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Rovida Advisors’s Alibaba BABA Stock Holding History

Rovida Advisors’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
2024
Q2 		– Sell
-60,000
Closed -$4.34M – 25
2024
Q1 		$4.34M Buy
60,000
+20,000
+50% +$1.47M 1.51% 20
2023
Q4 		$3.1M Buy
+40,000
New +$3.19M 1.26% 14
2023
Q1 		– Sell
-100,000
Closed -$8.81M – 22
2022
Q4 		$8.81M Buy
+100,000
New +$7.88M 3.24% 12
2022
Q1 		– Sell
-287,700
Closed -$34.2M – 31
2021
Q4 		$34.2M Sell
287,700
-270,143
-48% -$39.3M 1.53% 26
2021
Q3 		$82.6M Buy
557,843
+1,143
+0.2% +$208K 3.5% 9
2021
Q2 		$126M Hold
556,700
– – 5.47% 5
2021
Q1 		$126M Sell
556,700
-115,000
-17% -$28.2M 5.92% 5
2020
Q4 		$156M Buy
671,700
+626,700
+1,393% +$174M 9.17% 2
2020
Q3 		$13.2M Hold
45,000
– – 0.92% 27
2020
Q2 		$9.71M Buy
45,000
+20,000
+80% +$4.16M 0.94% 26
2020
Q1 		$4.86M Sell
25,000
-503,246
-95% -$105M 2.28% 13
2019
Q4 		$112M Sell
528,246
-30,000
-5% -$5.63M 5.94% 4
2019
Q3 		$93.4M Buy
558,246
+30,000
+6% +$5.16M 5.52% 5
2019
Q2 		$89.5M Buy
528,246
+57,000
+12% +$9.84M 5.25% 5
2019
Q1 		$86M Hold
471,246
– – 5.85% 3
2018
Q4 		$64.6M Hold
471,246
– – 5.35% 3
2018
Q3 		$77.6M Buy
471,246
+29,770
+7% +$5.27M 5.67% 5
2018
Q2 		$81.8M Hold
441,476
– – 6.72% 4
2018
Q1 		$81M Hold
441,476
– – 7.6% 4
2017
Q4 		$76.1M Hold
441,476
– – 7.98% 2
2017
Q3 		$76.3M Hold
441,476
– – 8.07% 1
2017
Q2 		$62.2M Buy
+441,476
New +$54.5M 8.57% 2

Other funds holding BABA

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Rovida Advisors's BABA Position: Q2 2024 in Review

Rovida Advisors sold out of Alibaba (BABA) in Q2 2024, closing a stake of 60,000 shares — an estimated $4.34M sold.

Rovida Advisors first reported a position in BABA in Q2 2017 and held it in 22 quarters. The position peaked at $156M in Q4 2020. 1,105 funds tracked by Wall St. Rank hold BABA as of Q2 2024.

  • Rovida Advisors reported no remaining Alibaba position as of Q2 2024 after selling out during the quarter.
  • Rovida Advisors sold 60,000 Alibaba shares in Q2 2024, an estimated $4.34M.
  • Rovida Advisors first reported a position in Alibaba in Q2 2017 and held it in 22 quarters.
  • Rovida Advisors's Alibaba position peaked at $156M in Q4 2020.
  • 1,105 funds tracked by Wall St. Rank held Alibaba as of Q2 2024.

Based on Rovida Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.