SEC 13F Intelligence

Light Street Capital Management, LLC / BABA

Light Street Capital Management, LLC’s Alibaba Group Hldg Ltd Position

Does Light Street Capital Management, LLC own Alibaba Group Hldg Ltd (BABA)? Not currently — the last reported position was 105.0K shares worth $19M in Q3 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$19M
Q3 2025
Shares
105.0K
% of Portfolio
+3.16%
Quarters Held
6
position exited

Position History BABA

Reported value by quarter
Q3 ’19: $18MQ3 ’19Q4 ’19: $78MQ4 ’19Q1 ’20: $51MQ1 ’20Q2 ’20: $51MQ2 ’20Q3 ’20: $77MQ3 ’20Q3 ’25: $19MQ3 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2025105.0K$19M+3.16%
Q3 2020262.7K$77M+2.43%
Q2 2020238.2K$51M+2.14%
Q1 2020259.7K$51M+2.66%
Q4 2019368.5K$78M+4.67%
Q3 2019106.0K$18M+1.27%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Light Street Capital Management, LLC’s full portfolio or all institutional holders of BABA.