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
2022 Q1	–	Sell	-49,700	Closed	-$691K	–	2849
2021 Q4	$691K	Buy	49,700 +26,900	+118%	+$441K	﹤0.01%	2919
2021 Q3	$400K	Buy	22,800 +300	+1%	+$7.38K	﹤0.01%	3442
2021 Q2	$797K	Buy	22,500 +14,400	+178%	+$507K	﹤0.01%	2684
2021 Q1	$309K	Sell	8,100 -35,300	-81%	-$1.51M	﹤0.01%	3302
2020 Q4	$1.49M	Buy	43,400 +23,500	+118%	+$861K	﹤0.01%	1704
2020 Q3	$647K	Buy	19,900 +9,900	+99%	+$394K	﹤0.01%	2056
2020 Q2	$385K	Sell	10,000 -87,000	-90%	-$2.73M	﹤0.01%	2198
2020 Q1	$2.71M	Buy	97,000 +78,100	+413%	+$2.46M	0.02%	803
2019 Q4	$626K	Buy	18,900 +12,100	+178%	+$480K	﹤0.01%	2608
2019 Q3	$290K	Sell	6,800 -9,500	-58%	-$452K	﹤0.01%	2987
2019 Q2	$813K	Buy	+16,300	New	+$703K	﹤0.01%	2114
2019 Q1	–	Sell	-9,000	Closed	-$263K	–	3041
2018 Q4	$263K	Sell	9,000 -81,000	-90%	-$2.99M	﹤0.01%	2551
2018 Q3	$4.37M	Buy	90,000 +74,900	+496%	+$4.06M	0.01%	1010
2018 Q2	$826K	Buy	+15,100	New	+$800K	﹤0.01%	2286
2018 Q1	–	Sell	-7,000	Closed	-$221K	–	3167
2017 Q4	$221K	Buy	+7,000	New	+$226K	﹤0.01%	2877

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.