John Gunn - Dodge & Cox
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    222
Portfolio value:    $181,976,456,224
Holdings Activity Buys Sells    History
Holding/activity history for  Vipshop Holdings Ltd. (VIPS)
← All VIPS superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 190,797 <0.01 Add 53.62% <0.01 $14.91–18.86 · VW $16.92i $2,999,329 SEC
2025   Q4 124,197 <0.01 $17.69 $2,197,045 SEC
2025   Q3 124,197 <0.01 $19.64 $2,439,229 SEC
2025   Q2 124,197 <0.01 Add 4.55% $12.14–15.74 · VW $14.18i $1,869,165 SEC
2025   Q1 118,797 <0.01 Add 16.47% <0.01 $12.61–17.94 · VW $15.18i $1,862,737 SEC
2024   Q4 101,997 <0.01 $13.47 $1,373,900 SEC
2024   Q3 101,997 <0.01 $15.73 $1,604,413 SEC
2024   Q2 101,997 <0.01 Add 8.28% <0.01 $12.96–17.89 · VW $15.48i $1,328,001 SEC
2024   Q1 94,197 <0.01 Add 42.30% <0.01 $14.45–20.19 · VW $17.25i $1,558,960 SEC
2023   Q4 66,197 <0.01 Add 24.20% <0.01 $13.90–18.20 · VW $15.82i $1,175,659 SEC
2023   Q3 53,297 <0.01 Add 17.53% <0.01 $14.03–19.13 · VW $16.62i $853,285 SEC
2023   Q2 45,347 <0.01 Add 1.80% $13.80–18.48 · VW $15.38i $748,226 SEC
2023   Q1 44,547 <0.01 Add 22.90% <0.01 $13.14–16.18 · VW $14.96i $676,223 SEC
2022   Q4 36,247 <0.01 Add 32.06% <0.01 $6.36–14.24 · VW $10.37i $494,409 SEC
2022   Q3 27,447 <0.01 Reduce 4.52% $8.14–11.97 · VW $10.04i $231,000 SEC
2022   Q2 28,747 <0.01 $9.88 $284,000 SEC
2022   Q1 28,747 <0.01 Reduce 60.15% <0.01 $5.75–10.70 · VW $8.64i $259,000 SEC
2021   Q4 72,147 <0.01 Add 338.58% <0.01 $7.48–13.32 · VW $10.24i $606,000 SEC
2021   Q3 16,450 <0.01 Buy <0.01 $10.94–20.13 · VW $15.12i $183,000 SEC
Price snapshot:
Current price$13.92
Avg. buy price$14.78
+/- since buy-5.81%
52-week low$12.65
52-week high$20.24