Samantha McLemore - Patient Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    38
Portfolio value:    $2,681,827,464
Holdings Activity Buys Sells    History
Holding/activity history for  Alibaba Group Holdings Ltd. (BABA)
← All BABA superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 0 0.00 Sell 100.00% 0.57 $121.16–181.10 · VW $149.47i SEC
2025   Q4 100,114 0.57 Reduce 79.56% 2.78 $145.64–192.67 · VW $164.29i $14,674,735 SEC
2025   Q3 489,677 3.50 Reduce 1.89% 0.05 $103.71–182.15 · VW $141.22i $87,519,945 SEC
2025   Q2 499,110 2.55 Reduce 6.55% 0.24 $95.73–134.51 · VW $117.27i $56,604,098 SEC
2025   Q1 534,089 3.63 Reduce 22.56% 0.61 $80.06–148.43 · VW $120.50i $70,622,619 SEC
2024   Q4 689,712 2.70 Add 4.70% 0.12 $81.70–117.82 · VW $95.72i $58,480,639 SEC
2024   Q3 658,726 3.43 Reduce 9.33% 0.26 $71.97–112.22 · VW $87.77i $69,903,960 SEC
2024   Q2 726,526 2.78 Add 14.74% 0.36 $68.36–90.46 · VW $77.35i $52,309,877 SEC
2024   Q1 633,201 2.23 Add 9.84% 0.20 $66.63–78.34 · VW $73.00i $45,818,396 SEC
2023   Q4 576,464 2.37 Reduce 9.09% 0.29 $70.08–88.80 · VW $78.54i $44,681,757 SEC
2023   Q3 634,125 3.24 Reduce 5.41% 0.17 $82.64–102.50 · VW $93.58i $55,003,982 SEC
2023   Q2 670,410 3.11 Add 669.26% 2.71 $77.77–103.24 · VW $86.18i $55,878,675 SEC
2023   Q1 87,150 4.00 Reduce 1.39% 0.05 $79.48–121.30 · VW $99.23i $8,904,987 SEC
2022   Q4 88,375 3.84 Reduce 3.99% 0.15 $58.01–94.98 · VW $79.00i $7,784,954 SEC
2022   Q3 92,050 3.74 Reduce 25.89% 1.79 $76.28–125.84 · VW $94.80i $7,363,000 SEC
2022   Q2 124,200 6.92 Add 20.82% 1.19 $78.01–121.38 · VW $101.35i $14,119,000 SEC
2022   Q1 102,800 4.41 Add 34.91% 1.14 $73.28–138.70 · VW $109.35i $11,185,000 SEC
2021   Q4 76,200 3.67 $118.79 $9,052,000 SEC
Price snapshot:
Current price$112.35
52-week low$91.99
52-week high$190.92