VIPS
Vipshop Holdings Limited · Consumer Cyclical · Specialty Retail
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 114 | -3 | 170.59M | $2.26B | +6 | −8 |
| Q1 2026 | 118 | -6 | 179.70M | $2.82B | +5 | −12 |
| Q4 2025 | 124 | +1 | 173.89M | $3.08B | +2 | — |
| Q3 2025 | 17 | 0 | 60.39M | $1.19B | +2 | −3 |
| Q2 2025 | 15 | -1 | 59.31M | $892.22M | +1 | −2 |
| Q1 2025 | 13 | -1 | 24.79M | $388.38M | — | −1 |
| Q4 2024 | 14 | +3 | 25.80M | $347.26M | +3 | — |
| Q3 2024 | 10 | -2 | 15.20M | $141.55M | — | −2 |
| Q2 2024 | 12 | — | 16.52M | $214.95M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Arrowstreet Capital ✦ | 7.56M | — | $98.41M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (pasivo) | 3.08M | — | $39.92M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 3.08M | — | $39.92M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Norges Bank ✦ (pasivo) | 2.82M | — | $36.69M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Millennium Management ✦ | 883.44K | — | $11.50M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | AQR Capital Management ✦ | 540.11K | — | $7.03M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | AQR Capital Management ✦ | 540.11K | — | $7.03M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | D. E. Shaw & Co. ✦ | 469.24K | — | $6.11M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bridgewater Associates ✦ | 426.85K | — | $5.56M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 276.84K | — | $3.60M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wellington Management ✦ | 220.03K | — | $2.86M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wellington Management ✦ | 220.03K | — | $2.86M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Wellington Management ✦ | 220.03K | — | $2.86M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Wellington Management ✦ | 220.03K | — | $2.86M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Wellington Management ✦ | 220.03K | — | $2.86M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Two Sigma Investments ✦ | 131.80K | — | $1.72M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Dodge & Cox ✦ | 102.00K | — | $1.33M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | T. Rowe Price ✦ | 16.25K | — | $212,000 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | T. Rowe Price ✦ | 16.25K | — | $212,000 | 0.0% | n/c | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 274 tenedores, 253.08M acciones, $3.42B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.