Yarbrough Capital’s Alibaba BABA Stock Holding History

Yarbrough 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	$5.95M	Sell	61,964 -49,617	-44%	-$6.22M	0.18%	48
2026 Q1	$14M	Hold	111,581	–	–	0.49%	25
2025 Q4	$16.4M	Hold	111,581	–	–	0.51%	28
2025 Q3	$19.9M	Hold	111,581	–	–	0.62%	25
2025 Q2	$12.7M	Hold	111,581	–	–	0.45%	32
2025 Q1	$14.8M	Hold	111,581	–	–	0.63%	26
2024 Q4	$9.46M	Sell	111,581 -17,123	-13%	-$1.62M	0.36%	33
2024 Q3	$13.7M	Hold	128,704	–	–	0.56%	26
2024 Q2	$9.27M	Hold	128,704	–	–	0.38%	32
2024 Q1	$9.31M	Hold	128,704	–	–	0.41%	33
2023 Q4	$9.98M	Buy	128,704 +64,713	+101%	+$5.16M	0.52%	29
2023 Q3	$5.55M	Hold	63,991	–	–	0.33%	39
2023 Q2	$5.33M	Hold	63,991	–	–	0.3%	43
2023 Q1	$6.54M	Hold	63,991	–	–	0.53%	34
2022 Q4	$5.64M	Hold	63,991	–	–	0.45%	38
2022 Q3	$5.12M	Hold	63,991	–	–	0.41%	38
2022 Q2	$7.27M	Sell	63,991 -14,815	-19%	-$1.45M	0.55%	31
2022 Q1	$8.57M	Buy	78,806 +14,815	+23%	+$1.71M	0.49%	29
2021 Q4	$7.6M	Buy	+63,991	New	+$9.32M	0.41%	39

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

Yarbrough Capital's BABA Position: Q2 2026 in Review

Yarbrough Capital reduced its Alibaba (BABA) stake by 44% in Q2 2026, selling an estimated $6.22M and leaving 61,964 shares worth $5.95M. The position accounts for 0.18% of the portfolio, ranked #48.

Yarbrough Capital first reported a position in BABA in Q4 2021 and has held it in 19 quarters since. The position peaked at $19.9M in Q3 2025. 1,226 funds tracked by Wall St. Rank hold BABA as of Q2 2026.

Yarbrough Capital held 61,964 shares of Alibaba worth $5.95M as of Q2 2026.
Yarbrough Capital sold 49,617 Alibaba shares in Q2 2026, an estimated $6.22M.
Alibaba made up 0.18% of Yarbrough Capital's portfolio in Q2 2026, its #48 holding.
Yarbrough Capital first reported a position in Alibaba in Q4 2021 and has held it in 19 quarters since.
Yarbrough Capital's Alibaba position peaked at $19.9M in Q3 2025.
1,226 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.

Based on Yarbrough Capital's 13F filing for Q2 2026, filed 11 Aug 2026.