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Discerene Group’s Alibaba BABA Stock Holding History

Discerene Group’s Portfolio BABA Stock Details BABA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$263M Buy
2,737,678
+95,000
+4% +$11.9M 29.55% 1
2026
Q1 		$332M Sell
2,642,678
-338,166
-11% -$50.8M 35.03% 1
2025
Q4 		$437M Sell
2,980,844
-4,643
-0.2% -$756K 41.37% 1
2025
Q3 		$534M Hold
2,985,487
– – 45.58% 1
2025
Q2 		$339M Buy
2,985,487
+18,400
+0.6% +$2.18M 34.9% 1
2025
Q1 		$392M Hold
2,967,087
– – 39.15% 1
2024
Q4 		$252M Hold
2,967,087
– – 32.88% 1
2024
Q3 		$315M Buy
2,967,087
+10
+0% +$818 35.41% 1
2024
Q2 		$214M Sell
2,967,077
-54,298
-2% -$4.16M 32.77% 1
2024
Q1 		$219M Buy
3,021,375
+529,237
+21% +$38.8M 31.71% 1
2023
Q4 		$193M Buy
2,492,138
+202,100
+9% +$16.1M 24.16% 1
2023
Q3 		$199M Buy
2,290,038
+93,100
+4% +$8.52M 24.43% 1
2023
Q2 		$183M Buy
2,196,938
+100,800
+5% +$8.82M 23.96% 1
2023
Q1 		$214M Buy
2,096,138
+192,400
+10% +$19.3M 27.62% 1
2022
Q4 		$168M Buy
1,903,738
+12,334
+0.7% +$973K 20.71% 2
2022
Q3 		$151M Hold
1,891,404
– – 22.32% 1
2022
Q2 		$215M Hold
1,891,404
– – 29.19% 1
2022
Q1 		$206M Buy
1,891,404
+1,077,504
+132% +$124M 26.26% 1
2021
Q4 		$96.7M Buy
+813,900
New +$119M 19.76% 3

Other funds holding BABA

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Discerene Group's BABA Position: Q2 2026 in Review

Discerene Group increased its Alibaba (BABA) stake by 3.6% in Q2 2026, buying an estimated $11.9M and bringing the position to 2,737,678 shares worth $263M. The position accounts for 29.55% of the portfolio, ranked #1.

Discerene Group first reported a position in BABA in Q4 2021 and has held it in 19 quarters since. The position peaked at $534M in Q3 2025. 1,219 funds tracked by Wall St. Rank hold BABA as of Q2 2026.

  • Discerene Group held 2,737,678 shares of Alibaba worth $263M as of Q2 2026.
  • Discerene Group bought 95,000 Alibaba shares in Q2 2026, an estimated $11.9M.
  • Alibaba made up 29.55% of Discerene Group's portfolio in Q2 2026, its #1 holding.
  • Discerene Group first reported a position in Alibaba in Q4 2021 and has held it in 19 quarters since.
  • Discerene Group's Alibaba position peaked at $534M in Q3 2025.
  • 1,219 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.

Based on Discerene Group's 13F filing for Q2 2026, filed 14 Aug 2026.