Discovery Capital Management’s Vipshop VIPS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q3
Sell
-5,488,032
Closed -$122M 121
2015
Q2
$122M Buy
5,488,032
+3,627,032
+195% +$80.7M 1.44% 18
2015
Q1
$54.8M Sell
1,861,000
-2,248,600
-55% -$66.2M 0.62% 50
2014
Q4
$80.3M Buy
4,109,600
+180,000
+5% +$3.52M 0.83% 37
2014
Q3
$74.3M Buy
+3,929,600
New +$74.3M 0.84% 35