Position in BZUN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,155,220
+$852,420 QoQ
Shares Held
1,114,919
+15.7% QoQ
Ownership
1.92%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#3
of 69 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in BZUN Over Time
Shares Held
Position Value (USD)
Derivatives in BZUN
reported options exposure · as of Dec 31, 2021CallValue
$717,240
CallShares
51,600
PutValue
$690,830
PutShares
49,700
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Internet Retail
Consumer Cyclical · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $2,442,140,880 across 24 Internet Retail names. BZUN ranks #16 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
|
5,716,287 | $1,362,419,843 | |
| 2 | MELI |
Mercadolibre Inc
|
187,255 | $317,844,764 | |
| 3 | W |
Wayfair Inc.
|
2,612,733 | $241,468,783 | |
| 4 | SE |
Sea Ltd
|
2,345,857 | $224,803,476 | |
| 5 | CHWY |
Chewy, Inc.
|
6,648,996 | $130,652,771 | |
| 6 | CPNG |
Coupang, Inc.
|
2,464,743 | $42,812,585 | |
| 7 | PDD |
PDD Holdings Inc.
|
476,800 | $36,370,304 | |
| 8 | VIPS |
Vipshop Holdings Ltd
|
1,980,054 | $26,255,516 |
All Filings in BZUN
Export CSV
34 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,155,220 | 1,114,919 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,302,800 | 963,515 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $283,500 | 106,579 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $710,242 | 284,097 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,206,422 | 441,913 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,985,053 | 729,799 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,544,971 | 710,886 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,779,864 | 760,626 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,815,955 | 789,546 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,869,502 | 682,300 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,026,062 | 330,988 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,843,192 | 461,953 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,637,175 | 438,069 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,666,917 | 503,192 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $4,070,926 | 474,467 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $6,935,544 | 498,960 | Shares | Sole | 2022-02-14 | |
| 2021-12-31 | $717,240 | 51,600 | Call | Sole | 2022-02-14 | |
| 2021-12-31 | $690,830 | 49,700 | Put | Sole | 2022-02-14 | |
| 2021-09-30 | $336,576 | 19,200 | Call | Sole | 2021-11-15 | |
| 2021-09-30 | $399,684 | 22,800 | Put | Sole | 2021-11-15 | |
| 2021-09-30 | $328,617 | 18,746 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $606,024 | 17,100 | Call | Sole | 2021-08-16 | |
| 2021-06-30 | $797,400 | 22,500 | Put | Sole | 2021-08-16 | |
| 2021-03-31 | $495,820 | 13,000 | Call | Sole | 2021-05-17 | |
| 2021-03-31 | $308,934 | 8,100 | Put | Sole | 2021-05-17 | |
| 2021-03-31 | $796,897 | 20,894 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,490,790 | 43,400 | Put | Sole | 2021-02-16 | |
| 2020-12-31 | $803,790 | 23,400 | Call | Sole | 2021-02-16 | |
| 2020-09-30 | $337,896 | 10,400 | Call | Sole | 2020-11-16 | |
| 2020-09-30 | $646,551 | 19,900 | Put | Sole | 2020-11-16 | |
| 2020-06-30 | $384,500 | 10,000 | Put | Sole | 2020-08-14 | |
| 2020-06-30 | $1,146,079 | 29,807 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,710,180 | 97,000 | Put | Sole | 2020-05-15 | |
| 2020-03-31 | $2,327,402 | 83,300 | Call | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||