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Tairen Capital’s Alibaba BABA Stock Holding History

Tairen 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
Q2 		$8.45M Sell
88,000
-97,000
-52% -$12.2M 0.75% 23
2026
Q1 		$23.2M Buy
+185,000
New +$27.8M 2.51% 18
2025
Q4 		– Sell
-240,876
Closed -$43.1M – 62
2025
Q3 		$43.1M Buy
+240,876
New +$31.6M 4.65% 5
2025
Q2 		– Sell
-70,500
Closed -$9.32M – 75
2025
Q1 		$9.32M Buy
70,500
+5,500
+8% +$634K 0.62% 47
2024
Q4 		$5.51M Buy
65,000
+50,000
+333% +$4.72M 0.81% 28
2024
Q3 		$1.47M Buy
+15,000
New +$1.23M 0.05% 39
2023
Q1 		– Sell
-908,917
Closed -$80.1M – 30
2022
Q4 		$80.1M Buy
+908,917
New +$71.7M 9.34% 2
2020
Q4 		– Sell
-100,000
Closed -$29.4M – 18
2020
Q3 		$29.4M Buy
+100,000
New +$26.3M 3.18% 14
2020
Q1 		– Sell
-346,492
Closed -$73.5M – 18
2019
Q4 		$73.5M Sell
346,492
-108,167
-24% -$20.3M 11.3% 3
2019
Q3 		$76M Sell
454,659
-829,827
-65% -$143M 11.19% 2
2019
Q2 		$218M Buy
1,284,486
+812,326
+172% +$140M 42.04% 1
2019
Q1 		$86.1M Sell
472,160
-118,704
-20% -$20M 9.64% 4
2018
Q4 		$81M Buy
590,864
+589,065
+32,744% +$87.1M 29.43% 1
2018
Q3 		$296K Sell
1,799
-464,114
-100% -$82.1M 0.1% 22
2018
Q2 		$86.4M Sell
465,913
-140,557
-23% -$26.8M 20.19% 3
2018
Q1 		$111M Buy
+606,470
New +$114M 36.5% 1
2017
Q4 		– Sell
-807,235
Closed -$139M – 8
2017
Q3 		$139M Sell
807,235
-74,718
-8% -$12.1M 24.01% 3
2017
Q2 		$124M Buy
881,953
+614,141
+229% +$75.8M 28.17% 2
2017
Q1 		$28.9M Sell
267,812
-36,069
-12% -$3.67M 6.87% 4
2016
Q4 		$26.7M Sell
303,881
-277,809
-48% -$26.7M 6.6% 6
2016
Q3 		$61.5M Sell
581,690
-802,709
-58% -$74.4M 14.5% 2
2016
Q2 		$110M Buy
1,384,399
+1,285,428
+1,299% +$101M 23.56% 1
2016
Q1 		$7.82M Sell
98,971
-184,651
-65% -$13M 2.05% 11
2015
Q4 		$23.1M Buy
+283,622
New +$22.3M 9.31% 3

Other funds holding BABA

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Tairen Capital's BABA Position: Q2 2026 in Review

Tairen Capital reduced its Alibaba (BABA) stake by 52% in Q2 2026, selling an estimated $12.2M and leaving 88,000 shares worth $8.45M. The position accounts for 0.75% of the portfolio, ranked #23.

Tairen Capital first reported a position in BABA in Q4 2015 and has held it in 24 quarters since. The position peaked at $218M in Q2 2019. 1,219 funds tracked by Wall St. Rank hold BABA as of Q2 2026.

  • Tairen Capital held 88,000 shares of Alibaba worth $8.45M as of Q2 2026.
  • Tairen Capital sold 97,000 Alibaba shares in Q2 2026, an estimated $12.2M.
  • Alibaba made up 0.75% of Tairen Capital's portfolio in Q2 2026, its #23 holding.
  • Tairen Capital first reported a position in Alibaba in Q4 2015 and has held it in 24 quarters since.
  • Tairen Capital's Alibaba position peaked at $218M in Q2 2019.
  • 1,219 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.

Based on Tairen Capital's 13F filing for Q2 2026, filed 13 Aug 2026.