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Main Street Research’s Alibaba BABA Stock Holding History

Main Street Research’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
Q3 		– Sell
-226,019
Closed -$26.1M – 130
2025
Q2 		$26.1M Buy
+226,019
New +$26.8M 1.62% 32
2021
Q3 		– Sell
-1,281
Closed -$291K – 138
2021
Q2 		$291K Sell
1,281
-59,333
-98% -$13.2M 0.02% 116
2021
Q1 		$13.7M Buy
60,614
+7,065
+13% +$1.74M 1.29% 39
2020
Q4 		$12.5M Buy
53,549
+1,297
+2% +$360K 1.34% 36
2020
Q3 		$15.4M Buy
52,252
+2,840
+6% +$748K 1.96% 27
2020
Q2 		$10.7M Buy
49,412
+6,532
+15% +$1.36M 1.67% 35
2020
Q1 		$8.34M Sell
42,880
-39,657
-48% -$8.28M 2.04% 24
2019
Q4 		$17.5M Sell
82,537
-1,709
-2% -$321K 2.76% 9
2019
Q3 		$14.1M Sell
84,246
-148
-0.2% -$25.4K 2.64% 17
2019
Q2 		$14.3M Buy
+84,394
New +$14.6M 3.22% 14
2018
Q4 		– Sell
-43,372
Closed -$7.15M – 81
2018
Q3 		$7.15M Sell
43,372
-38,650
-47% -$6.84M 1.03% 39
2018
Q2 		$15.2M Buy
82,022
+3,758
+5% +$716K 2.38% 17
2018
Q1 		$14.4M Buy
78,264
+5,864
+8% +$1.1M 2.27% 19
2017
Q4 		$12.5M Buy
72,400
+2,126
+3% +$381K 1.9% 25
2017
Q3 		$12.1M Buy
70,274
+1,063
+2% +$172K 1.96% 23
2017
Q2 		$9.75M Buy
+69,211
New +$8.55M 1.59% 33

Other funds holding BABA

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Main Street Research's BABA Position: Q3 2025 in Review

Main Street Research sold out of Alibaba (BABA) in Q3 2025, closing a stake of 226,019 shares — an estimated $26.1M sold.

Main Street Research first reported a position in BABA in Q2 2017 and held it in 16 quarters. The position peaked at $26.1M in Q2 2025. 1,416 funds tracked by Wall St. Rank hold BABA as of Q3 2025.

  • Main Street Research reported no remaining Alibaba position as of Q3 2025 after selling out during the quarter.
  • Main Street Research sold 226,019 Alibaba shares in Q3 2025, an estimated $26.1M.
  • Main Street Research first reported a position in Alibaba in Q2 2017 and held it in 16 quarters.
  • Main Street Research's Alibaba position peaked at $26.1M in Q2 2025.
  • 1,416 funds tracked by Wall St. Rank held Alibaba as of Q3 2025.

Based on Main Street Research's 13F filing for Q3 2025, filed 13 Nov 2025.