TBBB
BBB Foods Inc. · Consumer Defensive · Discount Stores
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -16.7% ·
Aktienfluss +13.4% ·
neue Nettopositionen -20.0%
— Formel
Konzentrierte Akkumulation — steigende Anteile bei weniger Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q3 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 64 | +10 | 40.86M | $1.70B | +11 | −1 |
| Q1 2026 | 55 | +8 | 33.01M | $1.17B | +15 | −7 |
| Q4 2025 | 47 | 0 | 30.89M | $1.03B | — | — |
| Q3 2025 | 10 | -2 | 13.44M | $362.36M | +1 | −3 |
| Q2 2025 | 9 | +2 | 7.32M | $203.08M | +3 | −1 |
| Q1 2025 | 5 | +3 | 2.21M | $58.98M | +3 | — |
| Q4 2024 | 2 | -2 | 177.03K | $5.01M | — | −2 |
| Q3 2024 | 4 | 0 | 431.30K | $12.94M | +1 | −1 |
| Q2 2024 | 4 | — | 1.24M | $29.63M | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 5.90M | -0.3% | $158.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Fidelity (FMR) ✦ | 5.90M | -0.3% | $158.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Fidelity (FMR) ✦ | 5.90M | -0.3% | $158.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 3.57M | — | $96.22M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 3.57M | — | $96.22M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 3.57M | — | $96.22M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 3.57M | — | $96.22M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 3.57M | — | $96.22M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Duquesne Family Office ✦ | 1.18M | +228.1% | $31.90M | 0.8% | ▲ Add | 2 | SEC ↗ |
| 10 | BlackRock ✦ (passiv) | 1.13M | +20181.4% | $30.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | BlackRock ✦ (passiv) | 1.13M | +20181.4% | $30.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | BlackRock ✦ (passiv) | 1.13M | +20181.4% | $30.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | BlackRock ✦ (passiv) | 1.13M | +20181.4% | $30.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | BlackRock ✦ (passiv) | 1.13M | +20181.4% | $30.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | BlackRock ✦ (passiv) | 1.13M | +20181.4% | $30.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 681.46K | — | $18.37M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 681.46K | — | $18.37M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 681.46K | — | $18.37M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 681.46K | — | $18.37M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 681.46K | — | $18.37M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 681.46K | — | $18.37M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 681.46K | — | $18.37M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 681.46K | — | $18.37M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Goldman Sachs Group ✦ | 285.84K | — | $7.71M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Marshall Wace ✦ | 281.72K | +106.8% | $7.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Marshall Wace ✦ | 281.72K | +106.8% | $7.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Marshall Wace ✦ | 281.72K | +106.8% | $7.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Millennium Management ✦ | 196.35K | -73.7% | $5.29M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 29 | Baillie Gifford ✦ | 194.85K | +123.4% | $5.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Baillie Gifford ✦ | 194.85K | +123.4% | $5.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Citadel Advisors ✦ | 25.28K | Neu | $681,495 | 0.0% | New | 1 | SEC ↗ |
| 32 | Citadel Advisors ✦ | 25.28K | Neu | $681,495 | 0.0% | New | 1 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Citadel Advisors | $681,495 | 0.0% |
| Citadel Advisors | $681,495 | 0.0% |
Ausgestiegen
| Point72 Asset Management | $749,520 | war 0.0% |
| Wellington Management | $520,972 | war 0.0% |
| Two Sigma Investments | $463,509 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 127 Inhaber, 59.16M Anteile, $1.96B gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.
17.4% der Klasse · Original-SEC-Einreichung anzeigen ↗