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Beaconlight Capital’s Alibaba BABA Stock Holding History

Beaconlight Capital’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
-21,489
Closed -$3.84M – 25
2025
Q3 		$3.84M Buy
+21,489
New +$2.82M 1.89% 22
2020
Q3 		– Sell
-38,650
Closed -$8.34M – 38
2020
Q2 		$8.34M Buy
+38,650
New +$8.05M 2.78% 17

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

Beaconlight Capital's BABA Position: Q4 2025 in Review

Beaconlight Capital sold out of Alibaba (BABA) in Q4 2025, closing a stake of 21,489 shares — an estimated $3.84M sold.

Beaconlight Capital first reported a position in BABA in Q2 2020 and held it in 2 quarters. The position peaked at $8.34M in Q2 2020. 1,432 funds tracked by Wall St. Rank hold BABA as of Q4 2025.

  • Beaconlight Capital reported no remaining Alibaba position as of Q4 2025 after selling out during the quarter.
  • Beaconlight Capital sold 21,489 Alibaba shares in Q4 2025, an estimated $3.84M.
  • Beaconlight Capital first reported a position in Alibaba in Q2 2020 and held it in 2 quarters.
  • Beaconlight Capital's Alibaba position peaked at $8.34M in Q2 2020.
  • 1,432 funds tracked by Wall St. Rank held Alibaba as of Q4 2025.

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