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Orbis Allan Gray’s Vipshop VIPS Stock Holding History

Orbis Allan Gray’s Portfolio VIPS Stock Details VIPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$47.7M Sell
3,594,710
-1,622,455
-31% -$23.2M 0.16% 75
2026
Q1 		$82M Sell
5,217,165
-5,597,783
-52% -$95.2M 0.35% 53
2025
Q4 		$191M Buy
10,814,948
+1,227,325
+13% +$23.6M 0.8% 39
2025
Q3 		$188M Buy
9,587,623
+4,712,986
+97% +$78.2M 0.81% 37
2025
Q2 		$73.4M Sell
4,874,637
-2,134,543
-30% -$30.2M 0.36% 51
2025
Q1 		$110M Buy
7,009,180
+1,084,345
+18% +$16.4M 0.63% 39
2024
Q4 		$79.8M Buy
5,924,835
+279,719
+5% +$4.02M 0.43% 44
2024
Q3 		$88.8M Sell
5,645,116
-1,206,895
-18% -$16.1M 0.47% 38
2024
Q2 		$89.2M Buy
6,852,011
+684,613
+11% +$10.9M 0.56% 37
2024
Q1 		$102M Buy
6,167,398
+1,262,448
+26% +$21.2M 0.61% 36
2023
Q4 		$87.1M Buy
4,904,950
+14,632
+0.3% +$228K 0.55% 38
2023
Q3 		$78.3M Buy
4,890,318
+349,263
+8% +$5.67M 0.56% 37
2023
Q2 		$74.9M Sell
4,541,055
-336,915
-7% -$5.28M 0.54% 40
2023
Q1 		$74M Buy
4,877,970
+133,480
+3% +$1.98M 0.58% 36
2022
Q4 		$64.7M Sell
4,744,490
-1,985,335
-30% -$19.7M 0.51% 41
2022
Q3 		$56.6M Buy
6,729,825
+1,546,182
+30% +$15.4M 0.46% 40
2022
Q2 		$51.3M Buy
5,183,643
+200,431
+4% +$1.76M 0.41% 41
2022
Q1 		$44.8M Buy
+4,983,212
New +$44M 0.33% 41

Other funds holding VIPS

Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Orbis Allan Gray's VIPS Position: Q2 2026 in Review

Orbis Allan Gray reduced its Vipshop (VIPS) stake by 31% in Q2 2026, selling an estimated $23.2M and leaving 3,594,710 shares worth $47.7M. The position accounts for 0.16% of the portfolio, ranked #75.

Orbis Allan Gray first reported a position in VIPS in Q1 2022 and has held it in 18 quarters since. The position peaked at $191M in Q4 2025. 286 funds tracked by Wall St. Rank hold VIPS as of Q2 2026.

  • Orbis Allan Gray held 3,594,710 shares of Vipshop worth $47.7M as of Q2 2026.
  • Orbis Allan Gray sold 1,622,455 Vipshop shares in Q2 2026, an estimated $23.2M.
  • Vipshop made up 0.16% of Orbis Allan Gray's portfolio in Q2 2026, its #75 holding.
  • Orbis Allan Gray first reported a position in Vipshop in Q1 2022 and has held it in 18 quarters since.
  • Orbis Allan Gray's Vipshop position peaked at $191M in Q4 2025.
  • 286 funds tracked by Wall St. Rank held Vipshop as of Q2 2026.

Based on Orbis Allan Gray's 13F filing for Q2 2026, filed 14 Aug 2026.