Position in BABA
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$331,550,381
-$105,381,732 QoQ
Shares Held
2,642,678
-11.3% QoQ
Ownership
0.110%
of shares outstanding
% of Portfolio
38.39%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BABA Over Time
Shares Held
Position Value (USD)
Position in Internet Retail
Consumer Cyclical · as of Mar 31, 2026Discerene Group LP holds $507,723,739 across 2 Internet Retail names. BABA ranks #1 (65.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BABA |
Alibaba Group Holding Ltd
This page
|
2,642,678 | $331,550,381 | |
| 2 | JD |
JD.com, Inc.
|
5,957,841 | $176,173,358 |
All Filings in BABA
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $331,550,381 | 2,642,678 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $436,932,113 | 2,980,844 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $533,596,091 | 2,985,487 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $338,584,080 | 2,985,487 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $392,337,914 | 2,967,087 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $251,579,306 | 2,967,087 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $314,867,272 | 2,967,087 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $213,629,544 | 2,967,077 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $218,626,695 | 3,021,375 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $193,165,616 | 2,492,138 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $198,637,896 | 2,290,038 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $183,114,782 | 2,196,938 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $214,183,380 | 2,096,138 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $167,700,280 | 1,903,738 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $151,293,405 | 1,891,404 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $215,014,806 | 1,891,404 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $205,784,755 | 1,891,404 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $96,683,181 | 813,900 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||