Rovida Investment Management’s Alibaba BABA Stock Holding History

Rovida Investment Management’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	$10M	Hold	80,000	–	–	1.26%	12
2025 Q4	$11.7M	Buy	80,000 +60,000	+300%	+$9.77M	1.6%	10
2025 Q3	$3.57M	Buy	+20,000	New	+$2.62M	0.41%	16

Other funds holding BABA

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rovida Investment Management's BABA Position: Q1 2026 in Review

Rovida Investment Management held its Alibaba (BABA) position steady in Q1 2026 at 80,000 shares worth $10M. The position accounts for 1.26% of the portfolio, ranked #12.

Rovida Investment Management first reported a position in BABA in Q3 2025 and has held it in 3 quarters since. The position peaked at $11.7M in Q4 2025. 1,343 funds tracked by Wall St. Rank hold BABA as of Q1 2026.

Rovida Investment Management held 80,000 shares of Alibaba worth $10M as of Q1 2026.
Rovida Investment Management left its Alibaba share count unchanged in Q1 2026.
Alibaba made up 1.26% of Rovida Investment Management's portfolio in Q1 2026, its #12 holding.
Rovida Investment Management first reported a position in Alibaba in Q3 2025 and has held it in 3 quarters since.
Rovida Investment Management's Alibaba position peaked at $11.7M in Q4 2025.
1,343 funds tracked by Wall St. Rank held Alibaba as of Q1 2026.

Based on Rovida Investment Management's 13F filing for Q1 2026, filed 19 May 2026.