L3VLUP
Quarter end
30 Sep 2023
the date the book describes
Filed
21 Nov 2023
latest of these filings; the earliest 18 Oct 2023
Managers listing it
19
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q2 2023 and Q3 2023; 14 listed it in both
Shares listed
67,405,113
combined, among listed positions
Reported value
$2.0bn
combined, at the quarter end

Managers listing JD in Q3 2023

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

19 of 19 holders

ActionFiling
Dodge & Cox18,461,649$538m0.36%Added+2,224,60014 Nov 2023 (the filing on sec.gov)
Invesco Ltd18,307,203$533m0.14%Trimmed-551,04513 Nov 2023 (the filing on sec.gov)
Tiger Global Management LLC9,861,843$287m2.12%Trimmed-11,212,96414 Nov 2023 (the filing on sec.gov)
Two Sigma Investments LP3,521,946$103m0.28%Added+2,424,13014 Nov 2023 (the filing on sec.gov)
Jane Street Group LLC3,004,411$88munder 0.1%Trimmed-2,532,37715 Nov 2023 (the filing on sec.gov)
Balyasny Asset Management LLC2,154,362$63m0.13%Added+203,79114 Nov 2023 (the filing on sec.gov)
Steadfast Capital Management LP1,833,857$53m1.43%Trimmed-328,16014 Nov 2023 (the filing on sec.gov)
Oaktree Capital Management LP1,706,910$50m0.72%Added+695,18013 Nov 2023 (the filing on sec.gov)
Appaloosa LP1,675,000$49m0.96%Trimmed-200,00014 Nov 2023 (the filing on sec.gov)
Two Sigma Advisers LP1,647,600$48m0.12%Addedn.a.14 Nov 2023 (the filing on sec.gov)
Man Group PLC1,278,714$37m0.12%Trimmed-159,06914 Nov 2023 (the filing on sec.gov)
Point72 Asset Management LP1,201,712$35m0.10%Newnew14 Nov 2023 (the filing on sec.gov)
Squarepoint Ops LLC777,978$23m0.06%Added+147,11314 Nov 2023 (the filing on sec.gov)
Eisler Capital Management Ltd550,321$16m0.10%Trimmed-247,94013 Nov 2023 (the filing on sec.gov)
Walleye Capital LLC538,387$16munder 0.1%Newnew21 Nov 2023 (the filing on sec.gov)
Element Capital Management LLC282,834$8.2m0.73%Added+23,35314 Nov 2023 (the filing on sec.gov)
Coatue Management LLC252,186$7.3munder 0.1%Trimmed-36,47714 Nov 2023 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC223,200$6.5m0.05%Addedn.a.14 Nov 2023 (the filing on sec.gov)
Scion Asset Management LLC125,000$3.6m3.68%Newnew14 Nov 2023 (the filing on sec.gov)

Largest increases and reductions, by shares

Q2 2023 to Q3 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 →