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Todd Asset Management’s Alibaba BABA Stock Holding History

Todd Asset 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 		$30.8M Sell
321,282
-82,651
-20% -$10.4M 0.55% 78
2026
Q1 		$50.7M Buy
403,933
+74,915
+23% +$11.3M 0.99% 40
2025
Q4 		$48.2M Sell
329,018
-4,447
-1% -$724K 0.94% 42
2025
Q3 		$59.6M Sell
333,465
-15,110
-4% -$1.98M 1.21% 21
2025
Q2 		$39.5M Buy
348,575
+33,260
+11% +$3.94M 0.85% 56
2025
Q1 		$41.7M Buy
315,315
+6,080
+2% +$701K 0.98% 36
2024
Q4 		$26.2M Buy
309,235
+14,955
+5% +$1.41M 0.63% 80
2024
Q3 		$31.2M Buy
294,280
+42,202
+17% +$3.45M 0.73% 64
2024
Q2 		$18.1M Buy
252,078
+1,922
+0.8% +$147K 0.38% 125
2024
Q1 		$18.1M Buy
250,156
+26,855
+12% +$1.97M 0.37% 123
2023
Q4 		$17.3M Sell
223,301
-7,259
-3% -$578K 0.38% 126
2023
Q3 		$20M Buy
230,560
+75,606
+49% +$6.92M 0.47% 103
2023
Q2 		$12.9M Buy
154,954
+4,153
+3% +$363K 0.3% 133
2023
Q1 		$15.4M Buy
150,801
+36,084
+31% +$3.61M 0.37% 127
2022
Q4 		$10.1M Buy
114,717
+2,603
+2% +$205K 0.25% 137
2022
Q3 		$8.97M Buy
112,114
+22,215
+25% +$2.12M 0.25% 131
2022
Q2 		$10.2M Hold
89,899
– – 0.26% 136
2022
Q1 		$9.78M Sell
89,899
-12,460
-12% -$1.44M 0.22% 137
2021
Q4 		$12.2M Sell
102,359
-1,555
-1% -$226K 0.26% 131
2021
Q3 		$15.4M Sell
103,914
-1,132
-1% -$206K 0.35% 121
2021
Q2 		$23.8M Buy
105,046
+1,426
+1% +$317K 0.54% 81
2021
Q1 		$23.5M Sell
103,620
-6,650
-6% -$1.63M 0.55% 82
2020
Q4 		$25.7M Buy
110,270
+1,875
+2% +$521K 0.65% 61
2020
Q3 		$31.9M Sell
108,395
-16,509
-13% -$4.35M 0.95% 31
2020
Q2 		$26.9M Sell
124,904
-11,262
-8% -$2.35M 0.85% 39
2020
Q1 		$26.5M Sell
136,166
-275
-0.2% -$57.4K 1.01% 24
2019
Q4 		$28.9M Buy
136,441
+24,668
+22% +$4.63M 0.72% 51
2019
Q3 		$18.7M Buy
111,773
+23,471
+27% +$4.03M 0.51% 82
2019
Q2 		$15M Sell
88,302
-476
-0.5% -$82.2K 0.41% 114
2019
Q1 		$16.2M Buy
88,778
+10,959
+14% +$1.84M 0.46% 94
2018
Q4 		$10.7M Buy
77,819
+3,074
+4% +$454K 0.34% 131
2018
Q3 		$12.3M Buy
74,745
+179
+0.2% +$31.7K 0.34% 133
2018
Q2 		$13.8M Buy
74,566
+371
+0.5% +$70.7K 0.39% 118
2018
Q1 		$13.6M Buy
74,195
+3,182
+4% +$599K 0.38% 125
2017
Q4 		$12.2M Sell
71,013
-2,130
-3% -$382K 0.33% 125
2017
Q3 		$12.6M Sell
73,143
-486
-0.7% -$78.8K 0.35% 125
2017
Q2 		$10.4M Buy
73,629
+20,048
+37% +$2.48M 0.3% 132
2017
Q1 		$5.78M Buy
+53,581
New +$5.45M 0.17% 144

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

Todd Asset Management's BABA Position: Q2 2026 in Review

Todd Asset Management reduced its Alibaba (BABA) stake by 20% in Q2 2026, selling an estimated $10.4M and leaving 321,282 shares worth $30.8M. The position accounts for 0.55% of the portfolio, ranked #78.

Todd Asset Management first reported a position in BABA in Q1 2017 and has held it in 38 quarters since. The position peaked at $59.6M in Q3 2025. 1,219 funds tracked by Wall St. Rank hold BABA as of Q2 2026.

  • Todd Asset Management held 321,282 shares of Alibaba worth $30.8M as of Q2 2026.
  • Todd Asset Management sold 82,651 Alibaba shares in Q2 2026, an estimated $10.4M.
  • Alibaba made up 0.55% of Todd Asset Management's portfolio in Q2 2026, its #78 holding.
  • Todd Asset Management first reported a position in Alibaba in Q1 2017 and has held it in 38 quarters since.
  • Todd Asset Management's Alibaba position peaked at $59.6M in Q3 2025.
  • 1,219 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.

Based on Todd Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.