AVO
Mission Produce, Inc. · Consumer Defensive · Food Distribution
Señales de momentum (gestores comparables):
amplitud de titulares -14.3% ·
flujo de acciones +0.7% ·
nuevas posiciones netas -16.7%
— fórmula
Acumulación concentrada — aumento de acciones entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 73 | -1 | 23.72M | $279.77M | +11 | −12 |
| Q1 2026 | 77 | 0 | 18.17M | $249.98M | +9 | −9 |
| Q4 2025 | 77 | +3 | 18.75M | $217.66M | +3 | — |
| Q3 2025 | 15 | 0 | 10.57M | $127.11M | +1 | −1 |
| Q2 2025 | 12 | -2 | 10.03M | $117.55M | — | −2 |
| Q1 2025 | 11 | -1 | 3.14M | $32.90M | — | −1 |
| Q4 2024 | 12 | 0 | 3.98M | $57.15M | — | — |
| Q3 2024 | 11 | +4 | 2.35M | $30.10M | +4 | — |
| Q2 2024 | 7 | — | 1.51M | $14.90M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 3.81M | — | $44.60M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | BlackRock ✦ (pasivo) | 3.81M | — | $44.60M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | BlackRock ✦ (pasivo) | 3.81M | — | $44.60M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | BlackRock ✦ (pasivo) | 3.81M | — | $44.60M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | BlackRock ✦ (pasivo) | 3.81M | — | $44.60M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (pasivo) | 3.81M | — | $44.60M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (pasivo) | 3.81M | — | $44.60M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (pasivo) | 3.81M | — | $44.60M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (pasivo) | 3.81M | — | $44.60M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (pasivo) | 3.81M | — | $44.60M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (pasivo) | 3.81M | — | $44.60M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | The Vanguard Group ✦ (pasivo) | 3.01M | — | $35.25M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | The Vanguard Group ✦ (pasivo) | 3.01M | — | $35.25M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | The Vanguard Group ✦ (pasivo) | 3.01M | — | $35.25M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | The Vanguard Group ✦ (pasivo) | 3.01M | — | $35.25M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | The Vanguard Group ✦ (pasivo) | 3.01M | — | $35.25M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Geode Capital Management ✦ (pasivo) | 1.18M | +11.7% | $13.87M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 18 | Geode Capital Management ✦ (pasivo) | 1.18M | +11.7% | $13.87M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 19 | State Street Global Advisors ✦ (pasivo) | 1.06M | -0.6% | $12.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | D. E. Shaw & Co. ✦ | 299.72K | -7.6% | $3.51M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 21 | Renaissance Technologies ✦ | 297.00K | +433.2% | $3.48M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 140.96K | +41.9% | $1.65M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | Arrowstreet Capital ✦ | 133.51K | -21.3% | $1.56M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 24 | AQR Capital Management ✦ | 39.99K | -58.3% | $468,718 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 25 | AQR Capital Management ✦ | 39.99K | -58.3% | $468,718 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 26 | AQR Capital Management ✦ | 39.99K | -58.3% | $468,718 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 27 | AQR Capital Management ✦ | 39.99K | -58.3% | $468,718 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 28 | AQR Capital Management ✦ | 39.99K | -58.3% | $468,718 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 29 | Marshall Wace ✦ | 28.61K | -74.6% | $335,262 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 30 | Marshall Wace ✦ | 28.61K | -74.6% | $335,262 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 31 | Marshall Wace ✦ | 28.61K | -74.6% | $335,262 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 32 | T. Rowe Price ✦ | 24.12K | +26.2% | $283,000 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 4.94K | — | $57,914 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 4.94K | — | $57,914 | 0.0% | n/c | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Millennium Management | $1.26M | era 0.0% |
| Two Sigma Investments | $122,773 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 169 tenedores, 27.11M acciones, $371.41M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.