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North of South Capital’s JD.com JD Stock Holding History

North of South Capital’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 		$170M Buy
6,661,845
+2,250,164
+51% +$66.3M 12.49% 3
2026
Q1 		$130M Buy
4,411,681
+158,669
+4% +$4.48M 11.72% 4
2025
Q4 		$122M Buy
4,253,012
+180,081
+4% +$5.63M 10.97% 3
2025
Q3 		$142M Buy
4,072,931
+98,716
+2% +$3.21M 13.69% 1
2025
Q2 		$130M Buy
3,974,215
+660,041
+20% +$22.5M 13.64% 2
2025
Q1 		$136M Buy
3,314,174
+414,366
+14% +$16.6M 15.22% 2
2024
Q4 		$101M Buy
2,899,808
+942,629
+48% +$36.5M 12.21% 3
2024
Q3 		$78.3M Buy
1,957,179
+879,289
+82% +$24.2M 11.87% 2
2024
Q2 		$27.9M Buy
+1,077,890
New +$31.6M 7.21% 5

Other funds holding JD

Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Dodge & Cox
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
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DG
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
CCM
CoreView Capital Management Hong Kong $547M AUM 13.89% 1-Year Est. Return

North of South Capital's JD Position: Q2 2026 in Review

North of South Capital increased its JD.com (JD) stake by 51% in Q2 2026, buying an estimated $66.3M and bringing the position to 6,661,845 shares worth $170M. The position accounts for 12.49% of the portfolio, ranked #3.

North of South Capital first reported a position in JD in Q2 2024 and has held it in 9 quarters since. 423 funds tracked by Wall St. Rank hold JD as of Q2 2026.

  • North of South Capital held 6,661,845 shares of JD.com worth $170M as of Q2 2026.
  • North of South Capital bought 2,250,164 JD.com shares in Q2 2026, an estimated $66.3M.
  • JD.com made up 12.49% of North of South Capital's portfolio in Q2 2026, its #3 holding.
  • North of South Capital first reported a position in JD.com in Q2 2024 and has held it in 9 quarters since.
  • 423 funds tracked by Wall St. Rank held JD.com as of Q2 2026.

Based on North of South Capital's 13F filing for Q2 2026, filed 30 Jul 2026.