Packer & Co Ltd VIPS β€” VIPSHOP HOLDINGS LTD - ADR

Ownership history in Packer & Co Ltd  Β·  2 quarters on record

AI Ownership Summary

Packer & Co Ltd reported VIPSHOP HOLDINGS LTD - ADR (VIPS) in 2 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 7.38% in 2025 Q1. The latest visible filing shows VIPS at 7.30% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VIPS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Packer & Co Ltd's position in VIPSHOP HOLDINGS LTD - ADR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VIPS was reported at 7.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.38% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Packer & Co Ltd held VIPS β€” position size vs. price
% of Fund (quarterly)    VIPS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED β€” β€” β€” 1,549,263 β€” 0% 7.30% $27.4M 2026-02-14 (Est.) $16.84
2025 Q1 INITIATED β€” β€” β€” 1,549,263 β€” β€” 7.38% $24.3M 2025-04-22 $12.27

FAQ About Packer & Co Ltd and VIPS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Packer & Co Ltd reported owning VIPS?

Packer & Co Ltd reported VIPS across 2 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported VIPS position in Packer & Co Ltd's portfolio?

The largest reported portfolio weight for VIPS was 7.38% in 2025 Q1.

What is the latest reported VIPS position on this page?

The most recent filing on this page is 2025 Q4, when Packer & Co Ltd reported 1,549,263 shares, equal to 7.30% of portfolio, with an estimated market value of $27.4M.

What does the chart on this VIPS ownership page compare?

The chart compares Packer & Co Ltd's quarterly VIPS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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