Discerene Group’s JD.com JD Stock Holding History

Discerene Group’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	$152M	Hold	5,957,841	–	–	17.07%	2
2026 Q1	$176M	Sell	5,957,841 -253,010	-4%	-$7.15M	18.61%	2
2025 Q4	$178M	Hold	6,210,851	–	–	16.88%	2
2025 Q3	$217M	Hold	6,210,851	–	–	18.56%	2
2025 Q2	$203M	Buy	6,210,851 +656,000	+12%	+$22.4M	20.89%	2
2025 Q1	$228M	Hold	5,554,851	–	–	22.79%	2
2024 Q4	$193M	Hold	5,554,851	–	–	25.17%	2
2024 Q3	$222M	Hold	5,554,851	–	–	24.99%	2
2024 Q2	$144M	Hold	5,554,851	–	–	22.02%	2
2024 Q1	$152M	Buy	5,554,851 +2,207,619	+66%	+$54M	22.07%	2
2023 Q4	$96.7M	Buy	3,347,232 +1,737,572	+108%	+$47.1M	12.09%	3
2023 Q3	$46.9M	Buy	+1,609,660	New	+$56.1M	5.77%	8

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

SAG

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

CCM

CoreView Capital Management Hong Kong $547M AUM 13.89% 1-Year Est. Return

Discerene Group's JD Position: Q2 2026 in Review

Discerene Group held its JD.com (JD) position steady in Q2 2026 at 5,957,841 shares worth $152M. The position accounts for 17.07% of the portfolio, ranked #2.

Discerene Group first reported a position in JD in Q3 2023 and has held it in 12 quarters since. The position peaked at $228M in Q1 2025. 423 funds tracked by Wall St. Rank hold JD as of Q2 2026.

Discerene Group held 5,957,841 shares of JD.com worth $152M as of Q2 2026.
Discerene Group left its JD.com share count unchanged in Q2 2026.
JD.com made up 17.07% of Discerene Group's portfolio in Q2 2026, its #2 holding.
Discerene Group first reported a position in JD.com in Q3 2023 and has held it in 12 quarters since.
Discerene Group's JD.com position peaked at $228M in Q1 2025.
423 funds tracked by Wall St. Rank held JD.com as of Q2 2026.

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