ALKEON CAPITAL MANAGEMENT LLC

Position in BABA — Alibaba Group Holding Ltd

CIK 1230239 New York, NY

Back to BABA Full portfolio

Position in BABA

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$62,729,999

-$121,561,250 QoQ

Shares Held

500,000

-69.2% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

18 quarters on record

Voting authority Sole 83.5934.ToString("F0")% Shared 16.406599999999997.ToString("F0")% None 0.ToString("F0")%

Common Shares in BABA Over Time

Shares Held

Position Value (USD)

Derivatives in BABA

reported options exposure · as of Jun 30, 2022

CallValue

$227,360,000

CallShares

2,000,000

PutValue

PutShares

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 Mar 31, 2026

ALKEON CAPITAL MANAGEMENT LLC holds $1,762,169,791 across 4 Internet Retail names. BABA ranks #4 (3.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMZN	Amazon Com Inc	5,808,299	$1,209,694,432
2	MELI	Mercadolibre Inc	180,499	$312,086,380
3	DASH	DoorDash, Inc.	1,183,210	$177,658,980
4	BABA	Alibaba Group Holding Ltd This page	500,000	$62,729,999

All Filings in BABA

Export CSV

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$62,729,999	500,000	-69.2%	Shares	Sole	2026-05-15
2025-06-30	$184,291,249	1,625,000	+131.4%	Shares	Sole	2025-08-14
2023-12-31	$54,434,962	702,296	-57.5%	Shares	Other	2024-02-14
2023-09-30	$143,401,776	1,653,237	-58.8%	Shares	Other	2023-11-14
2023-06-30	$334,145,481	4,008,944	-13.1%	Shares	Sole	2023-08-14
2023-03-31	$471,523,096	4,614,632	+106.7%	Shares	Sole	2023-05-15
2022-12-31	$196,657,137	2,232,457	-0.9%	Shares	Sole	2023-02-14
2022-09-30	$180,175,715	2,252,478	+12.6%	Shares	Other	2022-11-10
2022-06-30	$227,360,000	2,000,000	+199.9%	Call	Sole	2022-08-15
2022-06-30	$75,810,235	666,874	-70.4%	Shares	Other	2022-08-15
2022-03-31	$244,717,529	2,249,242	+199.9%	Shares	Other	2022-05-16
2022-03-31	$81,600,000	750,000	-83.5%	Call	Other	2022-05-16
2021-12-31	$540,489,035	4,549,954	+230.9%	Shares	Other	2022-02-14
2021-12-31	$163,336,250	1,375,000	+79.2%	Call	Other	2022-02-14
2021-09-30	$113,621,564	767,454	-0.2%	Shares	Other	2021-11-15
2021-06-30	$174,438,721	769,198	-24.5%	Shares	Sole	2021-08-16
2021-03-31	$231,082,762	1,019,198	-54.0%	Shares	Sole	2021-05-17
2020-12-31	$515,439,698	2,214,754	+62.7%	Shares	Sole	2021-02-16
2020-09-30	$400,099,429	1,360,975	0.0%	Shares	Sole	2020-11-16
2020-06-30	$293,562,307	1,360,975	+37.2%	Shares	Sole	2020-08-14
2020-03-31	$192,951,386	992,140	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.