Alibaba

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Alibaba Cloud and the Qwen open-weight model family.

Publicly listed Cloud & Foundation Models

What this position signifies

The same company as on the stocks desk, held for a different reason. Here the thesis is Alibaba Cloud and the Qwen models — the leading domestic AI platform in China, widely adopted because Qwen weights are openly published. This allocation tracks Chinese enterprise AI spending rather than Chinese retail spending.

What actually moves it

  • Cloud revenue growth
  • Qwen adoption and ecosystem
  • Domestic chip supply
  • Regulatory environment
Deposit sections

Amounts for Alibaba

Four ways to hold this position. The tier you choose sets the minimum, the holding period, and how actively the allocation is managed.

Explorer
$1,000
up to $9,999
Minimum hold · 90 days

Thematic entry exposure. Your capital tracks this name inside the wider AI basket rather than as a standalone holding, which spreads single-company risk.

Deposit at Explorer
Accelerator
$10,000
up to $49,999
Minimum hold · 180 days

A direct weighting. The allocation is concentrated in this specific name, so performance tracks the company rather than the basket average.

Deposit at Accelerator
Frontier
$50,000
up to $249,999
Minimum hold · 12 months

A concentrated position with quarterly rebalancing and access to the desk research note published on this name each quarter.

Deposit at Frontier
Venture
$250,000
and above · by arrangement
Minimum hold · 24 months

Long-horizon capital. Suited to pre-IPO and early-stage exposure where the position is illiquid and the return, if any, is realised at a liquidity event.

Deposit at Venture