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Vipshop Holdings Limited

VIPS Consumer Discretionary
$14.41 $-0.11 (-0.76%)
Market Cap: $6.92 B
Gurus Holding
2
Popularity Rank
#3369
% of Shares Held
0.99%
Net Activity (Q1 2026)
+$7.58 M

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 Q1 2026, a total of 2 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $68.47 M.

Top institutional holders include Steven Cohen and Jeremy Grantham.

Institutional sentiment is currently Bullish. This is evidenced by a $7.58 M net inflow during the quarter.

Recent activity highlights Steven Cohen who increased their stake by 184.5%. Conversely, Jeremy Grantham reduced exposure by 17.4%.

Key Holders

Top 5 by Value

$50.13 M
$24.57 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$32.5 M
Total Buy Value
New Buys 0
Additions 1
-$24.92 M
Total Sell Value
Reductions 1
Sold Out 2

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
3
Net Buyers
1

FAQs for Vipshop Holdings Limited (VIPS)

Major holders include Steven Cohen ($50.13 M), Jeremy Grantham ($24.57 M). According to the latest reported data, 2 tracked investment managers collectively hold approximately 4.75 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $7.58 M, with 1 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 2 fully exited VIPS. The total reported sell value was $24.92 M.

Yes, 0 managers opened new positions in VIPS, and 1 increased their existing holdings. The total reported buy value was $32.5 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.06% Add 184.5% 3,188,723 $50.13 M Q1 2026
0.06% Reduce -17.4% 1,562,672 $24.57 M Q1 2026
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