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Pinpoint Asset Management’s Alibaba BABA Stock Holding History

Pinpoint Asset 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
Q1 		$28.2M Buy
+213,115
New +$24.6M 4.89% 7
2023
Q4 		– Sell
-274,527
Closed -$23.8M – 76
2023
Q3 		$23.8M Buy
274,527
+131,957
+93% +$12.1M 5.58% 8
2023
Q2 		$13.3M Buy
142,570
+134,870
+1,752% +$11.8M 7.42% 5
2023
Q1 		$3.24M Buy
+7,700
New +$771K 0.87% 23
2022
Q4 		– Sell
-29,395
Closed -$2.73M – 39
2022
Q3 		$2.73M Sell
29,395
-106,005
-78% -$10.1M 0.91% 19
2022
Q2 		$15.4M Buy
+135,400
New +$13.3M 6.12% 5
2021
Q2 		– Sell
-23,400
Closed -$5.3M – 35
2021
Q1 		$5.3M Sell
23,400
-131,059
-85% -$32.2M 1.35% 17
2020
Q4 		$38.6M Sell
154,459
-137,475
-47% -$38.2M 8.2% 5
2020
Q3 		$85.8M Buy
291,934
+42,100
+17% +$11.1M 20.46% 1
2020
Q2 		$53.9M Sell
249,834
-46,600
-16% -$9.7M 15.58% 2
2020
Q1 		$57.6M Sell
296,434
-413,075
-58% -$86.2M 17.42% 2
2019
Q4 		$161M Buy
+709,509
New +$133M 38.58% 1

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Pinpoint Asset Management's BABA Position: Q1 2025 in Review

Pinpoint Asset Management opened a new position in Alibaba (BABA) in Q1 2025: 213,115 shares worth $28.2M. The stake represents 4.89% of the portfolio and ranks #7 among its holdings. This is a return to the name: Pinpoint Asset Management previously reported a position in BABA as recently as Q3 2023.

Pinpoint Asset Management first reported a position in BABA in Q4 2019 and has held it in 12 quarters since. The position peaked at $161M in Q4 2019. 1,398 funds tracked by Wall St. Rank hold BABA as of Q1 2025.

  • Pinpoint Asset Management held 213,115 shares of Alibaba worth $28.2M as of Q1 2025.
  • Alibaba was a new Pinpoint Asset Management position in Q1 2025.
  • Alibaba made up 4.89% of Pinpoint Asset Management's portfolio in Q1 2025, its #7 holding.
  • Pinpoint Asset Management first reported a position in Alibaba in Q4 2019 and has held it in 12 quarters since.
  • Pinpoint Asset Management's Alibaba position peaked at $161M in Q4 2019.
  • 1,398 funds tracked by Wall St. Rank held Alibaba as of Q1 2025.

Based on Pinpoint Asset Management's 13F filing for Q1 2025, filed 12 May 2025.