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
2022
Q1 		– Sell
-20,200
Closed -$318K – 3509
2021
Q4 		$318K Buy
+20,200
New +$434K ﹤0.01% 3610
2021
Q3 		– Sell
-21,100
Closed -$716K – 4478
2021
Q2 		$716K Buy
21,100
+15,300
+264% +$612K ﹤0.01% 2785
2021
Q1 		$228K Buy
+5,800
New +$308K ﹤0.01% 3549

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.