SEC 13F Intelligence

Meritage Portfolio Management / BABA

Meritage Portfolio Management’s Alibaba Group Hldg Ltd Position

Does Meritage Portfolio Management own Alibaba Group Hldg Ltd (BABA)? Yes — 131.9K shares worth $19M (+1.28% of its 13F portfolio) as of Q4 2025, down from 135.5K shares the prior filed quarter.

Position Value
$19M
Q4 2025
Shares
131.9K
% of Portfolio
+1.28%
Quarters Held
8
currently held

Position History BABA

Reported value by quarter
Q1 ’24: $14MQ1 ’24Q2 ’24: $14MQ2 ’24Q3 ’24: $20MQ3 ’24Q4 ’24: $16MQ4 ’24Q1 ’25: $24MQ1 ’25Q2 ’25: $20MQ2 ’25Q3 ’25: $24MQ3 ’25Q4 ’25: $19MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2025131.9K$19M+1.28%
Q3 2025135.5K$24M+1.61%
Q2 2025172.8K$20M+1.24%
Q1 2025183.3K$24M+1.61%
Q4 2024186.7K$16M+0.98%
Q3 2024191.0K$20M+1.24%
Q2 2024192.5K$14M+0.88%
Q1 2024195.3K$14M+0.90%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Meritage Portfolio Management’s full portfolio or all institutional holders of BABA.