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BBB Foods Inc

TBBB
Exchange
NYSE
Industry
Retail-Grocery Stores
SEC CIK
0001978954

In the last 90 days, BBB Foods Inc insiders filed 0 open-market purchases and 2 sales; 165 institutions reported holding it in 13F filings for Q2 2026, worth $2.96B in total; Duquesne Family Office is the only superinvestor holding it.

13F holders, Q2 2024

Institutional positions in BBB Foods Inc as of Jun 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
82
+8 vs. Q1 2024
Shares held
36.6M
+4.44M (+13.8%) vs. Q1 2024
Total value
$874.0M
+$109.2M (+14.3%) vs. Q1 2024
New holders
25
31 more added
Sold out
17
18 more reduced

Compare with Q1 2024: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting TBBB on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2024: 82 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 74 institutionsQ2 2024: 82 institutionsQ3 2024: 81 institutionsQ4 2024: 79 institutionsQ1 2025: 105 institutionsQ2 2025: 102 institutionsQ3 2025: 96 institutionsQ4 2025: 128 institutionsQ1 2026: 127 institutionsQ2 2026: 165 institutions
Value heldQ2 2024: $874.0M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $0Q4 2023: $0Q1 2024: $764.9MQ2 2024: $874.0MQ3 2024: $1.15BQ4 2024: $1.11BQ1 2025: $1.40BQ2 2025: $1.43BQ3 2025: $1.42BQ4 2025: $1.87BQ1 2026: $2.06BQ2 2026: $2.96B
Institutions holding TBBB and their total value by quarter
QuarterHoldersValue
Q2 2026165$2.96B
Q1 2026127$2.06B
Q4 2025128$1.87B
Q3 202596$1.42B
Q2 2025102$1.43B
Q1 2025105$1.40B
Q4 202479$1.11B
Q3 202481$1.15B
Q2 202482$874.0M
Q1 202474$764.9M
Q4 20230$0
Q3 20230$0
Q2 20230$0
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding BBB Foods Inc; share changes are against Q1 2024.

Institutions holding TBBB in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Capital International Investors5,064,760$120.8M0.02%00.0%Unchanged
Morgan Stanley3,083,848$73.6M0.01%+1,770,758+134.9%Added
Gilder Gagnon Howe & Co LLC2,661,371$63.5M0.80%+1,702,816+177.6%Added
FMR LLC2,126,670$50.7M0.00%+737,728+53.1%Added
William Blair Investment Management, LLC1,977,017$47.2M0.12%−80,744−3.9%Reduced
Teacher Retirement System of Texas1,891,426$45.1M0.26%+476,000+33.6%Added
Capital International Inc1,387,868$33.1M0.44%00.0%Unchanged
Axiom Investors LLC1,367,018$32.6M0.28%+856,066+167.5%Added
JPMorgan Chase & Co1,267,611$30.2M0.00%+1,138,335+880.5%Added
TT International Asset Management LTD1,155,694$27.6M3.53%−1,650,455−58.8%Reduced
Driehaus Capital Management LLC1,113,250$26.6M0.26%+1,113,250New
Grandeur Peak Global Advisors, LLC992,758$23.7M1.89%+992,758New
Walleye Capital LLC809,018$19.3M0.20%+409,018+102.3%Added
Millennium Management LLC756,738$18.1M0.01%−638,525−45.8%Reduced
Engle Capital Management, L.P.720,000$17.2M6.09%+5,000+0.7%Added
Manufacturers Life Insurance Company, The686,606$16.4M0.02%+129,773+23.3%Added
Ghisallo Capital Management LLC650,000$15.5M1.34%00.0%Unchanged
Alliancebernstein L.P.614,960$14.7M0.01%−65,527−9.6%Reduced
Thornburg Investment Management Inc560,388$13.4M0.19%−225,524−28.7%Reduced
USS Investment Management Ltd526,983$12.6M0.10%+526,983New
Kayne Anderson Rudnick Investment Management LLC516,922$12.3M0.03%+516,922New
Ameriprise Financial Inc458,399$10.9M0.00%−756−0.2%Reduced
Verition Fund Management LLC439,760$10.5M0.08%+91,626+26.3%Added
Zweig-DiMenna Associates LLC395,000$9.42M1.07%+128,300+48.1%Added
Fiera Capital Corp347,491$8.29M0.03%−134,721−27.9%Reduced
DnB Asset Management AS343,770$8.20M0.04%+142,162+70.5%Added
Janus Henderson Group PLC330,615$7.88M0.00%−20,468−5.8%Reduced
Sib LLC300,000$7.16M3.81%+100,000+50.0%Added
SEI Investments Co296,390$7.07M0.01%+266,490+891.3%Added
Alyeska Investment Group, L.P.272,192$6.49M0.04%−27,808−9.3%Reduced
Capital International Sarl262,269$6.26M0.19%−17,220−6.2%Reduced
Norges Bank250,768$5.98M0.00%−490,712−66.2%Reduced
Atika Capital Management LLC225,000$5.37M0.62%+71,000+46.1%Added
Employees Retirement System of Texas211,709$5.05M0.05%+183,909+661.5%Added
Itau Unibanco Holding S.A.195,691$4.51M0.19%−370,496−65.4%Reduced
Van Eck Associates Corp182,915$4.36M0.01%+64,300+54.2%Added
Russell Investments Group, Ltd.166,856$3.98M0.01%+103,269+162.4%Added
Monashee Investment Management LLC165,000$3.94M0.51%−158,369−49.0%Reduced
Goldman Sachs Group Inc150,514$3.59M0.00%+150,514New
Point72 Europe (London) LLP150,000$3.58M0.30%+91,927+158.3%Added
Squarepoint Ops LLC143,000$3.41M0.01%00.0%Unchanged
Carmignac Gestion140,000$3.34M0.06%00.0%Unchanged
Marshall Wace, LLP126,550$3.02M0.00%−299,733−70.3%Reduced
Amundi119,306$2.79M0.00%−17,130−12.6%Reduced
Two Sigma Investments, LP107,923$2.58M0.01%+68,774+175.7%Added
EAM Global Investors LLC100,217$2.39M0.54%+100,217New
Barings LLC83,798$2.00M0.05%+21,502+34.5%Added
BNP Paribas Arbitrage, SA73,989$1.77M0.00%+73,989New
Picton Mahoney Asset Management68,600$1.64M0.07%+20,900+43.8%Added
Gabelli Funds LLC52,000$1.24M0.01%+11,000+26.8%Added
Compass Group LLC51,500$1.23M0.92%+11,500+28.7%Added
Zimmer Partners, LP50,000$1.19M0.02%00.0%Unchanged
HRT Financial LP46,915$1.12M0.01%+46,915New
Graham Capital Management, L.P.42,983$1.03M0.04%+42,983New
State of New Jersey Common Pension Fund D40,001$954.4K0.00%+13,447+50.6%Added
Jane Street Group, LLC38,865$927.3K0.00%+29,791+328.3%Added
Northwest & Ethical Investments L.P.32,698$780.2K0.02%00.0%Unchanged
Y-Intercept (Hong Kong) Ltd29,273$698.5K0.04%+20,162+221.3%Added
Route One Investment Company, L.P.25,000$596.5K0.02%+25,000New
Allspring Global Investments Holdings, LLC24,700$589.3K0.00%+24,700New
Susquehanna International Group, LLP21,309$508.4K0.00%+21,309New
Gsa Capital Partners LLP16,613$396.0K0.03%+16,613New
Sandia Investment Management LP15,000$357.9K0.45%−10,000−40.0%Reduced
VELA Investment Management, LLC15,000$357.9K0.13%+15,000New
Congress Wealth Management LLC12,497$298.2K0.00%+12,497New
Royal Bank of Canada12,300$294.0K0.00%+4,400+55.7%Added
XTX Topco Ltd12,124$289.3K0.02%+12,124New
Tower Research Capital LLC (TRC)11,015$262.8K0.00%+11,015New
Oberweis Asset Management Inc11,000$262.5K0.02%00.0%Unchanged
Centiva Capital, LP10,066$240.2K0.01%+10,066New
Quent Capital, LLC7,000$167.0K0.02%+7,000New
Federated Hermes, Inc.6,000$143.2K0.00%+6,000New
Hood River Capital Management LLC4,958$118.8K0.00%+2,689+118.5%Added
National Bank of Canada4,400$103.3K0.00%+4,400New
J.Safra Asset Management Corp3,369$80.4K0.01%+2,039+153.3%Added
UBS Group AG2,339$55.8K0.00%+2,339New
Qube Research & Technologies Ltd1,560$37.2K0.00%−11,182−87.8%Reduced
Legal & General Group Plc1,155$27.6K0.00%+1,155New
Bank of America Corp850$20.3K0.00%−4,324−83.6%Reduced
Simplex Trading, LLC678$16.0K0.00%+581+599.0%Added
Bell Investment Advisors, Inc104$2.48K0.00%+104New
DB Fitzpatrick & Co, Inc15$3580.00%+15New
Citadel Advisors LLC0$00.00%−1,463,203−100.0%Sold out
Dragoneer Investment Group, LLC0$00.00%−800,000−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−273,000−100.0%Sold out
Blackstone Group Inc.0$00.00%−250,000−100.0%Sold out
Point72 (DIFC) Ltd0$00.00%−168,031−100.0%Sold out
Rokos Capital Management LLP0$00.00%−140,000−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−137,592−100.0%Sold out
Woodline Partners LP0$00.00%−102,077−100.0%Sold out
Seven Grand Managers, LLC0$00.00%−100,000−100.0%Sold out
Kodai Capital Management LP0$00.00%−93,701−100.0%Sold out
Penserra Capital Management LLC0$00.00%−60,402−100.0%Sold out
Wealth High Governance Capital Ltda0$00.00%−60,000−100.0%Sold out
Crow's Nest Holdings LP0$00.00%−40,000−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−25,783−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−25,098−100.0%Sold out
Diametric Capital, LP0$00.00%−10,015−100.0%Sold out
FNY Investment Advisers, LLC0$00.00%−1,265−100.0%Sold out