Baillie Gifford & Co
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Baillie Gifford & Co’s Alibaba BABA Stock Holding History

Baillie Gifford & Co’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
2026
Q1 		$96.9M Buy
772,002
+31,637
+4% +$4.76M 0.1% 122
2025
Q4 		$109M Buy
740,365
+368,760
+99% +$60.1M 0.09% 121
2025
Q3 		$66.4M Buy
+371,605
New +$48.7M 0.05% 143
2024
Q2 		– Sell
-97
Closed -$7.02K – 286
2024
Q1 		$7.02K Buy
97
+3
+3% +$220 ﹤0.01% 283
2023
Q4 		$7.29K Buy
94
+26
+38% +$2.07K ﹤0.01% 282
2023
Q3 		$5.9K Buy
68
+29
+74% +$2.65K ﹤0.01% 288
2023
Q2 		$3.25K Hold
39
– – ﹤0.01% 295
2023
Q1 		$3.98K Buy
39
+10
+34% +$1K ﹤0.01% 426
2022
Q4 		$2.56K Buy
29
+9
+45% +$710 ﹤0.01% 467
2022
Q3 		$2K Buy
20
+7
+54% +$667 ﹤0.01% 467
2022
Q2 		$1K Sell
13
-1,748,157
-100% -$171M ﹤0.01% 483
2022
Q1 		$190M Sell
1,748,170
-4,132,368
-70% -$476M 0.13% 101
2021
Q4 		$699M Sell
5,880,538
-4,096,750
-41% -$597M 0.38% 68
2021
Q3 		$1.48B Sell
9,977,288
-15,754,804
-61% -$2.87B 0.77% 34
2021
Q2 		$5.84B Sell
25,732,092
-960,900
-4% -$213M 2.84% 7
2021
Q1 		$6.05B Buy
26,692,992
+1,623,584
+6% +$399M 3.39% 6
2020
Q4 		$5.83B Buy
25,069,408
+37,498
+0.1% +$10.4M 3.25% 7
2020
Q3 		$7.36B Sell
25,031,910
-15,725,101
-39% -$4.14B 5.07% 3
2020
Q2 		$8.79B Sell
40,757,011
-10,389,759
-20% -$2.16B 6.7% 3
2020
Q1 		$9.95B Sell
51,146,770
-553,767
-1% -$116M 10.78% 1
2019
Q4 		$11B Buy
51,700,537
+2,069,139
+4% +$388M 10.6% 1
2019
Q3 		$8.3B Buy
49,631,398
+1,581,342
+3% +$272M 9.44% 1
2019
Q2 		$8.14B Sell
48,050,056
-978,000
-2% -$169M 8.64% 2
2019
Q1 		$8.95B Buy
49,028,056
+1,716,763
+4% +$289M 9.78% 1
2018
Q4 		$6.48B Buy
47,311,293
+1,989,666
+4% +$294M 8.42% 2
2018
Q3 		$7.47B Buy
45,321,627
+619,951
+1% +$110M 8.06% 2
2018
Q2 		$8.29B Sell
44,701,676
-629,699
-1% -$120M 8.95% 2
2018
Q1 		$8.32B Buy
45,331,375
+615,024
+1% +$116M 9.76% 2
2017
Q4 		$7.71B Sell
44,716,351
-858,215
-2% -$154M 9.59% 1
2017
Q3 		$7.87B Sell
45,574,566
-1,707,523
-4% -$277M 9.96% 1
2017
Q2 		$6.66B Sell
47,282,089
-704,016
-1% -$86.9M 8.96% 1
2017
Q1 		$5.17B Sell
47,986,105
-709,828
-1% -$72.2M 7.53% 2
2016
Q4 		$4.28B Buy
48,695,933
+2,543,693
+6% +$245M 7.03% 2
2016
Q3 		$4.88B Buy
46,152,240
+295,937
+0.6% +$27.4M 7.64% 2
2016
Q2 		$3.65B Buy
45,856,303
+3,192,797
+7% +$250M 6.51% 3
2016
Q1 		$3.37B Buy
42,663,506
+2,788,072
+7% +$196M 5.93% 3
2015
Q4 		$3.24B Buy
39,875,434
+1,461,189
+4% +$115M 5.64% 4
2015
Q3 		$2.26B Buy
38,414,245
+4,863,197
+14% +$354M 4.43% 5
2015
Q2 		$2.76B Buy
33,551,048
+6,880,717
+26% +$591M 4.96% 4
2015
Q1 		$2.22B Buy
26,670,331
+11,876,192
+80% +$1.07B 4.2% 4
2014
Q4 		$1.54B Buy
14,794,139
+4,129,152
+39% +$424M 3.08% 6
2014
Q3 		$948M Buy
+10,664,987
New +$958M 2.08% 8

Other funds holding BABA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baillie Gifford & Co's BABA Position: Q1 2026 in Review

Baillie Gifford & Co increased its Alibaba (BABA) stake by 4.3% in Q1 2026, buying an estimated $4.76M and bringing the position to 772,002 shares worth $96.9M. The position accounts for 0.1% of the portfolio, ranked #122.

Baillie Gifford & Co first reported a position in BABA in Q3 2014 and has held it in 42 quarters since. The position peaked at $11B in Q4 2019. 1,342 funds tracked by Wall St. Rank hold BABA as of Q1 2026.

  • Baillie Gifford & Co held 772,002 shares of Alibaba worth $96.9M as of Q1 2026.
  • Baillie Gifford & Co bought 31,637 Alibaba shares in Q1 2026, an estimated $4.76M.
  • Alibaba made up 0.1% of Baillie Gifford & Co's portfolio in Q1 2026, its #122 holding.
  • Baillie Gifford & Co first reported a position in Alibaba in Q3 2014 and has held it in 42 quarters since.
  • Baillie Gifford & Co's Alibaba position peaked at $11B in Q4 2019.
  • 1,342 funds tracked by Wall St. Rank held Alibaba as of Q1 2026.

Based on Baillie Gifford & Co's 13F filing for Q1 2026, filed 8 May 2026.