Caledonia Investments plc (UK)’s Alibaba BABA Stock Holding History

Caledonia Investments plc (UK)’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 Q2	$26.7M	Hold	278,000	–	–	3.02%	12
2026 Q1	$34.9M	Hold	278,000	–	–	4.08%	13
2025 Q4	$40.7M	Hold	278,000	–	–	4.51%	10
2025 Q3	$49.7M	Hold	278,000	–	–	4.89%	11
2025 Q2	$31.5M	Hold	278,000	–	–	3.1%	13
2025 Q1	$36.8M	Hold	278,000	–	–	4.27%	11
2024 Q4	$23.6M	Hold	278,000	–	–	2.82%	13
2024 Q3	$29.5M	Hold	278,000	–	–	3.24%	13
2024 Q2	$20M	Hold	278,000	–	–	2.41%	14
2024 Q1	$20.1M	Hold	278,000	–	–	2.6%	13
2023 Q4	$21.5M	Buy	278,000 +40,000	+17%	+$3.19M	2.91%	13
2023 Q3	$20.6M	Hold	238,000	–	–	3.03%	12
2023 Q2	$19.8M	Hold	238,000	–	–	2.74%	12
2023 Q1	$24.3M	Hold	238,000	–	–	3.57%	11
2022 Q4	$21M	Hold	238,000	–	–	3.47%	11
2022 Q3	$19.1M	Buy	238,000 +40,000	+20%	+$3.81M	3.53%	12
2022 Q2	$22.5M	Hold	198,000	–	–	3.81%	11
2022 Q1	$21.5M	Buy	198,000 +25,000	+14%	+$2.88M	3.27%	11
2021 Q4	$20.6M	Buy	+173,000	New	+$25.2M	3.14%	11

Other funds holding BABA

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Caledonia Investments plc (UK)'s BABA Position: Q2 2026 in Review

Caledonia Investments plc (UK) held its Alibaba (BABA) position steady in Q2 2026 at 278,000 shares worth $26.7M. The position accounts for 3.02% of the portfolio, ranked #12.

Caledonia Investments plc (UK) first reported a position in BABA in Q4 2021 and has held it in 19 quarters since. The position peaked at $49.7M in Q3 2025. 1,219 funds tracked by Wall St. Rank hold BABA as of Q2 2026.

Caledonia Investments plc (UK) held 278,000 shares of Alibaba worth $26.7M as of Q2 2026.
Caledonia Investments plc (UK) left its Alibaba share count unchanged in Q2 2026.
Alibaba made up 3.02% of Caledonia Investments plc (UK)'s portfolio in Q2 2026, its #12 holding.
Caledonia Investments plc (UK) first reported a position in Alibaba in Q4 2021 and has held it in 19 quarters since.
Caledonia Investments plc (UK)'s Alibaba position peaked at $49.7M in Q3 2025.
1,219 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.

Based on Caledonia Investments plc (UK)'s 13F filing for Q2 2026, filed 17 Jul 2026.