John Overdeck’s Hesai Group HSAI Stock Holding History

John Overdeck’s Portfolio HSAI Stock Details HSAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,720,562	Closed	-$25.5M	–	3326
2025 Q1	$25.5M	Buy	1,720,562 +1,207,996	+236%	+$20.6M	0.05%	405
2024 Q4	$7.08M	Buy	+512,566	New	+$3.61M	0.02%	914
2024 Q3	–	Sell	-10,484	Closed	-$43.9K	–	3214
2024 Q2	$43.9K	Sell	10,484 -52,945	-83%	-$252K	﹤0.01%	2897
2024 Q1	$321K	Buy	+63,429	New	+$341K	﹤0.01%	2535

Other funds holding HSAI

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

John Overdeck's HSAI Position: Q2 2025 in Review

John Overdeck sold out of Hesai Group (HSAI) in Q2 2025, closing a stake of 1,720,562 shares — an estimated $25.5M sold.

John Overdeck first reported a position in HSAI in Q1 2024 and held it in 4 quarters. The position peaked at $25.5M in Q1 2025. 104 funds tracked by Wall St. Rank hold HSAI as of Q2 2025.

John Overdeck reported no remaining Hesai Group position as of Q2 2025 after selling out during the quarter.
John Overdeck sold 1,720,562 Hesai Group shares in Q2 2025, an estimated $25.5M.
John Overdeck first reported a position in Hesai Group in Q1 2024 and held it in 4 quarters.
John Overdeck's Hesai Group position peaked at $25.5M in Q1 2025.
104 funds tracked by Wall St. Rank held Hesai Group as of Q2 2025.

Based on Two Sigma Investments's 13F filing for Q2 2025, filed 14 Aug 2025.