MMYT
MakeMyTrip Limited · Consumer Cyclical · Travel Services
Momentum-inputs (vergelijkbare managers):
breedte van houders +6.2% ·
aandelenstroom +25.6% ·
netto nieuwe posities +5.9%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 165.62K | $7.82M | n/a | n/a |
| Q2 2026 | 80 | -4 | 71.77M | $3.62B | +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 | n/a | 8.47M | $711.93M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 8.98M | n/a | $880.33M | 0.1% | n/c | 1 | SEC ↗ ×6 |
| 2 | Baillie Gifford ✦ | 5.72M | +10.9% | $560.30M | 0.4% | ▲ Add | 5 | SEC ↗ |
| 3 | Marshall Wace ✦ | 1.39M | +37.1% | $136.16M | 0.2% | ▲ Add | 5 | SEC ↗ ×3 |
| 4 | Capital World Investors ✦ | 1.24M | +93.7% | $121.50M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 5 | T. Rowe Price ✦ | 1.09M | +4740.5% | $106.56M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | Norges Bank ✦ (passief) | 1.07M | +22.5% | $104.63M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | Wellington Management ✦ | 942.66K | +66.3% | $92.40M | 0.0% | ▲ Add | 5 | SEC ↗ ×8 |
| 8 | Millennium Management ✦ | 679.05K | +1739.7% | $66.56M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 9 | D. E. Shaw & Co. ✦ | 373.60K | Nieuw | $36.62M | 0.0% | New | 1 | SEC ↗ |
| 10 | Geode Capital Management ✦ (passief) | 302.66K | +408.0% | $29.67M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 11 | BlackRock ✦ (passief) | 301.89K | n/a | $29.59M | 0.0% | n/c | 1 | SEC ↗ ×12 |
| 12 | Point72 Asset Management ✦ | 224.62K | Nieuw | $22.02M | 0.1% | New | 1 | SEC ↗ |
| 13 | State Street Global Advisors ✦ (passief) | 201.72K | +28.9% | $19.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Fisher Asset Management ✦ | 104.08K | -19.6% | $10.20M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 79.73K | +711.4% | $7.82M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 16 | The Vanguard Group ✦ (passief) | 69.61K | n/a | $6.82M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 17 | Two Sigma Investments ✦ | 15.42K | -79.1% | $1.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| D. E. Shaw & Co. | $36.62M | 0.0% |
| Point72 Asset Management | $22.02M | 0.1% |
Verlaten
| Renaissance Technologies | $3.91M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 214 houders, 70.47M aandelen, $2.53B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.