Carrhae Capital LLP

Position in BABA — Alibaba Group Holding Ltd

CIK 1555254 London, X0

Back to BABA Full portfolio

Position in BABA

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$167,372,422

+$122,132,118 QoQ

Shares Held

1,334,070

+332.2% QoQ

Ownership

0.056%

of shares outstanding

% of Portfolio

11.81%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 96.22748431491601.ToString("F0")% Shared 0.ToString("F0")% None 3.7725156850839907.ToString("F0")%

Common Shares in BABA Over Time

Shares Held

Position Value (USD)

Derivatives in BABA

reported options exposure · as of Mar 31, 2026

CallValue

$45,868,176

CallShares

365,600

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

Carrhae Capital LLP holds $220,023,119 across 2 Internet Retail names. BABA ranks #1 (76.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	BABA	Alibaba Group Holding Ltd This page	1,334,070	$167,372,422
2	PDD	PDD Holdings Inc.	515,274	$52,650,697

All Filings in BABA

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24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$167,372,422	1,334,070	+264.9%	Shares	Sole	2026-05-14
2026-03-31	$45,868,176	365,600	+18.5%	Call	Sole	2026-05-14
2025-12-31	$45,240,304	308,639	-38.1%	Shares	Sole	2026-02-06
2025-09-30	$89,049,362	498,234	-4.9%	Shares	Sole	2025-11-20
2025-06-30	$59,395,312	523,722	-6.3%	Shares	Sole	2025-08-05
2025-03-31	$73,912,999	558,973	-22.9%	Shares	Sole	2025-05-02
2024-09-30	$76,921,718	724,856	-27.6%	Shares	Sole	2024-10-18
2024-06-30	$72,075,456	1,001,048	+516.4%	Shares	Sole	2024-08-09
2024-03-31	$11,750,974	162,396	-45.2%	Shares	Sole	2024-08-21
2023-12-31	$22,964,895	296,283	-44.5%	Shares	Sole	2024-08-21
2023-09-30	$46,303,980	533,825	+45.4%	Shares	Sole	2024-11-27
2023-06-30	$30,604,703	367,183	+8.0%	Shares	Sole	2024-11-27
2023-03-31	$34,753,563	340,121	-39.9%	Shares	Sole	2024-11-27
2022-12-31	$49,835,067	565,729	+75.1%	Shares	Sole	2024-11-27
2022-09-30	$25,839,409	323,033	+1451.7%	Shares	Sole	2024-11-27
2022-06-30	$2,366,590	20,818	-90.0%	Shares	Sole	2024-11-27
2022-03-31	$22,732,019	208,934	+472.1%	Shares	Sole	2024-11-27
2021-09-30	$5,406,786	36,520	-70.7%	Shares	Sole	2024-11-27
2021-06-30	$28,310,308	124,836	-32.3%	Shares	Sole	2024-11-27
2021-03-31	$41,795,181	184,339	+182.4%	Shares	Sole	2024-11-27
2020-12-31	$15,192,148	65,278	-72.5%	Shares	Sole	2024-11-27
2020-09-30	$69,749,988	237,261	-22.5%	Shares	Sole	2024-11-27
2020-06-30	$66,056,830	306,244	+28.1%	Shares	Sole	2024-11-27
2020-03-31	$46,481,303	239,003	—	Shares	Sole	2024-11-27
No filing history on record for this holder in this stock.