Sapient Capital’s Alibaba BABA Stock Holding History

Sapient Capital’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 Q2	–	Sell	-112,776	Closed	-$14.9M	–	374
2025 Q1	$14.9M	Buy	+112,776	New	+$13M	0.29%	65
2024 Q1	–	Sell	-2,991	Closed	-$232K	–	371
2023 Q4	$232K	Buy	+2,991	New	+$238K	0.01%	347

Other funds holding BABA

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

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

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

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

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

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

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

Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return

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

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

Sapient Capital's BABA Position: Q2 2025 in Review

Sapient Capital sold out of Alibaba (BABA) in Q2 2025, closing a stake of 112,776 shares — an estimated $14.9M sold.

Sapient Capital first reported a position in BABA in Q4 2023 and held it in 2 quarters. The position peaked at $14.9M in Q1 2025. 1,274 funds tracked by Wall St. Rank hold BABA as of Q2 2025.

Sapient Capital reported no remaining Alibaba position as of Q2 2025 after selling out during the quarter.
Sapient Capital sold 112,776 Alibaba shares in Q2 2025, an estimated $14.9M.
Sapient Capital first reported a position in Alibaba in Q4 2023 and held it in 2 quarters.
Sapient Capital's Alibaba position peaked at $14.9M in Q1 2025.
1,274 funds tracked by Wall St. Rank held Alibaba as of Q2 2025.

Based on Sapient Capital's 13F filing for Q2 2025, filed 9 Jul 2025.