13FBOX
BBB FOODS · 13F 机构持仓分析
期权收益计算器 机构排行
B

BBB FOODS

BBB FOODS INCTBBB
持有机构数
168
机构合计市值 (Q2 2026)
$29.44亿
机构合计股数 (Q2 2026)
7,066.4万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+1,579.6万股
120 · 57 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-400.8万股
50 · 18 清仓 · ≈
⚖️ 净额
+1,178.8万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$29.44亿
持有机构数
168
新买入
57
加仓
63
减仓
32
清仓
18
持股不变
16
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
资本国际投资者Capital International Investors
0.06%0.04%#41$3.14亿752.7万股$1.50亿424.1万股+328.6万股+77.50%加仓
富达投资FMR LLC
0.01%0.01%#72$3.07亿737.0万股$2.19亿620.5万股+116.5万股+18.78%加仓
Orbis Allan GrayOrbis Allan Gray Ltd
0.96%0.84%#14$2.81亿673.5万股$2.00亿564.6万股+108.9万股+19.28%加仓
资本研究全球投资者Capital Research Global Investors
0.03%0.03%#58$2.26亿542.3万股$2.07亿584.5万股-42.2万股-7.23%减仓
Wasatch顾问WASATCH ADVISORS LP
1.16%0.96%#10$1.77亿423.9万股$1.45亿410.0万股+14.0万股+3.41%加仓
摩根士丹利MORGAN STANLEY
0.01%0.01%#79$1.66亿397.7万股$9,622.2万356.9万股+40.8万股+11.43%加仓
杜肯家族办公室Duquesne Family Office LLC
2.32%3.26%#9$1.21亿290.2万股$1.10亿310.9万股-20.7万股-6.67%减仓
吉尔德·加尼翁·豪GILDER GAGNON HOWE & CO LLC
1.08%1.08%#11$1.05亿251.8万股$9,034.3万255.4万股-3.7万股-1.43%减仓
Route One Investment 公司Route One Investment Company, L.P.
3.72%2.3%#5$9,268.2万222.4万股$5,409.1万152.9万股+69.5万股+45.44%加仓
信安金融集团PRINCIPAL FINANCIAL GROUP INC
0.04%0.04%#51$8,627.8万207.0万股$6,596.7万186.5万股+20.5万股+11.02%加仓
Kayne Anderson Rudnick投资管理KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
0.24%0.17%#27$7,728.1万185.5万股$5,902.9万166.9万股+18.6万股+11.13%加仓
得克萨斯州教师退休系统TEACHER RETIREMENT SYSTEM OF TEXAS
0.19%0.16%#30$7,161.0万171.8万股$3,892.5万110.0万股+61.8万股+56.16%加仓
12 West Capital Management LP
13.39%13.66%#1$7,157.9万171.8万股$8,091.8万228.8万股-57.0万股-24.92%减仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#92$5,645.5万135.5万股$207.7万5.9万股+129.6万股+2,207.52%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.01%0.01%#77$4,767.5万114.4万股$4,102.3万116.0万股-1.6万股-1.34%减仓
资本国际(加州)Capital International, Inc./CA/
0.33%0.3%#23$4,643.2万111.4万股$3,894.5万110.1万股+1.3万股+1.20%加仓
Engle Capital Management, L.P.
8.88%8.62%#2$3,231.8万77.6万股$2,529.0万71.5万股+6.1万股+8.47%加仓
SEI投资SEI INVESTMENTS CO
0.03%0.02%#62$3,094.8万74.3万股$2,647.9万74.9万股-5,949股-0.79%减仓
纽文Nuveen, LLC
0.01%<0.01%#84$2,980.2万71.5万股$1,587.5万44.9万股+26.6万股+59.35%加仓
Point72资产管理Point72 Asset Management, L.P.
0.03%0.04%#56$2,909.3万69.8万股$3,099.1万87.6万股-17.8万股-20.32%减仓
卡米尼亚克资管Carmignac Gestion
0.36%0.06%#20$2,791.7万67.0万股$377.8万10.7万股+56.3万股+526.47%加仓
Bronte Capital Management Pty Ltd.
2.39%1.71%#8$2,221.6万53.3万股$1,724.5万48.8万股+4.6万股+9.35%加仓
简街集团JANE STREET GROUP, LLC
<0.01%#111$2,184.5万52.4万股$00股+52.4万股新买入
USS投资管理(英国大学退休基金)USS Investment Management Ltd
0.08%0.08%#37$2,136.0万51.2万股$1,808.9万51.2万股00.00%持仓不变
Ancient Art, L.P.
3.84%3.48%#4$1,881.4万45.1万股$1,596.9万45.1万股00.00%持仓不变
普信集团PRICE T ROWE ASSOCIATES INC /MD/
<0.01%#112$1,824.8万43.8万股$00股+43.8万股新买入
宾夕法尼亚州公立学校退休系统COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS
0.08%0.07%#38$1,724.8万41.4万股$1,314.5万37.2万股+4.2万股+11.37%加仓
HRT金融HRT FINANCIAL LP
0.03%0.02%#59$1,667.2万40.0万股$764.8万21.6万股+18.4万股+85.02%加仓
Crow's Nest Holdings LP
4.79%4.55%#3$1,583.5万38.0万股$1,945.4万55.0万股-17.0万股-30.91%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#110$1,442.8万34.6万股$1,550.0万43.8万股-9.2万股-20.99%减仓
都铎投资TUDOR INVESTMENT CORP ET AL
0.02%0.01%#66$1,403.4万33.7万股$443.9万12.5万股+21.1万股+168.39%加仓
西班牙对外银行(BBVA)BANCO BILBAO VIZCAYA ARGENTARIA, S.A.
0.08%0.06%#39$1,303.7万31.4万股$896.8万25.5万股+5.9万股+22.98%加仓
吉萨洛资本管理Ghisallo Capital Management LLC
0.08%0.02%#40$1,281.8万30.8万股$353.7万10.0万股+20.8万股+207.62%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#127$1,274.1万30.6万股$1,310.1万37.0万股-6.5万股-17.45%减仓
Burkehill Global 管理Burkehill Global Management, LP
0.41%#18$1,145.9万27.5万股$00股+27.5万股新买入
Thornburg投资管理THORNBURG INVESTMENT MANAGEMENT INC
0.11%0.06%#33$1,137.6万27.3万股$600.1万17.0万股+10.3万股+60.90%加仓
Driehaus资本管理DRIEHAUS CAPITAL MANAGEMENT LLC
0.06%0.04%#42$1,106.0万26.5万股$602.0万17.0万股+9.5万股+55.94%加仓
Ashoka WhiteOak Capital Pte Ltd
2.56%2.63%#6$1,090.1万26.2万股$692.2万20.2万股+6.1万股+30.25%加仓
宏利人寿MANUFACTURERS LIFE INSURANCE COMPANY, THE
0.01%#81$1,063.0万25.5万股$00股+25.5万股新买入
DZ 银行 AG Deutsche Zentral Genossenschafts 银行 Frankfurt am MainDZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
0.01%0.01%#82$1,058.3万25.4万股$781.6万22.1万股+3.3万股+14.93%加仓
Atika Capital Management LLC
1.02%0.42%#12$1,041.8万25.0万股$336.8万9.5万股+15.5万股+162.56%加仓
千禧管理MILLENNIUM MANAGEMENT LLC
<0.01%<0.01%#99$1,001.6万24.0万股$610.7万17.3万股+6.8万股+39.21%加仓
三菱UFJ信托银行Mitsubishi UFJ Trust & Banking Corp
0.02%0.01%#63$986.0万23.7万股$576.9万16.3万股+7.3万股+45.06%加仓
DNB资产管理DnB Asset Management AS
0.03%#60$985.4万23.6万股$00股+23.6万股新买入
伊塔乌联合银行Itau Unibanco Holding S.A.
0.18%#31$954.5万23.1万股$00股+23.1万股新买入
法国巴黎银行金融市场BNP PARIBAS FINANCIAL MARKETS
<0.01%<0.01%#93$912.5万21.9万股$952.9万26.9万股-5.0万股-18.71%减仓
Mawer投资管理Mawer Investment Management Ltd.
0.06%#47$885.8万21.3万股$00股+21.3万股新买入
马歇尔·韦斯MARSHALL WACE, LLP
0.01%0.01%#86$818.7万19.6万股$993.4万28.1万股-8.4万股-30.05%减仓
百利吉福德BAILLIE GIFFORD & CO
0.01%0.01%#83$812.1万19.5万股$689.2万19.5万股+30股+0.02%加仓
Fiera资本Fiera Capital Corp
0.03%#61$756.9万18.2万股$00股+18.2万股新买入

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