Here’s Why Emerald Growth Equity Strategy Picked Alibaba (BABA) in Q4

<p>Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q4 2025 investor letter for the “Growth Equity Strategy.” A copy of the letter is available to <a href="https://www.insidermonkey.com/blog/emerald-wealth-partners-growth-equity-strategys-q4-2025-investor-letter-1717677/">download here</a>. In 2025, the strategy returned +3.1% (gross) and +3.0% (net), resulting in the year-to-date return of 16.7% (gross) and +16.0% (net). Discussions on a potential bubble in Artificial Intelligence (AI) markets were a significant feature of 2025, especially in Q4, contributing to a pullback in AI stocks as investors expressed fears of an upcoming downturn. President Trump’s erratic trade and foreign policies were another challenge faced by the market in 2025. In addition, you can check the Strategy’s top 5 holdings to determine its best picks for 2025.</p>
<p>In its fourth-quarter 2025 investor letter, Emerald Growth Equity Strategy highlighted stocks like Alibaba Group Holding Limited (NYSE:<a href="https://finance.yahoo.com/quote/BABA">BABA</a>). Alibaba Group Holding Limited (NYSE:BABA) is a Chinese multinational company that focuses on cloud computing, e-commerce, and artificial intelligence. On March 16, 2026, Alibaba Group Holding Limited (NYSE:BABA) stock closed at $136.71 per share. One-month return of Alibaba Group Holding Limited (NYSE:BABA) was -12.04%, and its shares lost 4.22% over the past 52 weeks. Alibaba Group Holding Limited (NYSE:BABA) has a market capitalization of $326.383 billion.</p>
<p>Emerald Growth Equity Strategy stated the following regarding Alibaba Group Holding Limited (NYSE:BABA) in its fourth quarter 2025 investor letter:</p>
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<p>"Clearly, the current pessimism has created a rare opportunity to buy excellent businesses at compelling valuations. Alibaba Group Holding Limited (NYSE:BABA) and Tencent are good examples. Alibaba is one of China's digital infrastructure backbones, a $150 billion revenue company that has evolved from Jack Ma's startup into the dominant force in Chinese e-commerce and cloud computing. The company commands 45% of China's e-commerce market through Taobao and Tmall, platforms that connect 10 million merchants with one billion customers. After years of competitive pressure from JD.com and Pinduoduo, Alibaba's market position has stabilized, and its scale enables high-margin operations while taking less from merchants than competitors.</p>
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