Contrarius Group Holdings Ltd JD — JD.COM INC

Ownership history in Contrarius Group Holdings Ltd  ·  5 quarters on record

AI Ownership Summary

Contrarius Group Holdings Ltd reported JD.COM INC (JD) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 2.19% in 2024 Q4. The latest visible filing shows JD at 1.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Contrarius Group Holdings Ltd's position in JD.COM INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

JD was reported at 1.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.19% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

JD stock page Contrarius Group Holdings Ltd fund profile Contrarius Group Holdings Ltd full holdings
How Contrarius Group Holdings Ltd held JD — position size vs. price
% of Fund (quarterly)    JD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 23.7% +3.0% ❌ 781,692 -243,227 -23.7% 1.09% $22.4M 2026-02-14 (Est.) $26.21
2025 Q3 ADDED — — — 1,024,919 +511,799 +99.7% 1.62% $35.9M 2025-11-12 $30.17
2025 Q2 REDUCED 27.3% +9.2% ❌ 513,120 -192,801 -27.3% 0.95% $16.7M 2025-08-12 $31.01
2025 Q1 REDUCED 31.7% -18.3% ✅ 705,921 -327,867 -31.7% 1.98% $29.0M 2025-05-12 $34.81
2024 Q4 INITIATED — — — 1,033,788 — — 2.19% $35.8M 2025-02-11 $38.27

🏢 Other funds also holding JD

As of 2026 Q1 — sorted by position size

North of South Capital LLP 11.72% Aurora Investment Managers, LLC. 3Y 5.87% PING CAPITAL MANAGEMENT, INC. 0.86% Wallace Advisory Group, LLC 3Y 0.67% Ridgewood Investments LLC 3Y 7Y 0.63% Guinness Atkinson Asset Management Inc 3Y 7Y 0.48% TrueMark Investments, LLC 0.46% Lakeshore Capital Group, Inc. 0.41% Trilogy Capital Inc. 3Y 7Y 0.31% Perpetual Ltd 3Y 7Y 0.31%

FAQ About Contrarius Group Holdings Ltd and JD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Contrarius Group Holdings Ltd reported owning JD?

Contrarius Group Holdings Ltd reported JD across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported JD position in Contrarius Group Holdings Ltd's portfolio?

The largest reported portfolio weight for JD was 2.19% in 2024 Q4.

What is the latest reported JD position on this page?

The most recent filing on this page is 2025 Q4, when Contrarius Group Holdings Ltd reported 781,692 shares, equal to 1.09% of portfolio, with an estimated market value of $22.4M.

What does the chart on this JD ownership page compare?

The chart compares Contrarius Group Holdings Ltd's quarterly JD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Contrarius Group Holdings Ltd time their JD position?

Based on 13F filing dates vs. subsequent JD price moves, Contrarius Group Holdings Ltd correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on JD relative to SPY over the holding period was -39.7%.

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