Jeremy Grantham's VIPS Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 1.89 M shares of Vipshop Holdings Limited (VIPS) worth $33.45 M, representing 0.09% of the portfolio. First purchased in 2013-Q3, this long-term strategic position has been held for 39 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in VIPS, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2021, adding 4.61 M shares. Largest reduction occurred in Q4 2022, reducing 3.11 M shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Vipshop Holdings Limited (VIPS) Holding Value Over Time
Track share changes against reported price movement
Quarterly Vipshop Holdings Limited (VIPS) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +546,700 | Add 40.68% | 1.89 M | $17.69 |
| Q3 2025 | +852,300 | Add 173.37% | 1.34 M | $19.64 |
| Q2 2025 | -110,516 | Reduce 18.35% | 491,621 | $15.05 |
| Q1 2025 | -151,600 | Reduce 20.11% | 602,137 | $15.68 |
| Q4 2024 | -155,503 | Reduce 17.10% | 753,737 | $13.47 |
| Q3 2024 | -285,100 | Reduce 23.87% | 909,240 | $15.73 |
| Q2 2024 | +543,248 | Add 83.44% | 1.19 M | $13.02 |
| Q1 2024 | -399,200 | Reduce 38.01% | 651,092 | $16.55 |
| Q4 2023 | -116,800 | Reduce 10.01% | 1.05 M | $17.76 |
| Q3 2023 | +483,723 | Add 70.79% | 1.17 M | $16.01 |
| Q2 2023 | -344,818 | Reduce 33.54% | 683,369 | $16.50 |
| Q1 2023 | -944,282 | Reduce 47.87% | 1.03 M | $15.18 |
| Q4 2022 | -3.11 M | Reduce 61.19% | 1.97 M | $13.64 |
| Q3 2022 | -1.62 M | Reduce 24.16% | 5.08 M | $8.41 |
| Q2 2022 | +1.07 M | Add 19.08% | 6.7 M | $9.89 |
| Q1 2022 | +840,152 | Add 17.55% | 5.63 M | $9.00 |
| Q4 2021 | +4.61 M | Add 2662.26% | 4.79 M | $8.40 |
| Q3 2021 | +173,300 | New Buy | 173,300 | $11.14 |
| Q2 2021 | -243,654 | Sold Out | 0 | $0.00 |
| Q1 2021 | -2.22 M | Reduce 90.10% | 243,654 | $29.86 |
| Q4 2020 | -2.92 M | Reduce 54.24% | 2.46 M | $28.11 |
| Q3 2020 | +4.6 M | Add 593.21% | 5.38 M | $15.64 |
| Q2 2020 | +662,100 | Add 583.35% | 775,600 | $19.91 |
| Q1 2020 | +113,500 | New Buy | 113,500 | $15.58 |
| Q3 2019 | -64,900 | Sold Out | 0 | $0.00 |
| Q2 2019 | +64,900 | New Buy | 64,900 | $8.63 |
| Q2 2018 | -1.9 M | Sold Out | 0 | $0.00 |
| Q1 2018 | +1.9 M | New Buy | 1.9 M | $16.62 |
| Q1 2016 | -2.65 M | Sold Out | 0 | $0.00 |
| Q4 2015 | -1.44 M | Reduce 35.21% | 2.65 M | $15.27 |
| Q3 2015 | +2.47 M | Add 151.97% | 4.09 M | $16.80 |
| Q2 2015 | -17,188 | Reduce 1.05% | 1.62 M | $22.25 |
| Q1 2015 | +520,660 | Add 46.50% | 1.64 M | $29.44 |
| Q4 2014 | -46,342 | Reduce 3.97% | 1.12 M | $19.54 |
| Q3 2014 | +176,140 | Add 17.79% | 1.17 M | $18.90 |
| Q2 2014 | -328,850 | Reduce 24.93% | 989,990 | $18.77 |
| Q1 2014 | -1.5 M | Reduce 53.30% | 1.32 M | $14.93 |
| Q4 2013 | +699,840 | Add 32.95% | 2.82 M | $8.37 |
| Q3 2013 | +2.12 M | New Buy | 2.12 M | $5.68 |
Jeremy Grantham's Vipshop Holdings Limited Investment FAQs
Jeremy Grantham first purchased Vipshop Holdings Limited (VIPS) in Q3 2013, acquiring 2,124,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Vipshop Holdings Limited (VIPS) for 39 quarters since Q3 2013.
Jeremy Grantham's largest addition to Vipshop Holdings Limited (VIPS) was in Q4 2021, adding 4,787,000 shares worth $40.21 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 1,890,621 shares of Vipshop Holdings Limited (VIPS), valued at approximately $33.45 M.
As of the Q4 2025 filing, Vipshop Holdings Limited (VIPS) represents approximately 0.09% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Vipshop Holdings Limited (VIPS) was 6,700,632 shares, as reported at the end of Q2 2022.