Position in JMIA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,587,872
-$12,819,568 QoQ
Shares Held
1,076,294
-63.6% QoQ
Ownership
0.864%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#6
of 134 holders
Holding Since
Mar 2020
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JMIA Over Time
Shares Held
Position Value (USD)
Derivatives in JMIA
reported options exposure · as of Dec 31, 2021CallValue
$2,315,340
CallShares
203,100
PutValue
$2,745,120
PutShares
240,800
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 $2,441,054,688 across 23 Internet Retail names. JMIA ranks #11 (0.3% 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 JMIA
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,587,872 | 1,076,294 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $20,407,440 | 2,957,600 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $21,541,028 | 1,724,662 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $20,232,677 | 1,742,694 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,301,369 | 572,480 | Shares | Sole | 2025-08-14 | |
| 2024-03-31 | $361,579 | 70,621 | Shares | Sole | 2024-05-15 | |
| 2021-12-31 | $2,745,120 | 240,800 | Put | Sole | 2022-02-14 | |
| 2021-12-31 | $2,315,340 | 203,100 | Call | Sole | 2022-02-14 | |
| 2021-12-31 | $1,112,389 | 97,578 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $10,070,203 | 541,700 | Put | Sole | 2021-11-15 | |
| 2021-09-30 | $7,077,213 | 380,700 | Call | Sole | 2021-11-15 | |
| 2021-09-30 | $321,049 | 17,270 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $10,460,817 | 344,900 | Put | Sole | 2021-08-16 | |
| 2021-06-30 | $9,014,076 | 297,200 | Call | Sole | 2021-08-16 | |
| 2021-03-31 | $2,790,702 | 78,700 | Put | Sole | 2021-05-17 | |
| 2021-03-31 | $2,865,168 | 80,800 | Call | Sole | 2021-05-17 | |
| 2021-03-31 | $8,044,171 | 226,852 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $4,329,555 | 107,300 | Put | Sole | 2021-02-16 | |
| 2020-12-31 | $2,679,240 | 66,400 | Call | Sole | 2021-02-16 | |
| 2020-09-30 | $6,070,266 | 759,733 | Shares | Sole | 2020-11-16 | |
| 2020-09-30 | $550,511 | 68,900 | Put | Sole | 2020-11-16 | |
| 2020-09-30 | $324,394 | 40,600 | Call | Sole | 2020-11-16 | |
| 2020-03-31 | $59,568 | 20,400 | Call | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||