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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
Q2 		$7.68M Hold
80,000
– – 0.52% 16
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

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

Rovida Investment Management's BABA Position: Q2 2026 in Review

Rovida Investment Management held its Alibaba (BABA) position steady in Q2 2026 at 80,000 shares worth $7.68M. The position accounts for 0.52% of the portfolio, ranked #16.

Rovida Investment Management first reported a position in BABA in Q3 2025 and has held it in 4 quarters since. The position peaked at $11.7M in Q4 2025. 1,224 funds tracked by Wall St. Rank hold BABA as of Q2 2026.

  • Rovida Investment Management held 80,000 shares of Alibaba worth $7.68M as of Q2 2026.
  • Rovida Investment Management left its Alibaba share count unchanged in Q2 2026.
  • Alibaba made up 0.52% of Rovida Investment Management's portfolio in Q2 2026, its #16 holding.
  • Rovida Investment Management first reported a position in Alibaba in Q3 2025 and has held it in 4 quarters since.
  • Rovida Investment Management's Alibaba position peaked at $11.7M in Q4 2025.
  • 1,224 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.

Based on Rovida Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.