Investment Manager Sheds $5.2 Million Worth of JD Shares, According to Latest Filing

1 hour ago 2

Jake Lerch, The Motley Fool

Thu, February 5, 2026 astatine 8:09 AM CST 4 min read

On February 4, 2026, Knuff & Co LLC disclosed successful a U.S. Securities and Exchange Commission filing that it sold retired of JD.com (NASDAQ:JD), liquidating 147,651 shares successful a transaction estimated astatine $5.16 cardinal based connected quarterly mean pricing.

According to a filing with the U.S. Securities and Exchange Commission dated February 4, 2026, Knuff & Co LLC exited its presumption successful JD.com, selling 147,651 shares. The estimated worth of the shares sold was $5.16 million, calculated utilizing the mean closing terms during the filing quarter. The quarter-end worth of the presumption dropped by $5.16 million, reflecting some the merchantability and changes successful marketplace price.

With the sale, Knuff & Co LLC nary longer holds JD.com shares, and the presumption present represents nary of its reportable 13F assets.

Top holdings aft the filing:

NASDAQ: AAPL: $43.18 cardinal (12.7% of AUM)
NASDAQ: MSFT: $28.83 cardinal (8.5% of AUM)
NYSE: PG: $19.12 cardinal (5.6% of AUM)
NASDAQ: GOOGL: $16.66 cardinal (4.9% of AUM)
NASDAQ: NFLX: $15.59 cardinal (4.6% of AUM)

As of February 4, 2026, shares of JD.com were priced astatine $27.55, down 31.1% implicit the past year, underperforming the S&P 500 by 45.1 percent points.

Metric

Value

Price (as of marketplace adjacent February 4, 2026)	$27.55
Market capitalization	$43.99 billion
Revenue (TTM)	$180.73 billion
Net income (TTM)	$4.88 billion

Offers a wide scope of products including electronics, location appliances, and wide merchandise, and provides online marketplace and logistics services.
Operates a proviso chain-driven e-commerce platform, generating gross from nonstop sales, third-party marketplace commissions, logistics, and exertion services.
Targets idiosyncratic consumers and third-party merchants chiefly wrong China, with a absorption connected some retail buyers and endeavor clients.

JD.com is simply a starring proviso chain-based exertion and work supplier successful China, leveraging an extended logistics infrastructure and integer level to enactment large-scale e-commerce operations. The company’s integrated concern exemplary combines nonstop income with third-party marketplace offerings, enabling businesslike merchandise transportation and wide lawsuit reach. JD.com's absorption connected technology-driven proviso concatenation solutions and logistics services provides a competitory borderline successful China's rapidly evolving retail sector.

Knuff & Co, a California-based concern manager, precocious disclosed the merchantability of much than $5 cardinal worthy of JD shares during the 4th fourth (the 3 months ending connected Dec. 31, 2025). Here’s what it means for investors.