Jeremy Grantham's VIPS Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 1.34 M shares of Vipshop Holdings Limited (VIPS) worth $26.39 M, representing 0.07% of the portfolio. First purchased in 2013-Q3, this long-term strategic position has been held for 49 quarters.
Based on 13F filings since 2013, Jeremy Grantham has maintained a long-term strategic position in VIPS, representing a significant commitment to this investment thesis. 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2013 | +2.12 M | New Buy | 2.12 M | $5.68 |
| Q4 2013 | +699,840 | Add 32.95% | 2.82 M | $8.37 |
| Q1 2014 | -1.5 M | Reduce 53.30% | 1.32 M | $14.93 |
| Q2 2014 | -328,850 | Reduce 24.93% | 989,990 | $18.77 |
| Q3 2014 | +176,140 | Add 17.79% | 1.17 M | $18.90 |
| Q4 2014 | -46,342 | Reduce 3.97% | 1.12 M | $19.54 |
| Q1 2015 | +520,660 | Add 46.50% | 1.64 M | $29.44 |
| Q2 2015 | -17,188 | Reduce 1.05% | 1.62 M | $22.25 |
| Q3 2015 | +2.47 M | Add 151.97% | 4.09 M | $16.80 |
| Q4 2015 | -1.44 M | Reduce 35.21% | 2.65 M | $15.27 |
| Q1 2016 | -2.65 M | Sold Out | 2.65 M | $0.00 |
| Q1 2018 | +1.9 M | New Buy | 1.9 M | $16.62 |
| Q2 2018 | -1.9 M | Sold Out | 1.9 M | $0.00 |
| Q2 2019 | +64,900 | New Buy | 64,900 | $8.63 |
| Q3 2019 | -64,900 | Sold Out | 64,900 | $0.00 |
| Q1 2020 | +113,500 | New Buy | 113,500 | $15.58 |
| Q2 2020 | +662,100 | Add 583.35% | 775,600 | $19.91 |
| Q3 2020 | +4.6 M | Add 593.21% | 5.38 M | $15.64 |
| Q4 2020 | -2.92 M | Reduce 54.24% | 2.46 M | $28.11 |
| Q1 2021 | -2.22 M | Reduce 90.10% | 243,654 | $29.86 |
| Q2 2021 | -243,654 | Sold Out | 243,654 | $0.00 |
| Q3 2021 | +173,300 | New Buy | 173,300 | $11.14 |
| Q4 2021 | +4.61 M | Add 2662.26% | 4.79 M | $8.40 |
| Q1 2022 | +840,152 | Add 17.55% | 5.63 M | $9.00 |
| Q2 2022 | +1.07 M | Add 19.08% | 6.7 M | $9.89 |
| Q3 2022 | -1.62 M | Reduce 24.16% | 5.08 M | $8.41 |
| Q4 2022 | -3.11 M | Reduce 61.19% | 1.97 M | $13.64 |
| Q1 2023 | -944,282 | Reduce 47.87% | 1.03 M | $15.18 |
| Q2 2023 | -344,818 | Reduce 33.54% | 683,369 | $16.50 |
| Q3 2023 | +483,723 | Add 70.79% | 1.17 M | $16.01 |
| Q4 2023 | -116,800 | Reduce 10.01% | 1.05 M | $17.76 |
| Q1 2024 | -399,200 | Reduce 38.01% | 651,092 | $16.55 |
| Q2 2024 | +543,248 | Add 83.44% | 1.19 M | $13.02 |
| Q3 2024 | -285,100 | Reduce 23.87% | 909,240 | $15.73 |
| Q4 2024 | -155,503 | Reduce 17.10% | 753,737 | $13.47 |
| Q1 2025 | -151,600 | Reduce 20.11% | 602,137 | $15.68 |
| Q2 2025 | -110,516 | Reduce 18.35% | 491,621 | $15.05 |
| Q3 2025 | +852,300 | Add 173.37% | 1.34 M | $19.64 |
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 49 quarters since Q3 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's largest addition to Vipshop Holdings Limited (VIPS) was in Q4 2021, adding 4,787,000 shares worth $40.21 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 1,343,921 shares of Vipshop Holdings Limited (VIPS), valued at approximately $26.39 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Vipshop Holdings Limited (VIPS) represents approximately 0.07% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's peak holding in Vipshop Holdings Limited (VIPS) was 6,700,632 shares, as reported at the end of Q2 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.