SEC 13F Intelligence

Carrhae Capital LLP / BABA

Carrhae Capital LLP’s Alibaba Group Hldg Ltd Position

Does Carrhae Capital LLP own Alibaba Group Hldg Ltd (BABA)? Yes — 1.33M shares worth $167M (+5.02% of its 13F portfolio) as of Q1 2026, up from 308.6K shares the prior filed quarter.

Position Value
$167M
Q1 2026
Shares
1.33M
% of Portfolio
+5.02%
Quarters Held
7
currently held

Position History BABA

Reported value by quarter
Q2 ’24: $23MQ2 ’24Q3 ’24: $46MQ3 ’24Q1 ’25: $74MQ1 ’25Q2 ’25: $59MQ2 ’25Q3 ’25: $89MQ3 ’25Q4 ’25: $45MQ4 ’25Q1 ’26: $167MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.33M$167M+5.02%
Q4 2025308.6K$45M+1.71%
Q3 2025498.2K$89M+5.25%
Q2 2025523.7K$59M+4.34%
Q1 2025559.0K$74M+5.41%
Q3 2024533.8K$46M+15.90%
Q2 2024296.3K$23M+4.54%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Carrhae Capital LLP’s full portfolio or all institutional holders of BABA.