Jeremy Grantham's BABA Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 5,660 shares of Alibaba Group Holding Limited (BABA) worth $829,643, representing 0.00% of the portfolio. First purchased in 2014-Q4, this long-term strategic position has been held for 45 quarters.
Based on 13F filings since 2013, Jeremy Grantham has maintained a long-term strategic position in BABA, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2015, adding 13.04 M shares. Largest reduction occurred in Q4 2015, reducing 15.05 M shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Alibaba Group Holding Limited (BABA) Holding Value Over Time
Track share changes against reported price movement
Quarterly Alibaba Group Holding Limited (BABA) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -102,654 | Reduce 94.77% | 5,660 | $146.58 |
| Q3 2025 | -192,918 | Reduce 64.04% | 108,314 | $178.73 |
| Q2 2025 | -9,065 | Reduce 2.92% | 301,232 | $113.41 |
| Q1 2025 | +22,985 | Add 8.00% | 310,297 | $132.23 |
| Q4 2024 | -27,015 | Reduce 8.59% | 287,312 | $84.79 |
| Q3 2024 | +15,416 | Add 5.16% | 314,327 | $106.12 |
| Q2 2024 | +79,458 | Add 36.21% | 298,911 | $72.00 |
| Q1 2024 | +218,482 | Add 22500.72% | 219,453 | $72.36 |
| Q4 2023 | +56 | Add 6.12% | 971 | $77.51 |
| Q3 2023 | +71 | Add 8.41% | 915 | $86.74 |
| Q2 2023 | +15 | Add 1.81% | 844 | $83.35 |
| Q1 2023 | -17,932 | Reduce 95.58% | 829 | $102.18 |
| Q4 2022 | -111,337 | Reduce 85.58% | 18,761 | $88.09 |
| Q3 2022 | -115,202 | Reduce 46.96% | 130,098 | $79.99 |
| Q2 2022 | +242,500 | Add 8660.71% | 245,300 | $113.68 |
| Q1 2022 | -153,299 | Reduce 98.21% | 2,800 | $108.93 |
| Q4 2021 | -498,849 | Reduce 76.17% | 156,099 | $118.79 |
| Q3 2021 | -366,569 | Reduce 35.88% | 654,948 | $148.05 |
| Q2 2021 | -85,000 | Reduce 7.68% | 1.02 M | $226.78 |
| Q1 2021 | -383,211 | Reduce 25.72% | 1.11 M | $226.73 |
| Q4 2020 | +26,255 | Add 1.79% | 1.49 M | $232.73 |
| Q3 2020 | -639,800 | Reduce 30.42% | 1.46 M | $293.98 |
| Q2 2020 | +422,700 | Add 25.15% | 2.1 M | $215.70 |
| Q1 2020 | -148,200 | Reduce 8.10% | 1.68 M | $194.48 |
| Q4 2019 | +49,475 | Add 2.78% | 1.83 M | $212.10 |
| Q3 2019 | +716,400 | Add 67.40% | 1.78 M | $167.23 |
| Q2 2019 | -169,100 | Reduce 13.73% | 1.06 M | $169.45 |
| Q1 2019 | +192,900 | Add 18.56% | 1.23 M | $182.45 |
| Q4 2018 | +148,876 | Add 16.72% | 1.04 M | $137.07 |
| Q3 2018 | +223,525 | Add 33.53% | 890,222 | $164.76 |
| Q2 2018 | -259,968 | Reduce 28.05% | 666,697 | $185.53 |
| Q1 2018 | -595,239 | Reduce 39.11% | 926,665 | $183.54 |
| Q4 2017 | -114,788 | Reduce 7.01% | 1.52 M | $172.43 |
| Q3 2017 | -181,048 | Reduce 9.96% | 1.64 M | $172.71 |
| Q2 2017 | +83,100 | Add 4.79% | 1.82 M | $140.90 |
| Q1 2017 | +674,971 | Add 63.70% | 1.73 M | $107.83 |
| Q4 2016 | +117,634 | Add 12.49% | 1.06 M | $87.81 |
| Q3 2016 | +356,928 | Add 61.00% | 942,035 | $105.79 |
| Q2 2016 | +567,007 | Add 3132.64% | 585,107 | $79.53 |
| Q1 2016 | +18,100 | New Buy | 18,100 | $79.01 |
| Q4 2015 | -15.05 M | Sold Out | 0 | $0.00 |
| Q3 2015 | +1.47 M | Add 10.86% | 15.05 M | $58.97 |
| Q2 2015 | +204,317 | Add 1.53% | 13.58 M | $82.27 |
| Q1 2015 | +13.04 M | Add 3881.38% | 13.37 M | $83.24 |
| Q4 2014 | +335,900 | New Buy | 335,900 | $103.94 |
Jeremy Grantham's Alibaba Group Holding Limited Investment FAQs
Jeremy Grantham first purchased Alibaba Group Holding Limited (BABA) in Q4 2014, acquiring 335,900 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Alibaba Group Holding Limited (BABA) for 45 quarters since Q4 2014.
Jeremy Grantham's largest addition to Alibaba Group Holding Limited (BABA) was in Q1 2015, adding 13,373,468 shares worth $1.11 B.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 5,660 shares of Alibaba Group Holding Limited (BABA), valued at approximately $829,643.
As of the Q4 2025 filing, Alibaba Group Holding Limited (BABA) represents approximately 0.00% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Alibaba Group Holding Limited (BABA) was 15,051,767 shares, as reported at the end of Q3 2015.