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Contrarius Group Holdings’s Alibaba BABA Stock Holding History

Contrarius Group Holdings’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 		$38M Buy
396,320
+216,379
+120% +$27.1M 1.75% 15
2026
Q1 		$22.6M Sell
179,941
-32,113
-15% -$4.83M 1.28% 18
2025
Q4 		$31.1M Sell
212,054
-153,063
-42% -$24.9M 1.51% 18
2025
Q3 		$65.3M Buy
365,117
+209,391
+134% +$27.4M 2.95% 14
2025
Q2 		$17.7M Sell
155,726
-78,881
-34% -$9.34M 1% 18
2025
Q1 		$31M Sell
234,607
-164,258
-41% -$18.9M 2.12% 16
2024
Q4 		$33.8M Buy
+398,865
New +$37.7M 2.07% 16

Other funds holding BABA

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Contrarius Group Holdings's BABA Position: Q2 2026 in Review

Contrarius Group Holdings increased its Alibaba (BABA) stake by 120% in Q2 2026, buying an estimated $27.1M and bringing the position to 396,320 shares worth $38M. The position accounts for 1.75% of the portfolio, ranked #15.

Contrarius Group Holdings first reported a position in BABA in Q4 2024 and has held it in 7 quarters since. The position peaked at $65.3M in Q3 2025. 1,219 funds tracked by Wall St. Rank hold BABA as of Q2 2026.

  • Contrarius Group Holdings held 396,320 shares of Alibaba worth $38M as of Q2 2026.
  • Contrarius Group Holdings bought 216,379 Alibaba shares in Q2 2026, an estimated $27.1M.
  • Alibaba made up 1.75% of Contrarius Group Holdings's portfolio in Q2 2026, its #15 holding.
  • Contrarius Group Holdings first reported a position in Alibaba in Q4 2024 and has held it in 7 quarters since.
  • Contrarius Group Holdings's Alibaba position peaked at $65.3M in Q3 2025.
  • 1,219 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.

Based on Contrarius Group Holdings's 13F filing for Q2 2026, filed 11 Aug 2026.