SIH Partners’s Alibaba BABA Stock Holding History

SIH 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
2026 Q2	$147M	Sell	1,531,216 -3,389,917	-69%	-$425M	0.92%	15
2026 Q1	$617M	Buy	4,921,133 +3,755,808	+322%	+$565M	8.15%	2
2025 Q4	$171M	Buy	1,165,325 +964,588	+481%	+$157M	3.24%	10
2025 Q3	$35.9M	Sell	200,737 -935,306	-82%	-$123M	1.02%	18
2025 Q2	$129M	Buy	1,136,043 +1,075,670	+1,782%	+$127M	4.79%	7
2025 Q1	$7.98M	Sell	60,373 -124,386	-67%	-$14.3M	0.27%	41
2024 Q4	$15.7M	Buy	184,759 +156,979	+565%	+$14.8M	0.79%	22
2024 Q3	$2.95M	Buy	+27,780	New	+$2.27M	1.77%	11
2024 Q2	–	Sell	-168,650	Closed	-$12.2M	–	22
2024 Q1	$12.2M	Buy	168,650 +137,200	+436%	+$10.1M	8.98%	5
2023 Q4	$2.44M	Buy	+31,450	New	+$2.51M	1.95%	7

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

SIH Partners's BABA Position: Q2 2026 in Review

SIH Partners reduced its Alibaba (BABA) stake by 69% in Q2 2026, selling an estimated $425M and leaving 1,531,216 shares worth $147M. The position accounts for 0.92% of the portfolio, ranked #15.

SIH Partners first reported a position in BABA in Q4 2023 and has held it in 10 quarters since. The position peaked at $617M in Q1 2026. 1,219 funds tracked by Wall St. Rank hold BABA as of Q2 2026.

SIH Partners held 1,531,216 shares of Alibaba worth $147M as of Q2 2026.
SIH Partners sold 3,389,917 Alibaba shares in Q2 2026, an estimated $425M.
Alibaba made up 0.92% of SIH Partners's portfolio in Q2 2026, its #15 holding.
SIH Partners first reported a position in Alibaba in Q4 2023 and has held it in 10 quarters since.
SIH Partners's Alibaba position peaked at $617M in Q1 2026.
1,219 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.

Based on SIH Partners's 13F filing for Q2 2026, filed 14 Aug 2026.