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Thornburg Investment Management’s Alibaba BABA Stock Holding History

Thornburg Investment Management’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 		$59.3M Buy
617,721
+7,537
+1% +$944K 0.57% 31
2026
Q1 		$76.6M Buy
610,184
+26,156
+4% +$3.93M 0.79% 26
2025
Q4 		$85.6M Buy
584,028
+30,644
+6% +$4.99M 1.08% 23
2025
Q3 		$98.9M Buy
553,384
+69,232
+14% +$9.07M 1.29% 19
2025
Q2 		$54.9M Sell
484,152
-9,622
-2% -$1.14M 0.71% 32
2025
Q1 		$65.3M Sell
493,774
-4,159
-0.8% -$480K 0.91% 28
2024
Q4 		$42.2M Sell
497,933
-920
-0.2% -$86.9K 0.56% 36
2024
Q3 		$52.9M Buy
498,853
+23,648
+5% +$1.93M 0.69% 33
2024
Q2 		$34.2M Buy
475,205
+174,486
+58% +$13.4M 0.48% 42
2024
Q1 		$21.8M Sell
300,719
-35,105
-10% -$2.57M 0.3% 59
2023
Q4 		$26M Sell
335,824
-420,531
-56% -$33.5M 0.37% 53
2023
Q3 		$65.5M Buy
756,355
+12,317
+2% +$1.13M 1.08% 27
2023
Q2 		$62M Buy
744,038
+117,231
+19% +$10.3M 1% 25
2023
Q1 		$64M Buy
626,807
+118,938
+23% +$11.9M 1.06% 26
2022
Q4 		$45.1M Buy
507,869
+307,276
+153% +$24.2M 0.76% 30
2022
Q3 		$16M Sell
200,593
-196,604
-49% -$18.7M 0.28% 65
2022
Q2 		$45.2M Buy
397,197
+94,587
+31% +$9.28M 0.69% 35
2022
Q1 		$32.9M Buy
302,610
+21,681
+8% +$2.5M 0.43% 49
2021
Q4 		$33.4M Sell
280,929
-246,474
-47% -$35.9M 0.39% 49
2021
Q3 		$78.1M Sell
527,403
-474,312
-47% -$86.3M 0.96% 27
2021
Q2 		$227M Sell
1,001,715
-499,871
-33% -$111M 2.61% 10
2021
Q1 		$340M Buy
1,501,586
+24,280
+2% +$5.96M 3.95% 5
2020
Q4 		$344M Sell
1,477,306
-59,851
-4% -$16.6M 4.08% 5
2020
Q3 		$452M Sell
1,537,157
-56,789
-4% -$15M 5.97% 1
2020
Q2 		$344M Sell
1,593,946
-403,676
-20% -$84.1M 4.41% 2
2020
Q1 		$388M Sell
1,997,622
-195,303
-9% -$40.8M 5.56% 1
2019
Q4 		$465M Buy
2,192,925
+37,343
+2% +$7.01M 4.47% 4
2019
Q3 		$360M Sell
2,155,582
-158,596
-7% -$27.3M 3.48% 4
2019
Q2 		$392M Buy
2,314,178
+235,439
+11% +$40.6M 3.76% 4
2019
Q1 		$379M Buy
2,078,739
+386,947
+23% +$65.1M 3.67% 4
2018
Q4 		$232M Sell
1,691,792
-58,393
-3% -$8.63M 2.27% 10
2018
Q3 		$288M Buy
1,750,185
+954,760
+120% +$169M 2.41% 9
2018
Q2 		$148M Sell
795,425
-117,738
-13% -$22.4M 1.12% 27
2018
Q1 		$168M Buy
913,163
+197,150
+28% +$37.1M 1.26% 27
2017
Q4 		$123M Sell
716,013
-467,802
-40% -$83.8M 0.86% 39
2017
Q3 		$204M Sell
1,183,815
-858,404
-42% -$139M 1.46% 19
2017
Q2 		$288M Buy
2,042,219
+234,124
+13% +$28.9M 2.19% 6
2017
Q1 		$195M Buy
1,808,095
+1,260,979
+230% +$128M 1.58% 15
2016
Q4 		$48M Buy
547,116
+73,106
+15% +$7.04M 0.37% 62
2016
Q3 		$50.1M Buy
+474,010
New +$43.9M 0.38% 62
2016
Q2 		– Sell
-483
Closed -$38K – 265
2016
Q1 		$38K Sell
483
-118,168
-100% -$8.32M ﹤0.01% 260
2015
Q4 		$9.64M Sell
118,651
-194,147
-62% -$15.2M 0.06% 202
2015
Q3 		$18.4M Sell
312,798
-881,017
-74% -$64.1M 0.12% 149
2015
Q2 		$98.2M Sell
1,193,815
-2,820,171
-70% -$242M 0.57% 51
2015
Q1 		$334M Sell
4,013,986
-209,636
-5% -$18.9M 1.86% 7
2014
Q4 		$439M Sell
4,223,622
-466,730
-10% -$47.9M 2.2% 5
2014
Q3 		$417M Buy
+4,690,352
New +$421M 1.88% 9

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

Thornburg Investment Management's BABA Position: Q2 2026 in Review

Thornburg Investment Management increased its Alibaba (BABA) stake by 1.2% in Q2 2026, buying an estimated $944K and bringing the position to 617,721 shares worth $59.3M. The position accounts for 0.57% of the portfolio, ranked #31.

Thornburg Investment Management first reported a position in BABA in Q3 2014 and has held it in 47 quarters since. The position peaked at $465M in Q4 2019. 1,219 funds tracked by Wall St. Rank hold BABA as of Q2 2026.

  • Thornburg Investment Management held 617,721 shares of Alibaba worth $59.3M as of Q2 2026.
  • Thornburg Investment Management bought 7,537 Alibaba shares in Q2 2026, an estimated $944K.
  • Alibaba made up 0.57% of Thornburg Investment Management's portfolio in Q2 2026, its #31 holding.
  • Thornburg Investment Management first reported a position in Alibaba in Q3 2014 and has held it in 47 quarters since.
  • Thornburg Investment Management's Alibaba position peaked at $465M in Q4 2019.
  • 1,219 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.

Based on Thornburg Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.