BZUN in the 13F filings

Baozun Inc · CUSIP 06684L103

Sector · Consumer discretionary Theme · Consumer and digital platforms· L3VLUP-defined

Quarter

Q1 2025 Q4 2024 Q2 2023 Q1 2023 Q4 2022 Q3 2022 Q2 2022 Q1 2022 Q4 2021 Q3 2021 Q2 2021 Q1 2021

Quarter end: 30 Sep 2021; the date the book describes
Filed: 12 Nov 2021; latest of these filings; the earliest 19 Oct 2021
Managers listing it: 3; at least, of 95 tracked, among listed positions
Comparable managers: 93; filed both Q2 2021 and Q3 2021; 3 listed it in both
Shares listed: 1,839,307; combined, among listed positions
Reported value: $32m; combined, at the quarter end

Managers listing BZUN in Q3 2021

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2021, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

ActionShare of book at least

3 of 3 holders

				Action		Filing
Baillie Gifford & Co	1,501,340	$26m	under 0.1%	Trimmed	-12,408	19 Oct 2021 (the filing on sec.gov)
Artisan Partners LP	194,397	$3.4m	under 0.1%	Added	+12,966	12 Nov 2021 (the filing on sec.gov)
Bridgewater Associates LP	143,570	$2.5m	under 0.1%	Added	+54,420	12 Nov 2021 (the filing on sec.gov)

Largest increases and reductions, by shares

Q2 2021 to Q3 2021, among managers that listed it in both quarters or opened it.

Increases

Bridgewater Associates LPexisting position · 143,570 shares now+54,420
Artisan Partners LPexisting position · 194,397 shares now+12,966

Reductions

Baillie Gifford & Coexisting position · 1,501,340 shares now-12,408

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (0)

No new position among listed positions.

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.

2 in Q1 2022 to 1 in Q1 2025

Tracked managers listing it, at least.

the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.

BZUN by quarter
Quarter	Holders	Reported value	Buyers	Sellers
Q1 2017	1	$1.6m	n.a.	n.a.
Q2 2017	2	$13m	n.a.	n.a.
Q3 2017	3	$32m	n.a.	n.a.
Q4 2017	1	$17m	n.a.	n.a.
Q1 2018	1	$31m	n.a.	n.a.
Q2 2018	3	$45m	n.a.	n.a.
Q3 2018	1	$45m	n.a.	n.a.
Q4 2018	3	$31m	n.a.	n.a.
Q1 2019	3	$62m	n.a.	n.a.
Q2 2019	2	$237m	n.a.	n.a.
Q3 2019	3	$280m	n.a.	n.a.
Q4 2019	5	$300m	n.a.	n.a.
Q1 2020	6	$309m	n.a.	n.a.
Q2 2020	7	$147m	n.a.	n.a.
Q3 2020	4	$61m	n.a.	n.a.
Q4 2020	4	$76m	n.a.	n.a.
Q1 2021	4	$82m	n.a.	n.a.
Q2 2021	3	$63m	n.a.	n.a.
Q3 2021	3	$32m	n.a.	n.a.
Q4 2021	3	$27m	n.a.	n.a.
Q1 2022	2	$15m	n.a.	n.a.
Q2 2022	3	$19m	n.a.	n.a.
Q3 2022	2	$1.6m	n.a.	n.a.
Q4 2022	2	$2.8m	n.a.	n.a.
Q1 2023	2	$2.0m	n.a.	n.a.
Q2 2023	1	$390k	n.a.	n.a.
Q4 2024	1	$5.8m	1	0
Q1 2025	1	$5.8m	0	1

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

BZUN and GOOGL →BZUN and AMZN →BZUN and GOOG →Choose a stock to compare with BZUN →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own BZUN, latest filings →Back to the 13F Explorer →

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