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Altimeter Capital Management’s Alibaba BABA Stock Holding History

Altimeter Capital Management’s Portfolio BABA Stock Details BABA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-969,100
Closed -$173M – 20
2025
Q3 		$173M Buy
+969,100
New +$127M 2.28% 13
2025
Q2 		– Sell
-540,370
Closed -$71.5M – 19
2025
Q1 		$71.5M Buy
+540,370
New +$62.3M 1.44% 15
2021
Q4 		– Sell
-1,152,000
Closed -$171M – 27
2021
Q3 		$171M Hold
1,152,000
– – 1.37% 12
2021
Q2 		$261M Sell
1,152,000
-100,000
-8% -$22.2M 2.04% 8
2021
Q1 		$284M Buy
1,252,000
+152,000
+14% +$37.3M 2.03% 8
2020
Q4 		$256M Buy
1,100,000
+805,650
+274% +$224M 2.37% 10
2020
Q3 		$86.5M Hold
294,350
– – 1.46% 14
2020
Q2 		$63.5M Hold
294,350
– – 1.34% 12
2020
Q1 		$57.2M Hold
294,350
– – 1.72% 9
2019
Q4 		$62.4M Hold
294,350
– – 1.4% 9
2019
Q3 		$49.2M Buy
294,350
+116,500
+66% +$20M 1.2% 9
2019
Q2 		$30.1M Buy
177,850
+41,500
+30% +$7.16M 0.83% 11
2019
Q1 		$24.9M Buy
136,350
+12,000
+10% +$2.02M 0.85% 10
2018
Q4 		$17M Buy
124,350
+52,000
+72% +$7.69M 0.62% 14
2018
Q3 		$11.9M Buy
72,350
+24,500
+51% +$4.34M 0.46% 15
2018
Q2 		$8.88M Sell
47,850
-41,500
-46% -$7.91M 0.42% 14
2018
Q1 		$16.4M Buy
89,350
+50,700
+131% +$9.55M 0.81% 13
2017
Q4 		$6.66M Buy
38,650
+6,700
+21% +$1.2M 0.35% 13
2017
Q3 		$5.52M Buy
31,950
+6,200
+24% +$1.01M 0.26% 16
2017
Q2 		$3.63M Buy
+25,750
New +$3.18M 0.15% 20

Other funds holding BABA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Altimeter Capital Management's BABA Position: Q4 2025 in Review

Altimeter Capital Management sold out of Alibaba (BABA) in Q4 2025, closing a stake of 969,100 shares — an estimated $173M sold.

Altimeter Capital Management first reported a position in BABA in Q2 2017 and held it in 20 quarters. The position peaked at $284M in Q1 2021. 1,433 funds tracked by Wall St. Rank hold BABA as of Q4 2025.

  • Altimeter Capital Management reported no remaining Alibaba position as of Q4 2025 after selling out during the quarter.
  • Altimeter Capital Management sold 969,100 Alibaba shares in Q4 2025, an estimated $173M.
  • Altimeter Capital Management first reported a position in Alibaba in Q2 2017 and held it in 20 quarters.
  • Altimeter Capital Management's Alibaba position peaked at $284M in Q1 2021.
  • 1,433 funds tracked by Wall St. Rank held Alibaba as of Q4 2025.

Based on Altimeter Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.