Fairtree Asset Management (Pty) Ltd BABA — ALIBABA GROUP HLDG LTD

Ownership history in Fairtree Asset Management (Pty) Ltd  ·  5 quarters on record

AI Ownership Summary

Fairtree Asset Management (Pty) Ltd reported ALIBABA GROUP HLDG LTD (BABA) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 4.67% in 2024 Q4. The latest visible filing shows BABA at 0.59% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BABA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Fairtree Asset Management (Pty) Ltd's position in ALIBABA GROUP HLDG LTD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BABA was reported at 0.59% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.67% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BABA stock page Fairtree Asset Management (Pty) Ltd fund profile Fairtree Asset Management (Pty) Ltd full holdings
How Fairtree Asset Management (Pty) Ltd held BABA — position size vs. price
% of Fund (quarterly)    BABA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 57.7% -14.4% ✅ 8,751 -11,945 -57.7% 0.59% $1.3M 2026-02-14 (Est.) $155.73
2025 Q3 REDUCED 52.3% -16.9% ✅ 20,696 -22,661 -52.3% 2.42% $3.7M 2025-11-12 $157.91
2025 Q2 ADDED — — — 43,357 +4,276 +10.9% 3.71% $4.9M 2025-08-13 $126.86
2025 Q1 REDUCED 32.1% -12.8% ✅ 39,081 -18,487 -32.1% 4.16% $5.2M 2025-05-15 $121.84
2024 Q4 INITIATED — — — 57,568 — — 4.67% $4.9M 2025-03-21 $132.89

🏢 Other funds also holding BABA

As of 2026 Q1 — sorted by position size

Polunin Capital Partners Ltd 3Y 7Y 27.38% Eurizon Asset Management Slovakia, sprav. spol., a.s. 26.22% RWWM, Inc. 3Y 7Y 19.8% True Light Capital Pte. Ltd. 16.95% TT International Asset Management LTD 3Y 12.7% UG Investment Advisers Ltd. 3Y 7Y 12.6% DAILY JOURNAL CORP 3Y 7Y 10.17% Aubrey Capital Management Ltd 3Y 7Y 7.93% Aurora Investment Managers, LLC. 3Y 7.5% IvyRock Asset Management (HK) Ltd 3Y 6.82%

FAQ About Fairtree Asset Management (Pty) Ltd and BABA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Fairtree Asset Management (Pty) Ltd reported owning BABA?

Fairtree Asset Management (Pty) Ltd reported BABA across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported BABA position in Fairtree Asset Management (Pty) Ltd's portfolio?

The largest reported portfolio weight for BABA was 4.67% in 2024 Q4.

What is the latest reported BABA position on this page?

The most recent filing on this page is 2025 Q4, when Fairtree Asset Management (Pty) Ltd reported 8,751 shares, equal to 0.59% of portfolio, with an estimated market value of $1.3M.

What does the chart on this BABA ownership page compare?

The chart compares Fairtree Asset Management (Pty) Ltd's quarterly BABA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Fairtree Asset Management (Pty) Ltd time their BABA position?

Based on 13F filing dates vs. subsequent BABA price moves, Fairtree Asset Management (Pty) Ltd correctly timed 2 out of 4 reported position changes (50%).

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