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Disclosery

EMINENCE CAPITAL, LP: BABA position timeline

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

EMINENCE CAPITAL, LP held 0 BABA shares at 2026-06-30 per its 13F-HR filed 2026-07-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -861,326 shares

    13F-HR 0000902664-26-003015 filed by EMINENCE CAPITAL, LP
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 861,326 shares
    Change vs previous 13F +35,565 shares

    2.48% of the 13F portfolio, value $108,061,960.

    13F-HR 0001107310-26-000002 filed by EMINENCE CAPITAL, 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 825,761 shares
    Change vs previous 13F -39,776 shares

    1.91% of the 13F portfolio, value $121,040,047.

    13F-HR 0001107310-26-000001 filed by EMINENCE CAPITAL, 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 865,537 shares
    Change vs previous 13F -233,554 shares

    2.27% of the 13F portfolio, value $154,697,428.

    13F-HR 0001107310-25-000003 filed by EMINENCE CAPITAL, 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 1,099,091 shares
    Change vs previous 13F -162,341 shares

    1.84% of the 13F portfolio, value $124,647,910.

    13F-HR 0001085146-25-005242 filed by EMINENCE CAPITAL, 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 1,261,432 shares
    Change vs previous 13F -479,983 shares

    2.79% of the 13F portfolio, value $166,799,153.

    13F-HR 0001085146-25-003291 filed by EMINENCE CAPITAL, 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 1,741,415 shares
    Change vs previous 13F -102,308 shares

    2.26% of the 13F portfolio, value $147,654,578.

    13F-HR 0001085146-25-001643 filed by EMINENCE CAPITAL, 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 1,843,723 shares
    Change vs previous 13F not available

    2.97% of the 13F portfolio, value $195,655,885.

    13F-HR 0001085146-24-005895 filed by EMINENCE CAPITAL, LP
    Filed (acceptance time not in the bulk data set), ingested

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