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JD.COM INC (JD) — Hedge Fund Ownership Q1 2026

JD
Q1 2026Q4 2025Q3 2025Q2 2025
  • JD.COM INC (JD) is held by 5 of 84 tracked hedge funds, with Patient Capital Management (2%) and Appaloosa Management (1%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
  • The biggest increases in JD holdings came from Patient Capital Management (+66%), highlighting conviction.
  • The biggest decreases in JD holdings came from Appaloosa Management (-69%) and Davis Selected Advisers (-14%), suggesting profit-taking or de-risking.
  • Overall, hedge funds decreased exposure to JD.COM INC (JD) by -13% vs the prior quarter and -44% vs prior year.
# Fund % of Portfolio † Shares † Shares vs Prior Quarter † Shares vs Prior Year † Aggregate Value † Reported Price * Option
1
Patient Capital Management
Samantha McLemore
1.54% 1.4M +66.41% +78.07% $41.4M $29.57
2
Appaloosa Management
0.65% 1.3M -68.61% -83.79% $38.6M $29.57
3
Dodge & Cox
0.20% 12.2M -32.49% $360.6M $29.57
4
Tiger Global Management
Chase Coleman
0.04% 344K $10.2M $29.57
5
Davis Selected Advisers
Christopher Davis
0.04% 283K -13.91% -17.96% $8.4M $29.57
5 Total 15.5M -13.09% -43.72% $459.1M
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.