Position in BABA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$617,405,345
+$446,592,007 QoQ
Shares Held
4,921,133
+322.3% QoQ
Ownership
0.205%
of shares outstanding
% of Portfolio
23.59%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
9 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)
Derivatives in BABA
reported options exposure · as of Dec 31, 2025CallValue
$7,329,000
CallShares
50,000
PutValue
$0
PutShares
0
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, 2026SIH Partners, LLLP holds $731,501,720 across 6 Internet Retail names. BABA ranks #1 (84.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BABA |
Alibaba Group Holding Ltd
This page
|
4,921,133 | $617,405,345 | |
| 2 | JD |
JD.com, Inc.
|
3,382,861 | $100,031,199 | |
| 3 | AMZN |
Amazon Com Inc
|
46,931 | $9,774,319 | |
| 4 | PDD |
PDD Holdings Inc.
|
27,686 | $2,828,955 | |
| 5 | SE |
Sea Ltd
|
12,485 | $1,033,882 | |
| 6 | JMIA |
Jumia Technologies AG
|
62,032 | $428,020 |
All Filings in BABA
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $617,405,345 | 4,921,133 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $170,813,338 | 1,165,325 | Shares | Other | 2026-02-17 | |
| 2025-12-31 | $7,329,000 | 50,000 | Call | Other | 2026-02-17 | |
| 2025-09-30 | $35,877,723 | 200,737 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $128,838,635 | 1,136,043 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $7,983,121 | 60,373 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $15,665,714 | 184,759 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $2,948,013 | 27,780 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $12,203,514 | 168,650 | Shares | Defined | 2024-05-07 | |
| 2023-12-31 | $2,437,689 | 31,450 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||