Skip to content
Disclosery

Discerene Group LP: BABA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Discerene Group LP on BABA, newest first. How the timeline and the estimate are built.

Discerene Group LP held 2,737,678 BABA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,737,678 shares
    Change vs previous 13F +95,000 shares

    29.55% of the 13F portfolio, value $262,762,334.

    13F-HR 0001632958-26-000015 filed by Discerene Group LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,642,678 shares
    Change vs previous 13F -338,166 shares

    38.39% of the 13F portfolio, value $331,550,382.

    13F-HR 0001632958-26-000009 filed by Discerene Group LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,980,844 shares
    Change vs previous 13F -4,643 shares

    44.46% of the 13F portfolio, value $436,932,114.

    13F-HR 0001632958-26-000006 filed by Discerene Group LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,985,487 shares
    Change vs previous 13F 0 shares

    48.34% of the 13F portfolio, value $533,596,092.

    13F-HR 0001632958-25-000019 filed by Discerene Group LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,985,487 shares
    Change vs previous 13F +18,400 shares

    36.58% of the 13F portfolio, value $338,584,081.

    13F-HR 0001632958-25-000011 filed by Discerene Group LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,967,087 shares
    Change vs previous 13F 0 shares

    41% of the 13F portfolio, value $392,337,914.

    13F-HR 0001802874-25-000006 filed by Discerene Group LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,967,087 shares
    Change vs previous 13F 0 shares

    34.7% of the 13F portfolio, value $251,579,307.

    13F-HR 0001493152-25-006144 filed by Discerene Group LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 2,967,087 shares
    Change vs previous 13F not available

    37.37% of the 13F portfolio, value $314,867,272.

    13F-HR 0001493152-24-044301 filed by Discerene Group LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).