Swan Capital’s Alibaba BABA Stock Holding History

Swan Capital’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 Q1	$4.52K	Hold	36	–	–	﹤0.01%	275
2025 Q4	$5.28K	Hold	36	–	–	﹤0.01%	230
2025 Q3	$6.43K	Sell	36 -25	-41%	-$3.28K	﹤0.01%	200
2025 Q2	$6.92K	Hold	61	–	–	﹤0.01%	196
2025 Q1	$8.07K	Sell	61 -33	-35%	-$3.81K	﹤0.01%	156
2024 Q4	$7.97K	Hold	94	–	–	﹤0.01%	144
2024 Q3	$9.97K	Sell	94 -54	-36%	-$4.42K	﹤0.01%	142
2024 Q2	$10.7K	Buy	+148	New	+$11.3K	0.01%	127

Other funds holding BABA

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Swan Capital's BABA Position: Q1 2026 in Review

Swan Capital held its Alibaba (BABA) position steady in Q1 2026 at 36 shares worth $4.52K. The position accounts for ﹤0.01% of the portfolio, ranked #275.

Swan Capital first reported a position in BABA in Q2 2024 and has held it in 8 quarters since. The position peaked at $10.7K in Q2 2024. 1,342 funds tracked by Wall St. Rank hold BABA as of Q1 2026.

Swan Capital held 36 shares of Alibaba worth $4.52K as of Q1 2026.
Swan Capital left its Alibaba share count unchanged in Q1 2026.
Alibaba made up ﹤0.01% of Swan Capital's portfolio in Q1 2026, its #275 holding.
Swan Capital first reported a position in Alibaba in Q2 2024 and has held it in 8 quarters since.
Swan Capital's Alibaba position peaked at $10.7K in Q2 2024.
1,342 funds tracked by Wall St. Rank held Alibaba as of Q1 2026.

Based on Swan Capital's 13F filing for Q1 2026, filed 14 May 2026.