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
2018 Q4	–	Sell	-325	Closed	-$7K	–	27
2018 Q3	$7K	Buy	+325	New	+$57.5K	﹤0.01%	28

Other funds holding BABA

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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.