John Gunn - Dodge & Cox
Holding/activity history for Alibaba Group Holdings Ltd. (BABA)
← All BABA superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 9,917,770 | 0.68 | Reduce 0.99% | <0.01 | $121.16–181.10 · VW $149.47i | $1,244,283,424 | SEC |
| 2025 Q4 | 10,016,870 | 0.79 | Reduce 8.73% | 0.09 | $145.64–192.67 · VW $164.29i | $1,468,272,805 | SEC |
| 2025 Q3 | 10,975,370 | 1.06 | Add 0.10% | <0.01 | $103.71–182.15 · VW $141.22i | $1,961,627,880 | SEC |
| 2025 Q2 | 10,964,270 | 0.70 | Reduce 3.14% | 0.03 | $95.73–134.51 · VW $117.27i | $1,243,457,861 | SEC |
| 2025 Q1 | 11,319,570 | 0.85 | Reduce 21.77% | 0.15 | $80.06–148.43 · VW $120.50i | $1,496,786,741 | SEC |
| 2024 Q4 | 14,469,770 | 0.71 | Reduce 20.00% | 0.22 | $81.70–117.82 · VW $95.72i | $1,226,891,798 | SEC |
| 2024 Q3 | 18,086,570 | 1.09 | Add 0.29% | <0.01 | $71.97–112.22 · VW $87.77i | $1,919,346,808 | SEC |
| 2024 Q2 | 18,034,070 | 0.78 | Reduce 0.22% | <0.01 | $68.36–90.46 · VW $77.35i | $1,298,453,040 | SEC |
| 2024 Q1 | 18,074,270 | 0.76 | Add 5.12% | 0.04 | $66.63–78.34 · VW $73.00i | $1,307,854,177 | SEC |
| 2023 Q4 | 17,194,570 | 0.85 | Add 6.86% | 0.05 | $70.08–88.80 · VW $78.54i | $1,332,751,121 | SEC |
| 2023 Q3 | 16,091,470 | 0.94 | Add 10.23% | 0.09 | $82.64–102.50 · VW $93.58i | $1,395,774,108 | SEC |
| 2023 Q2 | 14,598,170 | 0.82 | Add 15.55% | 0.11 | $77.77–103.24 · VW $86.18i | $1,216,757,470 | SEC |
| 2023 Q1 | 12,633,812 | 0.88 | Reduce 9.62% | 0.08 | $79.48–121.30 · VW $99.23i | $1,290,922,910 | SEC |
| 2022 Q4 | 13,979,070 | 0.85 | Reduce 1.38% | 0.01 | $58.01–94.98 · VW $79.00i | $1,231,416,276 | SEC |
| 2022 Q3 | 14,174,270 | 0.86 | Add 14.92% | 0.11 | $76.28–125.84 · VW $94.80i | $1,133,800,000 | SEC |
| 2022 Q2 | 12,333,870 | 0.97 | Add 3.47% | 0.03 | $78.01–121.38 · VW $101.35i | $1,402,114,000 | SEC |
| 2022 Q1 | 11,920,270 | 0.79 | Add 33.94% | 0.20 | $73.28–138.70 · VW $109.35i | $1,296,925,000 | SEC |
| 2021 Q4 | 8,899,470 | 0.66 | Add 11.23% | 0.07 | $108.70–182.09 · VW $139.19i | $1,057,168,000 | SEC |
| 2021 Q3 | 8,001,070 | 0.77 | Add 28.30% | 0.17 | $144.44–228.85 · VW $176.68i | $1,184,558,000 | SEC |
| 2021 Q2 | 6,236,170 | 0.93 | Add 10.55% | 0.09 | $204.39–245.69 · VW $224.18i | $1,414,239,000 | SEC |
| 2021 Q1 | 5,640,900 | 0.92 | Add 96.70% | 0.45 | $220.09–274.29 · VW $242.56i | $1,278,961,000 | SEC |
| 2020 Q4 | 2,867,800 | 0.53 | Reduce 3.13% | 0.03 | $211.23–319.32 · VW $266.11i | $667,423,000 | SEC |
| 2020 Q3 | 2,960,500 | 0.80 | Add 0.63% | <0.01 | $214.74–299.00 · VW $264.34i | $870,328,000 | SEC |
| 2020 Q2 | 2,942,100 | 0.59 | Reduce 5.89% | 0.04 | $185.04–231.03 · VW $207.79i | $634,611,000 | SEC |
| 2020 Q1 | 3,126,100 | 0.66 | Add 7.00% | 0.04 | $169.95–231.14 · VW $204.13i | $607,964,000 | SEC |
| 2019 Q4 | 2,921,500 | 0.48 | Reduce 10.64% | 0.05 | $161.68–218.11 · VW $191.51i | $619,650,000 | SEC |
| 2019 Q3 | 3,269,400 | 0.45 | Reduce 8.74% | 0.04 | $151.85–184.13 · VW $170.73i | $546,742,000 | SEC |
| 2019 Q2 | 3,582,500 | 0.49 | Add 30.19% | 0.11 | $147.95–195.72 · VW $168.26i | $607,055,000 | SEC |
| 2019 Q1 | 2,751,800 | 0.41 | Add 11.33% | 0.04 | $129.83–188.08 · VW $168.85i | $502,066,000 | SEC |
| 2018 Q4 | 2,471,800 | 0.31 | Buy | 0.31 | $129.77–168.80 · VW $148.36i | $338,810,000 | SEC |
Price snapshot:
Current price$112.35
Avg. buy price$127.57
+/- since buy-11.93%
52-week low$91.99
52-week high$190.92