证券记录 · 已归档季度
JMIA
Jumia Technologies AG · Consumer Cyclical · Specialty Retail
12被追踪持有人
+1Δ持有人
10.83M持有股份
$125.73M报告持仓市值
+1新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +9.1% ·
股份流向 +30.0% ·
净新建仓位 +8.3%
— 公式
广泛积累 — 持股数量上升且持有人增多
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q3 2025
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 47 | -1 | 10.37M | $73.07M | +5 | −6 |
| Q1 2026 | 49 | -6 | 13.76M | $94.95M | +3 | −9 |
| Q4 2025 | 55 | -1 | 17.88M | $223.29M | — | −1 |
| Q3 2025 | 12 | +1 | 10.83M | $125.73M | +1 | — |
| Q2 2025 | 8 | +2 | 5.43M | $21.84M | +3 | −1 |
| Q1 2025 | 5 | -2 | 16.02M | $34.44M | — | −2 |
| Q4 2024 | 7 | 0 | 17.85M | $68.19M | — | — |
| Q3 2024 | 6 | +1 | 17.93M | $95.76M | +1 | — |
| Q2 2024 | 5 | — | 14.15M | $99.31M | — | — |
持有人 · Q3 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | D. E. Shaw & Co. ✦ | 3.87M | +73.8% | $44.98M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 2 | Two Sigma Investments ✦ | 1.74M | +204.4% | $20.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Goldman Sachs Group ✦ | 1.42M | — | $16.52M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Citadel Advisors ✦ | 1.32M | +183.6% | $15.34M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 1.32M | +183.6% | $15.34M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 923.95K | — | $10.73M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 923.95K | — | $10.73M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 923.95K | — | $10.73M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 923.95K | — | $10.73M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 923.95K | — | $10.73M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 923.95K | — | $10.73M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | State Street Global Advisors ✦ (被动) | 890.79K | +1.9% | $10.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Millennium Management ✦ | 241.55K | +186.5% | $2.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Point72 Asset Management ✦ | 183.90K | +921.3% | $2.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | BlackRock ✦ (被动) | 146.78K | +13.2% | $1.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | BlackRock ✦ (被动) | 146.78K | +13.2% | $1.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Marshall Wace ✦ | 70.87K | -93.3% | $822,778 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 18 | Marshall Wace ✦ | 70.87K | -93.3% | $822,778 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 19 | Fisher Asset Management ✦ | 10.15K | 新增 | $117,841 | 0.0% | New | 1 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 412 | — | $4,784 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 412 | — | $4,784 | 0.0% | n/c | 1 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Fisher Asset Management | $117,841 | 0.0% |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 145 持有人, 36.02M 股份, $245.45M 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
公开市场买入 (P)
Aug 12
Hiridjee Hassanein Shahreza
Director · 905.80K 股 · —
公开市场卖出 (S)
在我们的覆盖窗口内无内部人士公开市场卖出记录。
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论
Aug 14
SC 13G/A — Fund 1 Investments, LLC
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q3 2025 ·
方法论 ·
通过API获取此数据