Vipshop Holdings LTD - Adr (VIPS) Smart Money Holdings (13F, Q2 2026)

VIPS ranks #2170 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

VIPS is a top-conviction position for Ranmore Fund Management Ltd — at 5.7% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in VIPS belongs to FIL Ltd, but the position matters far more to Ranmore Fund Management Ltd, who has 5.7% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

David Shaw has added to its VIPS position for two straight quarters, increasing it by $32.3M to reach $39.2M today.

BlackRock has trimmed its VIPS position for two straight quarters, cutting it by $149.4M while still holding $252.7M.

VIPS is down 0.6% today, but institutions show net buying of $30.3M this quarter — a divergence between today's price move and the underlying institutional flow.

VIPS closed its latest fiscal year with net income of $7.2B, and currently trades at a P/E of 0.2.

• Profitable — net income of $7.2B in the latest fiscal year
• Revenue declined 2.3% year over year
• Net income declined year over year, from $7.7B to $7.2B
• Generated $7.5B in positive operating cash flow
• Current ratio of 1.28x — below the conventional 1.5x liquidity buffer
• Liabilities run 0.84x equity — within a conventional range