KINGDON CAPITAL MANAGEMENT, L.L.C.
Position in BABA — Alibaba Group Holding Ltd
CIK 1000097
NEW YORK, NY
Position in BABA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,598,000
-$1,693,400 QoQ
Shares Held
100,000
+11.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.31%
of 13F equity value
Holder Rank
#216
of 1,215 holders
Holding Since
Mar 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BABA Over Time
Shares Held
Position Value (USD)
Derivatives in BABA
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$9,598,000
PutShares
100,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Internet Retail
Consumer Cyclical · as of Jun 30, 2026KINGDON CAPITAL MANAGEMENT, L.L.C. holds $27,591,000 across 2 Internet Retail names. BABA ranks #2 (34.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CART |
Maplebear Inc.
|
380,000 | $17,993,000 | |
| 2 | BABA |
Alibaba Group Holding Ltd
This page
|
100,000 | $9,598,000 |
All Filings in BABA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,598,000 | 100,000 | Shares | Defined | 2026-08-14 | |
| 2026-06-30 | $9,598,000 | 100,000 | Put | Defined | 2026-08-14 | |
| 2026-03-31 | $11,291,400 | 90,000 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $14,658,000 | 100,000 | Shares | Defined | 2026-02-17 | |
| 2025-12-31 | $10,993,500 | 75,000 | Put | Defined | 2026-02-17 | |
| 2025-03-31 | $8,198,260 | 62,000 | Shares | Defined | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||