PCMH
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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
Q1 		$14.7M Sell
932,000
-407
-0% -$6.92K 2.05% 10
2025
Q4 		$16.5M Buy
932,407
+347,307
+59% +$6.68M 2.57% 11
2025
Q3 		$11.5M Buy
585,100
+55,487
+10% +$920K 1.6% 17
2025
Q2 		$7.97M Sell
529,613
-13,967
-3% -$198K 1.25% 25
2025
Q1 		$8.52M Buy
543,580
+276,280
+103% +$4.17M 1.48% 22
2024
Q4 		$3.6M Buy
267,300
+256,172
+2,302% +$3.68M 0.63% 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 0.69% 41

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