Discovery Capital Management, LLC / Ct / BABA
Discovery Capital Management, LLC / Ct’s Alibaba Group Hldg Ltd Position
Does Discovery Capital Management, LLC / Ct own Alibaba Group Hldg Ltd (BABA)? Not currently — the last reported position was 19.4K shares worth $3M in Q3 2025; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$3M
Q3 2025
Shares
19.4K
% of Portfolio
+0.19%
Quarters Held
13
position exited
Position History BABA
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q3 2025 | 19.4K | $3M | +0.19% |
| Q2 2025 | 156.0K | $18M | +1.38% |
| Q1 2025 | 66.0K | $9M | +1.04% |
| Q3 2024 | 137.9K | $15M | +1.79% |
| Q2 2024 | 79.7K | $6M | +0.74% |
| Q4 2023 | 52.3K | $4M | +0.61% |
| Q2 2023 | 164.2K | $14M | +1.44% |
| Q1 2023 | 422.1K | $43M | +4.90% |
| Q3 2020 | 184.1K | $54M | +8.30% |
| Q4 2019 | 93.5K | $20M | +6.30% |
| Q2 2019 | 62.5K | $11M | +1.01% |
| Q1 2019 | 82.9K | $15M | +1.58% |
| Q4 2018 | 149.6K | $21M | +1.71% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Discovery Capital Management, LLC / Ct’s full portfolio or all institutional holders of BABA.