Position in BABA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$47,496,374
+$29,061,031 QoQ
Shares Held
494,857
+236.8% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#89
of 1,215 holders
Holding Since
Mar 2020
26 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
$40,234,816
CallShares
419,200
PutValue
$87,332,202
PutShares
909,900
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, 2026Balyasny Asset Management L.P. holds $1,761,377,319 across 14 Internet Retail names. BABA ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
|
4,770,545 | $1,137,011,695 | |
| 2 | ETSY |
Etsy Inc
|
2,690,173 | $202,650,732 | |
| 3 | MELI |
Mercadolibre Inc
|
90,861 | $154,226,552 | |
| 4 | GLBE |
Global-E Online Ltd.
|
2,098,803 | $72,891,428 | |
| 5 | CPNG |
Coupang, Inc.
|
3,290,427 | $57,154,716 | |
| 6 | BABA |
Alibaba Group Holding Ltd
This page
|
494,857 | $47,496,374 | |
| 7 | EBAY |
Ebay Inc
|
276,816 | $30,934,187 | |
| 8 | W |
Wayfair Inc.
|
201,718 | $18,642,777 |
All Filings in BABA
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $87,332,202 | 909,900 | Put | Sole | 2026-08-14 | |
| 2026-06-30 | $47,496,374 | 494,857 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $40,234,816 | 419,200 | Call | Sole | 2026-08-14 | |
| 2026-03-31 | $37,412,172 | 298,200 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $75,112,902 | 598,700 | Put | Sole | 2026-05-15 | |
| 2026-03-31 | $18,435,343 | 146,942 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $102,136,944 | 696,800 | Put | Sole | 2026-02-17 | |
| 2025-12-31 | $14,218,260 | 97,000 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $36,355,211 | 248,023 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $80,513,218 | 450,474 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $110,187,045 | 616,500 | Put | Sole | 2025-11-14 | |
| 2025-09-30 | $15,066,939 | 84,300 | Call | Sole | 2025-11-14 | |
| 2025-06-30 | $7,088,125 | 62,500 | Call | Sole | 2025-08-14 | |
| 2025-06-30 | $61,865,155 | 545,500 | Put | Sole | 2025-08-14 | |
| 2025-06-30 | $15,607,030 | 137,616 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $68,825,715 | 520,500 | Put | Sole | 2025-05-15 | |
| 2025-03-31 | $25,983,195 | 196,500 | Call | Sole | 2025-05-15 | |
| 2025-03-31 | $95,781,197 | 724,353 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $30,075,013 | 354,700 | Put | Sole | 2025-02-14 | |
| 2024-12-31 | $10,337,596 | 121,920 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $21,112,710 | 249,000 | Call | Sole | 2025-02-14 | |
| 2024-09-30 | $15,907,388 | 149,900 | Put | Sole | 2024-11-14 | |
| 2024-09-30 | $4,879,503 | 45,981 | Shares | Sole | 2024-11-14 | |
| 2024-09-30 | $55,500,760 | 523,000 | Call | Sole | 2024-11-14 | |
| 2024-06-30 | $25,668,000 | 356,500 | Call | Sole | 2024-08-14 | |
| 2024-06-30 | $11,124,000 | 154,500 | Put | Sole | 2024-08-14 | |
| 2024-06-30 | $28,280,376 | 392,783 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,512,400 | 90,000 | Put | Sole | 2024-05-13 | |
| 2024-03-31 | $2,170,800 | 30,000 | Call | Sole | 2024-05-13 | |
| 2024-03-31 | $64,884,560 | 896,691 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,325,300 | 30,000 | Call | Sole | 2024-02-14 | |
| 2023-12-31 | $45,446,050 | 586,325 | Shares | Sole | 2024-02-14 | |
| 2023-12-31 | $2,325,300 | 30,000 | Put | Sole | 2024-02-14 | |
| 2023-09-30 | $1,734,800 | 20,000 | Call | Sole | 2023-11-14 | |
| 2023-09-30 | $3,504,296 | 40,400 | Put | Sole | 2023-11-14 | |
| 2023-09-30 | $64,557,632 | 744,266 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $59,095,900 | 709,009 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $81,810,621 | 800,652 | Shares | Sole | 2023-05-15 | |
| 2023-03-31 | $33,719,400 | 330,000 | Call | Sole | 2023-05-15 | |
| 2022-12-31 | $35,285,330 | 400,560 | Shares | Sole | 2023-02-14 | |
| 2022-12-31 | $56,774,005 | 644,500 | Call | Sole | 2023-02-14 | |
| 2022-09-30 | $82,086,537 | 1,026,210 | Shares | Sole | 2022-11-15 | |
| 2022-09-30 | $52,793,400 | 660,000 | Call | Sole | 2022-11-15 | |
| 2022-09-30 | $919,885 | 11,500 | Put | Sole | 2022-11-15 | |
| 2022-06-30 | $64,192,026 | 564,673 | Shares | Sole | 2022-08-15 | |
| 2022-06-30 | $7,389,200 | 65,000 | Put | Sole | 2022-08-15 | |
| 2022-06-30 | $163,926,560 | 1,442,000 | Call | Sole | 2022-08-15 | |
| 2022-03-31 | $36,355,955 | 334,154 | Shares | Sole | 2022-05-16 | |
| 2022-03-31 | $55,672,960 | 511,700 | Put | Sole | 2022-05-16 | |
| 2022-03-31 | $164,483,840 | 1,511,800 | Call | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||