SEC 13F Intelligence

Two Creeks Capital Management, LP / BABA

Two Creeks Capital Management, LP’s Alibaba Group Hldg Ltd Position

Does Two Creeks Capital Management, LP own Alibaba Group Hldg Ltd (BABA)? Not currently — the last reported position was 622.9K shares worth $48M in Q4 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$48M
Q4 2023
Shares
622.9K
% of Portfolio
+3.02%
Quarters Held
4
position exited

Position History BABA

Reported value by quarter
Q1 ’23: $64MQ1 ’23Q2 ’23: $52MQ2 ’23Q3 ’23: $54MQ3 ’23Q4 ’23: $48MQ4 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2023622.9K$48M+3.02%
Q3 2023622.9K$54M+3.49%
Q2 2023622.9K$52M+3.12%
Q1 2023622.9K$64M+4.24%

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