MMYT
MakeMyTrip Limited · Consumer Cyclical · Travel Services
Señales de momentum (gestores comparables):
amplitud de titulares +6.2% ·
flujo de acciones +25.6% ·
nuevas posiciones netas +5.9%
— 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 Q2 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 | Fidelity (FMR) ✦ | 8.98M | — | $880.33M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Fidelity (FMR) ✦ | 8.98M | — | $880.33M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Fidelity (FMR) ✦ | 8.98M | — | $880.33M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | Fidelity (FMR) ✦ | 8.98M | — | $880.33M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | Fidelity (FMR) ✦ | 8.98M | — | $880.33M | 0.1% | n/c | 1 | SEC ↗ |
| 6 | Fidelity (FMR) ✦ | 8.98M | — | $880.33M | 0.1% | n/c | 1 | SEC ↗ |
| 7 | Baillie Gifford ✦ | 5.72M | +10.9% | $560.30M | 0.4% | ▲ Add | 5 | SEC ↗ |
| 8 | Marshall Wace ✦ | 1.39M | +37.1% | $136.16M | 0.2% | ▲ Add | 5 | SEC ↗ |
| 9 | Marshall Wace ✦ | 1.39M | +37.1% | $136.16M | 0.2% | ▲ Add | 5 | SEC ↗ |
| 10 | Marshall Wace ✦ | 1.39M | +37.1% | $136.16M | 0.2% | ▲ Add | 5 | SEC ↗ |
| 11 | Capital World Investors ✦ | 1.24M | +93.7% | $121.50M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 12 | T. Rowe Price ✦ | 1.09M | +4740.5% | $106.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | T. Rowe Price ✦ | 1.09M | +4740.5% | $106.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | T. Rowe Price ✦ | 1.09M | +4740.5% | $106.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Norges Bank ✦ (pasivo) | 1.07M | +22.5% | $104.63M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 16 | Wellington Management ✦ | 942.66K | +66.3% | $92.40M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 17 | Wellington Management ✦ | 942.66K | +66.3% | $92.40M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 18 | Wellington Management ✦ | 942.66K | +66.3% | $92.40M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 19 | Wellington Management ✦ | 942.66K | +66.3% | $92.40M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 20 | Wellington Management ✦ | 942.66K | +66.3% | $92.40M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 21 | Wellington Management ✦ | 942.66K | +66.3% | $92.40M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 22 | Wellington Management ✦ | 942.66K | +66.3% | $92.40M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 23 | Wellington Management ✦ | 942.66K | +66.3% | $92.40M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 24 | Millennium Management ✦ | 679.05K | +1739.7% | $66.56M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 25 | D. E. Shaw & Co. ✦ | 373.60K | Nuevo | $36.62M | 0.0% | New | 1 | SEC ↗ |
| 26 | Geode Capital Management ✦ (pasivo) | 302.66K | +408.0% | $29.67M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 27 | BlackRock ✦ (pasivo) | 301.89K | — | $29.59M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | BlackRock ✦ (pasivo) | 301.89K | — | $29.59M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | BlackRock ✦ (pasivo) | 301.89K | — | $29.59M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | BlackRock ✦ (pasivo) | 301.89K | — | $29.59M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | BlackRock ✦ (pasivo) | 301.89K | — | $29.59M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | BlackRock ✦ (pasivo) | 301.89K | — | $29.59M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | BlackRock ✦ (pasivo) | 301.89K | — | $29.59M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | BlackRock ✦ (pasivo) | 301.89K | — | $29.59M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | BlackRock ✦ (pasivo) | 301.89K | — | $29.59M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | BlackRock ✦ (pasivo) | 301.89K | — | $29.59M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | BlackRock ✦ (pasivo) | 301.89K | — | $29.59M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | BlackRock ✦ (pasivo) | 301.89K | — | $29.59M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Point72 Asset Management ✦ | 224.62K | Nuevo | $22.02M | 0.1% | New | 1 | SEC ↗ |
| 40 | State Street Global Advisors ✦ (pasivo) | 201.72K | +28.9% | $19.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Fisher Asset Management ✦ | 104.08K | -19.6% | $10.20M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 42 | Citadel Advisors ✦ | 79.73K | +711.4% | $7.82M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 43 | Citadel Advisors ✦ | 79.73K | +711.4% | $7.82M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 44 | The Vanguard Group ✦ (pasivo) | 69.61K | — | $6.82M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | The Vanguard Group ✦ (pasivo) | 69.61K | — | $6.82M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | The Vanguard Group ✦ (pasivo) | 69.61K | — | $6.82M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Two Sigma Investments ✦ | 15.42K | -79.1% | $1.51M | 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
| D. E. Shaw & Co. | $36.62M | 0.0% |
| Point72 Asset Management | $22.02M | 0.1% |
Posición cerrada
| Renaissance Technologies | $3.91M | 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.