JO
KC

John Overdeck’s Kingsoft Cloud Holdings KC Stock Holding History

John Overdeck’s Portfolio KC Stock Details KC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$129K Buy
+14,227
New +$197K ﹤0.01% 4859
2026
Q1 		– Sell
-51,267
Closed -$530K – 4764
2025
Q4 		$530K Sell
51,267
-265,205
-84% -$3.26M ﹤0.01% 3271
2025
Q3 		$4.72M Hold
316,472
– – 0.01% 1503
2025
Q2 		$3.96M Sell
316,472
-69,800
-18% -$903K 0.01% 1381
2025
Q1 		$5.55M Sell
386,272
-221,732
-36% -$3.32M 0.01% 1071
2024
Q4 		$6.38M Buy
+608,004
New +$3.46M 0.01% 962
2024
Q1 		– Sell
-133,600
Closed -$505K – 3205
2023
Q4 		$505K Sell
133,600
-38,600
-22% -$176K ﹤0.01% 2453
2023
Q3 		$849K Hold
172,200
– – ﹤0.01% 2025
2023
Q2 		$1.05M Buy
172,200
+18,200
+12% +$108K ﹤0.01% 1923
2023
Q1 		$1.37M Buy
154,000
+58,400
+61% +$286K ﹤0.01% 1685
2022
Q4 		$366K Buy
+95,600
New +$275K ﹤0.01% 2163
2022
Q2 		– Sell
-850,702
Closed -$5.16M – 2737
2022
Q1 		$5.16M Sell
850,702
-156,366
-16% -$1.27M 0.02% 913
2021
Q4 		$15.9M Buy
+1,007,068
New +$21.6M 0.03% 574
2020
Q3 		– Sell
-169,066
Closed -$5.33M – 3319
2020
Q2 		$5.33M Buy
+169,066
New +$3.88M 0.03% 620

Other funds holding KC

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
DE
Defiance ETFs New York $7.37B AUM
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
MICM
Matthews International Capital Management San Francisco, California $292M AUM 75.01% 1-Year Est. Return

John Overdeck's KC Position: Q2 2026 in Review

John Overdeck opened a new position in Kingsoft Cloud Holdings (KC) in Q2 2026: 14,227 shares worth $129K. The stake represents ﹤0.01% of the portfolio and ranks #4859 among its holdings. This is a return to the name: John Overdeck previously reported a position in KC as recently as Q4 2025.

John Overdeck first reported a position in KC in Q2 2020 and has held it in 14 quarters since. The position peaked at $15.9M in Q4 2021. 85 funds tracked by Wall St. Rank hold KC as of Q2 2026.

  • John Overdeck held 14,227 shares of Kingsoft Cloud Holdings worth $129K as of Q2 2026.
  • Kingsoft Cloud Holdings was a new John Overdeck position in Q2 2026.
  • Kingsoft Cloud Holdings made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #4859 holding.
  • John Overdeck first reported a position in Kingsoft Cloud Holdings in Q2 2020 and has held it in 14 quarters since.
  • John Overdeck's Kingsoft Cloud Holdings position peaked at $15.9M in Q4 2021.
  • 85 funds tracked by Wall St. Rank held Kingsoft Cloud Holdings as of Q2 2026.

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