Selkirk Management’s JD.com JD Stock Holding History

Selkirk 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
2025 Q2	–	Sell	-100,881	Closed	-$4.15M	–	15
2025 Q1	$4.15M	Hold	100,881	–	–	1.59%	13
2024 Q4	$3.5M	Sell	100,881 -15,000	-13%	-$581K	1.26%	14
2024 Q3	$4.64M	Hold	115,881	–	–	1.89%	13
2024 Q2	$2.99M	Hold	115,881	–	–	1.4%	13
2024 Q1	$3.17M	Hold	115,881	–	–	1.63%	13
2023 Q4	$3.35M	Hold	115,881	–	–	2.26%	11
2023 Q3	$3.38M	Hold	115,881	–	–	2.51%	12
2023 Q2	$3.96M	Hold	115,881	–	–	3.08%	12
2023 Q1	$5.09M	Hold	115,881	–	–	6%	6
2022 Q4	$6.5M	Hold	115,881	–	–	8.83%	4
2022 Q3	$5.83M	Hold	115,881	–	–	6.93%	5
2022 Q2	$7.44M	Hold	115,881	–	–	8.74%	4
2022 Q1	$6.71M	Hold	115,881	–	–	4.23%	9
2021 Q4	$8.12M	Sell	115,881 -25,619	-18%	-$2.03M	4.34%	9
2021 Q3	$10.2M	Hold	141,500	–	–	4.16%	10
2021 Q2	$11.3M	Hold	141,500	–	–	4.1%	10
2021 Q1	$11.9M	Hold	141,500	–	–	3.55%	12
2020 Q4	$12.4M	Hold	141,500	–	–	4.03%	9
2020 Q3	$11M	Hold	141,500	–	–	3.49%	11
2020 Q2	$8.52M	Hold	141,500	–	–	3.65%	12
2020 Q1	$5.73M	Hold	141,500	–	–	3.23%	17
2019 Q4	$4.99M	Hold	141,500	–	–	2.5%	18
2019 Q3	$3.99M	Hold	141,500	–	–	2.25%	17
2019 Q2	$4.29M	Hold	141,500	–	–	2.31%	18
2019 Q1	$4.27M	Hold	141,500	–	–	2.42%	18
2018 Q4	$2.96M	Sell	141,500 -102,500	-42%	-$2.29M	2%	18
2018 Q3	$6.37M	Hold	244,000	–	–	3.24%	15
2018 Q2	$9.5M	Sell	244,000 -25,000	-9%	-$964K	4.89%	9
2018 Q1	$10.9M	Hold	269,000	–	–	5.59%	8
2017 Q4	$11.1M	Buy	269,000 +24,000	+10%	+$944K	5.95%	6
2017 Q3	$9.36M	Hold	245,000	–	–	5.11%	8
2017 Q2	$9.61M	Hold	245,000	–	–	5.45%	7
2017 Q1	$7.62M	Hold	245,000	–	–	4.31%	11
2016 Q4	$6.23M	Hold	245,000	–	–	3.96%	10
2016 Q3	$6.39M	Buy	245,000 +35,000	+17%	+$844K	3.92%	11
2016 Q2	$4.46M	Hold	210,000	–	–	2.69%	15
2016 Q1	$5.57M	Sell	210,000 -30,000	-13%	-$788K	3.48%	12
2015 Q4	$7.74M	Buy	240,000 +15,000	+7%	+$442K	4.56%	8
2015 Q3	$5.86M	Buy	225,000 +97,000	+76%	+$2.81M	3.64%	11
2015 Q2	$4.37M	Buy	128,000 +57,500	+82%	+$1.96M	2.39%	16
2015 Q1	$2.07M	Buy	+70,500	New	+$1.89M	1.15%	19

Other funds holding JD

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

CCM

CoreView Capital Management Hong Kong $473M AUM 14.25% 1-Year Est. Return

Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Selkirk Management's JD Position: Q2 2025 in Review

Selkirk Management sold out of JD.com (JD) in Q2 2025, closing a stake of 100,881 shares — an estimated $4.15M sold.

Selkirk Management first reported a position in JD in Q1 2015 and held it in 41 quarters. The position peaked at $12.4M in Q4 2020. 470 funds tracked by Wall St. Rank hold JD as of Q2 2025.

Selkirk Management reported no remaining JD.com position as of Q2 2025 after selling out during the quarter.
Selkirk Management sold 100,881 JD.com shares in Q2 2025, an estimated $4.15M.
Selkirk Management first reported a position in JD.com in Q1 2015 and held it in 41 quarters.
Selkirk Management's JD.com position peaked at $12.4M in Q4 2020.
470 funds tracked by Wall St. Rank held JD.com as of Q2 2025.

Based on Selkirk Management's 13F filing for Q2 2025, filed 14 Aug 2025.