Seafarer Capital Partners’s Alibaba BABA Stock Holding History

Seafarer Capital Partners’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
2020 Q4	–	Sell	-95,000	Closed	-$27.9M	–	4
2020 Q3	$27.9M	Sell	95,000 -345,000	-78%	-$90.9M	20.23%	4
2020 Q2	$94.9M	Buy	440,000 +85,000	+24%	+$17.7M	66.16%	1
2020 Q1	$69M	Sell	355,000 -5,000	-1%	-$1.04M	69.3%	1
2019 Q4	$76.4M	Buy	360,000 +168,507	+88%	+$31.6M	68.67%	1
2019 Q3	$32.4M	Hold	191,493	–	–	61.26%	1
2019 Q2	$32.4M	Buy	191,493 +45,100	+31%	+$7.78M	63.01%	1
2019 Q1	$26.7M	Buy	146,393 +2,430	+2%	+$409K	57.25%	1
2018 Q4	$19.7M	Sell	143,963 -3,447	-2%	-$510K	45.98%	2
2018 Q3	$24.3M	Buy	+147,410	New	+$26.1M	27.85%	2

Other funds holding BABA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Seafarer Capital Partners's BABA Position: Q4 2020 in Review

Seafarer Capital Partners sold out of Alibaba (BABA) in Q4 2020, closing a stake of 95,000 shares — an estimated $27.9M sold.

Seafarer Capital Partners first reported a position in BABA in Q3 2018 and held it in 9 quarters. The position peaked at $94.9M in Q2 2020. 1,935 funds tracked by Wall St. Rank hold BABA as of Q4 2020.

Seafarer Capital Partners reported no remaining Alibaba position as of Q4 2020 after selling out during the quarter.
Seafarer Capital Partners sold 95,000 Alibaba shares in Q4 2020, an estimated $27.9M.
Seafarer Capital Partners first reported a position in Alibaba in Q3 2018 and held it in 9 quarters.
Seafarer Capital Partners's Alibaba position peaked at $94.9M in Q2 2020.
1,935 funds tracked by Wall St. Rank held Alibaba as of Q4 2020.

Based on Seafarer Capital Partners's 13F filing for Q4 2020, filed 4 Feb 2021.