Light Street Capital Management’s Alibaba BABA Stock Holding History

Light Street 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	-105,000	Closed	-$18.8M	–	26
2025 Q3	$18.8M	Buy	+105,000	New	+$13.8M	3.16%	14
2020 Q4	–	Sell	-262,700	Closed	-$77.2M	–	46
2020 Q3	$77.2M	Buy	262,700 +24,500	+10%	+$6.46M	2.43%	12
2020 Q2	$51.4M	Sell	238,200 -21,500	-8%	-$4.48M	2.14%	20
2020 Q1	$50.5M	Sell	259,700 -108,800	-30%	-$22.7M	2.66%	14
2019 Q4	$78.2M	Buy	368,500 +262,500	+248%	+$49.3M	4.67%	7
2019 Q3	$17.7M	Buy	+106,000	New	+$18.2M	1.27%	24
2018 Q4	–	Sell	-65,000	Closed	-$10.7M	–	28
2018 Q3	$10.7M	Sell	65,000 -345,924	-84%	-$61.2M	0.73%	21
2018 Q2	$76.2M	Buy	410,924 +258,949	+170%	+$49.4M	5.34%	6
2018 Q1	$27.9M	Sell	151,975 -123,025	-45%	-$23.2M	2.29%	18
2017 Q4	$47.4M	Sell	275,000 -45,000	-14%	-$8.06M	5.13%	7
2017 Q3	$55.3M	Sell	320,000 -55,000	-15%	-$8.92M	4.51%	9
2017 Q2	$52.8M	Buy	375,000 +125,000	+50%	+$15.4M	3.73%	11
2017 Q1	$27M	Buy	+250,000	New	+$25.4M	2.16%	23
2016 Q4	–	Sell	-480,000	Closed	-$50.8M	–	26
2016 Q3	$50.8M	Buy	+480,000	New	+$44.5M	5.11%	6
2014 Q4	–	Sell	-110,000	Closed	-$9.77M	–	35
2014 Q3	$9.77M	Buy	+110,000	New	+$9.88M	1.38%	30

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

Light Street Capital Management's BABA Position: Q4 2025 in Review

Light Street Capital Management sold out of Alibaba (BABA) in Q4 2025, closing a stake of 105,000 shares — an estimated $18.8M sold.

Light Street Capital Management first reported a position in BABA in Q3 2014 and held it in 15 quarters. The position peaked at $78.2M in Q4 2019. 1,434 funds tracked by Wall St. Rank hold BABA as of Q4 2025.

Light Street Capital Management reported no remaining Alibaba position as of Q4 2025 after selling out during the quarter.
Light Street Capital Management sold 105,000 Alibaba shares in Q4 2025, an estimated $18.8M.
Light Street Capital Management first reported a position in Alibaba in Q3 2014 and held it in 15 quarters.
Light Street Capital Management's Alibaba position peaked at $78.2M in Q4 2019.
1,434 funds tracked by Wall St. Rank held Alibaba as of Q4 2025.

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