Samantha McLemore trimmed JD · JD.com, Inc.
$4M · now 0.1% of the portfolio
TRADED BY
Sep 30
FILED
Nov 12
YOU SEE IT
Nov 12
43 days between the trade and the filing. That gap is the law, not our latency — a 13F is due 45 days after the quarter ends.
$27 now
OUR VALUE
$27 today
low $13mid $17high $22
2 models, as of 2026-11-12.
They sold above our value.
安全邊際週報
每週六一封：市場溫度、投資大師的申報，以及本週研究。