Teilinger Capital’s Alibaba BABA Stock Holding History

Teilinger 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	$94.5M	Sell	985,100 -854,400	-46%	-$107M	13.24%	4
2026 Q1	$231M	Buy	1,839,500 +1,323,300	+256%	+$199M	18.22%	2
2025 Q4	$75.7M	Buy	516,200 +406,100	+369%	+$66.1M	3.93%	5
2025 Q3	$19.7M	Buy	+110,100	New	+$14.4M	17.09%	2
2023 Q3	–	Sell	-2,600	Closed	-$217K	–	41
2023 Q2	$217K	Buy	+2,600	New	+$228K	0.07%	39
2022 Q4	–	Sell	-2,000	Closed	-$1.42M	–	39
2022 Q3	$1.42M	Sell	2,000 -1,847	-48%	-$176K	0.34%	35
2022 Q2	$3.12M	Buy	+3,847	New	+$377K	0.47%	32
2022 Q1	–	Sell	-907	Closed	-$683K	–	46
2021 Q4	$683K	Sell	907 -4,141	-82%	-$603K	0.14%	33
2021 Q3	$517K	Buy	5,048 +2,283	+83%	+$415K	0.06%	33
2021 Q2	$6.32M	Sell	2,765 -6,502	-70%	-$1.44M	2.07%	16
2021 Q1	$1.68M	Sell	9,267 -12,960	-58%	-$3.18M	0.16%	20
2020 Q4	$7.48M	Buy	22,227 +14,896	+203%	+$4.14M	1.2%	3
2020 Q3	$8.51M	Buy	+7,331	New	+$1.93M	8.09%	6

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

Teilinger Capital's BABA Position: Q2 2026 in Review

Teilinger Capital reduced its Alibaba (BABA) stake by 46% in Q2 2026, selling an estimated $6.77M and leaving 64,300 shares worth $6.17M. The position accounts for 0.86% of the portfolio, ranked #9.

Teilinger Capital first reported a position in BABA in Q3 2021 and has held it in 5 quarters since. The position peaked at $14.8M in Q1 2026. 1,229 funds tracked by Wall St. Rank hold BABA as of Q2 2026.

Teilinger Capital held 64,300 shares of Alibaba worth $6.17M as of Q2 2026.
Teilinger Capital sold 54,004 Alibaba shares in Q2 2026, an estimated $6.77M.
Alibaba made up 0.86% of Teilinger Capital's portfolio in Q2 2026, its #9 holding.
Teilinger Capital first reported a position in Alibaba in Q3 2021 and has held it in 5 quarters since.
Teilinger Capital's Alibaba position peaked at $14.8M in Q1 2026.
1,229 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.

Based on Teilinger Capital's 13F filing for Q2 2026, filed 14 Aug 2026.