MNSO
MINISO Group Holding Limited · Consumer Cyclical · Specialty Retail
Momentum inputs (comparable managers):
holder breadth -28.6% ·
share flow +30.0% ·
net new positions -20.0%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 226 | $2,100 | n/a | n/a |
| Q2 2026 | 44 | 0 | 10.34M | $124.72M | +6 | −6 |
| Q1 2026 | 45 | 0 | 9.04M | $146.40M | +4 | −4 |
| Q4 2025 | 45 | 0 | 9.16M | $171.65M | n/a | n/a |
| Q3 2025 | 10 | +1 | 5.36M | $120.50M | +1 | n/a |
| Q2 2025 | 6 | -1 | 3.39M | $61.83M | n/a | −1 |
| Q1 2025 | 5 | -2 | 2.36M | $43.65M | +1 | −3 |
| Q4 2024 | 7 | -1 | 1.59M | $38.10M | +2 | −3 |
| Q3 2024 | 7 | -1 | 5.52M | $96.85M | n/a | −1 |
| Q2 2024 | 8 | n/a | 7.19M | $137.20M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passive) | 1.16M | +6.7% | $21.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Marshall Wace ✦ | 768.91K | +933.3% | $14.22M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 3 | Norges Bank ✦ (passive) | 246.27K | +107.2% | $4.55M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Millennium Management ✦ | 118.35K | -33.1% | $2.19M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 72.16K | New | $1.33M | 0.0% | New | 1 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $1.33M | 0.0% |
Exited
| Renaissance Technologies | $1.66M | was 0.0% |
| Two Sigma Investments | $1.51M | was 0.0% |
| D. E. Shaw & Co. | $230,634 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 97 holders, 14.27M shares, $224.51M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
Officer · VP and Chief… · 150.60K sh @ 2.26 · $340,100
Open-market sales (S)
No open-market insider sales in our coverage window.
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology