SEC 13F Intelligence

Ardmore Road Asset Management LP / BABA

Ardmore Road Asset Management LP’s Alibaba Group Hldg Ltd Position

Does Ardmore Road Asset Management LP own Alibaba Group Hldg Ltd (BABA)? Not currently — the last reported position was 250.0K shares worth $45M in Q3 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$45M
Q3 2025
Shares
250.0K
% of Portfolio
+2.89%
Quarters Held
6
position exited

Position History BABA

Reported value by quarter
Q3 ’22: $8MQ3 ’22Q1 ’24: $36MQ1 ’24Q2 ’24: $29MQ2 ’24Q3 ’24: $10MQ3 ’24Q1 ’25: $20MQ1 ’25Q3 ’25: $45MQ3 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2025250.0K$45M+2.89%
Q1 2025150.0K$20M+2.03%
Q3 202490.0K$10M+1.23%
Q2 2024402.0K$29M+4.40%
Q1 2024500.0K$36M+6.37%
Q3 2022100.0K$8M+3.17%

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