SEC 13F Intelligence

Rheos Capital Works Inc. / BABA

Rheos Capital Works Inc.’s Alibaba Group Hldg Ltd Position

Does Rheos Capital Works Inc. own Alibaba Group Hldg Ltd (BABA)? Yes — 135.0K shares worth $17M (+1.13% of its 13F portfolio) as of Q1 2026, up from 60.0K shares the prior filed quarter.

Position Value
$17M
Q1 2026
Shares
135.0K
% of Portfolio
+1.13%
Quarters Held
7
currently held

Position History BABA

Reported value by quarter
Q1 ’19: $51MQ1 ’19Q1 ’23: $19MQ1 ’23Q4 ’24: $848,000Q4 ’24Q1 ’25: $36MQ1 ’25Q2 ’25: $35MQ2 ’25Q4 ’25: $9MQ4 ’25Q1 ’26: $17MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026135.0K$17M+1.13%
Q4 202560.0K$9M+0.56%
Q2 2025308.6K$35M+2.01%
Q1 2025268.6K$36M+2.89%
Q4 202410.0K$848,000+0.05%
Q1 2023184.0K$19M+1.05%
Q1 2019280.0K$51M+6.21%

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