Polymer Capital Management (HK) LTD
Position in VIPS — Vipshop Holdings Ltd
CIK 1970465
HONG KONG, K3
Position in VIPS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$11,977,758
-$2,673,282 QoQ
Shares Held
903,300
-3.1% QoQ
Ownership
0.188%
of shares outstanding
% of Portfolio
1.34%
of 13F equity value
Holder Rank
#53
of 284 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VIPS Over Time
Shares Held
Position Value (USD)
Position in Internet Retail
Consumer Cyclical · as of Jun 30, 2026Polymer Capital Management (HK) LTD holds $63,130,413 across 8 Internet Retail names. VIPS ranks #2 (19.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PDD |
PDD Holdings Inc.
|
432,300 | $32,975,844 | |
| 2 | VIPS |
Vipshop Holdings Ltd
This page
|
903,300 | $11,977,758 | |
| 3 | AMZN |
Amazon Com Inc
|
36,360 | $8,666,042 | |
| 4 | BABA |
Alibaba Group Holding Ltd
|
33,300 | $3,196,134 | |
| 5 | DASH |
DoorDash, Inc.
|
16,355 | $3,017,988 | |
| 6 | JD |
JD.com, Inc.
|
63,200 | $1,610,336 | |
| 7 | SE |
Sea Ltd
|
14,095 | $1,350,723 | |
| 8 | CPNG |
Coupang, Inc.
|
19,320 | $335,588 |
All Filings in VIPS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,977,758 | 903,300 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $14,651,040 | 932,000 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $16,494,279 | 932,407 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $11,491,364 | 585,100 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,970,675 | 529,613 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,523,334 | 543,580 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,600,531 | 267,300 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $175,043 | 11,128 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $8,248,470 | 498,397 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,962,480 | 110,500 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||