Dan Polen - Polen Capital Management
Holding/activity history for Alibaba Group Holdings (BABA)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | 0 | 0.00 | Sell 100.00% | <0.01 | SEC | ||
| 2025 Q3 | 2,850 | <0.01 | Buy | <0.01 | $178.73 | $509,381 | SEC |
| 2022 Q1 | 0 | 0.00 | Sell 100.00% | <0.01 | SEC | ||
| 2021 Q4 | 2,244 | <0.01 | Reduce 99.53% | 0.13 | $118.98 | $267,000 | SEC |
| 2021 Q3 | 480,951 | 0.13 | Reduce 66.07% | 0.41 | $148.05 | $71,205,000 | SEC |
| 2021 Q2 | 1,417,515 | 0.62 | Add 3.95% | 0.02 | $226.78 | $321,464,000 | SEC |
| 2021 Q1 | 1,363,684 | 0.70 | Add 12.20% | 0.08 | $226.73 | $309,188,000 | SEC |
| 2020 Q4 | 1,215,380 | 0.66 | Add 26.49% | 0.14 | $232.73 | $282,855,000 | SEC |
| 2020 Q3 | 960,828 | 0.76 | Add 32.40% | 0.19 | $293.98 | $282,464,000 | SEC |
| 2020 Q2 | 725,715 | 0.47 | Add 42.86% | 0.14 | $215.70 | $156,537,000 | SEC |
| 2020 Q1 | 508,008 | 0.43 | Add 28.13% | 0.09 | $194.48 | $98,797,000 | SEC |
| 2019 Q4 | 396,478 | 0.33 | Add 35.90% | 0.09 | $212.10 | $84,093,000 | SEC |
| 2019 Q3 | 291,745 | 0.22 | Add 36.51% | 0.06 | $167.23 | $48,789,000 | SEC |
| 2019 Q2 | 213,719 | 0.18 | Add 55.67% | 0.06 | $169.45 | $36,215,000 | SEC |
| 2019 Q1 | 137,292 | 0.13 | Add 26.78% | 0.03 | $182.45 | $25,049,000 | SEC |
| 2018 Q4 | 108,292 | 0.10 | Add 39.25% | 0.03 | $137.07 | $14,844,000 | SEC |
| 2018 Q3 | 77,766 | 0.07 | Add 45.10% | 0.02 | $164.76 | $12,813,000 | SEC |
| 2018 Q2 | 53,594 | 0.06 | Add 8.93% | <0.01 | $185.52 | $9,943,000 | SEC |
| 2018 Q1 | 49,202 | 0.06 | Add 26.19% | 0.01 | $183.55 | $9,031,000 | SEC |
| 2017 Q4 | 38,991 | 0.05 | Add 39.84% | 0.01 | $172.42 | $6,723,000 | SEC |
| 2017 Q3 | 27,883 | 0.04 | Add 58.59% | 0.01 | $172.72 | $4,816,000 | SEC |
| 2017 Q2 | 17,582 | 0.02 | Add 18.27% | <0.01 | $140.88 | $2,477,000 | SEC |
| 2017 Q1 | 14,866 | 0.01 | Add 10.50% | <0.01 | $107.83 | $1,603,000 | SEC |
| 2016 Q4 | 13,454 | 0.01 | Add 16.64% | <0.01 | $87.78 | $1,181,000 | SEC |
| 2016 Q3 | 11,535 | 0.01 | Add 15.60% | <0.01 | $105.77 | $1,220,000 | SEC |
| 2016 Q2 | 9,978 | 0.01 | Add 58.13% | <0.01 | $79.58 | $794,000 | SEC |
| 2016 Q1 | 6,310 | 0.01 | Add 18.72% | <0.01 | $79.08 | $499,000 | SEC |
| 2015 Q4 | 5,315 | 0.01 | Buy | 0.01 | $81.28 | $432,000 | SEC |