L3VLUP
Quarter end
31 Dec 2023
the date the book describes
Filed
22 Feb 2024
latest of these filings; the earliest 9 Feb 2024
Managers listing it
20
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q3 2023 and Q4 2023; 13 listed it in both
Shares listed
86,753,814
combined, among listed positions
Reported value
$2.5bn
combined, at the quarter end

Among the 93 comparable managers: 14 buyers (opened or added shares) and 9 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing JD in Q4 2023

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

20 of 20 holders

ActionFiling
Dodge & Cox21,944,549$634m0.40%Added+3,482,90022 Feb 2024 (the filing on sec.gov)
Invesco Ltd16,132,781$466m0.11%Trimmed-2,174,42213 Feb 2024 (the filing on sec.gov)
Tiger Global Management LLC8,803,991$254m1.81%Trimmed-1,057,85214 Feb 2024 (the filing on sec.gov)
Two Sigma Advisers LP6,426,700$186m0.43%Added+4,779,10014 Feb 2024 (the filing on sec.gov)
Voloridge Investment Management LLC6,397,396$185m0.73%Addedn.a.14 Feb 2024 (the filing on sec.gov)
Millennium Management LLC5,035,413$145m0.06%Newnew14 Feb 2024 (the filing on sec.gov)
Two Sigma Investments LP4,248,506$123m0.28%Added+726,56014 Feb 2024 (the filing on sec.gov)
Jane Street Group LLC3,829,357$111munder 0.1%Added+824,94615 Feb 2024 (the filing on sec.gov)
Arrowstreet Capital LP3,757,521$109m0.11%Addedn.a.14 Feb 2024 (the filing on sec.gov)
Renaissance Technologies LLC2,795,500$81m0.13%Addedn.a.13 Feb 2024 (the filing on sec.gov)
Point72 Asset Management LP2,393,247$69m0.17%Added+1,191,53514 Feb 2024 (the filing on sec.gov)
Oaktree Capital Management LP2,172,898$63m0.91%Added+465,98813 Feb 2024 (the filing on sec.gov)
Man Group PLC1,152,765$33m0.09%Trimmed-125,94914 Feb 2024 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC857,386$25m0.16%Added+634,18614 Feb 2024 (the filing on sec.gov)
Eisler Capital Management Ltd285,321$8.2m0.06%Trimmed-265,00013 Feb 2024 (the filing on sec.gov)
ExodusPoint Capital Management LP201,435$5.8munder 0.1%Newnew14 Feb 2024 (the filing on sec.gov)
Scion Asset Management LLC200,000$5.8m6.11%Added+75,00016 Feb 2024 (the filing on sec.gov)
Quantbot Technologies LP82,566$2.4m0.14%Addedn.a.14 Feb 2024 (the filing on sec.gov)
Capital World Investors20,051$572kunder 0.1%Trimmedn.a.13 Feb 2024 (the filing on sec.gov)
Coatue Management LLC16,431$475kunder 0.1%Trimmed-235,75514 Feb 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2023 to Q4 2023, 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.

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.
27 in Q3 2024 to 6 in Q2 2026

Tracked managers listing it, at least.

010203040201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
JD by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20148$797mn.a.n.a.
Q3 20147$608mn.a.n.a.
Q4 201414$1.2bnn.a.n.a.
Q1 201518$3.4bnn.a.n.a.
Q2 201523$6.8bnn.a.n.a.
Q3 201524$5.4bnn.a.n.a.
Q4 201525$6.7bnn.a.n.a.
Q1 201626$5.8bnn.a.n.a.
Q2 201620$4.2bnn.a.n.a.
Q3 201615$4.4bnn.a.n.a.
Q4 201614$5.1bnn.a.n.a.
Q1 201718$7.2bnn.a.n.a.
Q2 201722$8.0bnn.a.n.a.
Q3 201723$7.1bnn.a.n.a.
Q4 201720$7.8bnn.a.n.a.
Q1 201819$7.6bnn.a.n.a.
Q2 201821$7.2bnn.a.n.a.
Q3 201815$4.5bnn.a.n.a.
Q4 201817$3.9bnn.a.n.a.
Q1 201926$6.1bnn.a.n.a.
Q2 201925$6.8bnn.a.n.a.
Q3 201924$5.9bnn.a.n.a.
Q4 201923$7.0bnn.a.n.a.
Q1 202035$8.4bnn.a.n.a.
Q2 202037$11.6bnn.a.n.a.
Q3 202032$13.5bnn.a.n.a.
Q4 202034$14.7bnn.a.n.a.
Q1 202123$12.7bnn.a.n.a.
Q2 202125$12.2bnn.a.n.a.
Q3 202119$10.7bnn.a.n.a.
Q4 202119$9.8bnn.a.n.a.
Q1 202216$6.5bnn.a.n.a.
Q2 202223$6.8bnn.a.n.a.
Q3 202224$5.1bnn.a.n.a.
Q4 202221$5.1bnn.a.n.a.
Q1 202321$3.3bnn.a.n.a.
Q2 202320$2.5bnn.a.n.a.
Q3 202319$2.0bnn.a.n.a.
Q4 202320$2.5bn149
Q1 202417$2.4bn116
Q2 202415$1.4bn141
Q3 202427$4.9bn234
Q4 202427$3.9bn918
Q1 202520$4.3bn1111
Q2 202511$1.7bn410
Q3 202510$1.8bn45
Q4 20253$479m519
Q1 20267$870m714
Q2 20266$561m1313

Compare with…

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

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

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 JD, latest filings →Back to the 13F Explorer →