One of China's largest e-commerce and retail companies, operating online marketplaces with an extensive owned logistics and fulfillment network, plus technology and health services.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|---|---|---|---|---|
| George Soros / Soros Fund Mgmt | 31 | Added +266% | 150,158,000 | $149,880,473 | 1.6% |
| Howard Marks / Oaktree | 70 | Added +72% | 33,159,000 | $33,059,520 | 0.2% |
| Newlands Management Operations LLC (auto-surfaced) | 86 | Holds (flat) | 11,693,590 | $345,779,456 | 2.2% |
| David Tepper / Appaloosa | 93 | Trimmed -69% | 1,305,000 | $38,588,850 | 0.7% |
“Nikkei - $JD E-Commerce Giant CEO warns "Robots Will Replace 700,000 Delivery Workers". Per FT's earlier piece last month: The 700,000 delivery personnel working for the firm will be replaced by robots, highlighting how rapid automation has become a new threat to China's already severe job market. Liu Qiangdong, revealed that the company has signed contracts with approximately 120 schools to re…” post →
| Date | Tweet |
|---|---|
| 2026-07-04T21:44:39 | Nikkei - $JD E-Commerce Giant CEO warns "Robots Will Replace 700,000 Delivery Workers". Per FT's earlier piece last month: The 700,000 delivery personnel working for the firm will be replaced by robots, highlighting how rapid automation has become a new threat to China's already severe job market.… → · 882 likes · 410,761 views |
| 2026-07-04 | @fivepointscap Yep, $SE $MELI $JD $AMZN and the other e-commerce giants are the most obvious beneficiary of physical AI push that I can think of Given they can optimizing opex immediately with robotics. Names like $META are kinda less clear. → · 87 likes · 28,546 views |
Every tracked holder of this name, sorted new → added → flat → trimmed. Shares = reported 13F share count; Value as reported (a few managers file values in $thousands). Generated 2026-07-20.