Ruffer LLP

Position in BABA — Alibaba Group Holding Ltd

CIK 1426859 London, X0

Position in BABA

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$121,421,322

-$25,521,068 QoQ

Shares Held

1,265,069

+8.0% QoQ

Ownership

0.053%

of shares outstanding

% of Portfolio

4.37%

of 13F equity value

Holder Rank

#38

of 1,215 holders

Holding Since

Mar 2020

24 quarters on record

Consumer Cyclical · as of Jun 30, 2026

Ruffer LLP holds $360,831,969 across 4 Internet Retail names. BABA ranks #2 (33.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMZN	Amazon Com Inc	829,118	$197,611,984
2	BABA	Alibaba Group Holding Ltd This page	1,265,069	$121,421,322
3	JD	JD.com, Inc.	1,537,181	$39,167,371
4	CHWY	Chewy, Inc.	133,908	$2,631,292

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$121,421,322	1,265,069	+8.0%	Shares	Sole	2026-07-30
2026-03-31	$146,942,390	1,171,229	+143.5%	Shares	Sole	2026-05-13
2025-12-31	$70,514,361	481,064	+25.0%	Shares	Sole	2026-01-28
2025-09-30	$68,790,674	384,886	+12.3%	Shares	Sole	2025-11-03
2025-06-30	$38,862,431	342,672	-71.7%	Shares	Sole	2025-07-16
2025-03-31	$160,052,382	1,210,409	-24.8%	Shares	Sole	2025-05-09
2024-12-31	$136,461,365	1,609,404	-38.8%	Shares	Sole	2025-02-07
2024-09-30	$279,184,634	2,630,839	+13.1%	Shares	Sole	2024-11-08
2024-06-30	$167,490,576	2,326,258	-16.0%	Shares	Sole	2024-08-08
2024-03-31	$200,293,710	2,768,017	-11.9%	Shares	Sole	2024-05-08
2023-12-31	$243,446,430	3,140,839	+139.2%	Shares	Sole	2024-02-12
2023-09-30	$113,874,006	1,312,820	+61.6%	Shares	Sole	2023-11-13
2023-06-30	$67,691,869	812,140	-43.7%	Shares	Sole	2023-08-10
2023-03-31	$147,319,036	1,441,760	+1095.7%	Shares	Sole	2023-05-11
2022-12-31	$10,622,068	120,582	-43.0%	Shares	Sole	2023-02-10
2022-09-30	$16,910,765	211,411	-81.1%	Shares	Sole	2022-11-10
2022-06-30	$127,378,894	1,120,504	+21061.5%	Shares	Sole	2022-08-05
2021-09-30	$783,924	5,295	-89.8%	Shares	Sole	2021-11-10
2021-06-30	$11,745,389	51,792	+3.6%	Shares	Sole	2021-08-06
2021-03-31	$11,336,500	50,000	0.0%	Shares	Sole	2021-05-11
2020-12-31	$11,636,500	50,000	0.0%	Shares	Sole	2021-02-09
2020-09-30	$14,699,000	50,000	-13.8%	Shares	Sole	2020-11-12
2020-06-30	$12,510,600	58,000	0.0%	Shares	Sole	2020-08-04
2020-03-31	$11,279,840	58,000	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.