JD
Jd.com Inc-adr
6 super-investors hold JD worth a combined $484M. The largest position: Samantha McLemore at 1.5% of their portfolio. This quarter the cohort logged 1 buy and 1 sell on the name. Cohort Conviction Score: 32 — ranked #320 of 724 scored stocks.
Why super-investors own JD
Ownership of JD within this cohort is modest and concentrated almost entirely in one name: Dodge & Cox Funds, whose $361M position accounts for roughly 75% of the cohort's combined $484M exposure despite representing just 0.2% of their own large portfolio. The six holders have shown little collective conviction — ownership counts have been essentially flat at three for most of the past eight quarters, ticking up to six only recently. Activity in 2026Q1 was minimal: Samantha McLemore added to her position, which at 1.5% of her portfolio is the highest individual concentration in the cohort, while David Tepper trimmed his $39M stake. No new entrants or exits occurred. Overall interest appears stable but not building.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (6) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Dodge & Cox Funds | 0.2% | 40q | $361M | 12,194,648 |
| 2 | Samantha McLemore | 1.5% | 6q | $41M | 1,399,468 |
| 3 | David Tepper | 0.7% | 11q | $39M | 1,305,000 |
| 4 | Joel Greenblatt | <0.1% | 40q | $25M | 834,210 |
| 5 | Chase Coleman | <0.1% | 40q | $10M | 344,309 |
| 6 | Christopher Davis | <0.1% | 40q | $8M | 283,418 |
- 1Dodge & Cox Fundsport0.2%val$361M12,194,648 sh·40q held
- 2Samantha McLemoreport1.5%val$41M1,399,468 sh·6q held
- 3David Tepperport0.7%val$39M1,305,000 sh·11q held
- 4Joel Greenblattport<0.1%val$25M834,210 sh·40q held
- 5Chase Colemanport<0.1%val$10M344,309 sh·40q held
- 6Christopher Davisport<0.1%val$8M283,418 sh·40q held
Owners of JD also hold
Recent activity (2)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| David Tepper | TRIM | 0.7% | -69% | $39M | May 15, 2026 |
| Samantha McLemore | ADD | 1.5% | +66% | $41M | May 14, 2026 |
Long US equity 13F-HR filings only. CUSIP 47215P106. Not investment advice.