Francois Rochon - Giverny Capital
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    51
Portfolio value:    $2,731,351,278
Holdings Activity Buys Sells    History
Holding/activity history for  Alibaba Group Holdings Ltd. (BABA)
← All BABA superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2024   Q1 0 0.00 Sell 100.00% 0.02 $66.63–78.34 · VW $73.00i SEC
2023   Q4 4,976 0.02 Reduce 0.56% <0.01 $70.08–88.80 · VW $78.54i $385,690 SEC
2023   Q3 5,004 0.02 $86.74 $434,047 SEC
2023   Q2 5,004 0.02 $83.35 $417,083 SEC
2023   Q1 5,004 0.03 Add 0.56% <0.01 $79.48–121.30 · VW $99.23i $511,309 SEC
2022   Q4 4,976 0.03 $88.09 $438,336 SEC
2022   Q3 4,976 0.03 Reduce 1.48% <0.01 $76.28–125.84 · VW $94.80i $398,000 SEC
2022   Q2 5,051 0.04 Add 1.51% <0.01 $78.01–121.38 · VW $101.35i $574,000 SEC
2022   Q1 4,976 0.03 $108.72 $541,000 SEC
2021   Q4 4,976 0.03 $118.77 $591,000 SEC
2021   Q3 4,976 0.04 Buy 0.04 $144.44–228.85 · VW $176.68i $737,000 SEC
Price snapshot:
Current price$112.35
52-week low$91.99
52-week high$190.92