Dodge & Cox

Position in BABA — Alibaba Group Holding Ltd

CIK 200217 San Francisco, CA

Back to BABA Full portfolio

Position in BABA

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$955,765,960

-$288,517,464 QoQ

Shares Held

9,957,970

+0.4% QoQ

Ownership

0.415%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

of 1,209 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Common Shares in BABA Over Time

Shares Held

Position Value (USD)

Position in Internet Retail

Consumer Cyclical · as of Jun 30, 2026

Dodge & Cox holds $6,857,982,159 across 8 Internet Retail names. BABA ranks #3 (13.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMZN	Amazon Com Inc	16,708,513	$3,982,306,988
2	CPNG	Coupang, Inc.	72,194,220	$1,254,013,601
3	BABA	Alibaba Group Holding Ltd This page	9,957,970	$955,765,960
4	PDD	PDD Holdings Inc.	4,550,000	$347,074,000
5	JD	JD.com, Inc.	12,194,648	$310,719,631
6	MELI	Mercadolibre Inc	1,987	$3,372,713
7	VIPS	Vipshop Holdings Ltd	190,797	$2,529,968
8	SE	Sea Ltd	22,950	$2,199,298

All Filings in BABA

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$955,765,960	9,957,970	+0.4%	Shares	Sole	2026-08-13
2026-03-31	$1,244,283,424	9,917,770	-1.0%	Shares	Sole	2026-05-14
2025-12-31	$1,468,272,804	10,016,870	-8.7%	Shares	Sole	2026-02-13
2025-09-30	$1,961,627,880	10,975,370	+0.1%	Shares	Sole	2025-11-13
2025-06-30	$1,243,457,860	10,964,270	-3.1%	Shares	Sole	2025-08-13
2025-03-31	$1,496,786,741	11,319,570	-21.8%	Shares	Sole	2025-05-14
2024-12-31	$1,226,891,798	14,469,770	-20.0%	Shares	Sole	2025-02-13
2024-09-30	$1,919,346,808	18,086,570	+0.3%	Shares	Sole	2024-11-13
2024-06-30	$1,298,453,040	18,034,070	-0.2%	Shares	Sole	2024-08-13
2024-03-31	$1,307,854,177	18,074,270	+5.1%	Shares	Sole	2024-05-14
2023-12-31	$1,332,751,120	17,194,570	+6.9%	Shares	Sole	2024-02-22
2023-09-30	$1,395,774,107	16,091,470	+10.2%	Shares	Sole	2023-11-14
2023-06-30	$1,216,757,469	14,598,170	+15.5%	Shares	Sole	2023-08-14
2023-03-31	$1,290,922,910	12,633,812	-9.6%	Shares	Sole	2023-05-12
2022-12-31	$1,231,416,276	13,979,070	-1.4%	Shares	Sole	2023-02-14
2022-09-30	$1,133,799,857	14,174,270	+14.9%	Shares	Sole	2022-11-10
2022-06-30	$1,402,114,341	12,333,870	+3.5%	Shares	Sole	2022-08-12
2022-03-31	$1,296,925,376	11,920,270	+33.9%	Shares	Sole	2022-05-13
2021-12-31	$1,057,168,041	8,899,470	+11.2%	Shares	Sole	2022-02-14
2021-09-30	$1,184,558,413	8,001,070	+28.3%	Shares	Sole	2021-11-15
2021-06-30	$1,414,238,632	6,236,170	+10.6%	Shares	Sole	2021-08-13
2021-03-31	$1,278,961,257	5,640,900	+96.7%	Shares	Sole	2021-05-14
2020-12-31	$667,423,094	2,867,800	-3.1%	Shares	Sole	2021-02-11
2020-09-30	$870,327,790	2,960,500	+0.6%	Shares	Sole	2020-11-13
2020-06-30	$634,610,970	2,942,100	-5.9%	Shares	Sole	2020-08-13
2020-03-31	$607,963,928	3,126,100	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.