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BZUN in the 13F filings

Baozun Inc · CUSIP 06684L103

Sector · Consumer discretionaryTheme · Consumer and digital platforms· L3VLUP-defined
Quarter
Q1 2025Q4 2024Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021Q2 2021Q1 2021
Quarter end
30 Jun 2021
the date the book describes
Filed
13 Aug 2021
latest of these filings; the earliest 2 Aug 2021
Managers listing it
3
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q1 2021 and Q2 2021; 3 listed it in both
Shares listed
1,784,329
combined, among listed positions
Reported value
$63m
combined, at the quarter end

Managers listing BZUN in Q2 2021

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2021, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

3 of 3 holders

ActionFiling
Baillie Gifford & Co1,513,748$54munder 0.1%Trimmed-2,0072 Aug 2021 (the filing on sec.gov)
Artisan Partners LP181,431$6.4munder 0.1%Added+31,95512 Aug 2021 (the filing on sec.gov)
Bridgewater Associates LP89,150$3.2munder 0.1%Trimmed-6,72113 Aug 2021 (the filing on sec.gov)

Largest increases and reductions, by shares

Q1 2021 to Q2 2021, among managers that listed it in both quarters or opened it.

Increases

Reductions

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.

0246820172018201920202021202220232025
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
BZUN by quarter
QuarterHoldersReported valueBuyersSellers
Q1 20171$1.6mn.a.n.a.
Q2 20172$13mn.a.n.a.
Q3 20173$32mn.a.n.a.
Q4 20171$17mn.a.n.a.
Q1 20181$31mn.a.n.a.
Q2 20183$45mn.a.n.a.
Q3 20181$45mn.a.n.a.
Q4 20183$31mn.a.n.a.
Q1 20193$62mn.a.n.a.
Q2 20192$237mn.a.n.a.
Q3 20193$280mn.a.n.a.
Q4 20195$300mn.a.n.a.
Q1 20206$309mn.a.n.a.
Q2 20207$147mn.a.n.a.
Q3 20204$61mn.a.n.a.
Q4 20204$76mn.a.n.a.
Q1 20214$82mn.a.n.a.
Q2 20213$63mn.a.n.a.
Q3 20213$32mn.a.n.a.
Q4 20213$27mn.a.n.a.
Q1 20222$15mn.a.n.a.
Q2 20223$19mn.a.n.a.
Q3 20222$1.6mn.a.n.a.
Q4 20222$2.8mn.a.n.a.
Q1 20232$2.0mn.a.n.a.
Q2 20231$390kn.a.n.a.
Q4 20241$5.8m10
Q1 20251$5.8m01

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 →