John Overdeck’s Baozun BZUN Stock Holding History

John Overdeck’s Portfolio BZUN Stock Details BZUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.16M	Buy	1,114,919 +151,404	+16%	+$408K	﹤0.01%	2574
2026 Q1	$2.3M	Buy	963,515 +856,936	+804%	+$2.23M	﹤0.01%	2650
2025 Q4	$284K	Buy	+106,579	New	+$335K	﹤0.01%	3604
2025 Q3	–	Sell	-284,097	Closed	-$710K	–	3669
2025 Q2	$710K	Sell	284,097 -157,816	-36%	-$437K	﹤0.01%	2429
2025 Q1	$1.21M	Sell	441,913 -287,886	-39%	-$914K	﹤0.01%	2069
2024 Q4	$1.99M	Buy	729,799 +18,913	+3%	+$57.2K	﹤0.01%	1722
2024 Q3	$2.54M	Sell	710,886 -49,740	-7%	-$123K	0.01%	1521
2024 Q2	$1.78M	Sell	760,626 -28,920	-4%	-$74.8K	﹤0.01%	1630
2024 Q1	$1.82M	Buy	789,546 +107,246	+16%	+$257K	﹤0.01%	1553
2023 Q4	$1.87M	Buy	682,300 +351,312	+106%	+$1.03M	﹤0.01%	1625
2023 Q3	$1.03M	Sell	330,988 -130,965	-28%	-$523K	﹤0.01%	1919
2023 Q2	$1.84M	Buy	461,953 +23,884	+5%	+$107K	﹤0.01%	1489
2023 Q1	$2.64M	Sell	438,069 -65,123	-13%	-$429K	0.01%	1217
2022 Q4	$2.67M	Buy	+503,192	New	+$2.41M	0.01%	1162
2022 Q2	–	Sell	-474,467	Closed	-$4.07M	–	2545
2022 Q1	$4.07M	Sell	474,467 -24,493	-5%	-$271K	0.01%	1011
2021 Q4	$6.94M	Buy	498,960 +480,214	+2,562%	+$7.87M	0.01%	1009
2021 Q3	$329K	Buy	+18,746	New	+$461K	﹤0.01%	3589
2021 Q2	–	Sell	-20,894	Closed	-$736K	–	4069
2021 Q1	$797K	Buy	+20,894	New	+$892K	﹤0.01%	2522
2020 Q3	–	Sell	-29,807	Closed	-$1.19M	–	3110
2020 Q2	$1.15M	Buy	+29,807	New	+$936K	0.01%	1455
2016 Q4	–	Sell	-54,393	Closed	-$821K	–	3113
2016 Q3	$821K	Buy	+54,393	New	+$571K	﹤0.01%	2106

Other funds holding BZUN

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

FBIL

First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

John Overdeck's BZUN Position: Q2 2026 in Review

John Overdeck increased its Baozun (BZUN) stake by 16% in Q2 2026, buying an estimated $408K and bringing the position to 1,114,919 shares worth $3.16M. The position accounts for ﹤0.01% of the portfolio, ranked #2574.

John Overdeck first reported a position in BZUN in Q3 2016 and has held it in 20 quarters since. The position peaked at $6.94M in Q4 2021. 69 funds tracked by Wall St. Rank hold BZUN as of Q2 2026.

John Overdeck held 1,114,919 shares of Baozun worth $3.16M as of Q2 2026.
John Overdeck bought 151,404 Baozun shares in Q2 2026, an estimated $408K.
Baozun made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2574 holding.
John Overdeck first reported a position in Baozun in Q3 2016 and has held it in 20 quarters since.
John Overdeck's Baozun position peaked at $6.94M in Q4 2021.
69 funds tracked by Wall St. Rank held Baozun as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.