Back to Orbis Allan Gray Ltd Orbis Allan Gray Ltd

VIPSVIPS
18 quarters

Position history for Orbis Allan Gray LtdOrbis Allan Gray Ltd's holdings in VIPSHOP HLDGS LTD

Yes. Orbis Allan Gray holds 3,594,710 shares of VIPS (Vipshop), worth $47.7M, as of its Q2 2026 13F filing. It reduced the position by 1,622,455 shares (-31.1%) from Q1 2026. Orbis Allan Gray has held VIPS since Q1 2022, across 18 quarterly 13F filings. VIPS is 0.2% of Orbis Allan Gray's reported 13F portfolio.

Current Value

$47.7M

Current Shares

3.6M

Total Value Change

+$2.8M

Total Shares Change

-1.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
3.6M
-31.1%
$47.7M0.2%$13.26
0
2026-Q1
Decreased
5.2M
-51.8%
$82M0.3%$15.09
0
2025-Q4
Increased
10.8M
+12.8%
$191.3M0.8%$16.98
48
2025-Q3
Increased
9.6M
+96.7%
$188.3M0.8%$18.86
69
2025-Q2
Decreased
4.9M
-30.4%
$73.4M0.4%$14.45
0
2025-Q1
Increased
7M
+18.3%
$109.9M0.6%$14.50
50
2024-Q4
Increased
5.9M
+5.0%
$79.8M0.4%$12.46
37
2024-Q3
Decreased
5.6M
-17.6%
$88.8M0.5%$14.55
0
2024-Q2
Increased
6.9M
+11.1%
$89.2M0.6%$12.04
47
2024-Q1
Increased
6.2M
+25.7%
$102.1M0.6%$15.31
52
2023-Q4
Increased
4.9M
+0.3%
$87.1M0.5%$16.03
42
2023-Q3
Increased
4.9M
+7.7%
$78.3M0.6%$14.45
45
2023-Q2
Decreased
4.5M
-6.9%
$74.9M0.5%$14.89
0
2023-Q1
Increased
4.9M
+2.8%
$74M0.6%$13.70
43
2022-Q4
Decreased
4.7M
-29.5%
$64.7M0.5%$12.31
0
2022-Q3
Increased
6.7M
+29.8%
$56.6M0.5%$7.59
44
2022-Q2
Increased
5.2M
+4.0%
$51.3M0.4%$8.92
36
2022-Q1
New
5M
-
$44.8M0.3%$8.12
48

Other major holders of VIPS: NOMURA HOLDINGS INC, BlackRock, Inc., CANADA PENSION PLAN INVESTMENT BOARD, WELLS FARGO & COMPANY/MN

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used