Appaloosa LP’s JD.com JD Stock Holding History

Appaloosa LP’s Portfolio JD Stock Details JD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,305,000	Closed	-$38.6M	–	31
2026 Q1	$38.6M	Sell	1,305,000 -2,852,046	-69%	-$80.6M	0.65%	24
2025 Q4	$119M	Sell	4,157,046 -2,067,954	-33%	-$64.7M	1.72%	20
2025 Q3	$218M	Sell	6,225,000 -775,000	-11%	-$25.2M	2.95%	14
2025 Q2	$228M	Sell	7,000,000 -1,050,000	-13%	-$35.8M	3.54%	12
2025 Q1	$331M	Sell	8,050,000 -2,415,885	-23%	-$97M	3.95%	5
2024 Q4	$363M	Buy	10,465,885 +3,165,885	+43%	+$123M	5.61%	6
2024 Q3	$292M	Buy	7,300,000 +2,989,400	+69%	+$82.1M	4.34%	7
2024 Q2	$111M	Buy	4,310,600 +660,737	+18%	+$19.4M	1.8%	19
2024 Q1	$100M	Buy	+3,649,863	New	+$89.4M	1.48%	21
2023 Q4	–	Sell	-1,675,000	Closed	-$48.8M	–	43
2023 Q3	$48.8M	Sell	1,675,000 -200,000	-11%	-$6.96M	0.96%	23
2023 Q2	$64M	Buy	+1,875,000	New	+$68.2M	1.19%	23

Other funds holding JD

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

NOSC

North of South Capital London, United Kingdom $1.36B AUM 26.43% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Discerene Group Stamford, Connecticut $889M AUM 1.91% 1-Year Est. Return

SAG

Susquehanna Advisors Group Bala Cynwyd, Pennsylvania $5.75B AUM 39.93% 1-Year Est. Return

Appaloosa LP's JD Position: Q2 2026 in Review

Appaloosa LP sold out of JD.com (JD) in Q2 2026, closing a stake of 1,305,000 shares — an estimated $38.6M sold.

Appaloosa LP first reported a position in JD in Q2 2023 and held it in 11 quarters. The position peaked at $363M in Q4 2024. 423 funds tracked by Wall St. Rank hold JD as of Q2 2026.

Appaloosa LP reported no remaining JD.com position as of Q2 2026 after selling out during the quarter.
Appaloosa LP sold 1,305,000 JD.com shares in Q2 2026, an estimated $38.6M.
Appaloosa LP first reported a position in JD.com in Q2 2023 and held it in 11 quarters.
Appaloosa LP's JD.com position peaked at $363M in Q4 2024.
423 funds tracked by Wall St. Rank held JD.com as of Q2 2026.

Based on Appaloosa LP's 13F filing for Q2 2026, filed 14 Aug 2026.