Polymer Capital Management (HK)’s Vipshop VIPS Stock Holding History

Polymer Capital Management (HK)’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	$12M	Sell	903,300 -28,700	-3%	-$410K	0.61%	23
2026 Q1	$14.7M	Sell	932,000 -407	-0%	-$6.92K	1.27%	10
2025 Q4	$16.5M	Buy	932,407 +347,307	+59%	+$6.68M	2.35%	11
2025 Q3	$11.5M	Buy	585,100 +55,487	+10%	+$920K	1.58%	17
2025 Q2	$7.97M	Sell	529,613 -13,967	-3%	-$198K	1.21%	25
2025 Q1	$8.52M	Buy	543,580 +276,280	+103%	+$4.17M	1.45%	22
2024 Q4	$3.6M	Buy	267,300 +256,172	+2,302%	+$3.68M	0.62%	48
2024 Q3	$175K	Buy	+11,128	New	+$149K	0.04%	149
2024 Q2	–	Sell	-498,397	Closed	-$8.25M	–	247
2024 Q1	$8.25M	Buy	498,397 +387,897	+351%	+$6.53M	2.08%	12
2023 Q4	$1.96M	Buy	+110,500	New	+$1.72M	0.68%	41

Other funds holding VIPS

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Polymer Capital Management (HK)'s VIPS Position: Q2 2026 in Review

Polymer Capital Management (HK) reduced its Vipshop (VIPS) stake by 3.1% in Q2 2026, selling an estimated $410K and leaving 903,300 shares worth $12M. The position accounts for 0.61% of the portfolio, ranked #23.

Polymer Capital Management (HK) first reported a position in VIPS in Q4 2023 and has held it in 10 quarters since. The position peaked at $16.5M in Q4 2025. 286 funds tracked by Wall St. Rank hold VIPS as of Q2 2026.

Polymer Capital Management (HK) held 903,300 shares of Vipshop worth $12M as of Q2 2026.
Polymer Capital Management (HK) sold 28,700 Vipshop shares in Q2 2026, an estimated $410K.
Vipshop made up 0.61% of Polymer Capital Management (HK)'s portfolio in Q2 2026, its #23 holding.
Polymer Capital Management (HK) first reported a position in Vipshop in Q4 2023 and has held it in 10 quarters since.
Polymer Capital Management (HK)'s Vipshop position peaked at $16.5M in Q4 2025.
286 funds tracked by Wall St. Rank held Vipshop as of Q2 2026.

Based on Polymer Capital Management (HK)'s 13F filing for Q2 2026, filed 13 Aug 2026.