Eric Mandelblatt’s Alibaba BABA Stock Holding History

Eric Mandelblatt’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
2021 Q2	–	Sell	-2,060,277	Closed	-$467M	–	52
2021 Q1	$467M	Sell	2,060,277 -960,725	-32%	-$236M	4%	8
2020 Q4	$703M	Hold	3,021,002	–	–	5.33%	6
2020 Q3	$888M	Hold	3,021,002	–	–	8.95%	3
2020 Q2	$652M	Buy	3,021,002 +960,725	+47%	+$200M	8.34%	4
2020 Q1	$401M	Sell	2,060,277 -1,765,067	-46%	-$368M	7.35%	7
2019 Q4	$811M	Sell	3,825,344 -10,200	-0.3%	-$1.91M	10.64%	3
2019 Q3	$641M	Buy	3,835,544 +425,084	+12%	+$73.1M	9.03%	3
2019 Q2	$578M	Buy	3,410,460 +561,097	+20%	+$96.8M	8.68%	5
2019 Q1	$520M	Hold	2,849,363	–	–	9.41%	3
2018 Q4	$391M	Buy	2,849,363 +1,168,596	+70%	+$173M	8.19%	5
2018 Q3	$277M	Buy	+1,680,767	New	+$297M	4.23%	9
2016 Q1	–	Sell	-1,415,000	Closed	-$115M	–	34
2015 Q4	$115M	Buy	+1,415,000	New	+$111M	0.83%	31
2014 Q4	–	Sell	-330,000	Closed	-$29.3M	–	43
2014 Q3	$29.3M	Buy	+330,000	New	+$29.6M	0.22%	43

Other funds holding BABA

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

Eric Mandelblatt's BABA Position: Q2 2021 in Review

Eric Mandelblatt sold out of Alibaba (BABA) in Q2 2021, closing a stake of 2,060,277 shares — an estimated $467M sold.

Eric Mandelblatt first reported a position in BABA in Q3 2014 and held it in 13 quarters. The position peaked at $888M in Q3 2020. 1,894 funds tracked by Wall St. Rank hold BABA as of Q2 2021.

Eric Mandelblatt reported no remaining Alibaba position as of Q2 2021 after selling out during the quarter.
Eric Mandelblatt sold 2,060,277 Alibaba shares in Q2 2021, an estimated $467M.
Eric Mandelblatt first reported a position in Alibaba in Q3 2014 and held it in 13 quarters.
Eric Mandelblatt's Alibaba position peaked at $888M in Q3 2020.
1,894 funds tracked by Wall St. Rank held Alibaba as of Q2 2021.

Based on Soroban Capital Partners's 13F filing for Q2 2021, filed 16 Aug 2021.