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JD.com, Inc.

JD Consumer Discretionary
$27.52 $-0.71 (-2.65%)
Market Cap: $39.05 B
Gurus Holding
8
Popularity Rank
#737
% of Shares Held
1.10%
Net Activity (Q3 2025)
+$25.11 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 Q3 2025, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $430.64 M.

Top institutional holders include David Tepper and Steven Cohen.

Institutional sentiment is currently Bullish. This is evidenced by a $25.11 M net inflow during the quarter.

Recent activity highlights Steven Cohen who increased their stake by 464.3%. Conversely, Jeremy Grantham reduced exposure by 98.0%.

Key Holders

Top 5 by Value

$217.75 M
$185.26 M
$95.62 M
$12.04 M
$9.45 M

Top 5 by Conviction

Recent Activity Breakdown (Q3 2025)

+$152.59 M
Total Buy Value
New Buys 1
Additions 1
-$127.48 M
Total Sell Value
Reductions 7
Sold Out 1

Guru Consensus (Q3 2025)

Based on recent activity
Net Sellers
8
Net Buyers
2

FAQs for JD.com, Inc. (JD)

Major holders include David Tepper ($217.75 M), Steven Cohen ($185.26 M), Ken Fisher ($95.62 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 15.65 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $25.11 M, with 2 managers increasing positions and 8 managers reducing holdings.

During the most recent reporting period, 7 managers trimmed their positions, while 1 fully exited JD. The total reported sell value was $127.48 M.

Yes, 1 managers opened new positions in JD, and 1 increased their existing holdings. The total reported buy value was $152.59 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
2.95% Reduce -11.1% 6,225,000 $217.75 M Q3 2025
0.31% Add 464.3% 5,296,151 $185.26 M Q3 2025
0.03% Reduce -1.2% 3,331,848 $95.62 M Q4 2025
0.04% 344,309 $12.04 M Q3 2025
0.04% Reduce -3.7% 329,221 $9.45 M Q4 2025
0.04% Reduce -5.6% 103,457 $2.97 M Q4 2025
0.00% Reduce -98.0% 8,384 $293,272 Q3 2025
0.00% Add 117.7% 10,050 $288,435 Q4 2025
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form