Discerene Group LP’s Alibaba Group Hldg Ltd Position
Does Discerene Group LP own Alibaba Group Hldg Ltd (BABA)? Yes — 2.64M shares worth $332M (+35.03% of its 13F portfolio) as of Q1 2026, down from 2.98M shares the prior filed quarter.
Position Value
$332M
Q1 2026
Shares
2.64M
% of Portfolio
+35.03%
Quarters Held
18
currently held
Position History BABA
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 2.64M | $332M | +35.03% |
| Q4 2025 | 2.98M | $437M | +41.37% |
| Q3 2025 | 2.99M | $534M | +45.58% |
| Q2 2025 | 2.99M | $339M | +34.90% |
| Q1 2025 | 2.97M | $392M | +39.14% |
| Q4 2024 | 2.97M | $252M | +32.88% |
| Q3 2024 | 2.97M | $315M | +35.41% |
| Q2 2024 | 2.97M | $214M | +32.77% |
| Q1 2024 | 3.02M | $219M | +31.71% |
| Q4 2023 | 2.49M | $193M | +24.16% |
| Q3 2023 | 2.29M | $199M | +24.43% |
| Q2 2023 | 2.20M | $183M | +23.96% |
| Q1 2023 | 2.10M | $214M | +27.62% |
| Q4 2022 | 1.90M | $168M | +20.71% |
| Q3 2022 | 1.89M | $151M | +22.31% |
| Q2 2022 | 1.89M | $215M | +29.19% |
| Q1 2022 | 1.89M | $206M | +26.26% |
| Q4 2021 | 813.9K | $97M | +19.76% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Discerene Group LP’s full portfolio or all institutional holders of BABA.