MNSO
MINISO Group Holding Limited · Consumer Cyclical · Specialty Retail
Données momentum (gérants comparables) : étendue des détenteurs 0.0% · flux d'actions +14.4% · nouvelles positions nettes 0.0% — formule
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q2 2026
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| 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 | — | — |
| Q3 2025 | 10 | +1 | 5.36M | $120.50M | +1 | — |
| Q2 2025 | 6 | -1 | 3.39M | $61.83M | — | −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 | — | −1 |
| Q2 2024 | 8 | — | 7.19M | $137.20M | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Marshall Wace ✦ | 1.57M | -19.3% | $18.94M | 0.0% | ▼ Trim | 9 | SEC ↗ ×3 |
| 2 | Point72 Asset Management ✦ | 1.11M | +103.6% | $13.38M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | UBS Group AG | 1.06M | +22.9% | $12.83M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | Millennium Management ✦ | 965.41K | -43.0% | $11.64M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 5 | State Street Global Advisors ✦ (passif) | 792.12K | -3.2% | $9.55M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 6 | Goldman Sachs Group ✦ | 764.25K | +387.6% | $9.22M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Jane Street Group, Llc | 662.49K | +8.4% | $7.99M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Morgan Stanley ✦ | 643.39K | +133.8% | $7.76M | 0.0% | ▲ Add | 4 | SEC ↗ ×7 |
| 9 | BlackRock ✦ (passif) | 496.92K | +168.5% | $5.99M | 0.0% | ▲ Add | 5 | SEC ↗ ×4 |
| 10 | Nordea Investment Management Ab | 484.15K | +6.1% | $5.85M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Hsbc Holdings Plc | 356.21K | +19.3% | $4.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Legal & General Group Plc | 263.57K | -3.5% | $3.18M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 13 | Creative Planning | 217.57K | +446.3% | $2.62M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 14 | Citadel Advisors ✦ | 175.81K | +14.8% | $2.12M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 15 | Bnp Paribas Financial Markets | 143.08K | +49.8% | $1.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | American Century Companies Inc | 133.36K | 0.0% | $1.61M | 0.0% | Held | 3 | SEC ↗ |
| 17 | Quantinno Capital Management LP | 128.53K | +104.6% | $1.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 57.88K | +52.8% | $698,009 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 19 | Aviva Plc | 51.04K | -2.9% | $615,542 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Renaissance Technologies ✦ | 38.11K | +29.1% | $459,582 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Walleye Trading LLC | 32.28K | Nouveau | $389,273 | 0.0% | New | 1 | SEC ↗ |
| 22 | Nuveen, LLC | 29.72K | Nouveau | $358,424 | 0.0% | New | 1 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 24.72K | Nouveau | $298,159 | 0.0% | New | 1 | SEC ↗ |
| 24 | Ameriprise Financial Inc | 21.84K | +46.7% | $263,330 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 25 | Invesco Ltd. | 20.63K | -8.3% | $248,810 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 26 | Northern Trust Corp | 19.70K | -2.0% | $237,558 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 27 | JPMorgan Chase ✦ | 14.22K | +19935.2% | $170,131 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 28 | Mariner, LLC | 14.01K | +18.6% | $168,965 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Storebrand Asset Management As | 13.75K | -21.6% | $165,813 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Us Bancorp \De\ | 8.79K | +29.6% | $105,995 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Barclays Plc | 5.44K | +67.3% | $65,570 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Pnc Financial Services Group, Inc. | 4.68K | -3.3% | $56,481 | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 33 | Citigroup Inc | 3.29K | +2690.7% | $39,714 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 34 | Fidelity (FMR) ✦ | 2.36K | +20.6% | $28,421 | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 35 | Mirae Asset Global Investments Co.… | 2.30K | -32.8% | $27,774 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Rhumbline Advisers | 1.14K | +6.5% | $13,793 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Osaic Holdings, Inc. | 556 | -6.7% | $6,705 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Jones Financial Companies Lllp | 500 | Nouveau | $5,705 | 0.0% | New | 1 | SEC ↗ |
| 39 | UBS AM, a distinct business unit of… | 414 | 0.0% | $4,993 | 0.0% | Held | 3 | SEC ↗ |
| 40 | Wells Fargo & Company/Mn | 253 | -84.1% | $3,048 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Rockefeller Capital Management L.P. | 247 | Nouveau | $2,979 | 0.0% | New | 1 | SEC ↗ ×2 |
| 42 | Northwestern Mutual Wealth… | 177 | 0.0% | $2,135 | 0.0% | Held | 3 | SEC ↗ |
| 43 | Assetmark, Inc | 93 | +1.1% | $1,122 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | National Bank Of Canada /Fi/ | 10 | Nouveau | $121 | 0.0% | New | 1 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Walleye Trading LLC | $389,273 | 0.0% |
| Nuveen, LLC | $358,424 | 0.0% |
| Susquehanna International… | $298,159 | 0.0% |
| Jones Financial Companies Lllp | $5,705 | 0.0% |
| Rockefeller Capital… | $2,979 | 0.0% |
| National Bank Of Canada /Fi/ | $121 | 0.0% |
Sorti(e)
| Stifel Financial Corp | $1.54M | était 0.0% |
| Hrt Financial Lp | $718,000 | était 0.0% |
| D. E. Shaw & Co. | $345,740 | était 0.0% |
| Envestnet Asset Management Inc | $323,556 | était 0.0% |
| Balyasny Asset Management L.P. | $164,025 | était 0.0% |
| Russell Investments Group… | $77,760 | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 97 détenteurs, 14.27M actions, $224.51M déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.
Achats sur le marché libre (P)
Officer · VP and Chief… · 150.60K act. @ 2.26 · $340,100
Ventes sur le marché libre (S)
Aucune vente d'initié sur le marché libre dans notre fenêtre de couverture.
Les attributions, exercices et retenues fiscales ne sont jamais comptabilisés comme des achats ou des ventes ici. Méthodologie