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JD.com, Inc.

JD Consumer Discretionary
$28.79 +$0.23 (0.81%)
Market Cap: $38.88 B
Gurus Holding
7
Popularity Rank
#1072
% of Shares Held
0.54%
Net Activity (Q1 2026)
-$66.61 M

Guru Ownership Trend

Guru Analysis for JD.com, Inc. (JD)

JD.com, Inc. (JD), a key player in the Consumer Discretionary sector, continues to attract institutional attention.

As of Q1 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $211.65 M.

Top institutional holders include Steven Cohen and Ken Fisher.

Institutional sentiment is currently Bearish. This is evidenced by a $66.61 M net outflow during the quarter.

Recent activity highlights Paul Tudor Jones who increased their stake by 353.8%. Conversely, David Tepper reduced exposure by 68.6%.

Key Holders

Top 5 by Value

$80.21 M
$68.96 M
$38.59 M
$10.18 M
$8.38 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$48.93 M
Total Buy Value
New Buys 0
Additions 2
-$115.55 M
Total Sell Value
Reductions 4
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
5
Net Buyers
2

FAQs for JD.com, Inc. (JD)

Major holders include Steven Cohen ($80.21 M), Ken Fisher ($68.96 M), David Tepper ($38.59 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 7.35 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $66.61 M, with 2 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited JD. The total reported sell value was $115.55 M.

Yes, 0 managers opened new positions in JD, and 2 increased their existing holdings. The total reported buy value was $48.93 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.10% Add 113.8% 2,712,603 $80.21 M Q1 2026
0.02% Reduce -30.0% 2,332,131 $68.96 M Q1 2026
0.65% Reduce -68.6% 1,305,000 $38.59 M Q1 2026
0.04% 344,309 $10.18 M Q1 2026
0.04% Reduce -13.9% 283,418 $8.38 M Q1 2026
0.01% Add 353.8% 270,832 $8.01 M Q1 2026
0.04% Reduce -0.2% 103,246 $3.05 M Q1 2026
Date
Insider Name
Transaction
Value
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Position / Chg
SEC Form