Dodge & Cox’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $956M | Buy |
9,957,970
+40,200
| +0.4% | +$5.04M | 0.5% | 68 |
|
|
2026
Q1 | $1.24B | Sell |
9,917,770
-99,100
| -1% | -$14.9M | 0.68% | 54 |
|
|
2025
Q4 | $1.47B | Sell |
10,016,870
-958,500
| -9% | -$156M | 0.79% | 47 |
|
|
2025
Q3 | $1.96B | Buy |
10,975,370
+11,100
| +0.1% | +$1.45M | 1.06% | 37 |
|
|
2025
Q2 | $1.24B | Sell |
10,964,270
-355,300
| -3% | -$42.1M | 0.7% | 49 |
|
|
2025
Q1 | $1.5B | Sell |
11,319,570
-3,150,200
| -22% | -$363M | 0.85% | 45 |
|
|
2024
Q4 | $1.23B | Sell |
14,469,770
-3,616,800
| -20% | -$342M | 0.71% | 49 |
|
|
2024
Q3 | $1.92B | Buy |
18,086,570
+52,500
| +0.3% | +$4.3M | 1.09% | 37 |
|
|
2024
Q2 | $1.3B | Sell |
18,034,070
-40,200
| -0.2% | -$3.08M | 0.78% | 47 |
|
|
2024
Q1 | $1.31B | Buy |
18,074,270
+879,700
| +5% | +$64.4M | 0.76% | 49 |
|
|
2023
Q4 | $1.33B | Buy |
17,194,570
+1,103,100
| +7% | +$87.9M | 0.85% | 46 |
|
|
2023
Q3 | $1.4B | Buy |
16,091,470
+1,493,300
| +10% | +$137M | 0.94% | 41 |
|
|
2023
Q2 | $1.22B | Buy |
14,598,170
+1,964,358
| +16% | +$172M | 0.81% | 47 |
|
|
2023
Q1 | $1.29B | Sell |
12,633,812
-1,345,258
| -10% | -$135M | 0.88% | 46 |
|
|
2022
Q4 | $1.23B | Sell |
13,979,070
-195,200
| -1% | -$15.4M | 0.84% | 45 |
|
|
2022
Q3 | $1.13B | Buy |
14,174,270
+1,840,400
| +15% | +$175M | 0.86% | 46 |
|
|
2022
Q2 | $1.4B | Buy |
12,333,870
+413,600
| +3% | +$40.6M | 0.97% | 40 |
|
|
2022
Q1 | $1.3B | Buy |
11,920,270
+3,020,800
| +34% | +$348M | 0.79% | 47 |
|
|
2021
Q4 | $1.06B | Buy |
8,899,470
+898,400
| +11% | +$131M | 0.65% | 54 |
|
|
2021
Q3 | $1.18B | Buy |
8,001,070
+1,764,900
| +28% | +$321M | 0.77% | 48 |
|
|
2021
Q2 | $1.41B | Buy |
6,236,170
+595,270
| +11% | +$132M | 0.93% | 40 |
|
|
2021
Q1 | $1.28B | Buy |
5,640,900
+2,773,100
| +97% | +$681M | 0.91% | 39 |
|
|
2020
Q4 | $667M | Sell |
2,867,800
-92,700
| -3% | -$25.7M | 0.53% | 56 |
|
|
2020
Q3 | $870M | Buy |
2,960,500
+18,400
| +0.6% | +$4.85M | 0.8% | 46 |
|
|
2020
Q2 | $635M | Sell |
2,942,100
-184,000
| -6% | -$38.3M | 0.58% | 55 |
|
|
2020
Q1 | $608M | Buy |
3,126,100
+204,600
| +7% | +$42.7M | 0.66% | 51 |
|
|
2019
Q4 | $620M | Sell |
2,921,500
-347,900
| -11% | -$65.3M | 0.47% | 57 |
|
|
2019
Q3 | $547M | Sell |
3,269,400
-313,100
| -9% | -$53.8M | 0.45% | 58 |
|
|
2019
Q2 | $607M | Buy |
3,582,500
+830,700
| +30% | +$143M | 0.49% | 61 |
|
|
2019
Q1 | $502M | Buy |
2,751,800
+280,000
| +11% | +$47.1M | 0.41% | 61 |
|
|
2018
Q4 | $339M | Buy |
+2,471,800
| New | +$365M | 0.31% | 72 |
|
Other funds holding BABA
Dodge & Cox's BABA Position: Q2 2026 in Review
Dodge & Cox increased its Alibaba (BABA) stake by 0.41% in Q2 2026, buying an estimated $5.04M and bringing the position to 9,957,970 shares worth $956M. The position accounts for 0.5% of the portfolio, ranked #68.
Dodge & Cox first reported a position in BABA in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.96B in Q3 2025. 1,219 funds tracked by Wall St. Rank hold BABA as of Q2 2026.
- Dodge & Cox held 9,957,970 shares of Alibaba worth $956M as of Q2 2026.
- Dodge & Cox bought 40,200 Alibaba shares in Q2 2026, an estimated $5.04M.
- Alibaba made up 0.5% of Dodge & Cox's portfolio in Q2 2026, its #68 holding.
- Dodge & Cox first reported a position in Alibaba in Q4 2018 and has held it in 31 quarters since.
- Dodge & Cox's Alibaba position peaked at $1.96B in Q3 2025.
- 1,219 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.
Based on Dodge & Cox's 13F filing for Q2 2026, filed 13 Aug 2026.