John Overdeck’s Weibo WB Stock Holding History

John Overdeck’s Portfolio WB Stock Details WB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-7,000	Closed	-$217K	–	4426
2021 Q4	$217K	Buy	7,000 +2,000	+40%	+$81.3K	﹤0.01%	3882
2021 Q3	$237K	Sell	5,000 -2,000	-29%	-$108K	﹤0.01%	3844
2021 Q2	$368K	Buy	+7,000	New	+$347K	﹤0.01%	3342
2020 Q4	–	Sell	-40,200	Closed	-$1.46M	–	3809
2020 Q3	$1.46M	Buy	40,200 +23,400	+139%	+$826K	0.01%	1505
2020 Q2	$564K	Sell	16,800 -76,000	-82%	-$2.61M	﹤0.01%	1922
2020 Q1	$3.07M	Buy	92,800 +80,900	+680%	+$3.43M	0.03%	740
2019 Q4	$552K	Sell	11,900 -25,000	-68%	-$1.17M	﹤0.01%	2718
2019 Q3	$1.65M	Sell	36,900 -13,100	-26%	-$555K	0.01%	1586
2019 Q2	$2.18M	Buy	50,000 +45,000	+900%	+$2.52M	0.01%	1394
2019 Q1	$310K	Buy	+5,000	New	+$310K	﹤0.01%	2578
2018 Q4	–	Sell	-40,200	Closed	-$2.94M	–	3578
2018 Q3	$2.94M	Buy	40,200 +31,400	+357%	+$2.53M	0.01%	1219
2018 Q2	$781K	Sell	8,800 -13,200	-60%	-$1.44M	﹤0.01%	2330
2018 Q1	$2.63M	Sell	22,000 -3,900	-15%	-$498K	0.01%	1335
2017 Q4	$2.68M	Sell	25,900 -30,100	-54%	-$3.11M	0.01%	1277
2017 Q3	$5.54M	Buy	+56,000	New	+$4.93M	0.02%	759
2016 Q4	–	Sell	-7,000	Closed	-$351K	–	3556
2016 Q3	$351K	Buy	+7,000	New	+$290K	﹤0.01%	2655

Other funds holding WB

Alibaba Group Causeway Bay, Hong Kong $509M AUM 25.62% 1-Year Est. Return

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

KFA

Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return

PCP

Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

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

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

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

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

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

John Overdeck's WB Position: Q2 2026 in Review

John Overdeck reduced its Weibo (WB) stake by 58% in Q2 2026, selling an estimated $2.54M and leaving 224,605 shares worth $1.63M. The position accounts for ﹤0.01% of the portfolio, ranked #3179.

John Overdeck first reported a position in WB in Q1 2016 and has held it in 31 quarters since. The position peaked at $144M in Q3 2017. 134 funds tracked by Wall St. Rank hold WB as of Q2 2026.

John Overdeck held 224,605 shares of Weibo worth $1.63M as of Q2 2026.
John Overdeck sold 311,583 Weibo shares in Q2 2026, an estimated $2.54M.
Weibo made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3179 holding.
John Overdeck first reported a position in Weibo in Q1 2016 and has held it in 31 quarters since.
John Overdeck's Weibo position peaked at $144M in Q3 2017.
134 funds tracked by Wall St. Rank held Weibo as of Q2 2026.

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