Patient Capital Management, LLC / BABA
Patient Capital Management, LLC’s Alibaba Group Hldg Ltd Position
Does Patient Capital Management, LLC own Alibaba Group Hldg Ltd (BABA)? Not currently — the last reported position was 100.1K shares worth $15M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$15M
Q4 2025
Shares
100.1K
% of Portfolio
+0.57%
Quarters Held
17
position exited
Position History BABA
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2025 | 100.1K | $15M | +0.57% |
| Q3 2025 | 489.7K | $88M | +3.50% |
| Q2 2025 | 499.1K | $57M | +2.55% |
| Q1 2025 | 534.1K | $71M | +3.63% |
| Q4 2024 | 689.7K | $58M | +2.70% |
| Q3 2024 | 658.7K | $70M | +3.43% |
| Q2 2024 | 726.5K | $52M | +2.78% |
| Q1 2024 | 633.2K | $46M | +2.23% |
| Q4 2023 | 576.5K | $45M | +2.37% |
| Q3 2023 | 634.1K | $55M | +3.23% |
| Q2 2023 | 670.4K | $56M | +3.11% |
| Q1 2023 | 87.2K | $9M | +3.97% |
| Q4 2022 | 88.4K | $8M | +3.78% |
| Q3 2022 | 92.0K | $7M | +3.67% |
| Q2 2022 | 124.2K | $14M | +6.25% |
| Q1 2022 | 102.8K | $11M | +3.79% |
| Q4 2021 | 76.2K | $9M | +2.61% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Patient Capital Management, LLC’s full portfolio or all institutional holders of BABA.