JD β€” JD COM INC

Ownership history in Parametrica Management Ltd  Β·  13 quarters on record

This page tracks every 13F SEC filing in which Parametrica Management Ltd reported a position in JD COM INC (JD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
7.09% (2022 Q4)
πŸ“Š Avg. % of fund
2.65%
πŸ“… First filed
2020 Q1
πŸ“… Last filed
2025 Q3
⏱ Quarters held
13

Position Intelligence

Parametrica Management Ltd Γ— JD AI Analytics

πŸ“‰ Parametrica Management Ltd underperformed the S&P 500 by –23.2% annually on this JD position. Timing score: 27% (3/11 decisions correct). Average cost basis: $59.76. Maximum drawdown during holding period: –67.6%.

πŸ“ˆ Position Alpha vs SPY
-23.2%
annualised excess return

❌ Significantly underperformed the S&P 500 by 23.2% ann.
12 quarters analyzed

⏱️ Timing Score
27%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
3 of 11 add/trim decisions correct

πŸ’° Entry Quality
$59.76
-41.5% vs current ($34.98)

Best entry: $36.75 (2020 Q1)  Β·  Worst: $79.76 (2020 Q4)

πŸ›‘οΈ Drawdown Resilience
–67.6%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
67%
buy-side decisions

8 adds Β· 4 trims. Bought during 3 of 8 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.96% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    JD price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 17,781 -19,624 -52.5% 0.96% $622K $34.98
2025 Q1 ADDED 37,405 +9,805 +35.5% 2.59% $1.5M $39.94
2024 Q1 REDUCED 27,600 -34,000 -55.2% 1.09% $756K $25.86
2022 Q4 ADDED 61,600 +36,202 +142.5% 7.09% $3.5M $52.22
2022 Q2 ADDED 25,398 +16,799 +195.4% 1.78% $1.6M $59.74
2022 Q1 REDUCED 8,599 -25,681 -74.9% 0.37% $497K $52.51
2021 Q4 UNCHANGED 34,280 β€” 0% 2.39% $2.4M $63.58
2021 Q3 ADDED 34,280 +20,000 +140.1% 1.85% $2.5M $65.55
2021 Q2 REDUCED 14,280 -108,900 -88.4% 0.84% $1.1M $72.42
2021 Q1 ADDED 123,180 +22,302 +22.1% 4.91% $10.2M $76.52
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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