Dan Polen - Polen Capital Management
Holding/activity history for Alibaba Group Holdings Ltd. (BABA)
← All BABA superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | 0 | 0.00 | Sell 100.00% | <0.01 | $145.64–192.67 · VW $164.29i | SEC | |
| 2025 Q3 | 2,850 | <0.01 | Buy | <0.01 | $103.71–182.15 · VW $141.22i | $509,381 | SEC |
| 2022 Q1 | 0 | 0.00 | Sell 100.00% | <0.01 | $73.28–138.70 · VW $109.35i | SEC | |
| 2021 Q4 | 2,244 | <0.01 | Reduce 99.53% | 0.13 | $108.70–182.09 · VW $139.19i | $267,000 | SEC |
| 2021 Q3 | 480,951 | 0.13 | Reduce 66.07% | 0.41 | $144.44–228.85 · VW $176.68i | $71,205,000 | SEC |
| 2021 Q2 | 1,417,515 | 0.62 | Add 3.95% | 0.02 | $204.39–245.69 · VW $224.18i | $321,464,000 | SEC |
| 2021 Q1 | 1,363,684 | 0.70 | Add 12.20% | 0.08 | $220.09–274.29 · VW $242.56i | $309,188,000 | SEC |
| 2020 Q4 | 1,215,380 | 0.66 | Add 26.49% | 0.14 | $211.23–319.32 · VW $266.11i | $282,855,000 | SEC |
| 2020 Q3 | 960,828 | 0.76 | Add 32.40% | 0.19 | $214.74–299.00 · VW $264.34i | $282,464,000 | SEC |
| 2020 Q2 | 725,715 | 0.47 | Add 42.86% | 0.14 | $185.04–231.03 · VW $207.79i | $156,537,000 | SEC |
| 2020 Q1 | 508,008 | 0.43 | Add 28.13% | 0.09 | $169.95–231.14 · VW $204.13i | $98,797,000 | SEC |
| 2019 Q4 | 396,478 | 0.33 | Add 35.90% | 0.09 | $161.68–218.11 · VW $191.51i | $84,093,000 | SEC |
| 2019 Q3 | 291,745 | 0.22 | Add 36.51% | 0.06 | $151.85–184.13 · VW $170.73i | $48,789,000 | SEC |
| 2019 Q2 | 213,719 | 0.18 | Add 55.67% | 0.06 | $147.95–195.72 · VW $168.26i | $36,215,000 | SEC |
| 2019 Q1 | 137,292 | 0.13 | Add 26.78% | 0.03 | $129.83–188.08 · VW $168.85i | $25,049,000 | SEC |
| 2018 Q4 | 108,292 | 0.10 | Add 39.25% | 0.03 | $129.77–168.80 · VW $148.36i | $14,844,000 | SEC |
| 2018 Q3 | 77,766 | 0.07 | Add 45.10% | 0.02 | $152.85–198.35 · VW $175.39i | $12,813,000 | SEC |
| 2018 Q2 | 53,594 | 0.06 | Add 8.93% | <0.01 | $166.13–211.70 · VW $187.91i | $9,943,000 | SEC |
| 2018 Q1 | 49,202 | 0.06 | Add 26.19% | 0.01 | $168.88–206.20 · VW $189.13i | $9,031,000 | SEC |
| 2017 Q4 | 38,991 | 0.05 | Add 39.84% | 0.01 | $164.25–191.75 · VW $177.48i | $6,723,000 | SEC |
| 2017 Q3 | 27,883 | 0.04 | Add 58.59% | 0.01 | $139.49–180.87 · VW $164.65i | $4,816,000 | SEC |
| 2017 Q2 | 17,582 | 0.02 | Add 18.27% | <0.01 | $106.76–148.29 · VW $128.48i | $2,477,000 | SEC |
| 2017 Q1 | 14,866 | 0.01 | Add 10.50% | <0.01 | $88.08–110.45 · VW $102.23i | $1,603,000 | SEC |
| 2016 Q4 | 13,454 | 0.01 | Add 16.64% | <0.01 | $86.01–109.00 · VW $96.07i | $1,181,000 | SEC |
| 2016 Q3 | 11,535 | 0.01 | Add 15.60% | <0.01 | $77.68–109.87 · VW $95.18i | $1,220,000 | SEC |
| 2016 Q2 | 9,978 | 0.01 | Add 58.13% | <0.01 | $73.30–82.03 · VW $78.67i | $794,000 | SEC |
| 2016 Q1 | 6,310 | 0.01 | Add 18.72% | <0.01 | $59.25–79.84 · VW $70.42i | $499,000 | SEC |
| 2015 Q4 | 5,315 | 0.01 | Buy | 0.01 | $58.20–86.42 · VW $79.86i | $432,000 | SEC |
Price snapshot:
Current price$112.35
52-week low$91.99
52-week high$190.92