BZUN — BAOZUN INC
As of Q2 2026, 16 SEC-registered investment managers reported holding BZUN (BAOZUN INC) in their latest 13F filings, with a combined reported value of $14.82M across 5.23M shares. That is +52.5% by share count (+1.80M shares) versus the previous quarter, while reported value moved +80.7%. Ownership is concentrated: the five largest holders account for 77.6% of reported value and the top ten for 97.0%.
Compared with the prior quarter, 1 opened new positions, 8 added to existing stakes, 7 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
BZUN is classified in the Consumer Discretionary sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Baillie Gifford & Co history | Q2 2022 | 1.47M | $16.08M | 0.02% | Reduce |
| Amundi US history | Q1 2022 | 11.47M | $11.36M | 0.01% | Hold |
| Fidelity International (FIL) history | Q3 2022 | 999.43K | $6.28M | 0.01% | Hold |
| Vanguard Group history | Q3 2021 | 291.69K | $5.11M | 0.00% | Reduce |
| Two Sigma Investments history | Q2 2026 | 1.11M | $3.16M | 0.00% | Add |
| Arrowstreet Capital history | Q2 2026 | 890.51K | $2.52M | 0.00% | Add |
| Marshall Wace history | Q2 2026 | 780.39K | $2.21M | 0.00% | Add |
| Citadel Advisors history | Q2 2026 | 749.55K | $2.12M | 0.00% | Add |
| CPP Investments history | Q1 2022 | 246.30K | $2.11M | 0.00% | Add |
| Franklin Resources history | Q4 2023 | 591.23K | $1.62M | 0.00% | Reduce |
| Morgan Stanley history | Q2 2026 | 526.32K | $1.49M | 0.00% | Reduce |
| BNY Mellon history | Q3 2021 | 80.22K | $1.41M | 0.00% | New |
| D. E. Shaw & Co history | Q2 2026 | 313.35K | $886.77K | 0.00% | Add |
| Deutsche Bank AG history | Q1 2023 | 108.93K | $655.74K | 0.00% | New |
| JPMorgan Chase & Co history | Q2 2026 | 194.54K | $554.43K | 0.00% | New |
| Renaissance Technologies history | Q2 2026 | 193.52K | $547.65K | 0.00% | Reduce |
| Millennium Management history | Q2 2026 | 159.66K | $451.85K | 0.00% | Add |
| Goldman Sachs Group history | Q2 2026 | 154.54K | $437.36K | 0.00% | Add |
| Bank of America Corp history | Q4 2025 | 112.83K | $300.13K | 0.00% | Reduce |
| UBS Group AG history | Q2 2026 | 102.51K | $290.11K | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 194.54K sh · $554.43K
Fully Exited (vs previous quarter)
- Point72 Asset Management sold 41.88K sh · $100.08K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Two Sigma Investments | 60.75K | 600.26K | 474.47K | — | — | 503.19K | 438.07K | 461.95K | 330.99K | 682.30K | 789.55K | 760.63K | 710.89K | 729.80K | 441.91K | 284.10K | — | 106.58K | 963.51K | 1.11M |
| Arrowstreet Capital | — | 94.89K | 15.97K | 301.53K | 204.49K | 331.68K | 482.64K | 295.13K | 506.05K | 121.62K | 43.22K | — | — | 85.12K | 373.86K | 388.48K | 470.26K | 451.29K | 378.77K | 890.51K |
| Marshall Wace | — | 66.08K | 22.80K | 154.79K | — | 313.37K | 236.43K | — | — | — | — | 23.68K | — | 78.13K | 59.44K | 51.57K | 269.84K | 346.76K | 548.41K | 780.39K |
| Citadel Advisors | 1.06M | 1.04M | 330.55K | 397.42K | 364.49K | 383.56K | 565.67K | 419.00K | 301.66K | 292.17K | 131.86K | 168.79K | 116.44K | 222.36K | 215.16K | 268.90K | 142.98K | 131.04K | 167.54K | 749.55K |
| Morgan Stanley | 1.57M | 2.10M | 2.00M | 1.05M | 919.10K | 1.61M | 2.70M | 1.71M | 1.47M | 1.39M | 1.45M | 627.71K | 607.84K | 477.99K | 594.32K | 465.13K | 700.38K | 582.85K | 534.01K | 526.32K |
| D. E. Shaw & Co | 573.39K | 665.75K | 596.93K | 625.12K | 463.62K | 676.71K | 555.63K | 580.82K | 547.64K | 357.89K | 25.11K | 13.25K | 12.65K | — | — | 41.94K | 145.82K | 136.76K | 269.49K | 313.35K |
| JPMorgan Chase & Co | 285.00K | 8.86K | 159.53K | 103.72K | 66.75K | 15.45K | 1.53K | 14.39K | 160.93K | 168.69K | 158.26K | 178.60K | 161.60K | 160.18K | 161.42K | 171.05K | 223.71K | 183.26K | — | 194.54K |
| Renaissance Technologies | — | — | 259.45K | 145.22K | 158.02K | 493.62K | 189.32K | 251.92K | 180.22K | 179.32K | 182.32K | 185.62K | 196.52K | 273.05K | 213.72K | 200.02K | 195.02K | 230.24K | 196.02K | 193.52K |
| Millennium Management | 19.40K | 615.48K | 1.24M | 107.58K | 23.64K | — | — | — | 105.75K | 27.58K | — | — | — | 121.90K | 23.31K | 37.06K | 21.19K | 144.05K | 82.03K | 159.66K |
| Goldman Sachs Group | 598.69K | 1.87M | 2.05M | 2.03M | 1.99M | 63.33K | 18.86K | 22.40K | 83.69K | 52.35K | 13.61K | — | 39.31K | 140.29K | 113.45K | 84.39K | 249.60K | 90.46K | 28.32K | 154.54K |
| UBS Group AG | 163.46K | 81.77K | 61.91K | 35.38K | 51.70K | 156.07K | 58.21K | 9.08K | 20.04K | 12.49K | 8.35K | 463.81K | 67.81K | 3.34K | 51.78K | 226.87K | 186.86K | 218.54K | 155.09K | 102.51K |
| Invesco Ltd | 424.44K | 555.82K | 707.41K | 599.65K | 550.24K | 562.35K | 471.66K | 513.18K | 642.64K | 574.63K | — | 36.29K | 37.47K | 37.36K | 38.43K | 36.52K | 36.01K | 33.62K | 32.67K | 28.68K |
| Geode Capital Management | 255.63K | 38.76K | 38.64K | 38.64K | 67.80K | 28.25K | 28.25K | 32.07K | 32.07K | 32.07K | 32.07K | 32.07K | 32.07K | 32.07K | 32.07K | 32.07K | 32.07K | 32.07K | 32.07K | 18.61K |
| Citigroup Inc | 838.12K | 548.89K | 1.30M | 444.85K | 444.25K | 5.95K | 34.94K | 92.13K | 90.42K | 115.91K | 61 | 61 | 61 | 61 | 61 | 61 | 115 | 61 | 61 | 5.72K |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 933 | 1.05K | 827 | 827 | 827 | 827 | 827 | 595 |
| Wells Fargo & Co | 70.48K | 9.85K | 7.65K | 7.21K | 7.15K | 7.15K | 7.15K | 13.40K | 13.40K | 13.15K | 6.41K | 6.35K | 5.80K | 5.73K | 821 | 821 | 785 | 725 | 725 | 462 |
| Point72 Asset Management | — | — | — | — | — | — | — | 6.92K | 3.36K | — | — | — | — | — | — | — | — | 23.39K | 41.88K | — |
| Bank of America Corp | 352.69K | 215.57K | 432.54K | 1.33M | 1.32M | 225.08K | 239.42K | 182.09K | 107.73K | 31.86K | 11.31K | 35.65K | 227 | 100.97K | 120.62K | 28.03K | 125.17K | 112.83K | — | — |
| Bridgewater Associates | 143.57K | 182.30K | 149.32K | 77.60K | 74.91K | 73.70K | 31.54K | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Fidelity Management & Research (FMR) | 132 | 187 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details