SEC 13F Intelligence

Mic Capital Management UK LLP / BABA

Mic Capital Management UK LLP’s Alibaba Group Hldg Ltd Position

Does Mic Capital Management UK LLP own Alibaba Group Hldg Ltd (BABA)? Not currently — the last reported position was 150.0K shares worth $22M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$22M
Q4 2025
Shares
150.0K
% of Portfolio
+4.98%
Quarters Held
17
position exited

Position History BABA

Reported value by quarter
Q4 ’21: $10MQ4 ’21Q1 ’22: $16MQ2 ’22: $17MQ3 ’22: $12MQ3 ’22Q4 ’22: $13MQ1 ’23: $15MQ2 ’23: $13MQ2 ’23Q3 ’23: $13MQ4 ’23: $12MQ1 ’24: $11MQ1 ’24Q2 ’24: $11MQ3 ’24: $16MQ4 ’24: $13MQ4 ’24Q1 ’25: $20MQ2 ’25: $17MQ3 ’25: $27MQ3 ’25Q4 ’25: $22Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 2025150.0K$22M+4.98%
Q3 2025150.0K$27M+5.36%
Q2 2025150.0K$17M+3.34%
Q1 2025150.0K$20M+4.04%
Q4 2024150.0K$13M+1.80%
Q3 2024150.0K$16M+2.21%
Q2 2024150.0K$11M+2.35%
Q1 2024150.0K$11M+2.06%
Q4 2023150.0K$12M+2.26%
Q3 2023150.0K$13M+2.97%
Q2 2023150.0K$13M+2.54%
Q1 2023150.0K$15M+2.92%
Q4 2022150.0K$13M+2.61%
Q3 2022150.0K$12M+2.16%
Q2 2022150.0K$17M+3.34%
Q1 2022150.0K$16M+3.18%
Q4 202185.8K$10M+1.95%

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