SEC 13F Intelligence

Primecap Management Co/Ca/ / BABA

Primecap Management Co/Ca/’s Alibaba Group Hldg Ltd Position

Does Primecap Management Co/Ca/ own Alibaba Group Hldg Ltd (BABA)? Yes — 18.72M shares worth $2.3B (+1.85% of its 13F portfolio) as of Q1 2026, down from 18.98M shares the prior filed quarter.

Position Value
$2.3B
Q1 2026
Shares
18.72M
% of Portfolio
+1.85%
Quarters Held
30
currently held

Position History BABA

Reported value by quarter
Q4 ’18: $2.1BQ4 ’18Q1 ’19: $2.8BQ2 ’19: $2.6BQ3 ’19: $2.5BQ4 ’19: $3.2BQ4 ’19Q1 ’20: $2.7BQ2 ’20: $2.8BQ3 ’20: $3.8BQ4 ’20: $2.9BQ4 ’20Q1 ’21: $3.4BQ2 ’21: $3.5BQ3 ’21: $2.5BQ4 ’21: $2.1BQ4 ’21Q1 ’22: $1.9BQ2 ’22: $2.0BQ3 ’22: $1.4BQ4 ’22: $1.5BQ4 ’22Q1 ’23: $1.8BQ2 ’23: $1.4BQ3 ’23: $1.5BQ4 ’23: $1.4BQ4 ’23Q1 ’24: $1.5BQ2 ’24: $1.6BQ3 ’24: $2.3BQ4 ’24: $1.9BQ4 ’24Q1 ’25: $2.7BQ2 ’25: $2.4BQ3 ’25: $3.6BQ4 ’25: $2.8BQ4 ’25Q1 ’26: $2.3Bfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202618.72M$2.3B+1.85%
Q4 202518.98M$2.8B+2.11%
Q3 202519.99M$3.6B+2.74%
Q2 202520.76M$2.4B+1.87%
Q1 202520.62M$2.7B+2.25%
Q4 202421.96M$1.9B+1.44%
Q3 202421.92M$2.3B+1.71%
Q2 202421.87M$1.6B+1.14%
Q1 202420.80M$1.5B+1.12%
Q4 202318.22M$1.4B+1.12%
Q3 202317.34M$1.5B+1.27%
Q2 202317.35M$1.4B+1.21%
Q1 202317.28M$1.8B+1.54%
Q4 202217.28M$1.5B+1.39%
Q3 202217.39M$1.4B+1.35%
Q2 202217.37M$2.0B+1.76%
Q1 202217.36M$1.9B+1.42%
Q4 202117.38M$2.1B+1.43%
Q3 202116.79M$2.5B+1.75%
Q2 202115.64M$3.5B+2.38%
Q1 202115.12M$3.4B+2.39%
Q4 202012.51M$2.9B+2.16%
Q3 202012.81M$3.8B+3.11%
Q2 202013.21M$2.8B+2.45%
Q1 202013.80M$2.7B+2.63%
Q4 201914.97M$3.2B+2.30%
Q3 201915.10M$2.5B+2.02%
Q2 201915.21M$2.6B+1.91%
Q1 201915.25M$2.8B+2.05%
Q4 201815.27M$2.1B+1.70%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Primecap Management Co/Ca/’s full portfolio or all institutional holders of BABA.