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Polunin Capital Partners’s JD.com JD Stock Holding History

Polunin Capital Partners’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 		$55.5M Buy
+1,967,136
New +$58M 13.62% 2
2026
Q1 		– Sell
-1,947,668
Closed -$56.3M – 21
2025
Q4 		$56.3M Sell
1,947,668
-24,188
-1% -$756K 8.67% 3
2025
Q3 		$69.8M Sell
1,971,856
-66,000
-3% -$2.15M 10.26% 2
2025
Q2 		$66.6M Buy
2,037,856
+35,747
+2% +$1.22M 10.89% 3
2025
Q1 		$66.1M Sell
2,002,109
-22,408
-1% -$900K 13.36% 2
2024
Q4 		$78.9M Sell
2,024,517
-34,400
-2% -$1.33M 19.52% 1
2024
Q3 		$82.3M Buy
2,058,917
+447,264
+28% +$12.3M 19.25% 1
2024
Q2 		$41.6M Buy
1,611,653
+97,353
+6% +$2.86M 7.1% 7
2024
Q1 		$41.5M Buy
+1,514,300
New +$37.1M 6.31% 7
2020
Q4 		– Sell
-1,172,150
Closed -$91M – 16
2020
Q3 		$91M Sell
1,172,150
-57,300
-5% -$3.98M 23.89% 1
2020
Q2 		$74M Sell
1,229,450
-32,800
-3% -$1.66M 17.92% 2
2020
Q1 		$51.1M Buy
1,262,250
+377,006
+43% +$15.1M 20.51% 1
2019
Q4 		$31.2M Sell
885,244
-3,829
-0.4% -$124K 8.56% 6
2019
Q3 		$25.1M Buy
889,073
+25,900
+3% +$782K 6.39% 8
2019
Q2 		$25.8M Sell
863,173
-10,882
-1% -$313K 6.25% 8
2019
Q1 		$26.4M Buy
874,055
+13,271
+2% +$337K 9.9% 6
2018
Q4 		$18M Sell
860,784
-20,844
-2% -$466K 8.78% 5
2018
Q3 		$23M Sell
881,628
-10,000
-1% -$328K 11.41% 5
2018
Q2 		$32M Sell
891,628
-29,345
-3% -$1.13M 14.15% 5
2018
Q1 		$37.3M Buy
920,973
+12,710
+1% +$576K 15.5% 3
2017
Q4 		$44.7M Buy
+908,263
New +$35.7M 16.08% 3

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
NOSC
North of South Capital London, United Kingdom $1.36B AUM 26.43% 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

Polunin Capital Partners's JD Position: Q2 2026 in Review

Polunin Capital Partners opened a new position in JD.com (JD) in Q2 2026: 1,967,136 shares worth $55.5M. The stake represents 13.62% of the portfolio and ranks #2 among its holdings. This is a return to the name: Polunin Capital Partners previously reported a position in JD as recently as Q4 2025.

Polunin Capital Partners first reported a position in JD in Q4 2017 and has held it in 21 quarters since. The position peaked at $91M in Q3 2020. 424 funds tracked by Wall St. Rank hold JD as of Q2 2026.

  • Polunin Capital Partners held 1,967,136 shares of JD.com worth $55.5M as of Q2 2026.
  • JD.com was a new Polunin Capital Partners position in Q2 2026.
  • JD.com made up 13.62% of Polunin Capital Partners's portfolio in Q2 2026, its #2 holding.
  • Polunin Capital Partners first reported a position in JD.com in Q4 2017 and has held it in 21 quarters since.
  • Polunin Capital Partners's JD.com position peaked at $91M in Q3 2020.
  • 424 funds tracked by Wall St. Rank held JD.com as of Q2 2026.

Based on Polunin Capital Partners's 13F filing for Q2 2026, filed 15 Jul 2026.