Contrarius Investment Management Ltd
Position in BABA — Alibaba Group Holding Ltd
CIK 1483738
St. Helier, Y9
Position in BABA
as of Sep 30, 2024
· filed Nov 8, 2024
Position Value
$86,907,292
+$10,595,860 QoQ
Shares Held
818,953
-22.7% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
5.65%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BABA Over Time
Shares Held
Position Value (USD)
Position in Internet Retail
Consumer Cyclical · as of Sep 30, 2024Contrarius Investment Management Ltd holds $346,345,027 across 6 Internet Retail names. BABA ranks #2 (25.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JD |
JD.com, Inc.
|
2,861,625 | $114,465,000 | |
| 2 | BABA |
Alibaba Group Holding Ltd
This page
|
818,953 | $86,907,292 | |
| 3 | AMZN |
Amazon Com Inc
|
423,954 | $78,995,348 | |
| 4 | SE |
Sea Ltd
|
387,768 | $36,558,767 | |
| 5 | PDD |
PDD Holdings Inc.
|
201,718 | $27,193,603 | |
| 6 | DASH |
DoorDash, Inc.
|
15,589 | $2,225,017 |
All Filings in BABA
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-09-30 | $86,907,292 | 818,953 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $76,311,432 | 1,059,881 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $77,678,098 | 1,073,495 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $85,101,639 | 1,097,944 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $12,957,568 | 149,384 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $12,400,562 | 148,777 | Shares | Defined | 2023-08-04 | |
| 2023-03-31 | $3,865,162 | 37,827 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $2,274,395 | 25,819 | Shares | Defined | 2023-02-07 | |
| 2022-09-30 | $2,151,810 | 26,901 | Shares | Defined | 2022-11-08 | |
| 2022-06-30 | $3,065,949 | 26,970 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $2,905,504 | 26,705 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $1,890,424 | 15,914 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $2,493,754 | 16,844 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $3,819,882 | 16,844 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $2,331,011 | 10,281 | Shares | Defined | 2021-05-07 | |
| 2020-12-31 | $1,842,057 | 7,915 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $2,512,647 | 8,547 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $1,951,437 | 9,047 | Shares | Defined | 2020-08-06 | |
| 2020-03-31 | $2,502,179 | 12,866 | Shares | Defined | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||