David M. Polen
Polen Capital Management
Polen Capital Management Alibaba Group Holding Ltd stake
total: 588
Polen Capital Management BABA trades
- Total transactions:
- 28
- New positions:
- 2
- Sold out:
- 2
- Added:
- 22
- Reduced:
- 2
- Held since:
- 2025 Q3
- Held for:
- 1 quarter
- Latest activity:
- 2025 Q4
According to 2026 Q2 report, Polen Capital Management doesn't hold any Alibaba Group Holding Ltd (BABA) shares. To date, the estimated cost basis is nearly $178.73 for "buy" trades and estimated average "sell" price is $178.73. Polen Capital Management first purchased BABA in 2015 Q4, initially acquiring 5,315 shares. Polen Capital Management later completely sold out the position and invested in Alibaba Group Holding Ltd again in 2025 Q3. Since the initial investment in Alibaba Group Holding Ltd (BABA), Polen Capital Management has made 27 more transactions.
When did Polen Capital Management sell Alibaba Group Holding Ltd (BABA)?
Polen Capital Management sold off the entire Alibaba Group Holding Ltd (BABA) position in 2025 Q4.
When did Polen Capital Management buy Alibaba Group Holding Ltd (BABA)?
Polen Capital Management first invested in Alibaba Group Holding Ltd (BABA) in 2015 Q4 at the reported quarter-end price of $81.28 per share.
What's the cost basis of Polen Capital Management's BABA stake?
The estimated cost basis for Alibaba Group Holding Ltd (BABA) stake is around $178.73 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $178.73
- Weighted AVG sell price:
- $178.73
Polen Capital Management's historical trades in Alibaba Group Holding Ltd
28 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2025 Q4
|
0.00%
|
0
|
$178.73
|
|
-100% (-2,850)
|
-0%
|
|
2025 Q3
|
0.00%
|
2,850
|
$178.73
|
$509,381
|
new
|
+0%
|
|
2022 Q1
|
0.00%
|
0
|
$118.98
|
|
-100% (-2,244)
|
-0%
|
|
2021 Q4
|
0.00%
|
2,244
|
$118.98
|
$267,000
|
-99.53% (-478,707)
|
-0.1%
|
|
2021 Q3
|
0.13%
|
480,951
|
$148.05
|
$71,205,000
|
-66.07% (-936,564)
|
-0.27%
|
|
2021 Q2
|
0.62%
|
1,417,515
|
$226.78
|
$321,464,000
|
+3.95% (+53,831)
|
+0.02%
|
|
2021 Q1
|
0.69%
|
1,363,684
|
$226.73
|
$309,188,000
|
+12.20% (+148,304)
|
+0.08%
|
|
2020 Q4
|
0.66%
|
$232.73
|
+26.49% (+254,552)
|
|||
|
2020 Q3
|
0.76%
|
$293.98
|
+32.40% (+235,113)
|
|||
|
2020 Q2
|
0.47%
|
$215.70
|
+42.86% (+217,707)
|
|||
|
2020 Q1
|
0.43%
|
$194.48
|
+28.13% (+111,530)
|
|||
|
2019 Q4
|
0.33%
|
$212.10
|
+35.90% (+104,733)
|
|||
|
2019 Q3
|
0.22%
|
$167.23
|
+36.51% (+78,026)
|
|||
|
2019 Q2
|
0.18%
|
$169.45
|
+55.67% (+76,427)
|
|||
|
2019 Q1
|
0.13%
|
$182.45
|
+26.78% (+29,000)
|
|||
|
2018 Q4
|
0.10%
|
$137.07
|
+39.25% (+30,526)
|
|||
|
2018 Q3
|
0.07%
|
$164.76
|
+45.10% (+24,172)
|
|||
|
2018 Q2
|
0.06%
|
$185.52
|
+8.93% (+4,392)
|
|||
|
2018 Q1
|
0.06%
|
$183.55
|
+26.19% (+10,211)
|
|||
|
2017 Q4
|
0.05%
|
$172.42
|
+39.84% (+11,108)
|
|||
|
2017 Q3
|
0.04%
|
$172.72
|
+58.59% (+10,301)
|
|||
|
2017 Q2
|
0.02%
|
$140.88
|
+18.27% (+2,716)
|
|||
|
2017 Q1
|
0.01%
|
$107.83
|
+10.50% (+1,412)
|
|||
|
2016 Q4
|
0.01%
|
$87.78
|
+16.64% (+1,919)
|
|||
|
2016 Q3
|
0.01%
|
$105.77
|
+15.60% (+1,557)
|
|||
|
2016 Q2
|
0.01%
|
$79.58
|
+58.13% (+3,668)
|
|||
|
2016 Q1
|
0.01%
|
$79.08
|
+18.72% (+995)
|
|||
|
2015 Q4
|
0.01%
|
$81.28
|
new
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.