Long Focus Capital Management’s JD.com JD Stock Holding History

Long Focus Capital Management’s Portfolio JD Stock Details JD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$24M	Hold	942,622	–	–	0.61%	39
2026 Q1	$27.9M	Buy	942,622 +46,439	+5%	+$1.31M	0.73%	39
2025 Q4	$25.7M	Buy	896,183 +240,803	+37%	+$7.53M	0.68%	40
2025 Q3	$22.9M	Buy	655,380 +175,000	+36%	+$5.7M	0.76%	40
2025 Q2	$15.7M	Buy	480,380 +82,000	+21%	+$2.8M	0.59%	45
2025 Q1	$16.4M	Buy	398,380 +112,180	+39%	+$4.5M	0.55%	42
2024 Q4	$9.92M	Sell	286,200 -61,800	-18%	-$2.39M	0.32%	52
2024 Q3	$13.9M	Sell	348,000 -76,000	-18%	-$2.09M	0.49%	36
2024 Q2	$11M	Sell	424,000 -203,000	-32%	-$5.96M	0.42%	39
2024 Q1	$17.2M	Buy	627,000 +409,000	+188%	+$10M	0.88%	25
2023 Q4	$6.3M	Buy	+218,000	New	+$5.91M	0.21%	56

Other funds holding JD

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

NOSC

North of South Capital London, United Kingdom $1.36B AUM 26.43% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Discerene Group Stamford, Connecticut $889M AUM 1.91% 1-Year Est. Return

SAG

Susquehanna Advisors Group Bala Cynwyd, Pennsylvania $5.75B AUM 39.93% 1-Year Est. Return

Long Focus Capital Management's JD Position: Q2 2026 in Review

Long Focus Capital Management held its JD.com (JD) position steady in Q2 2026 at 942,622 shares worth $24M. The position accounts for 0.61% of the portfolio, ranked #39.

Long Focus Capital Management first reported a position in JD in Q4 2023 and has held it in 11 quarters since. The position peaked at $27.9M in Q1 2026. 425 funds tracked by Wall St. Rank hold JD as of Q2 2026.

Long Focus Capital Management held 942,622 shares of JD.com worth $24M as of Q2 2026.
Long Focus Capital Management left its JD.com share count unchanged in Q2 2026.
JD.com made up 0.61% of Long Focus Capital Management's portfolio in Q2 2026, its #39 holding.
Long Focus Capital Management first reported a position in JD.com in Q4 2023 and has held it in 11 quarters since.
Long Focus Capital Management's JD.com position peaked at $27.9M in Q1 2026.
425 funds tracked by Wall St. Rank held JD.com as of Q2 2026.

Based on Long Focus Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.