MNSO
MINISO Group Holding Limited · Consumer Cyclical · Specialty Retail
Dados de momentum (gestores comparáveis): amplitude de detentores 0.0% · fluxo de ações +7.4% · novas posições líquidas 0.0% · fórmula
Todos os dados de participação: apenas gestores 13F rastreados, posições em ações ordinárias, período de referência Q4 2025
| Trimestre | Detentores | Δ | Ações | Valor reportado | Novo | Saídas |
|---|---|---|---|---|---|---|
| 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 |
| # | Gestor | Ações | Δ ações | Valor | Seu peso | Detido | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Marshall Wace ✦ | 1.98M | +15.8% | $37.15M | 0.0% | ▲ Add | 7 | SEC ↗ ×5 |
| 2 | Millennium Management ✦ | 1.34M | +38.3% | $25.20M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 3 | UBS Group AG | 1.21M | n/a | $22.66M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Point72 Asset Management ✦ | 852.97K | +40.8% | $15.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | State Street Global Advisors ✦ (passivo) | 846.28K | -8.7% | $15.87M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 439.60K | -23.9% | $8.24M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 7 | Nordea Investment Management Ab | 427.72K | n/a | $7.99M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Legal & General Group Plc | 274.95K | n/a | $5.16M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Goldman Sachs Group ✦ | 248.11K | -8.2% | $4.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | BlackRock ✦ (passivo) | 177.53K | +6.8% | $3.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Hsbc Holdings Plc | 173.79K | n/a | $3.26M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 12 | Bank Of America Corp /De/ | 168.63K | n/a | $3.16M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 13 | American Century Companies Inc | 133.22K | n/a | $2.50M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Bnp Paribas Financial Markets | 129.49K | n/a | $2.43M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Jane Street Group, Llc | 123.13K | n/a | $2.31M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 16 | Balyasny Asset Management L.P. | 115.42K | n/a | $2.16M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 97.12K | -22.3% | $1.82M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 18 | Stifel Financial Corp | 92.18K | n/a | $1.73M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Quantinno Capital Management LP | 62.21K | n/a | $1.17M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Aviva Plc | 53.38K | n/a | $1.00M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Creative Planning | 38.76K | n/a | $726,788 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Invesco Ltd. | 25.80K | n/a | $483,751 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Northern Trust Corp | 22.77K | n/a | $427,012 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 24 | Envestnet Asset Management Inc | 19.65K | n/a | $368,466 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 18.82K | n/a | $352,781 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Storebrand Asset Management As | 18.64K | n/a | $349,444 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Ameriprise Financial Inc | 15.48K | n/a | $290,232 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Mariner, LLC | 13.00K | n/a | $244,031 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Victory Capital Management Inc | 5.50K | n/a | $103,050 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Russell Investments Group, Ltd. | 4.80K | n/a | $90,000 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Us Bancorp \De\ | 4.56K | n/a | $85,481 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Group One Trading Llc | 3.94K | n/a | $73,912 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Pnc Financial Services Group, Inc. | 3.59K | n/a | $67,326 | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 34 | Mirae Asset Global Investments Co.… | 3.40K | n/a | $63,694 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Walleye Trading LLC | 2.49K | n/a | $46,763 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Fidelity (FMR) ✦ | 1.57K | +27.1% | $29,470 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 37 | Wells Fargo & Company/Mn | 1.19K | n/a | $22,252 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 38 | Rhumbline Advisers | 1.07K | n/a | $19,986 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Citigroup Inc | 413 | n/a | $7,744 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 40 | Osaic Holdings, Inc. | 367 | n/a | $6,881 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Cwm, Llc | 263 | n/a | $5,000 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Northwestern Mutual Wealth… | 177 | n/a | $3,319 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | UBS AM, a distinct business unit of… | 98 | n/a | $1,838 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Assetmark, Inc | 35 | n/a | $656 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 25 | +25.0% | $469 | 0.0% | ▲ Add | 2 | SEC ↗ |
"Peso no portfolio" = a participação da posição no valor de renda variável 13F reportado pelo gestor: a medida de convicção. ✦ = gestor curado.
Novos compradores
| Nenhum novo comprador rastreado neste trimestre. |
Encerrado
| Nenhuma saída rastreada neste trimestre. |
Contexto de mercado completo: entre TODOS os filers 13F (dados estruturados da SEC, Q1 2026): 97 detentores, 14.27M ações, $224.51M reportado. Este é um período diferente e mais antigo do que os dados do universo rastreado acima, e os dois nunca são combinados.
O que os detentores rastreados deste título mais frequentemente também detêm: contagens de propriedade compartilhada, não relações fundamentais.
Compras no mercado aberto (P)
Officer · VP and Chief… · 150.60K ações @ 2.26 · $340,100
Vendas no mercado aberto (S)
Nenhuma venda direta no mercado por insiders em nossa janela de cobertura.
Prêmios, exercícios e retenção fiscal nunca são contabilizados como compras ou vendas aqui. Metodologia