MMYT
MakeMyTrip Limited · Consumer Cyclical · Travel Services
Señales de momentum (gestores comparables):
amplitud de titulares +8.3% ·
flujo de acciones +20.6% ·
nuevas posiciones netas +7.7%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2025
| 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 ✦ | 5.16M | +40.0% | $505.16M | 0.4% | ▲ Add | 4 | SEC ↗ |
| 2 | Marshall Wace ✦ | 1.01M | +6.5% | $99.28M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 3 | Marshall Wace ✦ | 1.01M | +6.5% | $99.28M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 4 | Marshall Wace ✦ | 1.01M | +6.5% | $99.28M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 5 | Norges Bank ✦ (pasivo) | 871.39K | 0.0% | $85.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Capital World Investors ✦ | 640.12K | -0.2% | $62.72M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Wellington Management ✦ | 566.83K | -20.9% | $55.54M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Wellington Management ✦ | 566.83K | -20.9% | $55.54M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | Wellington Management ✦ | 566.83K | -20.9% | $55.54M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | Wellington Management ✦ | 566.83K | -20.9% | $55.54M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | Wellington Management ✦ | 566.83K | -20.9% | $55.54M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | Wellington Management ✦ | 566.83K | -20.9% | $55.54M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | State Street Global Advisors ✦ (pasivo) | 156.56K | +43.3% | $15.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Fisher Asset Management ✦ | 129.39K | -30.9% | $12.68M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | Two Sigma Investments ✦ | 73.75K | +287.7% | $7.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Geode Capital Management ✦ (pasivo) | 59.58K | -0.1% | $5.84M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | Renaissance Technologies ✦ | 39.90K | +86.5% | $3.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Millennium Management ✦ | 36.91K | Nuevo | $3.62M | 0.0% | New | 1 | SEC ↗ |
| 19 | T. Rowe Price ✦ | 22.46K | Nuevo | $2.20M | 0.0% | New | 1 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 9.83K | +83.7% | $962,948 | 0.0% | ▲ Add | 4 | 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
| Millennium Management | $3.62M | 0.0% |
| T. Rowe Price | $2.20M | 0.0% |
Posición cerrada
| Arrowstreet Capital | $939,222 | 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.