BABA — ALIBABA GROUP HLDG LTD

Ownership history in DISCOVERY CAPITAL MANAGEMENT, LLC / CT  ·  41 quarters on record

AI Ownership Summary

DISCOVERY CAPITAL MANAGEMENT, LLC / CT reported ALIBABA GROUP HLDG LTD (BABA) in 41 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 1.79% in 2024 Q3. The latest visible filing shows BABA at 0.19% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BABA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DISCOVERY CAPITAL MANAGEMENT, LLC / CT's position in ALIBABA GROUP HLDG LTD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

BABA was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.79% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BABA stock page DISCOVERY CAPITAL MANAGEMENT, LLC / CT fund profile DISCOVERY CAPITAL MANAGEMENT, LLC / CT full holdings
How DISCOVERY CAPITAL MANAGEMENT, LLC / CT held BABA — position size vs. price
% of Fund (quarterly)    BABA price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 19,400 -136,564 -87.6% 0.19% $3.5M 2025-11-14 $153.80
2025 Q2 ADDED 155,964 +89,964 +136.3% 1.38% $17.7M 2025-08-14 $122.28
2025 Q1 REDUCED 66,000 -71,900 -52.1% 1.04% $8.7M 2025-05-15 $121.84
2024 Q3 ADDED 137,900 +58,200 +73.0% 1.79% $14.6M 2024-11-13 $90.47
2024 Q2 ADDED 79,700 +27,400 +52.4% 0.74% $5.7M 2024-08-13 $79.75
2023 Q4 REDUCED 52,300 -111,900 -68.1% 0.61% $4.1M 2024-02-14 $70.64
35 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BABA

As of 2026 Q1 — sorted by position size

Barden Capital Management, Inc. 3Y 0.56% Employees Provident Fund Board 0.44% U.S. Capital Wealth Advisors, LLC 3Y 0.42% Marex Group plc 0.41% Somerset Trust Co 3Y 7Y 0.28% Byrne Asset Management LLC 3Y 0.23% Estate Planners Group, LLC 0.21% Ridgewood Investments LLC 3Y 7Y 0.18% O'Keefe Stevens Advisory, Inc. 3Y 0.09% Investors Research Corp 3Y 7Y 0.07%

FAQ About DISCOVERY CAPITAL MANAGEMENT, LLC / CT and BABA

These are the practical questions this page is built to answer before you even open the full history table.

How long has DISCOVERY CAPITAL MANAGEMENT, LLC / CT reported owning BABA?

DISCOVERY CAPITAL MANAGEMENT, LLC / CT reported BABA across 6 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported BABA position in DISCOVERY CAPITAL MANAGEMENT, LLC / CT's portfolio?

The largest reported portfolio weight for BABA was 1.79% in 2024 Q3.

What is the latest reported BABA position on this page?

The most recent filing on this page is 2025 Q3, when DISCOVERY CAPITAL MANAGEMENT, LLC / CT reported 19,400 shares, equal to 0.19% of portfolio, with an estimated market value of $3.5M.

What does the chart on this BABA ownership page compare?

The chart compares DISCOVERY CAPITAL MANAGEMENT, LLC / CT's quarterly BABA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to DISCOVERY CAPITAL MANAGEMENT, LLC / CT Holdings