Ruffer LLP’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 | $121M | Buy |
1,265,069
+93,840
| +8% | +$11.8M | 4.29% | 3 |
|
|
2026
Q1 | $147M | Buy |
1,171,229
+690,165
| +143% | +$104M | 6.03% | 2 |
|
|
2025
Q4 | $70.6M | Buy |
481,064
+96,178
| +25% | +$15.7M | 3.22% | 7 |
|
|
2025
Q3 | $68.8M | Buy |
384,886
+42,214
| +12% | +$5.53M | 3.82% | 7 |
|
|
2025
Q2 | $38.9M | Sell |
342,672
-867,737
| -72% | -$103M | 1.72% | 13 |
|
|
2025
Q1 | $160M | Sell |
1,210,409
-398,995
| -25% | -$46M | 6.16% | 5 |
|
|
2024
Q4 | $136M | Sell |
1,609,404
-1,021,435
| -39% | -$96.5M | 4.93% | 6 |
|
|
2024
Q3 | $279M | Buy |
2,630,839
+304,581
| +13% | +$24.9M | 8.8% | 2 |
|
|
2024
Q2 | $168M | Sell |
2,326,258
-441,759
| -16% | -$33.9M | 7.19% | 4 |
|
|
2024
Q1 | $200M | Sell |
2,768,017
-372,822
| -12% | -$27.3M | 7.71% | 3 |
|
|
2023
Q4 | $243M | Buy |
3,140,839
+1,828,019
| +139% | +$146M | 9.04% | 2 |
|
|
2023
Q3 | $112M | Buy |
1,312,820
+500,680
| +62% | +$45.8M | 6.22% | 3 |
|
|
2023
Q2 | $67.7M | Sell |
812,140
-629,620
| -44% | -$55.1M | 3.96% | 8 |
|
|
2023
Q1 | $147M | Buy |
1,441,760
+1,321,178
| +1,096% | +$132M | 5.1% | 4 |
|
|
2022
Q4 | $10.7M | Sell |
120,582
-90,829
| -43% | -$7.16M | 0.72% | 36 |
|
|
2022
Q3 | $17.8M | Sell |
211,411
-909,093
| -81% | -$86.6M | 1.11% | 29 |
|
|
2022
Q2 | $127M | Buy |
+1,120,504
| New | +$110M | 5.01% | 4 |
|
|
2021
Q4 | – | Sell |
-5,295
| Closed | -$760K | – | 102 |
|
|
2021
Q3 | $760K | Sell |
5,295
-46,497
| -90% | -$8.46M | 0.02% | 78 |
|
|
2021
Q2 | $11.7M | Buy |
51,792
+1,792
| +4% | +$398K | 0.33% | 31 |
|
|
2021
Q1 | $11.3M | Hold |
50,000
| – | – | 0.35% | 30 |
|
|
2020
Q4 | $11.6M | Hold |
50,000
| – | – | 0.39% | 31 |
|
|
2020
Q3 | $14.7M | Sell |
50,000
-8,000
| -14% | -$2.11M | 0.68% | 28 |
|
|
2020
Q2 | $13.2M | Hold |
58,000
| – | – | 0.51% | 31 |
|
|
2020
Q1 | $11.3M | Sell |
58,000
-12,000
| -17% | -$2.5M | 0.51% | 33 |
|
|
2019
Q4 | $14.9M | Buy |
70,000
+42,000
| +150% | +$7.88M | 0.43% | 32 |
|
|
2019
Q3 | $4.68M | Hold |
28,000
| – | – | 0.13% | 43 |
|
|
2019
Q2 | $4.74M | Hold |
28,000
| – | – | 0.11% | 48 |
|
|
2019
Q1 | $5.11M | Hold |
28,000
| – | – | 0.13% | 40 |
|
|
2018
Q4 | $3.84M | Buy |
28,000
+18,000
| +180% | +$2.66M | 0.12% | 45 |
|
|
2018
Q3 | $1.65M | Hold |
10,000
| – | – | 0.05% | 44 |
|
|
2018
Q2 | $1.85M | Sell |
10,000
-20
| -0.2% | -$3.81K | 0.07% | 42 |
|
|
2018
Q1 | $1.78M | Hold |
10,020
| – | – | 0.09% | 36 |
|
|
2017
Q4 | $1.73M | Sell |
10,020
-12,103
| -55% | -$2.17M | 0.07% | 39 |
|
|
2017
Q3 | $3.82M | Hold |
22,123
| – | – | 0.16% | 30 |
|
|
2017
Q2 | $3.12M | Buy |
+22,123
| New | +$2.73M | 0.15% | 31 |
|
Other funds holding BABA
Ruffer LLP's BABA Position: Q2 2026 in Review
Ruffer LLP increased its Alibaba (BABA) stake by 8% in Q2 2026, buying an estimated $11.8M and bringing the position to 1,265,069 shares worth $121M. The position accounts for 4.29% of the portfolio, ranked #3.
Ruffer LLP first reported a position in BABA in Q2 2017 and has held it in 35 quarters since. The position peaked at $279M in Q3 2024. 1,224 funds tracked by Wall St. Rank hold BABA as of Q2 2026.
- Ruffer LLP held 1,265,069 shares of Alibaba worth $121M as of Q2 2026.
- Ruffer LLP bought 93,840 Alibaba shares in Q2 2026, an estimated $11.8M.
- Alibaba made up 4.29% of Ruffer LLP's portfolio in Q2 2026, its #3 holding.
- Ruffer LLP first reported a position in Alibaba in Q2 2017 and has held it in 35 quarters since.
- Ruffer LLP's Alibaba position peaked at $279M in Q3 2024.
- 1,224 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.
Based on Ruffer LLP's 13F filing for Q2 2026, filed 30 Jul 2026.