8-quarter activity
Distinct managers buying or selling JD each quarter — last 2 years.
Ownership breadth · 8 quarters
Breadth flatThe number of superinvestors holding this name has been stable for 8 quarters. See the most-owned names across all tracked managers →
Multi-quarter conviction
Managers who have been moving the same direction on JD for 2+ consecutive quarters. Streaks matter far more than single-quarter moves — they reveal thesis conviction, not reactive trading.
Smart money activity
Every tracked 13F move on JD — grouped by quarter, ranked by manager quality.
| Portfolio manager | % portfolio |
|---|---|
Scion Asset Management | 19.70% |
David TepperTier 1 Appaloosa Management | 1.70% |
Howard MarksTier 1 Oaktree Capital | 0.30% |
| Portfolio manager | % portfolio |
|---|---|
Howard MarksTier 1 Oaktree Capital | 0.40% |
Scion Asset Management | 17.60% |
David TepperTier 1 Appaloosa Management | 2.90% |
| Portfolio manager | % portfolio |
|---|---|
Howard MarksTier 1 Oaktree Capital | 0.20% |
Scion Asset Management | 14.10% |
David TepperTier 1 Appaloosa Management | 3.50% |
| Portfolio manager | % portfolio |
|---|---|
Scion Asset Management | 8.30% |
David TepperTier 1 Appaloosa Management | 3.90% |
Howard MarksTier 1 Oaktree Capital | 0.80% |
| Portfolio manager | % portfolio |
|---|---|
David TepperTier 1 Appaloosa Management | 5.60% |
Scion Asset Management | 10.80% |
Howard MarksTier 1 Oaktree Capital | 0.90% |
| Portfolio manager | % portfolio |
|---|---|
David TepperTier 1 Appaloosa Management | 4.30% |
Scion Asset Management | 7.60% |
Howard MarksTier 1 Oaktree Capital | 1.10% |
Chase ColemanElite Tiger Global Management | 0.10% |
| Portfolio manager | % portfolio |
|---|---|
David TepperTier 1 Appaloosa Management | 1.80% |
Howard MarksTier 1 Oaktree Capital | 1.20% |
Chase ColemanElite Tiger Global Management | 0.10% |
Scion Asset Management | 12.30% |
| Portfolio manager | % portfolio |
|---|---|
Scion Asset Management | 5.50% |
Insider activity
What the company's own executives and directors are doing — buys are highly bullish.
Latest news
Recent headlines for JD — context for the moves above.
Who’s betting biggest on JD
Each bar is one manager’s position size in JD as a % of their portfolio. Longer bar = bigger conviction bet. T1 badge marks the highest-quality track records.
AI thesis
An AI-synthesised investment thesis for JD, based on the 13F data above. Generated on demand — not stored or pre-computed.
Generate a 2-paragraph investment thesis synthesising 1 institutional holdings and the +13 conviction score.
Related smart-money signals
The HoldLens signal dossier shows the unified −100..+100 ConvictionScore alongside live prices, multi-quarter trend detection, insider activity, and real-time news. Not investment advice. Methodology.