$18.8M | 7.46% | 7 |
|
|
2018
Q1 | $33M | Buy |
+180,000
| New | +$33M | 5.66% | 8 |
|