WOODWARD DIVERSIFIED CAPITAL, LLC BABA — ALIBABA GROUP HLDG LTD

Ownership history in WOODWARD DIVERSIFIED CAPITAL, LLC  ·  22 quarters on record

AI Ownership Summary

WOODWARD DIVERSIFIED CAPITAL, LLC reported ALIBABA GROUP HLDG LTD (BABA) in 22 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.74% in 2025 Q1. The latest visible filing shows BABA at 0.49% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BABA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WOODWARD DIVERSIFIED CAPITAL, LLC'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
2026 Q1

BABA was reported at 0.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.74% in 2025 Q1

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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 WOODWARD DIVERSIFIED CAPITAL, LLC fund profile WOODWARD DIVERSIFIED CAPITAL, LLC full holdings
How WOODWARD DIVERSIFIED CAPITAL, LLC 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 7,624 -2,218 -22.5% 0.49% $1.1M 2026-04-24 $135.82
2025 Q4 ADDED — — — 9,842 +1,980 +25.2% 0.66% $1.4M 2026-01-14 $169.90
2025 Q3 REDUCED — — — 7,862 -16 -0.2% 0.65% $1.4M 2025-10-21 $166.67
2025 Q2 ADDED — — — 7,878 +15 +0.2% 0.45% $893K 2025-07-18 $120.23
2025 Q1 UNCHANGED — — — 7,863 — 0% 0.74% $1.0M 2025-05-02 $123.67
2024 Q4 REDUCED — — — 7,863 -94 -1.2% 0.49% $667K 2025-01-28 $94.43
2024 Q3 REDUCED — — — 7,957 -342 -4.1% 0.54% $844K 2024-11-01 $95.96
2024 Q2 ADDED — — — 8,299 +50 +0.6% 0.35% $598K 2024-07-31 $77.54
2024 Q1 ADDED — — — 8,249 +650 +8.6% 0.37% $597K 2024-04-30 $72.04
2023 Q4 REDUCED — — — 7,599 -300 -3.8% 0.37% $589K 2024-02-14 $70.64
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BABA

As of 2026 Q1 — sorted by position size

Discerene Group LP 3Y 35.03% HCEP Management Ltd 3Y 31.82% Polunin Capital Partners Ltd 3Y 7Y 27.38% Eurizon Asset Management Slovakia, sprav. spol., a.s. 26.22% AXA S.A. 3Y 7Y 22.97% RWWM, Inc. 3Y 7Y 19.8% HHLR ADVISORS, LTD. 3Y 7Y 18.4% True Light Capital Pte. Ltd. 16.95% Alpine Investment Management Ltd 3Y 16.38% ShawSpring Partners LLC 3Y 7Y 13.61%

FAQ About WOODWARD DIVERSIFIED CAPITAL, LLC and BABA

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

How long has WOODWARD DIVERSIFIED CAPITAL, LLC reported owning BABA?

WOODWARD DIVERSIFIED CAPITAL, LLC reported BABA across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BABA position in WOODWARD DIVERSIFIED CAPITAL, LLC's portfolio?

The largest reported portfolio weight for BABA was 0.74% in 2025 Q1.

What is the latest reported BABA position on this page?

The most recent filing on this page is 2026 Q1, when WOODWARD DIVERSIFIED CAPITAL, LLC reported 7,624 shares, equal to 0.49% of portfolio, with an estimated market value of $1.1M.

What does the chart on this BABA ownership page compare?

The chart compares WOODWARD DIVERSIFIED CAPITAL, LLC'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 WOODWARD DIVERSIFIED CAPITAL, LLC time their BABA position?

Based on 13F filing dates vs. subsequent BABA price moves, WOODWARD DIVERSIFIED CAPITAL, LLC correctly timed 13 out of 19 reported position changes (68%). The annualised alpha on BABA relative to SPY over the holding period was -22.3%.

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