SEC 13F Intelligence

North Of South Capital LLP / VIPS

North Of South Capital LLP’s Vipshop Hldgs Ltd Position

Does North Of South Capital LLP own Vipshop Hldgs Ltd (VIPS)? Not currently — the last reported position was 2.26M shares worth $40M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$40M
Q4 2025
Shares
2.26M
% of Portfolio
+3.60%
Quarters Held
7
position exited

Position History VIPS

Reported value by quarter
Q2 ’24: $28MQ2 ’24Q3 ’24: $63MQ3 ’24Q4 ’24: $51MQ4 ’24Q1 ’25: $63MQ1 ’25Q2 ’25: $49MQ2 ’25Q3 ’25: $66MQ3 ’25Q4 ’25: $40MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 20252.26M$40M+3.60%
Q3 20253.36M$66M+6.33%
Q2 20253.22M$49M+5.10%
Q1 20253.99M$63M+6.99%
Q4 20243.80M$51M+6.21%
Q3 20244.01M$63M+9.57%
Q2 20242.18M$28M+7.36%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See North Of South Capital LLP’s full portfolio or all institutional holders of VIPS.