MMYT
MakeMyTrip Limited · Consumer Cyclical · Travel Services
Señales de momentum (gestores comparables):
amplitud de titulares +20.0% ·
flujo de acciones -12.8% ·
nuevas posiciones netas +16.7%
— fórmula
Fragmentación de la titularidad — más titulares, participación agregada menor
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 80 | -4 | 71.61M | $3.61B | +9 | −12 |
| Q1 2026 | 85 | -10 | 60.73M | $2.26B | +9 | −20 |
| Q4 2025 | 95 | -4 | 50.15M | $4.12B | +1 | −4 |
| Q3 2025 | 21 | +2 | 32.82M | $3.07B | +2 | −1 |
| Q2 2025 | 17 | +1 | 22.78M | $2.23B | +2 | −1 |
| Q1 2025 | 13 | +1 | 8.78M | $859.87M | +2 | −1 |
| Q4 2024 | 12 | +2 | 7.27M | $816.82M | +3 | −1 |
| Q3 2024 | 9 | -1 | 8.24M | $765.47M | +1 | −2 |
| Q2 2024 | 10 | — | 8.47M | $711.93M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Baillie Gifford ✦ | 3.68M | -6.7% | $413.59M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 2 | Marshall Wace ✦ | 951.86K | -3.7% | $106.87M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 3 | Marshall Wace ✦ | 951.86K | -3.7% | $106.87M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 4 | Marshall Wace ✦ | 951.86K | -3.7% | $106.87M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 5 | Norges Bank ✦ (pasivo) | 871.33K | +11.8% | $97.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Wellington Management ✦ | 716.64K | -37.6% | $80.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Wellington Management ✦ | 716.64K | -37.6% | $80.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Wellington Management ✦ | 716.64K | -37.6% | $80.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Wellington Management ✦ | 716.64K | -37.6% | $80.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Wellington Management ✦ | 716.64K | -37.6% | $80.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Wellington Management ✦ | 716.64K | -37.6% | $80.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Wellington Management ✦ | 716.64K | -37.6% | $80.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Capital World Investors ✦ | 641.22K | -13.3% | $72.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Fisher Asset Management ✦ | 187.21K | 0.0% | $21.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | State Street Global Advisors ✦ (pasivo) | 109.26K | — | $12.27M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Geode Capital Management ✦ (pasivo) | 59.62K | -78.2% | $6.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Renaissance Technologies ✦ | 21.40K | Nuevo | $2.40M | 0.0% | New | 1 | SEC ↗ |
| 18 | Two Sigma Investments ✦ | 19.02K | Nuevo | $2.14M | 0.0% | New | 1 | SEC ↗ |
| 19 | Arrowstreet Capital ✦ | 8.37K | Nuevo | $939,222 | 0.0% | New | 1 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 5.35K | -94.8% | $600,810 | 0.0% | ▼ Trim | 3 | 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
| Renaissance Technologies | $2.40M | 0.0% |
| Two Sigma Investments | $2.14M | 0.0% |
| Arrowstreet Capital | $939,222 | 0.0% |
Posición cerrada
| Millennium Management | $6.15M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 214 tenedores, 70.47M acciones, $2.53B 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.