Sandler Capital Management’s Alibaba BABA Stock Holding History

Sandler 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	-6,136	Closed	-$1.1M	–	147
2025 Q3	$1.1M	Buy	+6,136	New	+$804K	0.32%	112
2025 Q2	–	Sell	-8,894	Closed	-$1.18M	–	150
2025 Q1	$1.18M	Buy	+8,894	New	+$1.03M	0.29%	97
2024 Q4	–	Sell	-18,000	Closed	-$1.91M	–	160
2024 Q3	$1.91M	Buy	+18,000	New	+$1.47M	0.25%	111
2020 Q2	–	Sell	-32,000	Closed	-$6.22M	–	80
2020 Q1	$6.22M	Sell	32,000 -8,000	-20%	-$1.67M	0.86%	49
2019 Q4	$8.48M	Buy	+40,000	New	+$7.51M	0.97%	42
2019 Q2	–	Sell	-70,000	Closed	-$12.8M	–	140
2019 Q1	$12.8M	Buy	+70,000	New	+$11.8M	0.99%	38

Other funds holding BABA

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sandler Capital Management's BABA Position: Q4 2025 in Review

Sandler Capital Management sold out of Alibaba (BABA) in Q4 2025, closing a stake of 6,136 shares — an estimated $1.1M sold.

Sandler Capital Management first reported a position in BABA in Q1 2019 and held it in 6 quarters. The position peaked at $12.8M in Q1 2019. 1,436 funds tracked by Wall St. Rank hold BABA as of Q4 2025.

Sandler Capital Management reported no remaining Alibaba position as of Q4 2025 after selling out during the quarter.
Sandler Capital Management sold 6,136 Alibaba shares in Q4 2025, an estimated $1.1M.
Sandler Capital Management first reported a position in Alibaba in Q1 2019 and held it in 6 quarters.
Sandler Capital Management's Alibaba position peaked at $12.8M in Q1 2019.
1,436 funds tracked by Wall St. Rank held Alibaba as of Q4 2025.

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