Guru Ownership Trend
Guru Analysis for Vipshop Holdings Limited (VIPS)
Vipshop Holdings Limited (VIPS), a key player in the Consumer Discretionary sector, continues to attract institutional attention.
As of Q3 2025, a total of 3 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $47.65 M.
Top institutional holders include Jeremy Grantham and Sarah Ketterer.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $30.1 M net outflow during the quarter.
Recent activity highlights Jeremy Grantham who increased their stake by 173.4%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Period |
|---|---|---|---|---|---|
| 0.07% | Add 173.4% | 1,343,921 | $26.39 M | Q3 2025 | |
| 0.28% | Add 37.6% | 1,076,736 | $21.15 M | Q3 2025 | |
| 0.00% | New Buy | 20,678 | $406,116 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Period |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Vipshop Holdings Limited (VIPS)
Top Guru holders include Jeremy Grantham ($26.39 M), Sarah Ketterer ($21.15 M), Paul Tudor Jones ($406,116). Collectively, tracked Gurus hold 2.44 M shares.
Based on recent 13F filings, the sentiment is Negative (Net Sell). There was a net outflow of $30.1 M, with 3 Gurus buying and 3 Gurus selling.
In the recent quarter, 0 Gurus reduced their positions, and 3 Gurus sold out of VIPS completely. Total sell value was $53.02 M.
Yes, 1 Gurus opened new positions in VIPS, and 2 added to their existing holdings. Total buy value was $22.92 M.