Jeremy Grantham's BABA Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 108,314 shares of Alibaba Group Holding Limited (BABA) worth $19.36 M, representing 0.05% of the portfolio. First purchased in 2014-Q4, this long-term strategic position has been held for 44 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 Q1 2016, reducing 15.03 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2014 | +335,900 | New Buy | 335,900 | $103.94 |
| Q1 2015 | +13.04 M | Add 3881.38% | 13.37 M | $83.24 |
| Q2 2015 | +204,317 | Add 1.53% | 13.58 M | $82.27 |
| Q3 2015 | +1.47 M | Add 10.86% | 15.05 M | $58.97 |
| Q4 2015 | -15.05 M | Sold Out | 15.05 M | $0.00 |
| Q1 2016 | +18,100 | New Buy | 18,100 | $79.01 |
| Q2 2016 | +567,007 | Add 3132.64% | 585,107 | $79.53 |
| Q3 2016 | +356,928 | Add 61.00% | 942,035 | $105.79 |
| Q4 2016 | +117,634 | Add 12.49% | 1.06 M | $87.81 |
| Q1 2017 | +674,971 | Add 63.70% | 1.73 M | $107.83 |
| Q2 2017 | +83,100 | Add 4.79% | 1.82 M | $140.90 |
| Q3 2017 | -181,048 | Reduce 9.96% | 1.64 M | $172.71 |
| Q4 2017 | -114,788 | Reduce 7.01% | 1.52 M | $172.43 |
| Q1 2018 | -595,239 | Reduce 39.11% | 926,665 | $183.54 |
| Q2 2018 | -259,968 | Reduce 28.05% | 666,697 | $185.53 |
| Q3 2018 | +223,525 | Add 33.53% | 890,222 | $164.76 |
| Q4 2018 | +148,876 | Add 16.72% | 1.04 M | $137.07 |
| Q1 2019 | +192,900 | Add 18.56% | 1.23 M | $182.45 |
| Q2 2019 | -169,100 | Reduce 13.73% | 1.06 M | $169.45 |
| Q3 2019 | +716,400 | Add 67.40% | 1.78 M | $167.23 |
| Q4 2019 | +49,475 | Add 2.78% | 1.83 M | $212.10 |
| Q1 2020 | -148,200 | Reduce 8.10% | 1.68 M | $194.48 |
| Q2 2020 | +422,700 | Add 25.15% | 2.1 M | $215.70 |
| Q3 2020 | -639,800 | Reduce 30.42% | 1.46 M | $293.98 |
| Q4 2020 | +26,255 | Add 1.79% | 1.49 M | $232.73 |
| Q1 2021 | -383,211 | Reduce 25.72% | 1.11 M | $226.73 |
| Q2 2021 | -85,000 | Reduce 7.68% | 1.02 M | $226.78 |
| Q3 2021 | -366,569 | Reduce 35.88% | 654,948 | $148.05 |
| Q4 2021 | -498,849 | Reduce 76.17% | 156,099 | $118.79 |
| Q1 2022 | -153,299 | Reduce 98.21% | 2,800 | $108.93 |
| Q2 2022 | +242,500 | Add 8660.71% | 245,300 | $113.68 |
| Q3 2022 | -115,202 | Reduce 46.96% | 130,098 | $79.99 |
| Q4 2022 | -111,337 | Reduce 85.58% | 18,761 | $88.09 |
| Q1 2023 | -17,932 | Reduce 95.58% | 829 | $102.18 |
| Q2 2023 | +15 | Add 1.81% | 844 | $83.35 |
| Q3 2023 | +71 | Add 8.41% | 915 | $86.74 |
| Q4 2023 | +56 | Add 6.12% | 971 | $77.51 |
| Q1 2024 | +218,482 | Add 22500.72% | 219,453 | $72.36 |
| Q2 2024 | +79,458 | Add 36.21% | 298,911 | $72.00 |
| Q3 2024 | +15,416 | Add 5.16% | 314,327 | $106.12 |
| Q4 2024 | -27,015 | Reduce 8.59% | 287,312 | $84.79 |
| Q1 2025 | +22,985 | Add 8.00% | 310,297 | $132.23 |
| Q2 2025 | -9,065 | Reduce 2.92% | 301,232 | $113.41 |
| Q3 2025 | -192,918 | Reduce 64.04% | 108,314 | $178.73 |
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 44 quarters since Q4 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's largest addition to Alibaba Group Holding Limited (BABA) was in Q1 2015, adding 13,373,468 shares worth $1.11 B. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 108,314 shares of Alibaba Group Holding Limited (BABA), valued at approximately $19.36 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Alibaba Group Holding Limited (BABA) represents approximately 0.05% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's peak holding in Alibaba Group Holding Limited (BABA) was 15,051,767 shares, as reported at the end of Q3 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.